Sigma Planning Corp
Top Portfolio Positions
609 positions ·
$1,568,670,648 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
611,864 | $155,284,964 | 9.90% | |
| NVDA |
Nvidia Corp
Technology
|
661,302 | $115,331,068 | 7.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
349,269 | $72,742,254 | 4.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
105,629 | $60,966,946 | 3.89% | |
| SPY |
Spdr S&P 500 ETF Trust
|
86,031 | $55,949,400 | 3.57% | |
| MSFT |
Microsoft Corp
Technology
|
135,061 | $49,995,530 | 3.19% | |
| 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 TSI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $188,364 | 41,952 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $207,242 | 41,952 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $206,403 | 41,952 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $204,725 | 41,952 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $203,886 | 41,952 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $201,789 | 41,952 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $215,213 | 41,952 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $198,852 | 41,952 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $201,784 | 41,951 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $54,441 | 11,861 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $192,135 | 41,951 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $192,876 | 41,658 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $218,359 | 46,658 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $215,559 | 46,658 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $225,417 | 47,758 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $230,671 | 47,758 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $242,863 | 47,158 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $272,101 | 47,158 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $267,323 | 46,572 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $320,082 | 54,068 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $326,674 | 57,412 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $369,633 | 64,962 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $365,024 | 64,951 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $354,550 | 64,936 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $425,268 | 82,257 | Shares | Sole | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||