Sigma Investment Counselors Inc Top Holdings and 13F Report (2025) About Sigma Investment Counselors IncInvestment ActivitySigma Investment Counselors Inc has $1.64 billion in total holdings as of March 31, 2025.Sigma Investment Counselors Inc owns shares of 187 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 2.26% of the portfolio was purchased this quarter.About 3.96% of the portfolio was sold this quarter.This quarter, Sigma Investment Counselors Inc has purchased 197 new stocks and bought additional shares in 34 stocks.Sigma Investment Counselors Inc sold shares of 131 stocks and completely divested from 12 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $360,440,269iShares Core S&P Mid-Cap ETF $116,469,111Vanguard FTSE Developed Markets ETF $93,753,986iShares Core S&P Small-Cap ETF $59,917,976iShares 0-5 Year TIPS Bond ETF $39,366,017 Largest New Holdings this Quarter 38173M102 - Golub Capital BDC $10,935,137 Holding92204A702 - Vanguard Information Technology ETF $395,424 Holding Largest Purchases this Quarter iShares iBonds Dec 2033 Term Corporate ETF 536,105 shares (about $13.70M)Golub Capital BDC 722,268 shares (about $10.94M)iShares iBonds Dec 2032 Term Corporate ETF 88,937 shares (about $2.22M)iShares iBonds Dec 2031 Term Corporate ETF 91,020 shares (about $1.89M)iShares iBonds Dec 2030 Term Corporate ETF 64,650 shares (about $1.40M) Largest Sales this Quarter iShares Core S&P 500 ETF 17,320 shares (about $9.73M)Vanguard Total Stock Market ETF 15,221 shares (about $4.18M)iShares Core S&P Mid-Cap ETF 54,610 shares (about $3.19M)Vanguard High Dividend Yield ETF 21,891 shares (about $2.82M)iShares Core S&P Small-Cap ETF 21,876 shares (about $2.29M) 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$360,440,269$9,732,107 ▼-2.6%641,46722.0%ETFIJHiShares Core S&P Mid-Cap ETF$116,469,111$3,186,494 ▼-2.7%1,996,0437.1%ETFVEAVanguard FTSE Developed Markets ETF$93,753,986$452,539 ▼-0.5%1,844,4625.7%ETFIJRiShares Core S&P Small-Cap ETF$59,917,976$2,287,573 ▼-3.7%572,9943.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$39,366,017$624,028 ▲1.6%380,4582.4%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$38,351,701$56,258 ▼-0.1%1,524,3122.3%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$33,232,620$322,131 ▼-1.0%1,436,7762.0%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$33,119,303$1,404,198 ▲4.4%1,524,8302.0%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$32,663,170$1,888,665 ▲6.1%1,574,1292.0%ETFIWBiShares Russell 1000 ETF$32,649,257$1,602,402 ▼-4.7%106,4402.0%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$31,859,982$2,222,536 ▲7.5%1,274,9091.9%ETFVWOVanguard FTSE Emerging Markets ETF$30,720,096$162,846 ▲0.5%678,7471.9%ETFVTVVanguard Value ETF$30,486,500$1,203,305 ▲4.1%176,4881.9%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$28,461,359$404,438 ▲1.4%1,126,7361.7%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$27,322,550$746,485 ▲2.8%1,129,9651.7%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$26,592,619$615,370 ▲2.4%1,098,4151.6%ETFAAPLApple$25,814,771$1,850,116 ▼-6.7%116,2151.6%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$24,242,870$1,389,664 ▼-5.4%963,9311.5%ETFIWRiShares Russell Mid-Cap ETF$22,538,532$1,786 ▼0.0%264,9411.4%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$22,154,619$13,702,846 ▲162.1%866,7691.4%ETFIEFAiShares Core MSCI EAFE ETF$18,800,089$251,612 ▲1.4%248,5141.1%ETFNVDANVIDIA$18,751,256$1,507,132 ▼-7.4%173,0141.1%Computer and TechnologyMSFTMicrosoft$18,533,812$1,087,133 ▼-5.5%49,3721.1%Computer and TechnologyARCCAres Capital$16,008,510$298,938 ▲1.9%722,4061.0%FinanceVTIVanguard Total Stock Market ETF$15,517,184$4,183,338 ▼-21.2%56,4590.9%ETFSYKStryker$15,076,187$421,016 ▼-2.7%40,5000.9%MedicalAMZNAmazon.com$14,436,440$636,614 ▼-4.2%75,8770.9%Retail/WholesaleIAUiShares Gold Trust$13,488,309$205,239 ▼-1.5%228,7710.8%FinanceIWMiShares Russell 2000 ETF$12,914,742$590,489 ▲4.8%64,7390.8%FinanceJPMJPMorgan Chase & Co.$12,410,740$697,635 ▼-5.3%50,5940.8%FinanceCOSTCostco Wholesale$12,051,900$2,015,428 ▼-14.3%12,7430.7%Retail/WholesaleMETAMeta Platforms$11,872,298$1,227,056 ▼-9.4%20,5990.7%Computer and TechnologyAJGArthur J. Gallagher & Co.$10,965,693$297,247 ▼-2.6%31,7630.7%FinanceGBDCGolub Capital BDC$10,935,137$10,935,137 ▲New Holding722,2680.7%FinanceSNPSSynopsys$10,752,878$625,686 ▼-5.5%25,0740.7%Computer and TechnologyQQQInvesco QQQ$10,265,434$73,619 ▼-0.7%21,8920.6%FinanceSPYSPDR S&P 500 ETF Trust$9,126,944$50,345 ▼-0.5%16,3160.6%FinanceTJXTJX Companies$9,044,990$995,837 ▼-9.9%74,2610.6%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$8,627,576$288,532 ▼-3.2%105,5230.5%ETFISRGIntuitive Surgical$8,105,589$973,206 ▼-10.7%16,3660.5%MedicalCATCaterpillar$7,933,720$493,384 ▼-5.9%24,0560.5%IndustrialsROPRoper Technologies$7,677,740$472,857 ▼-5.8%13,0220.5%Computer and TechnologyABBVAbbVie$7,653,506$516,044 ▼-6.3%36,5290.5%MedicalVYMVanguard High Dividend Yield ETF$7,614,730$2,823,074 ▼-27.0%59,0470.5%ETFLOWLowe's Companies$7,273,223$633,215 ▼-8.0%31,1850.4%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$7,227,611$1,091,901 ▼-13.1%91,5580.4%ETFUNHUnitedHealth Group$6,997,821$716,490 ▼-9.3%13,3610.4%MedicalURIUnited Rentals$6,540,242$312,723 ▼-4.6%10,4360.4%ConstructionGSThe Goldman Sachs Group$6,530,186$264,944 ▼-3.9%11,9540.4%FinanceUPSUnited Parcel Service$6,517,788$48,286 ▼-0.7%59,2580.4%TransportationXOMExxon Mobil$5,885,749$239,169 ▼-3.9%49,4890.4%EnergyGOOGLAlphabet$5,726,006$287,166 ▼-4.8%37,0280.4%Computer and TechnologySNASnap-on$5,696,863$252,086 ▼-4.2%16,9040.3%Consumer DiscretionaryIEMGiShares Core MSCI Emerging Markets ETF$5,530,141$168,440 ▼-3.0%102,4670.3%ETFPGProcter & Gamble$5,518,691$159,001 ▼-2.8%32,3830.3%Consumer StaplesDHRDanaher$5,361,016$364,084 ▼-6.4%26,1510.3%MedicalVVisa$5,236,107$412,482 ▼-7.3%14,9410.3%Business ServicesVOOVanguard S&P 500 ETF$4,997,253$112,032 ▼-2.2%9,7240.3%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$4,897,291$292,836 ▼-5.6%115,1760.3%ETFTDGTransDigm Group$4,752,985$167,378 ▼-3.4%3,4360.3%AerospaceKOCoca-Cola$4,622,961$167,735 ▼-3.5%64,5480.3%Consumer StaplesVRTXVertex Pharmaceuticals$4,242,660$121,690 ▼-2.8%8,7510.3%MedicalCORCencora$4,191,370$210,792 ▼-4.8%15,0720.3%MedicalNEENextEra Energy$4,101,200$241,451 ▼-5.6%57,8530.3%UtilitiesIWFiShares Russell 1000 Growth ETF$4,065,904$96,412 ▼-2.3%11,2600.2%ETFNUENucor$4,012,016$10,229 ▼-0.3%33,3390.2%Basic MaterialsXLEEnergy Select Sector SPDR Fund$3,985,082$194,376 ▼-4.7%42,6440.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$3,499,188$336,742 ▼-8.8%28,6800.2%ETFEFAiShares MSCI EAFE ETF$3,397,576$509,338 ▼-13.0%41,5710.2%FinanceARISTA NETWORKS INC$3,294,295$180,296 ▼-5.2%42,5180.2%COM SHSPGRProgressive$3,250,629$22,641 ▼-0.7%11,4860.2%FinanceADBEAdobe$3,208,996$179,109 ▼-5.3%8,3670.2%Computer and TechnologyPLDPrologis$3,174,400$122,075 ▼-3.7%28,3960.2%FinanceTIPiShares TIPS Bond ETF$3,133,072$814,845 ▼-20.6%28,2030.2%ETFPSAPublic Storage$2,971,352$157,127 ▼-5.0%9,9280.2%FinanceSCHXSchwab US Large-Cap ETF$2,730,002$1,894,360 ▼-41.0%123,6410.2%ETFAVGOBroadcom$2,685,745$162,909 ▲6.5%16,0410.2%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$2,660,878$523,269 ▼-16.4%65,8470.2%ETFKMIKinder Morgan$2,615,707$156,173 ▼-5.6%91,6830.2%EnergyXLKTechnology Select Sector SPDR Fund$2,612,466$871,166 ▼-25.0%12,6520.2%ETFLIILennox International$2,508,5930.0%4,4730.2%ConstructionSLBSchlumberger$2,505,158$301,880 ▼-10.8%59,9320.2%EnergyKLACKLA$2,417,458$802,873 ▲49.7%3,5560.1%Computer and TechnologyETNEaton$2,413,851$85,626 ▼-3.4%8,8800.1%IndustrialsIVEiShares S&P 500 Value ETF$2,370,045$12,959 ▼-0.5%12,4360.1%ETFSUBiShares Short-Term National Muni Bond ETF$2,308,522$396,528 ▼-14.7%21,8610.1%ETFBRK.BBerkshire Hathaway$2,185,478$239,636 ▼-9.9%4,1040.1%FinanceBMYBristol-Myers Squibb$2,015,012$155,709 ▼-7.2%33,0380.1%MedicalXLFFinancial Select Sector SPDR Fund$1,863,324$83,630 ▼-4.3%37,4090.1%ETFDECKDeckers Outdoor$1,697,164$32,984 ▼-1.9%15,1790.1%Retail/WholesaleSCHBSchwab US Broad Market ETF$1,680,527$1,034,432 ▼-38.1%78,0550.1%ETFJNJJohnson & Johnson$1,653,718$229,351 ▼-12.2%9,9720.1%MedicalXLCCommunication Services Select Sector SPDR Fund$1,566,734$216,144 ▼-12.1%16,2440.1%ETFIDEViShares Core MSCI International Developed Markets ETF$1,505,316$172,707 ▼-10.3%21,8510.1%ETFHPQHP$1,379,046$66,373 ▼-4.6%49,8030.1%Computer and TechnologyTSLATesla$1,372,712$112,730 ▼-7.6%5,2970.1%Auto/Tires/TrucksGOOGAlphabet$1,294,878$13,280 ▲1.0%8,2880.1%Computer and TechnologyGPNGlobal Payments$1,254,845$205,045 ▼-14.0%12,8150.1%Business ServicesIWDiShares Russell 1000 Value ETF$1,129,8920.0%6,0050.1%ETFHDHome Depot$1,107,425$20,155 ▼-1.8%3,0220.1%Retail/WholesaleShowing 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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