Sigma Planning Corp - Portfolio overview

Sigma Planning Corp has 1478 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 5.29%
2. AAPL - APPLE INC, 4.21%
3. NVDA - NVIDIA CORPORATION, 3.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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