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CIK: 0001849348
Total reported value
$729.0M
$729.0M
282 檔
8.8%
The Q1 2024 SEC filing reveals that Ignite Planners, LLC held a total portfolio value of $729.0M, covering 282 public equity positions.
During Q1 2024, Ignite Planners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, AAPL, DJUL) accounted for 8.8% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 282 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.79% | +0.17% | +4.35% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.86% | +0.09% | -36.19% | |
| 3 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 3.07% | -0.06% | -1.45% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | -0.20% | -4.78% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.44% | +0.17% | +4.82% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.07% | +0.07% | -5.05% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.02% | -0.11% | +39.46% | |
| 8 | SKYY | First Trust Cloud Computing | ETF-Other | 2.02% | +0.05% | -1.70% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | +0.04% | -4.03% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.55% | -0.02% | +16.12% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.50% | +0.01% | +29.62% | |
| 12 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 1.47% | -0.11% | +38.69% | |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.28% | -0.14% | +189.64% | |
| 14 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.27% | -0.12% | +22.70% | |
| 15 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.26% | — | -1.84% | |
| 16 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.21% | -0.09% | +37.31% | |
| 17 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.19% | +0.01% | +5.46% | |
| 18 | EDOW | First Trust Dow 30 Eql Wght | ETF-Other | 1.16% | -0.02% | -6.53% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | -0.09% | -22.30% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.11% | -0.05% | -2.14% | |
| 21 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.09% | -0.05% | -0.08% | |
| 22 | TRMK | Trustmark CORP | Stock-Other | 1.08% | -0.90% | -1.67% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | -0.08% | -7.17% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.03% | +0.01% | -1.00% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.97% | +0.09% | +0.07% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.95% | -0.08% | +38.00% | |
| 27 | BA | Boeing Co/the | Stock-Industrials | 0.89% | -0.01% | -0.51% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.83% | +0.21% | -13.27% | |
| 29 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.83% | -0.02% | -1.45% | |
| 30 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 0.80% | — | +41.42% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.80% | -0.12% | +40.30% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.08% | -0.48% | |
| 33 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.70% | -0.11% | +68.06% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.17% | -2.92% | |
| 35 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 0.66% | +0.14% | +20.88% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.01% | -5.09% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.13% | — | |
| 38 | MUC | Blackrock Munihold Ca Qlty | Stock-Other | 0.60% | -0.02% | +0.00% | |
| 39 | QWLD | State Street Spdr Msci World | ETF-Other | 0.57% | — | +37.28% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.06% | +0.32% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.56% | -0.02% | -17.31% | |
| 42 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.56% | +0.05% | +8.43% | |
| 43 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.56% | -0.04% | +38.11% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | — | -35.25% | |
| 45 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.55% | — | +19.34% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.55% | -0.04% | +395.04% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.11% | -1.30% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.54% | -0.03% | +4.77% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | -0.03% | -12.41% | |
| 50 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.53% | -0.07% | +68.18% |
According to official SEC Form 13F filings, Ignite Planners, LLC reported a total U.S. public equity portfolio value of $729.0M across 282 disclosed positions in Q1 2024.
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During Q1 2024, Ignite Planners, LLC's top holdings by market value included SCHG (5.8%)、AAPL (3.9%)、DJUL (3.1%). The largest single position, SCHG, represented 5.8% of total portfolio value.
In Q1 2024, Ignite Planners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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