What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001849348
Total reported value
$729.0M
$729.0M
306 檔
11.0%
During the Q3 2024 filing period, Ignite Planners, LLC (CIK: 0001849348) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $729.0M across 306 reported positions.
In Q3 2024, Ignite Planners, LLC displayed an active expansion posture, initiating 9 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 306 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.46% | +0.17% | +0.48% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.83% | +0.09% | -11.72% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.82% | -0.14% | +44.59% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.83% | +0.17% | +1.29% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.20% | +1.29% | |
| 6 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.26% | -0.11% | +10.60% | |
| 7 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 1.92% | -0.06% | +1.65% | |
| 8 | MARM | Ftvestus Max Buff ETF March | ETF-Other | 1.81% | -0.13% | -1.17% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.77% | +0.07% | -4.32% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.66% | -0.12% | +33.36% | |
| 11 | SKYY | First Trust Cloud Computing | ETF-Other | 1.66% | +0.05% | -5.73% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.57% | +0.01% | +9.47% | |
| 13 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 1.50% | -0.11% | +6.13% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.47% | -0.02% | +2.05% | |
| 15 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.46% | -0.09% | +20.23% | |
| 16 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.35% | -0.12% | +69.86% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | +0.04% | -1.35% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.18% | +0.01% | -0.93% | |
| 19 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.13% | +0.01% | +2.48% | |
| 20 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 1.05% | -0.01% | +5.33% | |
| 21 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.03% | -0.05% | +8.54% | |
| 22 | TRMK | Trustmark CORP | Stock-Other | 1.02% | -0.90% | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | -0.09% | -0.18% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | -0.08% | -1.59% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.98% | -0.08% | +3.70% | |
| 26 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 0.97% | — | +14.88% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.88% | +0.09% | +0.30% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.85% | +0.22% | +12.68% | |
| 29 | EDOW | First Trust Dow 30 Eql Wght | ETF-Other | 0.85% | -0.02% | -7.27% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.83% | -0.05% | -8.11% | |
| 31 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.83% | -0.11% | +12.95% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.08% | -0.59% | |
| 33 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 0.72% | +0.14% | +23.38% | |
| 34 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.67% | — | +0.77% | |
| 35 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.66% | +0.01% | +26.07% | |
| 36 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.65% | -0.04% | +21.64% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | +0.21% | -9.81% | |
| 38 | QWLD | State Street Spdr Msci World | ETF-Other | 0.63% | — | +11.62% | |
| 39 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.62% | -0.07% | +14.38% | |
| 40 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.60% | +0.05% | +15.74% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.17% | -1.81% | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.57% | -0.01% | -1.97% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.11% | +881.79% | |
| 44 | ELD | Wisdomtree Emrg Mkts Debt | ETF-Other | 0.56% | -0.03% | +19.75% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.13% | -0.23% | |
| 46 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.54% | — | +4.06% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.01% | -0.26% | |
| 48 | MUC | Blackrock Munihold Ca Qlty | Stock-Other | 0.51% | -0.02% | +0.00% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.50% | -0.02% | -0.74% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.06% | -0.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | +1.1% | +44.59% | Add |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | +0.5% | +69.86% | Add |
| 3 | SPIB | Ss Spdr P Int C CORP ETF | +0.4% | +33.36% | Add |
| 4 | JPIB | Jpmorgan Intl Bnd ETF | +0.2% | +20.23% | Add |
| 5 | YJUN | Ft Vest Int Eq Modt Etf-june | +0.2% | NEW | New buy |
| 6 | SMAY | Ft Vest U.s. Small Cap Moder | +0.2% | NEW | New buy |
| 7 | EELV | Invesco S&p Emerging Markets | +0.1% | +14.88% | Add |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | +26.07% | Add |
| 9 | QJUN | Ft Vest Nasdaq-100 Buffer Et | +0.1% | +135.62% | Add |
| 10 | BNO | United States Brent Oil Fund | +0.1% | NEW | New buy |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +9.47% | Add |
| 12 | NAC | Nuveen Ca Qlty Muni Inc | +0.1% | +23.38% | Add |
| 13 | GJUL | Ft Vest US Equity Moderate B | +0.1% | NEW | New buy |
| 14 | DBA | Invesco Db Agriculture Fund | +0.1% | NEW | New buy |
| 15 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +10.60% | Add |
| 16 | FALN | Ishares Fallen Angels ETF | +0.1% | +21.64% | Add |
| 17 | AGZ | Ishares Agency Bond ETF | +0.1% | +52.19% | Add |
| 18 | ELD | Wisdomtree Emrg Mkts Debt | +0.1% | +19.75% | Add |
| 19 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | +19.85% | Add |
| 20 | VGIT | Vanguard Intermediate-term T | +0.1% | +46.45% | Add |
| 21 | KNG | Ft Vest S&p 500 Dvd Arst Trg | +0.1% | NEW | New buy |
| 22 | IOO | Ishares Global 100 ETF | +0.1% | NEW | New buy |
| 23 | IMCG | Ishares Morningstar Mid-cap | +0.1% | +15.74% | Add |
| 24 | SLV | Ishares Silver Trust | +0.1% | NEW | New buy |
| 25 | XLRE | Ss Real Estate Select Sector | +0.1% | +10.68% | Add |
| 26 | HD | Home Depot Inc | +0.1% | -0.26% | Trim |
| 27 | SAUG | Ft Vest US Small Cap Moderat | +0.1% | NEW | New buy |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +2.05% | Add |
| 29 | QWLD | State Street Spdr Msci World | +0.1% | +11.62% | Add |
| 30 | FAUG | Ft Vest U.s. Equity Buffer E | +0.1% | +8.54% | Add |
| 31 | GSST | Goldman Sachs Ultra Short Bo | +0.1% | +12.95% | Add |
| 32 | TFLO | Ishares Treasury Floating Ra | 0% | +14.38% | Add |
| 33 | VGT | Vanguard Info Tech ETF | 0% | +12.68% | Add |
| 34 | FMAR | Ft Vest US Equity Buffer ETF | 0% | +5.33% | Add |
| 35 | TRMK | Trustmark CORP | 0% | — | Unchanged |
| 36 | SEIX | Virtus Seix Senior Loan ETF | 0% | +6.13% | Add |
| 37 | DJUL | Ft Vest US Equity Deep Buffe | 0% | +1.65% | Add |
| 38 | CADE | Cadence Bank | -0.1% | -57.24% | Trim |
| 39 | DSEP | Ft Vest U.s. Equity Deep Buf | -0.1% | -24.77% | Trim |
| 40 | QCOM | Qualcomm Inc | -0.1% | -2.47% | Trim |
| 41 | GOOG | Alphabet Inc-cl C | -0.1% | -0.87% | Trim |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | -23.35% | Trim |
| 43 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.81% | Trim |
| 44 | STIP | Ishares 0-5 Year Tips Bond E | -0.2% | -44.30% | Trim |
| 45 | BA | Boeing Co/the | -0.2% | -1.97% | Trim |
| 46 | KO | Coca-cola Co/the | -0.2% | -52.84% | Trim |
| 47 | AMZN | Amazon.com Inc | -0.2% | -1.35% | Trim |
| 48 | MSFT | Microsoft CORP | -0.3% | +1.29% | Add |
| 49 | AAPL | Apple Inc | -0.7% | -11.72% | Trim |
| 50 | VCR | Vanguard Consumer Discre ETF | -0.9% | -88.77% | Trim |
According to official SEC Form 13F filings, Ignite Planners, LLC reported a total U.S. public equity portfolio value of $729.0M across 306 disclosed positions in Q3 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, BUFR) accounted for 11.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
YJUN
市值: $713.3K
Top Position Liquidated / Trimmed
AAPL
前期市值: $18.4M
During Q3 2024, Ignite Planners, LLC's top holdings by market value included SCHG (5.5%)、AAPL (3.8%)、BUFR (3.8%). The largest single position, SCHG, represented 5.5% of total portfolio value.
In Q3 2024, Ignite Planners, LLC made 49 total portfolio adjustments, initiating 9 new buys, adding to 27 positions, trimming 13 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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