Sigma Planning Corp
Top Portfolio Positions
609 positions ·
$1,563,116,090 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
611,864 | $155,284,964 | 9.93% | |
| NVDA |
Nvidia Corp
Technology
|
661,302 | $115,331,068 | 7.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
349,269 | $72,742,254 | 4.65% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
105,629 | $60,966,946 | 3.90% | |
| SPY |
Spdr S&P 500 ETF Trust
|
86,031 | $55,949,400 | 3.58% | |
| MSFT |
Microsoft Corp
Technology
|
135,061 | $49,995,530 | 3.20% | |
| AVGO |
Broadcom Inc.
Technology
|
77,373 | $23,947,717 | 1.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
78,891 | $22,685,895 | 1.45% | |
| META |
Meta Platforms, Inc.
Communication Services
|
39,379 | $22,529,907 | 1.44% | |
| GLD |
Spdr Gold Trust
|
46,617 | $20,058,828 | 1.28% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JFR
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $736,756 | 97,973 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $767,050 | 97,963 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $735,823 | 89,954 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $735,949 | 86,889 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $802,837 | 94,786 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $689,756 | 77,327 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $686,883 | 77,878 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $716,687 | 82,854 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $704,999 | 80,756 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $364,581 | 44,353 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $666,619 | 81,196 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $218,844 | 27,737 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $226,377 | 27,607 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $225,593 | 28,484 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $262,739 | 32,397 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $276,837 | 33,194 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $268,788 | 26,852 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $104,751 | 10,300 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $104,204 | 10,348 | Shares | Sole | 2021-10-28 | |
| 2020-06-30 | $148,543 | 18,803 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $162,181 | 21,481 | Shares | Sole | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||