What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001849348
Total reported value
$729.0M
$729.0M
302 檔
11.8%
According to the latest 13F quarterly dataset, Ignite Planners, LLC managed an equity portfolio of $729.0M at the end of Q4 2024, spanning 302 distinct U.S. exchange-listed positions.
In Q4 2024, Ignite Planners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, BUFR, AAPL) accounted for 11.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
EYLD
市值: $4.0M
Top Position Liquidated / Trimmed
EELV
前期市值: $4.2M
Showing top 200 holdings (of 302 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.63% | +0.17% | +296.68% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.01% | -0.14% | +6.90% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.80% | +0.09% | -0.72% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.20% | +0.17% | -0.75% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.26% | -0.20% | +1.58% | |
| 6 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.96% | -0.11% | -8.78% | |
| 7 | SKYY | First Trust Cloud Computing | ETF-Other | 1.85% | +0.05% | -2.06% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.78% | +0.07% | +1.99% | |
| 9 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 1.76% | -0.06% | -6.04% | |
| 10 | MARM | Ftvestus Max Buff ETF March | ETF-Other | 1.76% | -0.13% | -0.29% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.61% | -0.12% | +4.07% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.55% | +0.04% | +0.23% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.53% | +0.01% | -13.91% | |
| 14 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 1.48% | -0.11% | +2.27% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.45% | +0.01% | +5.38% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.42% | -0.02% | +3.85% | |
| 17 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.41% | -0.09% | +3.73% | |
| 18 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.30% | -0.12% | +4.94% | |
| 19 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.15% | +0.01% | +2.28% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.14% | +0.09% | +293.49% | |
| 21 | TRMK | Trustmark CORP | Stock-Other | 1.08% | -0.90% | — | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | -0.09% | +5.15% | |
| 23 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 1.04% | +0.01% | +157.15% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.04% | +0.22% | +17.54% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.08% | +1.30% | |
| 26 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.98% | -0.05% | -3.19% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.94% | -0.08% | +4.00% | |
| 28 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.89% | -0.01% | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.08% | -0.25% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.78% | -0.05% | +0.54% | |
| 31 | EDOW | First Trust Dow 30 Eql Wght | ETF-Other | 0.74% | -0.02% | -10.50% | |
| 32 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 0.72% | +0.14% | +9.21% | |
| 33 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.72% | -0.11% | -9.38% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.11% | -6.91% | |
| 35 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.66% | — | -1.44% | |
| 36 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.66% | +0.01% | +0.74% | |
| 37 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.64% | -0.04% | +4.65% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.17% | +0.38% | |
| 39 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.61% | +0.05% | +1.20% | |
| 40 | QWLD | State Street Spdr Msci World | ETF-Other | 0.61% | — | +4.79% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.59% | -0.01% | -2.53% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.06% | +1.40% | |
| 43 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.54% | -0.07% | -9.81% | |
| 44 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.54% | — | +2.72% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | — | +0.79% | |
| 46 | ELD | Wisdomtree Emrg Mkts Debt | ETF-Other | 0.51% | -0.03% | +5.18% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.13% | -0.88% | |
| 48 | FCAL | First Trust California Munic | ETF-Other | 0.50% | +0.05% | +47.39% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.09% | -0.00% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +0.22% | +4.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EYLD | Cambria Emerg Shrhldr Yield | +0.9% | NEW | New buy |
| 2 | FMAY | Ft Vest US Equity Buffer ETF | +0.6% | +157.15% | Add |
| 3 | NVDA | Nvidia CORP | +0.4% | -0.75% | Trim |
| 4 | TSLA | Tesla Inc | +0.4% | -13.91% | Trim |
| 5 | FDEC | Ft Vest U.s. Equity Buffer E | +0.3% | NEW | New buy |
| 6 | SCHX | Schwab US Large-cap ETF | +0.3% | +293.49% | Add |
| 7 | AMZN | Amazon.com Inc | +0.2% | +0.23% | Add |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +6.90% | Add |
| 9 | SKYY | First Trust Cloud Computing | +0.2% | -2.06% | Trim |
| 10 | VGT | Vanguard Info Tech ETF | +0.2% | +17.54% | Add |
| 11 | SCHG | Schwab US Large-cap Growth | +0.2% | +296.68% | Add |
| 12 | PLTR | Palantir Technologies Inc-a | +0.2% | +66.22% | Add |
| 13 | DOCT | Ft Vest U.s. Equity Deep Buf | +0.2% | +111.11% | Add |
| 14 | VONV | Vanguard Russell 1000 Value | +0.2% | NEW | New buy |
| 15 | FCAL | First Trust California Munic | +0.1% | +47.39% | Add |
| 16 | FNOV | Ft Vest US Equity Buffer ETF | +0.1% | NEW | New buy |
| 17 | IYJ | Ishares U.s. Industrials ETF | +0.1% | +116.38% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | -6.91% | Trim |
| 19 | QCOC | Ft Ndq100 Cns Buff ETF - Oct | +0.1% | NEW | New buy |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | +56.71% | Add |
| 21 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 22 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +30.48% | Add |
| 23 | QMAG | Ft Ndq100 Mod Buff ETF - Aug | +0.1% | NEW | New buy |
| 24 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | NEW | New buy |
| 25 | TRMK | Trustmark CORP | +0.1% | — | Unchanged |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.38% | Add |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +1.40% | Add |
| 28 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 29 | REZ | Ishars Res And Multi Reales | +0.1% | NEW | New buy |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +0.79% | Add |
| 31 | ZECP | Zacks Earnings Consistent Po | +0.1% | +49.52% | Add |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | +5.15% | Add |
| 33 | JEPQ | JPM Nasdaq Equity Premium | 0% | +2.28% | Add |
| 34 | META | Meta Platforms Inc-class A | 0% | +1.30% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.99% | Add |
| 36 | AAPL | Apple Inc | 0% | -0.72% | Trim |
| 37 | VCLT | Vanguard Long-term CORP Bond | -0.1% | EXIT | Sold out |
| 38 | EPI | Wisdomtree India Earnings | -0.1% | EXIT | Sold out |
| 39 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 40 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 41 | KCE | Ss Spdr S&p Cap Mkts ETF | -0.1% | EXIT | Sold out |
| 42 | GSST | Goldman Sachs Ultra Short Bo | -0.1% | -9.38% | Trim |
| 43 | EDOW | First Trust Dow 30 Eql Wght | -0.1% | -10.50% | Trim |
| 44 | DMAR | Ft Vest US Equity Deep Buffe | -0.1% | -29.45% | Trim |
| 45 | CAT | Caterpillar Inc | -0.2% | -15.16% | Trim |
| 46 | DJUL | Ft Vest US Equity Deep Buffe | -0.2% | -6.04% | Trim |
| 47 | DGRO | Ishares Core Dividend Growth | -0.2% | -62.46% | Trim |
| 48 | PULS | Pgim Ultra Short Bond ETF | -0.3% | -8.78% | Trim |
| 49 | FMAR | Ft Vest US Equity Buffer ETF | -0.9% | -89.15% | Trim |
| 50 | EELV | Invesco S&p Emerging Markets | -1% | EXIT | Sold out |
According to official SEC Form 13F filings, Ignite Planners, LLC reported a total U.S. public equity portfolio value of $729.0M across 302 disclosed positions in Q4 2024.
During Q4 2024, Ignite Planners, LLC's top holdings by market value included SCHG (5.6%)、BUFR (4.0%)、AAPL (3.8%). The largest single position, SCHG, represented 5.6% of total portfolio value.
In Q4 2024, Ignite Planners, LLC made 49 total portfolio adjustments, initiating 10 new buys, adding to 20 positions, trimming 13 holdings, and fully liquidating 6 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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