The Analysis of SIGMA INVESTMENT COUNSELORS INC's Holdings

Currently, SIGMA INVESTMENT COUNSELORS INC holds 198 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in IAUM (+234.6K shares, valued at $9.0M), NOW (+4.6K shares, valued at $4.2M), IBDY (+150.0K shares, valued at $3.9M); decreased their positions in IAU (-126.4K shares, valued at $9.2M), NVDA (-12.1K shares, valued at $2.3M), IBDQ (-50.9K shares, valued at $1.3M); initiated new positions in IAUM (+234.6K shares, valued at $9.0M), NOW (+4.6K shares, valued at $4.2M), CRWV (+6.3K shares, valued at $855.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR655.7K shares-0.24%2025-09-302025-10-29

IJH ISHARES TR2.1M shares-0.22%2025-09-302025-10-29

VEA VANGUARD TAX-MANAGED FDS1.9M shares0.72%2025-09-302025-10-29

IJR ISHARES TR584.4K shares-1.08%2025-09-302025-10-29

STIP ISHARES TR392.4K shares1.17%2025-09-302025-10-29

SJNK SPDR SERIES TRUST1.6M shares2.54%2025-09-302025-10-29

IWB ISHARES TR109.7K shares-1.74%2025-09-302025-10-29

VWO VANGUARD INTL EQUITY INDEX F699.1K shares0.67%2025-09-302025-10-29

Sponsored

IBDV ISHARES TR1.6M shares4.38%2025-09-302025-10-29

IBDW ISHARES TR1.7M shares4.38%2025-09-302025-10-29

VTV VANGUARD INDEX FDS190.8K shares-0.13%2025-09-302025-10-29

IBDX ISHARES TR1.4M shares4.87%2025-09-302025-10-29

IBDU ISHARES TR1.5M shares2.98%2025-09-302025-10-29

NVDA NVIDIA CORPORATION164.2K shares-6.85%2025-09-302025-10-29

IBDY ISHARES TR1.2M shares14.74%2025-09-302025-10-29

AAPL APPLE INC120.0K shares-2.67%2025-09-302025-10-29

Sponsored

IBDT ISHARES TR1.2M shares3.37%2025-09-302025-10-29

IBDS ISHARES TR1.2M shares4.78%2025-09-302025-10-29

IBDR ISHARES TR1.2M shares4.10%2025-09-302025-10-29

MSFT MICROSOFT CORP50.5K shares0.08%2025-09-302025-10-29

IWR ISHARES TR270.7K shares-1.17%2025-09-302025-10-29

IEFA ISHARES TR252.3K shares-0.48%2025-09-302025-10-29

IBDQ ISHARES TR834.6K shares-5.74%2025-09-302025-10-29

VTI VANGUARD INDEX FDS63.6K shares-2.89%2025-09-302025-10-29

Sponsored

AMZN AMAZON COM INC79.0K shares-0.64%2025-09-302025-10-29

META META PLATFORMS INC22.8K shares0.26%2025-09-302025-10-29

JPM JPMORGAN CHASE & CO.52.5K shares-0.30%2025-09-302025-10-29

QQQ INVESCO QQQ TR26.7K shares6.26%2025-09-302025-10-29

ARCC ARES CAPITAL CORP770.5K shares2.69%2025-09-302025-10-29

SYK STRYKER CORPORATION40.9K shares-0.32%2025-09-302025-10-29

IWM ISHARES TR61.4K shares-2.16%2025-09-302025-10-29

SNPS SYNOPSYS INC25.7K shares-1.56%2025-09-302025-10-29

Sponsored

COST COSTCO WHSL CORP NEW13.1K shares-1.12%2025-09-302025-10-29

CAT CATERPILLAR INC25.3K shares-0.42%2025-09-302025-10-29

GBDC GOLUB CAP BDC INC854.3K shares6.66%2025-09-302025-10-29

TJX TJX COS INC NEW76.7K shares0.17%2025-09-302025-10-29

SPY SPDR S&P 500 ETF TR16.1K shares-2.80%2025-09-302025-10-29

URI UNITED RENTALS INC10.8K shares-0.83%2025-09-302025-10-29

AJG GALLAGHER ARTHUR J & CO33.3K shares0.96%2025-09-302025-10-29

GS GOLDMAN SACHS GROUP INC12.5K shares-0.75%2025-09-302025-10-29

Sponsored

GOOGL ALPHABET INC39.2K shares-0.16%2025-09-302025-10-29

VCIT VANGUARD SCOTTSDALE FDS110.2K shares-0.18%2025-09-302025-10-29

IAUM ISHARES GOLD TR234.6K sharesnew addition2025-09-302025-10-29

IAU ISHARES GOLD TR122.3K shares-50.83%2025-09-302025-10-29

ABBV ABBVIE INC37.4K shares-0.66%2025-09-302025-10-29

VYM VANGUARD WHITEHALL FDS60.9K shares-1.90%2025-09-302025-10-29

LOW LOWES COS INC33.0K shares0.12%2025-09-302025-10-29

ISRG INTUITIVE SURGICAL INC17.3K shares0.40%2025-09-302025-10-29

Sponsored

VCSH VANGUARD SCOTTSDALE FDS93.7K shares-4.69%2025-09-302025-10-29

IEMG ISHARES INC107.1K shares-0.77%2025-09-302025-10-29

ROP ROPER TECHNOLOGIES INC13.5K shares-0.55%2025-09-302025-10-29

VOO VANGUARD INDEX FDS10.8K shares9.78%2025-09-302025-10-29

ANET ARISTA NETWORKS INC44.9K shares-0.15%2025-09-302025-10-29

AVGO BROADCOM INC19.0K shares0.99%2025-09-302025-10-29

SNA SNAP ON INC17.5K shares-0.24%2025-09-302025-10-29

XOM EXXON MOBIL CORP51.7K shares0.89%2025-09-302025-10-29

Sponsored

SCHX SCHWAB STRATEGIC TR212.8K shares0.26%2025-09-302025-10-29

V VISA INC16.3K shares1.00%2025-09-302025-10-29

DHR DANAHER CORPORATION27.7K shares-0.26%2025-09-302025-10-29

ITOT ISHARES TR37.0K shares1.28%2025-09-302025-10-29

IWF ISHARES TR11.0K shares0.53%2025-09-302025-10-29

PG PROCTER AND GAMBLE CO33.0K shares-0.07%2025-09-302025-10-29

UPS UNITED PARCEL SERVICE INC59.3K shares0.00%2025-09-302025-10-29

COR CENCORA INC15.8K shares0.04%2025-09-302025-10-29

Sponsored

SHYG ISHARES TR112.1K shares-2.23%2025-09-302025-10-29

TDG TRANSDIGM GROUP INC3.6K shares0.62%2025-09-302025-10-29

NUE NUCOR CORP34.8K shares-0.80%2025-09-302025-10-29

NEE NEXTERA ENERGY INC61.7K shares0.33%2025-09-302025-10-29

UNH UNITEDHEALTH GROUP INC13.3K shares-6.00%2025-09-302025-10-29

KO COCA COLA CO68.2K shares0.82%2025-09-302025-10-29

EFA ISHARES TR47.4K shares0.00%2025-09-302025-10-29

NOW SERVICENOW INC4.6K sharesnew addition2025-09-302025-10-29

Sponsored

XLE SELECT SECTOR SPDR TR46.7K shares-0.13%2025-09-302025-10-29

KLAC KLA CORP3.7K shares0.43%2025-09-302025-10-29

VRTX VERTEX PHARMACEUTICALS INC10.1K shares9.03%2025-09-302025-10-29

XLK SELECT SECTOR SPDR TR13.6K shares0.07%2025-09-302025-10-29

SCHB SCHWAB STRATEGIC TR148.0K shares2.27%2025-09-302025-10-29

ETN EATON CORP PLC9.6K shares1.60%2025-09-302025-10-29

PLD PROLOGIS INC.29.8K shares0.27%2025-09-302025-10-29

TIP ISHARES TR29.2K shares-2.28%2025-09-302025-10-29

Sponsored

PSA PUBLIC STORAGE OPER CO10.6K shares0.86%2025-09-302025-10-29

ADBE ADOBE INC8.4K shares-3.44%2025-09-302025-10-29

PRF INVESCO EXCHANGE TRADED FD T64.6K shares-1.82%2025-09-302025-10-29

KMI KINDER MORGAN INC DEL98.9K shares-0.16%2025-09-302025-10-29

PGR PROGRESSIVE CORP10.6K shares-3.90%2025-09-302025-10-29

IVE ISHARES TR12.4K shares-0.24%2025-09-302025-10-29

APO APOLLO GLOBAL MGMT INC18.9K shares7.03%2025-09-302025-10-29

BRK.B BERKSHIRE HATHAWAY INC DEL4.8K shares-0.08%2025-09-302025-10-29

Sponsored

TSLA TESLA INC5.4K shares-3.70%2025-09-302025-10-29

LII LENNOX INTL INC4.5K shares0.00%2025-09-302025-10-29

SLB SCHLUMBERGER LTD65.3K shares0.33%2025-09-302025-10-29

GOOG ALPHABET INC8.3K shares0.23%2025-09-302025-10-29

JNJ JOHNSON & JOHNSON10.3K shares0.22%2025-09-302025-10-29

XLC SELECT SECTOR SPDR TR15.8K shares-3.46%2025-09-302025-10-29

IDEV ISHARES TR23.2K shares-3.22%2025-09-302025-10-29

ORCL ORACLE CORP6.5K shares-3.52%2025-09-302025-10-29

Sponsored

XLF SELECT SECTOR SPDR TR32.2K shares-2.83%2025-09-302025-10-29

SUB ISHARES TR16.2K shares-10.93%2025-09-302025-10-29

DECK DECKERS OUTDOOR CORP16.7K shares-8.86%2025-09-302025-10-29

HD HOME DEPOT INC3.1K shares-0.06%2025-09-302025-10-29

SCHF SCHWAB STRATEGIC TR53.5K shares-1.17%2025-09-302025-10-29

SCHM SCHWAB STRATEGIC TR41.2K shares-0.68%2025-09-302025-10-29

RTX RTX CORPORATION7.2K shares-10.64%2025-09-302025-10-29

IWD ISHARES TR5.9K shares-1.17%2025-09-302025-10-29

Sponsored

VGT VANGUARD WORLD FD1.5K shares66.41%2025-09-302025-10-29

DTE DTE ENERGY CO7.9K shares0.38%2025-09-302025-10-29

AXP AMERICAN EXPRESS CO3.4K shares0.06%2025-09-302025-10-29

LLY ELI LILLY & CO1.4K shares-16.68%2025-09-302025-10-29

IVW ISHARES TR8.3K shares-1.19%2025-09-302025-10-29

SCHA SCHWAB STRATEGIC TR35.5K shares-0.03%2025-09-302025-10-29

ESGD ISHARES TR9.8K shares0.00%2025-09-302025-10-29

VUG VANGUARD INDEX FDS1.9K shares93.72%2025-09-302025-10-29

Sponsored

CRWV COREWEAVE INC6.3K sharesnew addition2025-09-302025-10-29

CVX CHEVRON CORP NEW5.3K shares-8.66%2025-09-302025-10-29

XPO XPO INC6.3K shares0.00%2025-09-302025-10-29

ICF ISHARES TR11.7K shares-17.83%2025-09-302025-10-29

LECO LINCOLN ELEC HLDGS INC3.0K shares0.00%2025-09-302025-10-29

TPLC TIMOTHY PLAN14.7K shares0.51%2025-09-302025-10-29

BAC BANK AMERICA CORP12.0K shares-1.40%2025-09-302025-10-29

VTEB VANGUARD MUN BD FDS12.3K shares-20.00%2025-09-302025-10-29

Sponsored

XME SPDR SERIES TRUST6.4K shares0.00%2025-09-302025-10-29

VXF VANGUARD INDEX FDS2.8K shares0.00%2025-09-302025-10-29

PM PHILIP MORRIS INTL INC3.6K shares2.24%2025-09-302025-10-29

IBDZ ISHARES TR21.2K shares12.56%2025-09-302025-10-29

PLTR PALANTIR TECHNOLOGIES INC3.1K shares4.88%2025-09-302025-10-29

XLI SELECT SECTOR SPDR TR3.6K shares0.00%2025-09-302025-10-29

XLV SELECT SECTOR SPDR TR4.0K shares21.04%2025-09-302025-10-29

BX BLACKSTONE INC3.2K shares0.09%2025-09-302025-10-29

Sponsored

BA BOEING CO2.5K shares8.85%2025-09-302025-10-29

VBK VANGUARD INDEX FDS1.8K shares18.89%2025-09-302025-10-29

SCHD SCHWAB STRATEGIC TR19.4K shares-12.80%2025-09-302025-10-29

ETR ENTERGY CORP NEW5.6K shares0.00%2025-09-302025-10-29

NFLX NETFLIX INC412 shares0.24%2025-09-302025-10-29

GGG GRACO INC5.6K shares-8.14%2025-09-302025-10-29

MUB ISHARES TR4.4K shares-37.68%2025-09-302025-10-29

VO VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-10-29

Sponsored

MA MASTERCARD INCORPORATED813 shares2.65%2025-09-302025-10-29

IJK ISHARES TR4.8K shares-5.92%2025-09-302025-10-29

PEP PEPSICO INC3.3K shares-5.36%2025-09-302025-10-29

SO SOUTHERN CO4.8K shares-6.28%2025-09-302025-10-29

BSCX INVESCO EXCH TRD SLF IDX FD21.1K shares0.00%2025-09-302025-10-29

IJJ ISHARES TR3.5K shares-3.73%2025-09-302025-10-29

WMT WALMART INC4.3K shares2.67%2025-09-302025-10-29

MDY SPDR S&P MIDCAP 400 ETF TR724 shares-9.95%2025-09-302025-10-29

Sponsored

DTM DT MIDSTREAM INC3.8K shares0.29%2025-09-302025-10-29

DIS DISNEY WALT CO3.7K shares-4.28%2025-09-302025-10-29

BSCU INVESCO EXCH TRD SLF IDX FD24.4K shares0.00%2025-09-302025-10-29

ABT ABBOTT LABS3.1K shares0.26%2025-09-302025-10-29

MRK MERCK & CO INC4.9K shares0.00%2025-09-302025-10-29

BSCR INVESCO EXCH TRD SLF IDX FD20.6K shares-1.80%2025-09-302025-10-29

ADP AUTOMATIC DATA PROCESSING IN1.4K shares0.00%2025-09-302025-10-29

GLD SPDR GOLD TR1.1K shares-19.27%2025-09-302025-10-29

Sponsored

ACN ACCENTURE PLC IRELAND1.6K shares-4.82%2025-09-302025-10-29

LMT LOCKHEED MARTIN CORP757 shares0.00%2025-09-302025-10-29

BSCQ INVESCO EXCH TRD SLF IDX FD19.1K shares0.00%2025-09-302025-10-29

SCHE SCHWAB STRATEGIC TR10.3K shares-0.82%2025-09-302025-10-29

KR KROGER CO5.0K shares0.84%2025-09-302025-10-29

PAYX PAYCHEX INC2.6K shares-8.98%2025-09-302025-10-29

HON HONEYWELL INTL INC1.6K shares-12.04%2025-09-302025-10-29

ESGE ISHARES INC7.6K shares0.00%2025-09-302025-10-29

Sponsored

CSCO CISCO SYS INC4.7K shares-0.55%2025-09-302025-10-29

MPC MARATHON PETE CORP1.6K shares0.00%2025-09-302025-10-29

HDV ISHARES TR2.5K shares-6.60%2025-09-302025-10-29

BSCT INVESCO EXCH TRD SLF IDX FD16.6K shares0.00%2025-09-302025-10-29

BSCS INVESCO EXCH TRD SLF IDX FD15.1K shares-2.35%2025-09-302025-10-29

DE DEERE & CO678 shares-1.02%2025-09-302025-10-29

SCHW SCHWAB CHARLES CORP3.2K shares0.19%2025-09-302025-10-29

IJT ISHARES TR2.1K shares-3.26%2025-09-302025-10-29

Sponsored

BSCV INVESCO EXCH TRD SLF IDX FD18.0K shares0.00%2025-09-302025-10-29

EEM ISHARES TR5.6K shares0.45%2025-09-302025-10-29

DVY ISHARES TR2.0K shares0.00%2025-09-302025-10-29

BP BP PLC8.2K shares0.00%2025-09-302025-10-29

IWO ISHARES TR880 shares0.00%2025-09-302025-10-29

DUK DUKE ENERGY CORP NEW2.3K shares-13.60%2025-09-302025-10-29

ECL ECOLAB INC1.0K shares0.00%2025-09-302025-10-29

VOT VANGUARD INDEX FDS928 shares0.00%2025-09-302025-10-29

Sponsored

ED CONSOLIDATED EDISON INC2.7K shares0.19%2025-09-302025-10-29

IBM INTERNATIONAL BUSINESS MACHS943 shares4.66%2025-09-302025-10-29

XSD SPDR SERIES TRUST807 shares0.00%2025-09-302025-10-29

KMB KIMBERLY-CLARK CORP2.1K shares0.00%2025-09-302025-10-29

IWN ISHARES TR1.5K shares-7.93%2025-09-302025-10-29

IBMO ISHARES TR10.0K shares0.00%2025-09-302025-10-29

GE GE AEROSPACE826 shares0.73%2025-09-302025-10-29

IYW ISHARES TR1.3K shares-1.86%2025-09-302025-10-29

Sponsored

IWP ISHARES TR1.7K shares0.00%2025-09-302025-10-29

CRM SALESFORCE INC1.0K shares-9.04%2025-09-302025-10-29

LNT ALLIANT ENERGY CORP3.6K shares0.00%2025-09-302025-10-29

STE STERIS PLC975 shares0.00%2025-09-302025-10-29

IWS ISHARES TR1.7K shares0.00%2025-09-302025-10-29

CL COLGATE PALMOLIVE CO3.0K shares0.00%2025-09-302025-10-29

SOXX ISHARES TR833 shares-18.89%2025-09-302025-10-29

BSCP INVESCO EXCH TRD SLF IDX FD10.7K shares-18.61%2025-09-302025-10-29

Sponsored

XLY SELECT SECTOR SPDR TR865 sharesnew addition2025-09-302025-10-29

GD GENERAL DYNAMICS CORP601 sharesnew addition2025-09-302025-10-29

WM WASTE MGMT INC DEL928 shares-5.11%2025-09-302025-10-29

PH PARKER-HANNIFIN CORP266 sharesnew addition2025-09-302025-10-29

GRF EAGLE CAP GROWTH FD INC16.6K shares0.00%2025-09-302025-10-29

ENLV ENLIVEX THERAPEUTICS LTD28.0K shares0.00%2025-09-302025-10-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available