Sigma Planning Corp
1,306 holdingsFiling period: 2026-03-31Current AUM: $4.01Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 298.7K | $195.1M | $224.1M | 5.59% | +5.1K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 611.9K | $155.3M | $189.0M | 4.71% | -9,975 | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 661.3K | $112.0M | $128.9M | 3.21% | +1.5K | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 349.3K | $72.7M | $94.9M | 2.36% | -2,490 | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 105.6K | $61.0M | $72.7M | 1.81% | -16,671 | 2026-03-31 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 86.0K | $56.0M | $64.3M | 1.60% | -26,490 | 2026-03-31 |
| 7 | DGRO | ISHARES TR | 721.4K | $50.6M | $56.3M | 1.40% | -9,777 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 135.1K | $50.0M | $62.8M | 1.56% | +50 | 2026-03-31 |
| 9 | IVW | ISHARES TR | 432.3K | $48.9M | $58.5M | 1.46% | -1,631 | 2026-03-31 |
| 10 | VOO | VANGUARD INDEX FDS | 80.2K | $48.0M | $55.1M | 1.37% | -370 | 2026-03-31 |
| 11 | GOOG | ALPHABET INC | 137.4K | $39.4M | $49.0M | 1.22% | -1,869 | 2026-03-31 |
| 12 | LQD | ISHARES TR | 341.3K | $37.2M | $36.3M | 0.90% | +8.4K | 2026-03-31 |
| 13 | SCHG | SCHWAB STRATEGIC TR | 943.4K | $27.5M | $32.2M | 0.80% | -34,442 | 2026-03-31 |
| 14 | SCHD | SCHWAB STRATEGIC TR | 869.9K | $26.7M | $29.1M | 0.73% | +36.6K | 2026-03-31 |
| 15 | SHY | ISHARES TR | 303.3K | $25.0M | $24.9M | 0.62% | +8.8K | 2026-03-31 |
| 16 | AVGO | BROADCOM INC | 77.4K | $23.9M | $30.1M | 0.75% | +1.5K | 2026-03-31 |
| 17 | IJH | ISHARES TR | 353.4K | $23.9M | $26.6M | 0.66% | -8,899 | 2026-03-31 |
| 18 | IVE | ISHARES TR | 107.9K | $22.8M | $25.0M | 0.62% | +1.9K | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 78.9K | $22.7M | $28.1M | 0.70% | -352 | 2026-03-31 |
| 20 | META | META PLATFORMS INC | 39.4K | $22.5M | $21.9M | 0.55% | -964 | 2026-03-31 |
| 21 | IJR | ISHARES TR | 174.3K | $21.7M | $25.3M | 0.63% | -19,415 | 2026-03-31 |
| 22 | GLD | SPDR GOLD TR | 46.6K | $20.1M | $17.3M | 0.43% | -12,371 | 2026-03-31 |
| 23 | IAU | ISHARES GOLD TR | 225.8K | $19.9M | $17.2M | 0.43% | +4.7K | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 39.8K | $19.1M | $19.1M | 0.48% | -4,731 | 2026-03-31 |
| 25 | AGG | ISHARES TR | 187.7K | $18.6M | $18.3M | 0.46% | +17.7K | 2026-03-31 |
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