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Andrew D. Kilbarger

@Sigma Planning Corp

Latest period2024 - Q3ReportedManaged Assets$3.264BTotal holdings1207
Assets growth rate3.45%Assets growth rate (2-Q avg)1.32%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sigma Planning Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1207 positions.

Assets under management

The assets under management (AUM) of Sigma Planning Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.264B in assets, with a quarterly growth rate of 3.45% and a 2-quarter average growth rate of 1.32%. The portfolio is managed by Andrew D. Kilbarger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 1.22%
5.91%
$192.691M
334,058 shares@ $576.82 avg price
AAPLApple Inc
Recent Activity
Decreased -3.35%
5.07%
$165.299M
709,439 shares@ $233.0 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.14%
2.53%
$82.334M
677,980 shares@ $121.45 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -5.62%
2.17%
$70.784M
260,031 shares@ $272.22 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.73%
2.1%
$68.444M
159,061 shares@ $430.3 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.85%
2.05%
$66.724M
358,094 shares@ $186.34 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -26.36%
1.93%
$62.861M
109,560 shares@ $573.77 avg price
VOOVanguard Index Fds
Recent Activity
Increased 4.36%
1.58%
$51.519M
97,634 shares@ $527.68 avg price
IVWIshares Tr
Recent Activity
Decreased -10.38%
1.49%
$48.518M
506,713 shares@ $95.76 avg price
DGROIshares Tr
Recent Activity
Decreased -13.99%
1.25%
$40.72M
649,549 shares@ $62.7 avg price