Universe · entity
Sigma Planning Corp
Institutional manager (13F) · CIK 1449126
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $195M | 298,651 |
| 2 | APPLE INC | $155M | 611,864 |
| 3 | NVIDIA CORPORATION | $112M | 639,702 |
| 4 | AMAZON COM INC | $73M | 349,269 |
| 5 | INVESCO QQQ TR | $61M | 105,629 |
| 6 | STATE STR SPDR S&P 500 ETF T | $56M | 86,031 |
| 7 | ISHARES TR | $51M | 721,369 |
| 8 | MICROSOFT CORP | $50M | 135,061 |
| 9 | ISHARES TR | $49M | 432,346 |
| 10 | VANGUARD INDEX FDS | $48M | 80,249 |
| 11 | ALPHABET INC | $39M | 137,435 |
| 12 | ISHARES TR | $37M | 341,308 |
| 13 | SCHWAB STRATEGIC TR | $27M | 943,430 |
| 14 | SCHWAB STRATEGIC TR | $27M | 869,867 |
| 15 | ISHARES TR | $25M | 303,288 |
| 16 | BROADCOM INC | $24M | 77,373 |
| 17 | ISHARES TR | $24M | 353,362 |
| 18 | ISHARES TR | $23M | 107,919 |
| 19 | ALPHABET INC | $23M | 78,891 |
| 20 | META PLATFORMS INC | $23M | 39,379 |
| 21 | ISHARES TR | $22M | 174,257 |
| 22 | SPDR GOLD TR | $20M | 46,617 |
| 23 | ISHARES GOLD TR | $20M | 225,847 |
| 24 | BERKSHIRE HATHAWAY INC DEL | $19M | 39,833 |
| 25 | ISHARES TR | $19M | 187,719 |
| 26 | VANGUARD INDEX FDS | $18M | 57,145 |
| 27 | FIRST TR EXCHANGE TRADED FD | $18M | 259,052 |
| 28 | CAPITAL GROUP DIVIDEND VALUE | $18M | 411,828 |
| 29 | ELI LILLY & CO | $17M | 18,320 |
| 30 | JPMORGAN CHASE & CO | $16M | 54,533 |
| 31 | CATERPILLAR INC | $16M | 22,456 |
| 32 | ISHARES TR | $16M | 308,804 |
| 33 | CHEVRON CORPORATION | $16M | 75,995 |
| 34 | TESLA INC | $16M | 42,041 |
| 35 | ISHARES TR | $16M | 364,752 |
| 36 | COSTCO WHOLESALE CORPORATION | $15M | 14,838 |
| 37 | PACER FDS TR | $15M | 236,308 |
| 38 | ISHARES TR | $15M | 156,526 |
| 39 | WALMART INC | $14M | 116,180 |
| 40 | EXXON MOBIL CORP | $14M | 84,822 |
| 41 | VANGUARD INDEX FDS | $14M | 72,215 |
| 42 | JOHNSON & JOHNSON | $14M | 56,291 |
| 43 | SCHWAB STRATEGIC TR | $13M | 522,948 |
| 44 | PALANTIR TECHNOLOGIES INC | $13M | 88,975 |
| 45 | SELECT SECTOR SPDR TR | $13M | 97,010 |
| 46 | ISHARES TR | $13M | 239,111 |
| 47 | ISHARES TR | $13M | 138,820 |
| 48 | ABBVIE INC | $12M | 56,826 |
| 49 | FIRST TR EXCHANGE TRADED FD | $12M | 300,698 |
| 50 | FIRST TR EXCHNG TRADED FD VI | $12M | 349,728 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.