What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
CIK: 0001849348
Total reported value
$729.0M
$729.0M
290 檔
10.6%
According to the latest 13F quarterly dataset, Ignite Planners, LLC managed an equity portfolio of $729.0M at the end of Q2 2024, spanning 290 distinct U.S. exchange-listed positions.
During Q2 2024, Ignite Planners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 290 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% | +2.19% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.49% | +0.09% | +0.19% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.09% | +0.17% | +944.58% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.74% | -0.14% | +136.29% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | -0.20% | +0.90% | |
| 6 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.16% | -0.11% | +22.95% | |
| 7 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 1.94% | -0.06% | -29.79% | |
| 8 | MARM | Ftvestus Max Buff ETF March | ETF-Other | 1.91% | -0.13% | +352.55% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.90% | +0.07% | -0.68% | |
| 10 | SKYY | First Trust Cloud Computing | ETF-Other | 1.78% | +0.05% | -0.46% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.55% | +0.04% | -0.47% | |
| 12 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 1.51% | -0.11% | +19.00% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.46% | +0.01% | +10.96% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.42% | -0.02% | +7.31% | |
| 15 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.29% | -0.12% | +15.99% | |
| 16 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.26% | -0.09% | +19.91% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.22% | +0.01% | -5.22% | |
| 18 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.19% | +0.01% | +10.98% | |
| 19 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.06% | — | -4.74% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | -0.09% | +0.93% | |
| 21 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 1.03% | -0.01% | — | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.08% | -0.67% | |
| 23 | TRMK | Trustmark CORP | Stock-Other | 1.00% | -0.90% | — | |
| 24 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.98% | -0.05% | -0.03% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.97% | -0.08% | +16.83% | |
| 26 | EDOW | First Trust Dow 30 Eql Wght | ETF-Other | 0.92% | -0.02% | -7.64% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.92% | -0.05% | -3.96% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.90% | +0.09% | +0.75% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.08% | +9.44% | |
| 30 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 0.83% | — | +18.26% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.82% | +0.22% | +272.92% | |
| 32 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.82% | -0.12% | +16.90% | |
| 33 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.78% | -0.11% | +26.45% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.75% | -0.01% | -0.67% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.17% | +1.67% | |
| 36 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.70% | — | — | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | +0.21% | -2.13% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.06% | +1.28% | |
| 39 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 0.61% | +0.14% | +0.63% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.11% | +0.28% | |
| 41 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.58% | -0.07% | +25.00% | |
| 42 | QWLD | State Street Spdr Msci World | ETF-Other | 0.57% | — | +13.16% | |
| 43 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.55% | -0.04% | +14.28% | |
| 44 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.53% | +0.01% | +14.99% | |
| 45 | MUC | Blackrock Munihold Ca Qlty | Stock-Other | 0.53% | -0.02% | +0.01% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.13% | +0.41% | |
| 47 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.52% | +0.05% | +9.80% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.22% | +19.49% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.09% | +0.93% | |
| 50 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.50% | — | +8.48% |
According to official SEC Form 13F filings, Ignite Planners, LLC reported a total U.S. public equity portfolio value of $729.0M across 290 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, AAPL, NVDA) accounted for 10.6% of total reported equity market value during Q2 2024.
During Q2 2024, Ignite Planners, LLC's top holdings by market value included SCHG (5.8%)、AAPL (4.5%)、NVDA (3.1%). The largest single position, SCHG, represented 5.8% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.