Sigma Investment Counselors Inc Top Holdings and 13F Report (2025) About Sigma Investment Counselors IncInvestment ActivitySigma Investment Counselors Inc has $1.70 billion in total holdings as of December 31, 2024.Sigma Investment Counselors Inc owns shares of 197 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 5.38% of the portfolio was purchased this quarter.About 4.34% of the portfolio was sold this quarter.This quarter, Sigma Investment Counselors Inc has purchased 198 new stocks and bought additional shares in 68 stocks.Sigma Investment Counselors Inc sold shares of 78 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $387,814,783iShares Core S&P Mid-Cap ETF $127,776,206Vanguard FTSE Developed Markets ETF $88,627,929iShares Core S&P Small-Cap ETF $68,540,883SPDR Bloomberg Short Term High Yield Bond ETF $38,545,336 Largest New Holdings this Quarter iShares iBonds Dec 2029 Term Corporate ETF $33,076,033 HoldingiShares iBonds Dec 2033 Term Corporate ETF $8,299,677 HoldingARISTA NETWORKS INC $4,956,718 HoldingDeckers Outdoor $3,142,615 HoldingSchlumberger $2,574,685 Holding Largest Purchases this Quarter iShares iBonds Dec 2029 Term Corporate ETF 1,450,703 shares (about $33.08M)iShares iBonds Dec 2033 Term Corporate ETF 330,664 shares (about $8.30M)ARISTA NETWORKS INC 44,845 shares (about $4.96M)Schwab US Large-Cap ETF 140,459 shares (about $3.26M)Deckers Outdoor 15,474 shares (about $3.14M) Largest Sales this Quarter KLA 2,383 shares (about $1.50M)Chevron 9,814 shares (about $1.42M)United Rentals 1,851 shares (about $1.30M)Costco Wholesale 1,100 shares (about $1.01M)JPMorgan Chase & Co. 2,816 shares (about $675.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSigma Investment Counselors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$387,814,783$2,756,789 ▲0.7%658,78722.8%ETFIJHiShares Core S&P Mid-Cap ETF$127,776,206$810,030 ▲0.6%2,050,6537.5%ETFVEAVanguard FTSE Developed Markets ETF$88,627,929$964,864 ▲1.1%1,853,3655.2%ETFIJRiShares Core S&P Small-Cap ETF$68,540,883$259,591 ▼-0.4%594,8704.0%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$38,545,336$1,473,640 ▲4.0%1,526,5482.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$37,667,400$1,372,689 ▲3.8%374,4272.2%ETFIWBiShares Russell 1000 ETF$35,973,604$329,891 ▼-0.9%111,6642.1%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$33,076,033$33,076,033 ▲New Holding1,450,7031.9%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$31,189,446$2,046,566 ▲7.0%1,460,1801.8%ETFAAPLApple$31,188,408$452,010 ▼-1.4%124,5441.8%Computer and TechnologyIBDWiShares iBonds Dec 2031 Term Corporate ETF$30,181,260$2,341,918 ▲8.4%1,483,1091.8%ETFVWOVanguard FTSE Emerging Markets ETF$29,733,548$444,407 ▲1.5%675,1491.7%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$29,151,192$2,696,991 ▲10.2%1,185,9721.7%ETFVTVVanguard Value ETF$28,700,015$402,256 ▲1.4%169,5221.7%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$27,657,041$1,199,159 ▲4.5%1,110,7251.6%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$26,334,260$1,188,320 ▲4.7%1,099,0931.5%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$25,827,037$807,187 ▲3.2%1,072,9971.5%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$25,530,612$668,685 ▲2.7%1,019,1861.5%ETFNVDANVIDIA$25,101,471$475,655 ▼-1.9%186,9201.5%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$23,422,642$164,601 ▼-0.7%264,9621.4%ETFMSFTMicrosoft$22,030,888$137,409 ▼-0.6%52,2681.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$20,773,677$140,269 ▼-0.7%71,6801.2%ETFAMZNAmazon.com$17,380,828$17,990 ▲0.1%79,2231.0%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$17,231,796$96,354 ▲0.6%245,1881.0%ETFARCCAres Capital$15,518,178$595,233 ▲4.0%708,9160.9%FinanceSYKStryker$14,989,191$106,934 ▼-0.7%41,6310.9%MedicalIWMiShares Russell 2000 ETF$13,650,611$136,773 ▼-1.0%61,7790.8%FinanceCOSTCostco Wholesale$13,628,604$1,007,897 ▼-6.9%14,8740.8%Retail/WholesaleMETAMeta Platforms$13,307,699$88,414 ▼-0.7%22,7280.8%Computer and TechnologySNPSSynopsys$12,877,936$314,510 ▼-2.4%26,5330.8%Computer and TechnologyJPMJPMorgan Chase & Co.$12,809,546$675,019 ▼-5.0%53,4380.8%FinanceIAUiShares Gold Trust$11,498,797$271,414 ▲2.4%232,2520.7%FinanceQQQInvesco QQQ$11,272,120$452,950 ▲4.2%22,0490.7%FinanceVYMVanguard High Dividend Yield ETF$10,326,906$237,701 ▼-2.2%80,9380.6%ETFTJXTJX Companies$9,959,270$89,521 ▲0.9%82,4370.6%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$9,615,476$93,189 ▼-1.0%16,4060.6%FinanceISRGIntuitive Surgical$9,568,049$357,543 ▼-3.6%18,3310.6%MedicalCATCaterpillar$9,269,212$344,984 ▼-3.6%25,5520.5%Industrial ProductsAJGArthur J. Gallagher & Co.$9,260,187$44,280 ▲0.5%32,6240.5%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$8,753,638$145,209 ▲1.7%109,0520.5%ETFLOWLowe's Companies$8,366,590$7,404 ▲0.1%33,9000.5%Retail/WholesaleIBDYiShares iBonds Dec 2033 Term Corporate ETF$8,299,677$8,299,677 ▲New Holding330,6640.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,221,449$38,147 ▲0.5%105,3900.5%ETFURIUnited Rentals$7,703,052$1,303,919 ▼-14.5%10,9350.5%ConstructionUPSUnited Parcel Service$7,527,792$2,522 ▼0.0%59,6970.4%TransportationUNHUnitedHealth Group$7,450,739$149,733 ▼-2.0%14,7290.4%MedicalGOOGLAlphabet$7,360,896$40,699 ▲0.6%38,8850.4%Computer and TechnologyROPRoper Technologies$7,186,621$115,410 ▼-1.6%13,8240.4%Computer and TechnologyGSThe Goldman Sachs Group$7,122,598$8,016 ▼-0.1%12,4390.4%FinanceABBVAbbVie$6,928,957$61,663 ▼-0.9%38,9920.4%MedicalDHRDanaher$6,410,697$159,768 ▼-2.4%27,9270.4%MedicalSNASnap-on$5,992,451$70,951 ▼-1.2%17,6520.4%Consumer DiscretionaryPGProcter & Gamble$5,585,426$46,607 ▼-0.8%33,3160.3%Consumer StaplesXOMExxon Mobil$5,539,803$158,342 ▼-2.8%51,5000.3%Oils/EnergyIEMGiShares Core MSCI Emerging Markets ETF$5,513,803$14,360 ▼-0.3%105,5880.3%ETFVOOVanguard S&P 500 ETF$5,356,753$3,772 ▼-0.1%9,9420.3%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$5,201,090$115,941 ▼-2.2%122,0630.3%ETFVVisa$5,093,841$1,896 ▼0.0%16,1180.3%Business ServicesARISTA NETWORKS INC$4,956,718$4,956,718 ▲New Holding44,8450.3%COM SHSSCHXSchwab US Large-Cap ETF$4,854,733$3,255,844 ▲203.6%209,4360.3%ETFIWFiShares Russell 1000 Growth ETF$4,628,930$2,008 ▲0.0%11,5270.3%ETFTDGTransDigm Group$4,508,054$43,091 ▲1.0%3,5570.3%AerospaceNEENextEra Energy$4,391,674$38,426 ▲0.9%61,2590.3%UtilitiesKOCoca-Cola$4,164,584$63,381 ▲1.5%66,8900.2%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$4,043,759$18,007 ▼-0.4%31,4400.2%ETFADBEAdobe$3,928,304$293,934 ▼-7.0%8,8340.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$3,922,782$926,810 ▲30.9%16,8710.2%ETFNUENucor$3,900,971$290,145 ▼-6.9%33,4240.2%Basic MaterialsXLEEnergy Select Sector SPDR Fund$3,831,058$14,648 ▼-0.4%44,7240.2%ETFTIPiShares TIPS Bond ETF$3,786,574$209,904 ▼-5.3%35,5380.2%ETFVRTXVertex Pharmaceuticals$3,625,106$26,176 ▲0.7%9,0020.2%MedicalEFAiShares MSCI EAFE ETF$3,614,365$13,080 ▼-0.4%47,8030.2%FinanceCORCencora$3,556,718$117,509 ▼-3.2%15,8300.2%MedicalAVGOBroadcom$3,493,366$2,590,349 ▲286.9%15,0680.2%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$3,178,615$4,316 ▼-0.1%78,7960.2%ETFDECKDeckers Outdoor$3,142,615$3,142,615 ▲New Holding15,4740.2%Retail/WholesalePSAPublic Storage$3,130,053$9,882 ▲0.3%10,4530.2%FinancePLDPrologis$3,116,884$155,379 ▼-4.7%29,4880.2%FinanceETNEaton$3,051,545$2,514,911 ▲468.6%9,1950.2%Industrial ProductsSCHBSchwab US Broad Market ETF$2,862,488$1,896,559 ▲196.3%126,1010.2%ETFPGRProgressive$2,771,3090.0%11,5660.2%FinanceLIILennox International$2,725,399$109,674 ▼-3.9%4,4730.2%ConstructionSUBiShares Short-Term National Muni Bond ETF$2,701,976$1,677,449 ▲163.7%25,6160.2%ETFKMIKinder Morgan$2,662,110$72,994 ▼-2.7%97,1570.2%Oils/EnergySLBSchlumberger$2,574,685$2,574,685 ▲New Holding67,1540.2%Oils/EnergyIVEiShares S&P 500 Value ETF$2,386,756$7,635 ▼-0.3%12,5040.1%ETFTSLATesla$2,314,719$36,344 ▼-1.5%5,7320.1%Auto/Tires/TrucksBRK.BBerkshire Hathaway$2,064,093$28,101 ▼-1.3%4,5540.1%FinanceBMYBristol-Myers Squibb$2,013,023$63,064 ▲3.2%35,5910.1%MedicalXLFFinancial Select Sector SPDR Fund$1,889,105$5,026 ▲0.3%39,0880.1%ETFXLCCommunication Services Select Sector SPDR Fund$1,789,533$35,045 ▼-1.9%18,4850.1%ETFHPQHP$1,703,302$42,713 ▼-2.4%52,2000.1%Computer and TechnologyGPNGlobal Payments$1,670,703$100,966 ▼-5.7%14,9090.1%Business ServicesJNJJohnson & Johnson$1,642,181$56,258 ▲3.5%11,3550.1%MedicalIDEViShares Core MSCI International Developed Markets ETF$1,570,361$27,916 ▼-1.7%24,3580.1%ETFGOOGAlphabet$1,562,180$192,725 ▲14.1%8,2030.1%Computer and TechnologyKLACKLA$1,496,617$1,501,658 ▼-50.1%2,3750.1%Computer and TechnologyHDHome Depot$1,196,808$48,230 ▼-3.9%3,0770.1%Retail/WholesaleORCLOracle$1,142,318$47,159 ▼-4.0%6,8550.1%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$1,131,384$751,891 ▲198.1%40,8290.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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