Sigma Planning Corp

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$3.18B
Signature - Title
Andrew D. Kilbarger - Chief Compliance Officer
Location
Ann Arbor, MI
Summary
This page shows a list of all the recent 13F filings made by Sigma Planning Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sigma Planning Corp reported 1158 stock holdings with total value $3.18B as of Q4 2024. Top holdings included IVV, AAPL, NVDA, AMZN, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,158 $3.18B +$207M -$261M -$54.3M IVV, AAPL, NVDA, AMZN, QQQ 13F-HR 2/3/2025, 04:50 PM
Q3 2024 1,205 $3.26B +$183M -$228M -$44.2M IVV, AAPL, NVDA, QQQ, MSFT 13F-HR 11/1/2024, 05:50 PM
Q2 2024 1,178 $3.15B +$239M -$264M -$25.1M IVV, AAPL, NVDA, QQQ, MSFT 13F-HR 8/5/2024, 05:31 PM
Q1 2024 1,207 $3.18B +$1.84B -$24.2M +$1.81B IVV, AAPL, QQQ, MSFT, AMZN 13F-HR 5/1/2024, 05:40 PM
Q4 2023 844 $1.28B +$52.5M -$1.68B -$1.62B IVV, AAPL, QQQ, MSFT, AMZN 13F-HR 2/1/2024, 12:41 PM
Q3 2023 1,315 $2.66B +$180M -$190M -$10.6M IVV, AAPL, MSFT, QQQ, AMZN 13F-HR 11/6/2023, 12:02 PM
Q2 2023 1,201 $2.78B +$156M -$454M -$298M AAPL, IVV, MSFT, QQQ, AMZN 13F-HR 8/1/2023, 06:20 PM
Q1 2023 1,292 $3.01B +$271M -$158M +$112M AAPL, IVV, MSFT, QQQ, DGRO 13F-HR 5/5/2023, 05:48 PM
Q4 2022 1,260 $2.8B +$216M -$149M +$66.9M IVV, AAPL, DGRO, MSFT, QQQ 13F-HR 1/24/2023, 02:43 PM
Q3 2022 1,256 $2.62B +$231M -$257M -$26.3M AAPL, IVV, AMZN, DGRO, MSFT 13F-HR 11/10/2022, 04:17 PM
Q2 2022 1,284 $2.87B +$387M -$211M +$176M AAPL, IVV, QQQ, SPY, DGRO 13F-HR 8/11/2022, 11:35 AM
Q1 2022 1,359 $3.33B +$329M -$331M -$2.19M AAPL, IVV, MSFT, AMZN, DGRO 13F-HR 4/20/2022, 02:51 PM
Q4 2021 1,376 $3.58B +$300M -$186M +$114M AAPL, IVV, MSFT, QQQ, AMZN 13F-HR 2/2/2022, 08:40 AM
Q3 2021 1,353 $3.29B +$317M -$286M +$30.7M AAPL, IVV, AMZN, MSFT, SPY 13F-HR 10/28/2021, 11:28 AM
Q2 2021 1,388 $3.33B +$383M -$335M +$48.2M AAPL, IVV, AMZN, MSFT, QQQ 13F-HR 8/13/2021, 02:23 PM
Q1 2021 1,301 $3.11B +$455M -$340M +$116M AAPL, IVV, SPY, AMZN, MSFT 13F-HR 5/6/2021, 04:22 PM
Q4 2020 1,192 $2.93B +$424M -$188M +$236M AAPL, IVV, SPY, AMZN, LQD 13F-HR 2/9/2021, 11:16 AM
Q3 2020 1,057 $2.52B +$406M -$180M +$226M AAPL, IVV, SPY, AMZN, LQD 13F-HR 11/3/2020, 02:11 PM
Q2 2020 1,051 $2.28B +$415M -$99M +$316M AAPL, IVV, AMZN, SPY, QQQ 13F-HR 7/31/2020, 03:05 PM
Q1 2020 913 $1.68B +$163M -$258M -$94.6M IVV, AAPL, USMV, QQQ, AMZN 13F-HR 5/1/2020, 03:26 PM
Q4 2019 1,049 $2.37B +$345M -$141M +$204M IVV, IWM, AAPL, USMV, IVW 13F-HR 2/3/2020, 02:18 PM
Q3 2019 999 $2.08B +$267M -$108M +$160M IVV, AAPL, IVW, USMV, SPLV 13F-HR 11/1/2019, 10:51 AM
Q2 2019 988 $1.94B +$249M -$82.9M +$166M IVV, AAPL, IVW, SPLV, USMV 13F-HR 8/1/2019, 04:16 PM
Q1 2019 939 $1.76B +$359M -$112M +$247M IVV, AAPL, IJH, IVW, AGG 13F-HR 5/1/2019, 03:36 PM
Q4 2018 851 $1.37B +$131M -$156M -$24.9M IVV, IJH, AAPL, IVW, IJR 13F-HR 1/31/2019, 03:06 PM
Q3 2018 944 $1.7B +$236M -$74.1M +$162M IVV, AAPL, IJH, IVW, IJR 13F-HR 11/7/2018, 09:26 AM
Q2 2018 900 $1.49B +$211M -$51.6M +$159M IVV, IJH, IVW, IJR, AAPL 13F-HR 8/2/2018, 01:20 PM
Q1 2018 858 $1.36B +$190M -$54.7M +$135M IVV, IJH, IVW, AAPL, IJR 13F-HR 5/11/2018, 10:25 AM
Q4 2017 850 $1.3B +$136M -$77.3M +$58.3M IVV, IJH, AAPL, IVW, IJR 13F-HR 2/7/2018, 09:33 AM
Q3 2017 845 $1.21B +$194M -$59.9M +$134M IVV, IJH, AAPL, IVW, IJR 13F-HR 11/6/2017, 03:03 PM
Q2 2017 789 $1.06B +$109M -$69M +$39.8M IVV, IJH, AAPL, IJR, AGG 13F-HR 8/2/2017, 02:45 PM
Q1 2017 774 $1.03B +$178M -$65.9M +$112M IVV, IJH, AAPL, ITOT, AGG 13F-HR 4/24/2017, 03:38 PM
Q4 2016 733 $911M +$160M -$56.5M +$104M IVV, IJH, AAPL, IUSG, IJR 13F-HR 1/23/2017, 08:18 AM
Q3 2016 740 $836M +$138M -$45.6M +$92M IVV, IJH, AAPL, AGG, IVW 13F-HR 11/7/2016, 06:52 AM
Q2 2016 692 $763M +$127M -$69.9M +$57.2M IVV, IJH, AGG, AAPL, ITOT 13F-HR 7/22/2016, 02:47 PM
Q1 2016 694 $731M +$123M -$78.1M +$45.2M IVV, AGG, AAPL, IJH, PFF 13F-HR 4/18/2016, 02:46 PM
Q4 2015 694 $713M +$135M -$46M +$88.7M IVV, IJH, AAPL, AGG, IVW 13F-HR 1/20/2016, 08:08 AM
Q3 2015 670 $630M +$88.5M -$77.1M +$11.4M IVV, IJH, AAPL, FLOT, AGG 13F-HR 11/2/2015, 09:33 AM
Q2 2015 706 $724M +$83.9M -$62.5M +$21.3M IVV, AAPL, IJH, AGG, FLOT 13F-HR 7/14/2015, 10:57 AM
Q1 2015 751 $754M +$124M -$80.4M +$43.5M IVV, AAPL, AGG, IJH, VQT 13F-HR 4/23/2015, 10:24 AM
Q4 2014 715 $755M IVV, AAPL, ITOT, VQT, AGG 13F-HR 2/13/2015, 07:48 AM