Filer Name: SIGMA INVESTMENT COUNSELORS INC
CIK: 1085163
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 197
Portfolio Value: $1.70B

Sigma Investment Counselors Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 658,787 $388M 22.77% 0.7% -
IJH US ISHARES CORE S&P MIDCAP ETF 2,050,653 $128M 7.50% 0.6% -
VEA US VANGUARD FTSE DEVELOPED ETF 1,853,365 $89M 5.20% 1.1% -
IJR US ISHARES CORE S&P SMALL-CAP E 594,870 $69M 4.02% -0.4% -
SJNK US SPDR BLOOMBERG SHORT TERM HI 1,526,548 $39M 2.26% 4.0% -
STIP US ISHARES 0-5 YEAR TIPS BOND E 374,427 $38M 2.21% 3.8% -
IWB US ISHARES RUSSELL 1000 ETF 111,664 $36M 2.11% -0.9% -
IBDU US ISHARES IBONDS DEC 2029 TERM 1,450,703 $33M 1.94% 100.0% -
IBDV US ISHARES IBONDS DEC 2030 CORP 1,460,180 $31M 1.83% 7.0% -
AAPL US APPLE INC 124,544 $31M 1.83% -1.4% -
IBDW US ISHARES IBONDS DEC 2031 CORP 1,483,109 $30M 1.77% 8.4% -
VWO US VANGUARD FTSE EMERGING MARKE 675,149 $30M 1.75% 1.5% -
IBDX US ISHARES IBONDS DEC 2032 TC 1,185,972 $29M 1.71% 10.2% -
VTV US VANGUARD VALUE ETF 169,522 $29M 1.69% 1.4% -
IBDT US ISHARES IBONDS DEC 2028 ETF 1,110,725 $28M 1.62% 4.5% -
IBDS US ISHRS IBNDS DEC 27 CORP ETF 1,099,093 $26M 1.55% 4.7% -
IBDR US ISHARES IBONDS DEC 2026 TERM 1,072,997 $26M 1.52% 3.2% -
IBDQ US ISHARES IBONDS DEC 2025 TERM 1,019,186 $26M 1.50% 2.7% -
NVDA US NVIDIA CORP 186,920 $25M 1.47% -1.9% -
IWR US ISHARES RUSSELL MID-CAP ETF 264,962 $23M 1.38% -0.7% -
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