SIGMA INVESTMENT COUNSELORS INC

13F filer, CIK 1085163, NORTHVILLE, MI

SIGMA INVESTMENT COUNSELORS INC reported $1,703,083,382 across 197 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-04. Its ten largest share positions make up 51.69% of the portfolio.

Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001085146-25-000734

Period: 2024-12-31
Reported value: $1.7B
Holdings: 197
Top 10 weight: 51.69%
New: 12
Sold out: 14

Largest buys vs the previous quarter

Security	Shares change	Approx. value
IBDUnew	+1,450,703	$33.1M
IBDYnew	+330,664	$8.3M
ANETnew	+44,845	$4.96M
SCHXadded	+140,459	$3.26M
DECKnew	+15,474	$3.14M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
OEFexited	-1,417,510	-$33.4M
ISHARESexited	-825,986	-$20.8M
ARISTA NETWORKS INCexited	-11,085	-$4.25M
KLACreduced	-2,383	-$1.5M
CVXreduced	-9,814	-$1.42M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001085146-25-000734, largest first. % of portfolio is the value over $1,703,083,382, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	658,787	$388M	22.77%	+4,683	Timeline
IJHISHARES TR	2,050,653	$128M	7.5%	+13,000	Timeline
VEAVANGUARD TAX-MANAGED FDS	1,853,365	$88.6M	5.2%	+20,177	Timeline
IJRISHARES TR	594,870	$68.5M	4.02%	-2,253	Timeline
SJNKSPDR SERIES TRUST	1,526,548	$38.5M	2.26%	+58,362	Timeline
STIPISHARES TR	374,427	$37.7M	2.21%	+13,645	Timeline
IWBISHARES TR	111,664	$36M	2.11%	-1,024	Timeline
IBDUISHARES TR	1,450,703	$33.1M	1.94%	new	Timeline
IBDVISHARES TR	1,460,180	$31.2M	1.83%	+95,813	Timeline
AAPLAPPLE INC	124,544	$31.2M	1.83%	-1,805	Timeline
IBDWISHARES TR	1,483,109	$30.2M	1.77%	+115,082	Timeline
VWOVANGUARD INTL EQUITY INDEX F	675,149	$29.7M	1.75%	+10,091	Timeline
IBDXISHARES TR	1,185,972	$29.2M	1.71%	+109,723	Timeline
VTVVANGUARD INDEX FDS	169,522	$28.7M	1.69%	+2,376	Timeline
IBDTISHARES TR	1,110,725	$27.7M	1.62%	+48,159	Timeline
IBDSISHARES TR	1,099,093	$26.3M	1.55%	+49,596	Timeline
IBDRISHARES TR	1,072,997	$25.8M	1.52%	+33,535	Timeline
ISHARES TRISHARES TR	1,019,186	$25.5M	1.5%	+26,694
NVDANVIDIA CORPORATION	186,920	$25.1M	1.47%	-3,542	Timeline
IWRISHARES TR	264,962	$23.4M	1.38%	-1,862	Timeline
MSFTMICROSOFT CORP	52,268	$22M	1.29%	-326	Timeline
VTIVANGUARD INDEX FDS	71,680	$20.8M	1.22%	-484	Timeline
AMZNAMAZON COM INC	79,223	$17.4M	1.02%	+82	Timeline
IEFAISHARES TR	245,188	$17.2M	1.01%	+1,371	Timeline
ARCCARES CAPITAL CORP	708,916	$15.5M	0.91%	+27,192	Timeline
SYKSTRYKER CORPORATION	41,631	$15M	0.88%	-297	Timeline
IWMISHARES TR	61,779	$13.7M	0.8%	-619	Timeline
COSTCOSTCO WHOLESALE CORPORATION	14,874	$13.6M	0.8%	-1,100	Timeline
METAMETA PLATFORMS INC	22,728	$13.3M	0.78%	-151	Timeline
SNPSSYNOPSYS INC	26,533	$12.9M	0.76%	-648	Timeline
JPMJPMORGAN CHASE & CO	53,438	$12.8M	0.75%	-2,816	Timeline
IAUISHARES GOLD TR	232,252	$11.5M	0.68%	+5,482	Timeline
QQQINVESCO QQQ TR	22,049	$11.3M	0.66%	+886	Timeline
VYMVANGUARD WHITEHALL FDS	80,938	$10.3M	0.61%	-1,863	Timeline
TJXTJX COS INC NEW	82,437	$9.96M	0.58%	+741	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	16,406	$9.62M	0.56%	-159	Timeline
ISRGINTUITIVE SURGICAL INC	18,331	$9.57M	0.56%	-685	Timeline
CATCATERPILLAR INC	25,552	$9.27M	0.54%	-951	Timeline
AJGGALLAGHER ARTHUR J & CO	32,624	$9.26M	0.54%	+156	Timeline
VCITVANGUARD SCOTTSDALE FDS	109,052	$8.75M	0.51%	+1,809	Timeline
LOWLOWES COS INC	33,900	$8.37M	0.49%	+30	Timeline
IBDYISHARES TR	330,664	$8.3M	0.49%	new	Timeline
VCSHVANGUARD SCOTTSDALE FDS	105,390	$8.22M	0.48%	+489	Timeline
URIUNITED RENTALS INC	10,935	$7.7M	0.45%	-1,851	Timeline
UPSUNITED PARCEL SVCS INC	59,697	$7.53M	0.44%	-20	Timeline
UNHUNITEDHEALTH GROUP INC	14,729	$7.45M	0.44%	-296	Timeline
GOOGLALPHABET INC	38,885	$7.36M	0.43%	+215	Timeline
ROPROPER TECHNOLOGIES INC	13,824	$7.19M	0.42%	-222	Timeline
GSGOLDMAN SACHS GROUP INC	12,439	$7.12M	0.42%	-14	Timeline
ABBVABBVIE INC	38,992	$6.93M	0.41%	-347	Timeline
DHRDANAHER CORP DEL	27,927	$6.41M	0.38%	-696	Timeline
SNASNAP ON INC	17,652	$5.99M	0.35%	-209	Timeline
PGPROCTER & GAMBLE CO	33,316	$5.59M	0.33%	-278	Timeline
XOMEXXON MOBIL CORP	51,500	$5.54M	0.33%	-1,472	Timeline
IEMGISHARES INC	105,588	$5.51M	0.32%	-275	Timeline
VOOVANGUARD INDEX FDS	9,942	$5.36M	0.31%	-7	Timeline
SHYGISHARES TR	122,063	$5.2M	0.31%	-2,721	Timeline
VVISA INC	16,118	$5.09M	0.3%	-6	Timeline
ANETARISTA NETWORKS INC	44,845	$4.96M	0.29%	new	Timeline
SCHXSCHWAB STRATEGIC TR	209,436	$4.85M	0.29%	+140,459	Timeline
IWFISHARES TR	11,527	$4.63M	0.27%	+5	Timeline
TDGTRANSDIGM GROUP INC	3,557	$4.51M	0.26%	+34	Timeline
NEENEXTERA ENERGY INC	61,259	$4.39M	0.26%	+536	Timeline
KOCOCA COLA CO	66,890	$4.16M	0.24%	+1,018	Timeline
ITOTISHARES TR	31,440	$4.04M	0.24%	-140	Timeline
ADBEADOBE INC	8,834	$3.93M	0.23%	-661	Timeline
XLKSELECT SECTOR SPDR TR	16,871	$3.92M	0.23%	+3,986	Timeline
NUENUCOR CORP	33,424	$3.9M	0.23%	-2,486	Timeline
XLESELECT SECTOR SPDR TR	44,724	$3.83M	0.22%	-171	Timeline
TIPISHARES TR	35,538	$3.79M	0.22%	-1,970	Timeline
VRTXVERTEX PHARMACEUTICALS INC	9,002	$3.63M	0.21%	+65	Timeline
EFAISHARES TR	47,803	$3.61M	0.21%	-173	Timeline
CORCENCORA INC	15,830	$3.56M	0.21%	-523	Timeline
AVGOBROADCOM INC	15,068	$3.49M	0.21%	+11,173	Timeline
PRFINVESCO EXCHANGE TRADED FD T	78,796	$3.18M	0.19%	-107	Timeline
DECKDECKERS OUTDOOR CORP	15,474	$3.14M	0.18%	new	Timeline
PSAPUBLIC STORAGE	10,453	$3.13M	0.18%	+33	Timeline
PLDPROLOGIS INC.	29,488	$3.12M	0.18%	-1,470	Timeline
ETNEATON CORP PLC	9,195	$3.05M	0.18%	+7,578	Timeline
SCHBSCHWAB STRATEGIC TR	126,101	$2.86M	0.17%	+83,549	Timeline
PGRPROGRESSIVE CORP	11,566	$2.77M	0.16%	0	Timeline
LIILENNOX INTL INC	4,473	$2.73M	0.16%	-180	Timeline
SUBISHARES TR	25,616	$2.7M	0.16%	+15,903	Timeline
KMIKINDER MORGAN INC DEL	97,157	$2.66M	0.16%	-2,664	Timeline
SLBSLB LIMITED	67,154	$2.57M	0.15%	new	Timeline
IVEISHARES TR	12,504	$2.39M	0.14%	-40	Timeline
TSLATESLA INC	5,732	$2.31M	0.14%	-90	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	4,554	$2.06M	0.12%	-62	Timeline
BMYBRISTOL-MYERS SQUIBB CO	35,591	$2.01M	0.12%	+1,115	Timeline
XLFSELECT SECTOR SPDR TR	39,088	$1.89M	0.11%	+104	Timeline
XLCSELECT SECTOR SPDR TR	18,485	$1.79M	0.11%	-362	Timeline
HPQHP INC	52,200	$1.7M	0.1%	-1,309	Timeline
GPNGLOBAL PMTS INC	14,909	$1.67M	0.1%	-901	Timeline
JNJJOHNSON & JOHNSON	11,355	$1.64M	0.1%	+389	Timeline
IDEVISHARES TR	24,358	$1.57M	0.09%	-433	Timeline
GOOGALPHABET INC	8,203	$1.56M	0.09%	+1,012	Timeline
KLACKLA CORP	2,375	$1.5M	0.09%	-2,383	Timeline
HDHOME DEPOT INC	3,077	$1.2M	0.07%	-124	Timeline
ORCLORACLE CORP	6,855	$1.14M	0.07%	-283	Timeline
SCHMSCHWAB STRATEGIC TR	40,829	$1.13M	0.07%	+27,134	Timeline
IWDISHARES TR	6,005	$1.11M	0.07%	0	Timeline
CVXCHEVRON CORPORATION	7,489	$1.08M	0.06%	-9,814	Timeline
LLYELI LILLY & CO	1,318	$1.02M	0.06%	-23	Timeline
SCHFSCHWAB STRATEGIC TR	54,536	$1.01M	0.06%	+27,537	Timeline
RTXRTX CORPORATION	8,643	$1M	0.06%	-159	Timeline
AXPAMERICAN EXPRESS CO	3,306	$981K	0.06%	0	Timeline
DTEDTE ENERGY CO	7,835	$946K	0.06%	+29	Timeline
IVWISHARES TR	9,314	$946K	0.06%	0	Timeline
VOVANGUARD INDEX FDS	3,469	$916K	0.05%	0	Timeline
ICFISHARES TR	15,121	$911K	0.05%	0	Timeline
SCHASCHWAB STRATEGIC TR	34,922	$903K	0.05%	+17,298	Timeline
XLVSELECT SECTOR SPDR TR	6,433	$885K	0.05%	+1,866	Timeline
SOXXISHARES TR	4,012	$864K	0.05%	new	Timeline
XPOXPO INC	6,259	$821K	0.05%	0	Timeline
MUBISHARES TR	7,373	$786K	0.05%	0	Timeline
VTEBVANGUARD MUN BD FDS	15,519	$778K	0.05%	-120	Timeline
ESGDISHARES TR	10,130	$771K	0.05%	0	Timeline
PEPPEPSICO INC	4,629	$704K	0.04%	+319	Timeline
MRKMERCK & CO INC	6,781	$675K	0.04%	+330	Timeline
VBVANGUARD INDEX FDS	2,699	$649K	0.04%	+177	Timeline
ACNACCENTURE PLC IRELAND	1,835	$646K	0.04%	-17	Timeline
SCHDSCHWAB STRATEGIC TR	22,636	$618K	0.04%	+15,039	Timeline
TPLCTIMOTHY PLAN	14,317	$613K	0.04%	+168	Timeline
BXBLACKSTONE INC	3,428	$591K	0.03%	0	Timeline
LECOLINCOLN ELEC HLDGS INC	3,000	$562K	0.03%	0	Timeline
BACBANK OF AMER CORP	11,993	$527K	0.03%	0	Timeline
IJKISHARES TR	5,761	$524K	0.03%	-421	Timeline
IJJISHARES TR	3,839	$480K	0.03%	-205	Timeline
XMESPDR SERIES TRUST	8,201	$465K	0.03%	+1,669	Timeline
VXFVANGUARD INDEX FDS	2,433	$462K	0.03%	+133	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	804	$458K	0.03%	0	Timeline
DISDISNEY WALT CO	4,016	$447K	0.03%	-23	Timeline
VBKVANGUARD INDEX FDS	1,567	$439K	0.03%	0	Timeline
BSCQINVESCO EXCH TRD SLF IDX FD	22,148	$430K	0.03%	+718	Timeline
PAYXPAYCHEX INC	3,060	$429K	0.03%	+166	Timeline
MAMASTERCARD INCORPORATED	808	$426K	0.02%	0	Timeline
SOSOUTHERN CO	5,109	$421K	0.02%	+10	Timeline
HONHONEYWELL INTL INC	1,858	$420K	0.02%	+118	Timeline
PMPHILIP MORRIS INTL INC	3,471	$418K	0.02%	-41	Timeline
LMTLOCKHEED MARTIN CORP	857	$417K	0.02%	0	Timeline
BABOEING CO	2,293	$406K	0.02%	0	Timeline
DTMDT MIDSTREAM INC	4,056	$403K	0.02%	+264	Timeline
BSCUINVESCO EXCH TRD SLF IDX FD	24,328	$398K	0.02%	+742	Timeline
GGGGRACO INC	4,691	$395K	0.02%	-370	Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	19,500	$393K	0.02%	-1,507	Timeline
CRMSALESFORCE INC	1,135	$380K	0.02%	+4	Timeline
WMTWALMART INC	4,162	$376K	0.02%	+801	Timeline
TGTTARGET CORP	2,695	$364K	0.02%	0	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	18,498	$360K	0.02%	-1,532	Timeline
GLDSPDR GOLD TR	1,451	$351K	0.02%	0	Timeline
HDVISHARES TR	3,097	$348K	0.02%	0	Timeline
EEMISHARES TR	8,311	$348K	0.02%	-674	Timeline
ABTABBOTT LABORATORIES	3,066	$347K	0.02%	-117	Timeline
CMCSACOMCAST CORP NEW	9,115	$342K	0.02%	-12	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,140	$334K	0.02%	0	Timeline
DUKDUKE ENERGY CORP NEW	3,077	$332K	0.02%	0	Timeline
NFLXNETFLIX INC.	365	$325K	0.02%	+3	Timeline
IBMOISHARES TR	12,400	$316K	0.02%	-471	Timeline
CMACOMERICA INC	5,087	$315K	0.02%	new	Timeline
KMBKIMBERLY-CLARK CORP	2,370	$311K	0.02%	+100	Timeline
PFEPFIZER INC	11,698	$310K	0.02%	-59	Timeline
INVESCOINVESCO	15,026	$310K	0.02%	+886
KRKROGER CO	4,971	$304K	0.02%	0	Timeline
BSCTINVESCO EXCH TRD SLF IDX FD	16,573	$304K	0.02%	-2,913	Timeline
VUGVANGUARD INDEX FDS	732	$301K	0.02%	0	Timeline
BSCXINVESCO EXCH TRD SLF IDX FD	14,408	$297K	0.02%	new	Timeline
WMWASTE MGMT INC DEL	1,462	$295K	0.02%	0	Timeline
IJTISHARES TR	2,170	$294K	0.02%	-632	Timeline
DEDEERE & CO	678	$287K	0.02%	0	Timeline
CLCOLGATE PALMOLIVE CO	3,152	$287K	0.02%	0	Timeline
BSCVINVESCO EXCH TRD SLF IDX FD	17,537	$281K	0.02%	-529	Timeline
SCHESCHWAB STRATEGIC TR	10,438	$278K	0.02%	-98	Timeline
CSCOCISCO SYS INC	4,669	$276K	0.02%	-350	Timeline
DVYISHARES TR	2,090	$274K	0.02%	0	Timeline
IWOISHARES TR	916	$264K	0.02%	0	Timeline
IWNISHARES TR	1,577	$259K	0.02%	0	Timeline
IYWISHARES TR	1,593	$254K	0.01%	+69	Timeline
BPBP PLC	8,334	$246K	0.01%	0	Timeline
ESGEISHARES INC	7,334	$245K	0.01%	0	Timeline
XLISELECT SECTOR SPDR TR	1,853	$244K	0.01%	+258	Timeline
SCHWCHARLES SCHWAB CORP (THE)	3,199	$237K	0.01%	0	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,067	$234K	0.01%	new	Timeline
MPCMARATHON PETE CORP	1,608	$224K	0.01%	0	Timeline
XLRESELECT SECTOR SPDR TR	5,493	$223K	0.01%	new	Timeline
IWSISHARES TR	1,723	$223K	0.01%	0	Timeline
SBUXSTARBUCKS CORP	2,431	$222K	0.01%	-84	Timeline
ADSKAUTODESK INC	750	$222K	0.01%	0	Timeline
IWPISHARES TR	1,741	$221K	0.01%	0	Timeline
VOTVANGUARD INDEX FDS	845	$214K	0.01%	0	Timeline
MCDMCDONALDS CORP	735	$213K	0.01%	-114	Timeline
LNTALLIANT ENERGY CORP	3,580	$212K	0.01%	0	Timeline
EDCONSOLIDATED EDISON INC	2,355	$210K	0.01%	+5	Timeline
XLBSELECT SECTOR SPDR TR	2,444	$206K	0.01%	new	Timeline
XSDSPDR SERIES TRUST	807	$200K	0.01%	new	Timeline
STESTERIS PLC	975	$200K	0.01%	0	Timeline
GRFEAGLE CAP GROWTH FD INC	16,591	$162K	0.01%	+815	Timeline
ENLVENLIVEX LTD	28,000	$32.8K	<0.01%	-2,000	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
OEFISHARES TR	1,417,510	$33.4M	shares
ISHARESISHARES	825,986	$20.8M	shares
ARISTA NETWORKS INCARISTA NETWORKS INC	11,085	$4.25M	shares
ISHARES TRISHARES TR	23,900	$624K	shares
INVESCOINVESCO	13,622	$288K	shares
CVSCVS HEALTH CORP	4,374	$275K	shares
AMDADVANCED MICRO DEVICES INC	1,482	$243K	shares
IJSISHARES TR	2,220	$239K	shares
NVONOVO-NORDISK A S	1,986	$236K	shares
STXSEAGATE TECHNOLOGY HLDNGS PL	2,093	$229K	shares
TELTE CONNECTIVITY PLC	1,394	$210K	shares
NSCNORFOLK SOUTHN CORP	825	$205K	shares
VGTVANGUARD WORLD FD	341	$200K	shares
CLCOLGATE PALMOLIVE CO	100	$10.4K	call

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-25-000734	base		2025-02-04	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC