Ignite Planners, LLC — Q1 2023 13F Holdings

Name: Ignite Planners, LLC — 13F Holdings, Q1 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001849348

Total reported value

$647.6M

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Full holdings list this quarter

Showing top 200 holdings (of 252 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	8.82%	-0.03%	+0.20%
2	SCHG	Schwab US Large-cap Growth	ETF-Other	4.46%	-0.46%	+1.23%
3	MSFT	Microsoft CORP	Stock-Tech	2.88%	-0.19%	+1.56%
4	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.76%	-0.08%	-2.64%
5	EDOW	First Trust Dow 30 Eql Wght	ETF-Other	2.44%	—	-0.80%
6	SKYY	First Trust Cloud Computing	ETF-Other	2.27%	-0.42%	—
7	IYK	Ishares US Consumer Staples	ETF-Other	1.68%	—	-1.07%
8	MA	Mastercard INC - A	Stock-Financials	1.58%	—	-2.09%
9	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	1.56%	—	+2.02%
10	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.46%	-0.08%	+1.68%
11	BA	Boeing Co/the	Stock-Industrials	1.42%	-0.08%	—
12	DSEP	Ft Vest U.s. Equity Deep Buf	ETF-Other	1.33%	—	-0.03%
13	TSLA	Tesla INC	Stock-Consumer Disc	1.33%	-0.14%	+1.54%
14	ITA	Ishares U.s. Aerospace & Def	ETF-Other	1.23%	+0.12%	+0.28%
15	AMZN	Amazon.com INC	Stock-Consumer Disc	1.23%	-0.17%	+6.09%
16	XLP	Ss Consumer Staples Sel Sect	ETF-Other	1.15%	—	-8.26%
17	SCHX	Schwab US Large-cap ETF	ETF-Other	1.15%	—	+3.54%
18	KO	Coca-cola Co/the	Stock-Consumer Staples	0.89%	—	+1.56%
19	FMAY	Ft Vest US Equity Buffer ETF	ETF-Other	0.88%	—	+1.83%
20	MUC	Blackrock Munihold Ca Qlty	Stock-Other	0.88%	—	+0.01%
21	RDVY	First Trust Rising Dividend	ETF-Other	0.88%	+0.08%	-4.23%
22	CAT	Caterpillar INC	Stock-Industrials	0.87%	+0.07%	+4.31%
23	FTCS	First Trust Capital Strength	ETF-Other	0.85%	—	-0.84%
24	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-Other	0.82%	—	-9.80%
25	XOM	Exxon Mobil CORP	Stock-Energy	0.80%	+0.10%	+3.35%
26	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.77%	—	+3.42%
27	WMT	Walmart INC	Stock-Consumer Staples	0.74%	—	+6.50%
28	HD	Home Depot INC	Stock-Consumer Disc	0.74%	—	-2.21%
29	NVDA	Nvidia CORP	Stock-Tech	0.71%	-0.20%	+15.72%
30	CVX	Chevron CORP	Stock-Energy	0.70%	+0.07%	+6.74%
31	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.68%	—	+41.54%
32	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.67%	—	-9.05%
33	GS	Goldman Sachs Group INC	Stock-Financials	0.66%	—	+1.53%
34	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.66%	—	+12.00%
35	DAUG	Ft Vest U.s. Equity Deep Buf	ETF-Other	0.63%	—	+309.82%
36	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.62%	—	-6.48%
37	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.60%	-0.15%	+2.79%
38	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.60%	—	+0.21%
39	NAC	Nuveen Ca Qlty Muni INC	Stock-Other	0.59%	—	+0.10%
40	DXCM	Dexcom INC	Stock-Healthcare	0.58%	—	-3.65%
41	DMAR	Ft Vest US Equity Deep Buffe	ETF-Other	0.58%	—	—
42	SO	Southern Co/the	Stock-Utilities	0.57%	—	+3.15%
43	JPM	Jpmorgan Chase & Co	Stock-Financials	0.56%	—	+8.31%
44	META	Meta Platforms Inc-class A	Stock-Comm Services	0.55%	-0.19%	+27.26%
45	MELI	Mercadolibre INC	Stock-Consumer Disc	0.54%	—	—
46	VZ	Verizon Communications INC	Stock-Comm Services	0.53%	—	+3.37%
47	DAPR	Ft Vest U.s. Equity Deep Buf	ETF-Other	0.52%	—	—
48	V	Visa Inc-class A Shares	Stock-Financials	0.50%	—	+5.34%
49	WM	Waste Management INC	Stock-Industrials	0.49%	—	—
50	DJUL	Ft Vest US Equity Deep Buffe	ETF-Other	0.48%	—	—

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