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 UTG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,457,091 | 37,095 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,351,557 | 36,948 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,266,255 | 31,960 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,045,240 | 28,890 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $933,474 | 28,687 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $900,407 | 28,413 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $935,970 | 28,527 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $740,153 | 27,092 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $703,979 | 26,112 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $322,323 | 12,054 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $612,848 | 24,862 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $671,570 | 24,492 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $694,685 | 24,478 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $659,058 | 23,313 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $578,414 | 21,234 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $614,730 | 19,830 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $523,908 | 15,155 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $328,372 | 9,350 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $360,535 | 11,002 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $292,286 | 8,519 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $281,735 | 8,410 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $375,379 | 11,448 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $400,637 | 12,804 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $284,899 | 9,440 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $279,910 | 9,736 | Shares | Sole | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||