Sigma Planning Corp

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Ann Arbor, MI
CIK
0001449126
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 846 1,278,138 IVV, AAPL, QQQ, MSFT 13F-HR 2/1/2024 000142050624000116
Q3 2023 1,197 2,667,744 IVV, AAPL, MSFT, QQQ 13F-HR 11/6/2023 000142050623001919
Q2 2023 1,202 2,784,948 AAPL, IVV, MSFT, QQQ 13F-HR 8/1/2023 000142050623001353
Q1 2023 1,295 3,009,201 AAPL, IVV, MSFT, QQQ 13F-HR 5/8/2023 000142050623000870
Q4 2022 1,261 2,797,154 IVV, AAPL, DGRO, MSFT 13F-HR 1/24/2023 000142050623000098
Q3 2022 1,261 2,623,404 AAPL, IVV, AMZN, DGRO 13F-HR 11/10/2022 000142050622002048
Q2 2022 1,288 2,877,314 AAPL, IVV, QQQ puts, SPY puts 13F-HR 8/11/2022 000142050622001465
Q1 2022 1,362 3,338,142 AAPL, IVV, MSFT, AMZN 13F-HR 4/20/2022 000142050622000635
Q4 2021 1,383 3,588,041 AAPL, IVV, MSFT, QQQ 13F-HR 2/2/2022 000142050622000104
Q3 2021 1,372 3,324,996 AAPL, IVV, AMZN, MSFT 13F-HR 10/28/2021 000142050621001441
Q2 2021 1,413 3,355,093 AAPL, IVV, AMZN, MSFT 13F-HR 8/13/2021 000142050621001133
Q1 2021 1,325 3,130,214 AAPL, IVV, SPY, AMZN 13F-HR 5/6/2021 000142050621000488
Q4 2020 1,194 2,940,422 AAPL, IVV, SPY, AMZN 13F-HR 2/9/2021 000142050621000148
Q3 2020 1,060 2,526,727 AAPL, IVV, SPY, AMZN 13F-HR 11/3/2020 000142050620001125
Q2 2020 1,054 2,278,266 AAPL, IVV, AMZN, SPY 13F-HR 7/31/2020 000142050620000781
Q1 2020 915 1,684,315 IVV, AAPL, USMV, QQQ 13F-HR 5/1/2020 000142050620000414
Q4 2019 1,051 2,370,357 IVV, IWM calls, AAPL, USMV 13F-HR 2/3/2020 000142050620000084
Q3 2019 1,000 2,083,609 IVV, AAPL, IVW, USMV 13F-HR 11/1/2019 000142050619000991
Q2 2019 989 1,941,043 IVV, AAPL, IVW, SPLV 13F-HR 8/1/2019 000142050619000688
Q1 2019 940 1,761,279 IVV, AAPL, IJH, IVW 13F-HR 5/1/2019 000142050619000333
Q4 2018 851 1,374,840 IVV, IJH, AAPL, IVW 13F-HR 1/31/2019 000142050619000056
Q3 2018 948 1,701,001 IVV, AAPL, IJH, IVW 13F-HR 11/7/2018 000142050618000870
Q2 2018 902 1,493,745 IVV, IJH, IVW, IJR 13F-HR 8/2/2018 000142050618000613
Q1 2018 859 1,367,712 IVV, IJH, IVW, AAPL 13F-HR 5/11/2018 000142050618000402
Q4 2017 852 1,298,154 IVV, IJH, AAPL, IVW 13F-HR 2/7/2018 000142050618000080
Q3 2017 847 1,212,632 IVV, IJH, AAPL, IVW 13F-HR 11/6/2017 000142050617000670
Q2 2017 790 1,064,258 IVV, IJH, AAPL, IJR 13F-HR 8/2/2017 000142050617000495
Q1 2017 776 1,032,682 IVV, IJH, AAPL, ITOT 13F-HR 4/24/2017 000142050617000258
Q4 2016 735 914,913 IVV, IJH, AAPL, IUSG 13F-HR 1/23/2017 000142050617000023
Q3 2016 743 843,471 IVV, IJH, AAPL, AGG 13F-HR 11/7/2016 000142050616001303
Q2 2016 696 767,106 IVV, IJH, AGG, AAPL 13F-HR 7/22/2016 000142050616001113
Q1 2016 699 731,563 IVV, AGG, AAPL, IJH 13F-HR 4/18/2016 000142050616000867
Q4 2015 696 714,339 IVV, IJH, AAPL, AGG 13F-HR 1/20/2016 000142050616000671
Q3 2015 671 631,187 IVV, IJH, AAPL, FLOT 13F-HR 11/2/2015 000142050615000549
Q2 2015 707 724,415 IVV, AAPL, IJH, AGG 13F-HR 7/14/2015 000142050615000342
Q1 2015 752 754,857 IVV, AAPL, AGG, IJH 13F-HR 4/23/2015 000142050615000220
Q4 2014 717 756,423 IVV, AAPL, ITOT, VQT 13F-HR 2/13/2015 000142050615000135