Sigma Planning Corp
Top Portfolio Positions
608 positions ·
$1,549,582,675 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
611,864 | $155,284,964 | 10.02% | |
| NVDA |
Nvidia Corp
Technology
|
661,302 | $115,331,068 | 7.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
349,269 | $72,742,254 | 4.69% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
105,629 | $60,966,946 | 3.93% | |
| SPY |
Spdr S&P 500 ETF Trust
|
86,031 | $55,949,400 | 3.61% | |
| MSFT |
Microsoft Corp
Technology
|
135,061 | $49,995,530 | 3.23% | |
| AVGO |
Broadcom Inc.
Technology
|
77,373 | $23,947,717 | 1.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
78,891 | $22,685,895 | 1.46% | |
| META |
Meta Platforms, Inc.
Communication Services
|
39,379 | $22,529,907 | 1.45% | |
| GLD |
Spdr Gold Trust
|
46,617 | $20,058,828 | 1.29% |
Portfolio Trend
Holdings in EVER
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,835 | 10,560 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $254,745 | 9,435 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $907,069 | 39,662 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $834,621 | 34,517 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $289,268 | 11,045 | Shares | Sole | 2025-05-02 | |
| No 13F history on record for this holder in this stock. | ||||||