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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Sigma Planning Corp INSTITUTION : Sigma Planning Corp
Sigma Planning Corp Portfolio (reported on 2020-07-31)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
APPLE INC    (COM) AAPL 93,647,000 256,707 4.11%
ISHARES TR    (CORE S&P500 ETF) IVV 83,628,000 270,037 3.67%
AMAZON COM INC    (COM) AMZN 55,062,000 19,958 2.41%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 52,625,000 170,662 2.30%
INVESCO QQQ TR    (UNIT SER 1) 50,754,000 204,985 2.22%
ISHARES TR    (MSCI MIN VOL ETF) USMV 50,438,000 831,900 2.21%
MICROSOFT CORP    (COM) MSFT 46,416,000 228,075 2.03%
ISHARES TR    (IBOXX INV CP ETF) LQD 44,853,000 333,482 1.96%
ISHARES TR    (CORE US AGGBD ET) AGG 44,842,000 379,343 1.96%
ISHARES TR    (S&P 500 GRWT ETF) IVW 33,205,000 160,029 1.45%
SPDR GOLD TR    (GOLD SHS) GLD 27,605,000 164,932 1.21%
ISHARES TR    (CORE S&P MCP ETF) IJH 26,284,000 147,814 1.15%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 25,792,000 211,639 1.13%
ISHARES TR    (CORE DIV GRWTH) DGRO 25,709,000 683,752 1.12%
JOHNSON & JOHNSON    (COM) JNJ 16,347,000 116,240 0.71%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 16,328,000 58,584 0.71%
ISHARES TR    (20 YR TR BD ETF) TLT 16,317,000 99,538 0.71%
ISHARES TR    (1 3 YR TREAS BD) SHY 16,246,000 187,571 0.71%
ISHARES TR    (S&P 500 VAL ETF) IVE 15,432,000 142,607 0.67%
ISHARES TR    (CORE S&P SCP ETF) IJR 15,105,000 221,189 0.66%
ISHARES TR    (USA MOMENTUM FCT) 14,229,000 108,621 0.62%
FIRST TR NASDAQ-100 TECH IND    (DJ INTERNT IDX) FDN 13,913,000 81,597 0.61%
AT&T INC    (COM) T 13,888,000 459,411 0.60%
ISHARES TR    (CORE S&P TTL STK) ISI 13,821,000 199,035 0.60%
INVESCO EXCH TRADED FD TR II    (S&P500 LOW VOL) 13,035,000 262,370 0.57%
HOME DEPOT INC    (COM) HD 12,923,000 51,588 0.56%
FACEBOOK INC    (CL A) FB 12,292,000 54,132 0.53%
VERIZON COMMUNICATIONS INC    (COM) VZ 11,576,000 209,977 0.50%
DISNEY WALT CO    (COM DISNEY) DIS 11,389,000 102,129 0.49%
ISHARES TR    (CORE MSCI EAFE) IEFA 11,296,000 197,627 0.49%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 11,223,000 169,897 0.49%
ISHARES TR    (NATIONAL MUN ETF) MUB 10,992,000 95,249 0.48%
VISA INC    (COM CL A) V 10,907,000 56,463 0.47%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 10,806,000 356,397 0.47%
ABBVIE INC    (COM) ABBV 10,803,000 110,030 0.47%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 10,615,000 120,160 0.46%
FIRST TR NASDAQ-100 TECH IND    (CAP STRENGTH ETF) FDV 10,391,000 177,870 0.45%
ALPHABET INC    (CAP STK CL C) GOOG 10,116,000 7,156 0.44%
PROCTER AND GAMBLE CO    (COM) PG 10,025,000 83,842 0.44%
NVIDIA CORPORATION    (COM) NVDA 9,972,000 26,247 0.43%
JPMORGAN CHASE & CO    (COM) JPM 9,601,000 102,072 0.42%
ARK ETF TR    (INNOVATION ETF) ARKK 9,035,000 126,700 0.39%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 9,018,000 31,817 0.39%
ISHARES TR    (IBOXX HI YD ETF) HYG 8,970,000 109,898 0.39%
NEXTERA ENERGY INC    (COM) NEE 8,833,000 36,779 0.38%
BOEING CO    (COM) BA 8,493,000 46,331 0.37%
ISHARES INC    (CORE MSCI EMKT) IEMG 8,424,000 176,979 0.36%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 8,238,000 81,007 0.36%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 8,169,000 78,176 0.35%
ISHARES GOLD TRUST    (ISHARES) IAU 7,918,000 466,011 0.34%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 7,639,000 42,790 0.33%
ADVANCED MICRO DEVICES INC    (COM) AMD 7,378,000 140,230 0.32%
ISHARES TR    (U.S. MED DVC ETF) IHI 7,320,000 27,645 0.32%
ALPHABET INC    (CAP STK CL A) GOOGL 7,313,000 5,157 0.32%
FIRST TR EXCHANGE-TRADED FD    (FIRST TR ENH NEW) FTSM 7,270,000 121,185 0.31%
TESLA INC    (COM) TSLA 7,224,000 6,690 0.31%
ALTRIA GROUP INC    (COM) MO 7,059,000 179,847 0.30%
S&P GLOBAL INC    (COM) SPGI 7,023,000 21,314 0.30%
EXXON MOBIL CORP    (COM) XOM 6,937,000 155,119 0.30%
WALMART INC    (COM) WMT 6,936,000 57,902 0.30%
FIRST TR NASDAQ-100 TECH IND    (NY ARCA BIOTECH) FBT 6,858,000 40,875 0.30%
ADOBE INC    (COM) ADBE 6,819,000 15,665 0.29%
ISHARES TR    (TIPS BD ETF) TIP 6,759,000 54,954 0.29%
FIRST TR EXCHANGE TRADED FD    (US EQTY OPPT ETF) FPX 6,721,000 80,207 0.29%
INTEL CORP    (COM) INTC 6,711,000 112,160 0.29%
ISHARES TR    (EXPANDED TECH) IGV 6,671,000 23,467 0.29%
FIDELITY COVINGTON TR    (MSCI HLTH CARE I) FHLC 6,464,000 129,867 0.28%
SHOPIFY INC    (CL A) 6,427,000 6,771 0.28%
INVESCO EXCHANGE TRADED FD T    (DYNMC SOFTWARE) 6,407,000 55,813 0.28%
ISHARES TR    (ULTR SH TRM BD) ICSH 6,363,000 125,858 0.27%
COSTCO WHSL CORP NEW    (COM) COST 6,286,000 20,731 0.27%
PFIZER INC    (COM) PFE 6,258,000 191,381 0.27%
PAYPAL HLDGS INC    (COM) PYPL 5,923,000 33,993 0.25%
PEPSICO INC    (COM) PEP 5,903,000 44,629 0.25%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 5,848,000 106,738 0.25%
DTE ENERGY CO    (COM) DTE 5,825,000 54,181 0.25%
WASTE MGMT INC DEL    (COM) WMI 5,811,000 54,869 0.25%
VANGUARD INDEX FDS    (VALUE ETF) VTV 5,782,000 58,061 0.25%
MASTERCARD INCORPORATED    (CL A) MA 5,696,000 19,261 0.25%
ARK ETF TR    (GENOMIC REV ETF) ARKG 5,688,000 109,045 0.24%
UNITEDHEALTH GROUP INC    (COM) UNH 5,647,000 19,146 0.24%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 5,615,000 99,501 0.24%
FIDELITY COVINGTON TR    (MSCI INFO TECH I) FTEC 5,515,000 67,061 0.24%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 5,511,000 57,922 0.24%
SELECT SECTOR SPDR TR    (ENERGY) XLE 5,491,000 145,060 0.24%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 5,429,000 54,253 0.23%
CLOROX CO DEL    (COM) CLX 5,377,000 24,512 0.23%
FIRST TR EXCHANGE TRADED FD    (CLOUD COMPUTING) SKYY 5,304,000 71,194 0.23%
LOCKHEED MARTIN CORP    (COM) LMT 5,242,000 14,363 0.23%
COCA COLA CO    (COM) KO 5,195,000 116,278 0.22%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 5,186,000 51,077 0.22%
FIRST TRUST LRGCP GWT ALPHAD    (COM SHS) FTC 5,161,000 67,362 0.22%
CISCO SYS INC    (COM) CSCO 5,080,000 108,915 0.22%
STARBUCKS CORP    (COM) SBUX 5,051,000 68,643 0.22%
NETFLIX INC    (COM) NFLX 5,032,000 11,058 0.22%
MCDONALDS CORP    (COM) MCD 5,002,000 27,118 0.21%
ISHARES TR    (US TREAS BD ETF) GOVT 4,961,000 177,244 0.21%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 4,879,000 83,204 0.21%
VANGUARD INDEX FDS    (MID CAP ETF) VO 4,850,000 29,588 0.21%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 4,779,000 32,798 0.20%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 4,723,000 30,173 0.20%
MERCK & CO. INC    (COM) MRK 4,704,000 60,834 0.20%
VANECK VECTORS ETF TR    (MORNINGSTAR WIDE) 4,701,000 89,999 0.20%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 4,649,000 79,069 0.20%
VANGUARD TAX-MANAGED FDS    (FTSE DEV MKT ETF) VEA 4,624,000 119,194 0.20%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 4,624,000 58,696 0.20%
FIRST TR EXCH TRADED FD III    (PFD SECS INC ETF) FPE 4,545,000 246,748 0.19%
CATERPILLAR INC DEL    (COM) CAT 4,544,000 35,917 0.19%
CHEVRON CORP NEW    (COM) CVX 4,380,000 49,082 0.19%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 4,358,000 85,906 0.19%
CHIPOTLE MEXICAN GRILL INC    (COM) CMG 4,319,000 4,104 0.18%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 4,311,000 83,297 0.18%
HUMANA INC    (COM) HUM 4,294,000 11,074 0.18%
BK OF AMERICA CORP    (COM) BAC 4,263,000 179,503 0.18%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 4,230,000 182,782 0.18%
COMCAST CORP NEW    (CL A) CMCSA 4,219,000 108,244 0.18%
SALESFORCE COM INC    (COM) CRM 4,208,000 22,462 0.18%
VANGUARD ADMIRAL FDS INC    (500 GRTH IDX F) VOOG 4,208,000 22,516 0.18%
VERISIGN INC    (COM) VRSN 4,122,000 19,928 0.18%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 4,115,000 32,223 0.18%
UNITED PARCEL SERVICE INC    (CL B) UPS 4,112,000 36,984 0.18%
VANGUARD WORLD FD    (MEGA CAP VAL ETF) MGV 4,103,000 56,040 0.18%
ISHARES TR    (S&P MC 400GR ETF) IJK 4,098,000 18,294 0.17%
FORD MTR CO DEL    (COM) F 4,026,000 662,153 0.17%
CMS ENERGY CORP    (COM) CMS 4,024,000 68,886 0.17%
KIMBERLY CLARK CORP    (COM) KMB 4,017,000 28,419 0.17%
ISHARES TR    (CORE HIGH DV ETF) HDV 4,013,000 49,455 0.17%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 3,993,000 37,343 0.17%
CVS HEALTH CORP    (COM) CVS 3,958,000 60,923 0.17%
ISHARES TR    (S&P SML 600 GWT) IJT 3,914,000 23,051 0.17%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 3,885,000 19,224 0.17%
ISHARES TR    (U.S. UTILITS ETF) IDU 3,851,000 27,471 0.16%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 3,836,000 32,732 0.16%
TEXAS INSTRS INC    (COM) TXN 3,832,000 30,176 0.16%
ISHARES TR    (PHLX SEMICND ETF) IGW 3,802,000 14,035 0.16%
ISHARES INC    (MIN VOL GBL ETF) ACWV 3,793,000 43,311 0.16%
ISHARES TR    (CORE 1 5 YR USD) ISTB 3,774,000 73,328 0.16%
DOLLAR GEN CORP NEW    (COM) DG 3,738,000 19,623 0.16%
TARGET CORP    (COM) TGT 3,703,000 30,873 0.16%
GENERAL MLS INC    (COM) GIS 3,679,000 59,674 0.16%
FIRST TR NAS100 EQ WEIGHTED    (SHS) QQEW 3,558,000 44,540 0.15%
FIRST TRUST PORTFOLIOS LP    (SHS) QTEC 3,538,000 32,436 0.15%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 3,530,000 34,685 0.15%
RAYTHEON TECHNOLOGIES CORP    (COM) 3,501,000 56,813 0.15%
SOUTHERN CO    (COM) SO 3,488,000 67,269 0.15%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 3,442,000 15,957 0.15%
ISHARES TR    (SP SMCP600VL ETF) IJS 3,427,000 28,468 0.15%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 3,415,000 43,490 0.14%
ISHARES TR    (FLTG RATE NT ETF) FLOT 3,397,000 67,155 0.14%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 3,355,000 27,778 0.14%
ISHARES TR    (PFD AND INCM SEC) PFF 3,329,000 96,112 0.14%
AMGEN INC    (COM) AMGN 3,329,000 14,113 0.14%
HONEYWELL INTL INC    (COM) HON 3,325,000 22,995 0.14%
FIDELITY COMWLTH TR    (NDQ CP IDX TRK) ONEQ 3,300,000 8,437 0.14%
ISHARES TR    (CORE MSCI TOTAL) IXUS 3,260,000 59,803 0.14%
ISHARES TR    (0-5 YR TIPS ETF) STIP 3,243,000 31,671 0.14%
VANECK VECTORS ETF TR    (SEMICONDUCTOR ET) 3,225,000 21,104 0.14%
ISHARES TR    (ESG MSCI USA ETF) 3,213,000 45,910 0.14%
ISHARES TR    (RUS MD CP GR ETF) IWP 3,192,000 20,185 0.14%
REGENERON PHARMACEUTICALS    (COM) REGN 3,132,000 5,022 0.13%
AMERICAN WTR WKS CO INC NEW    (COM) AWK 3,099,000 24,083 0.13%
DUKE ENERGY CORP NEW    (COM NEW) DUK 3,093,000 38,712 0.13%
ISHARES TR    (SELECT DIVID ETF) DVY 3,072,000 38,061 0.13%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 3,063,000 53,050 0.13%
THE TRADE DESK INC    (COM CL A) 3,062,000 7,533 0.13%
CYRUSONE INC    (COM) CONE 3,050,000 41,918 0.13%
ROKU INC    (COM CL A) 3,050,000 26,173 0.13%
ABBOTT LABS    (COM) ABT 2,947,000 32,234 0.12%
NEWMONT CORP    (COM) NEM 2,919,000 47,271 0.12%
3M CO    (COM) MMM 2,913,000 18,673 0.12%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 2,902,000 58,038 0.12%
LOWES COS INC    (COM) LOW 2,889,000 21,381 0.12%
SEAGATE TECHNOLOGY PLC    (SHS) STX 2,831,000 58,481 0.12%
ISHARES TR    (0-5YR INVT GR CP) SLQD 2,792,000 53,572 0.12%
PHILIP MORRIS INTL INC    (COM) PM 2,775,000 39,612 0.12%
WELLS FARGO CO NEW    (COM) WFC 2,762,000 107,889 0.12%
STRYKER CORPORATION    (COM) SYK 2,739,000 15,198 0.12%
DELTA AIR LINES INC DEL    (COM NEW) DAL 2,721,000 96,991 0.11%
AMERICAN TOWER CORP NEW    (COM) AMT 2,696,000 10,427 0.11%
ISHARES TR    (EAFE GRWTH ETF) EFG 2,672,000 32,149 0.11%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 2,646,000 39,285 0.11%
GILEAD SCIENCES INC    (COM) GILD 2,619,000 34,039 0.11%
VERTEX PHARMACEUTICALS INC    (COM) VRTX 2,615,000 9,006 0.11%
DOMINION ENERGY INC    (COM) D 2,611,000 32,164 0.11%
SPDR DOW JONES INDL AVERAGE    (UT SER 1) DIA 2,601,000 10,085 0.11%
PIMCO INCOME OPPORTUNITY FD    (COM) PKO 2,599,000 115,212 0.11%
ISHARES TR    (CORE S&P US GWT) IWZ 2,566,000 35,701 0.11%
ISHARES TR    (RUS TP200 GR ETF) IWY 2,540,000 23,818 0.11%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 2,528,000 26,411 0.11%
LILLY ELI & CO    (COM) LLY 2,518,000 15,339 0.11%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 2,513,000 33,911 0.11%
PACER FDS TR    (BNCHMRK INFRA) 2,497,000 70,242 0.10%
INVESCO EXCH TRADED FD TR II    (PFD ETF) 2,492,000 176,462 0.10%
QUALCOMM INC    (COM) QCOM 2,482,000 27,212 0.10%
ISHARES TR    (RUS 2000 GRW ETF) IWO 2,463,000 11,903 0.10%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 2,463,000 29,800 0.10%
SQUARE INC    (CL A) 2,461,000 23,448 0.10%
FIDELITY COVINGTON TR    (MSCI RL EST ETF) 2,458,000 105,114 0.10%
FIRST TR EXCHANGE TRADED FD    (TECH ALPHADEX) FXL 2,417,000 28,980 0.10%
VANGUARD WORLD FDS    (UTILITIES ETF) VPU 2,413,000 19,514 0.10%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2020-06-30: 2,278,266,000 SEC FILING
* Portfolios do not reflect changes after reporting
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