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CIK: 0001849348
Total reported value
$729.0M
$729.0M
329 檔
12.4%
As reported in its official Q1 2025 Form 13F filing, Ignite Planners, LLC's tracked investment portfolio stood at $729.0M with 329 total positions.
In Q1 2025, Ignite Planners, LLC displayed an active expansion posture, initiating 12 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SCHG, BUFR) accounted for 12.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
PSQA
市值: $4.7M
Top Position Liquidated / Trimmed
MMM
前期市值: $952.2K
Showing top 200 holdings (of 329 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.58% | +0.09% | +54.20% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.41% | +0.17% | -3.39% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.89% | -0.14% | +12.56% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.42% | +0.17% | +9.77% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | -0.20% | +17.48% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.90% | -0.13% | +260.73% | |
| 7 | MARM | Ftvestus Max Buff ETF March | ETF-Other | 1.71% | -0.13% | +7.62% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | +0.04% | +35.78% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.54% | -0.12% | +6.01% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.49% | +0.07% | -0.39% | |
| 11 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 1.46% | -0.11% | +13.25% | |
| 12 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.40% | -0.12% | +19.16% | |
| 13 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.39% | -0.09% | +8.64% | |
| 14 | SKYY | First Trust Cloud Computing | ETF-Other | 1.36% | +0.05% | -4.71% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.35% | +0.01% | -5.29% | |
| 16 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 1.32% | -0.06% | -13.27% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.25% | -0.02% | +1.92% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | -0.09% | +11.21% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.97% | +0.01% | +4.52% | |
| 20 | TRMK | Trustmark CORP | Stock-Other | 0.95% | -0.90% | +1.85% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.08% | +10.82% | |
| 22 | PSQA | Plmr Sq Senior Debt ETF | ETF-Other | 0.93% | -0.12% | — | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.92% | -0.08% | +8.33% | |
| 24 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.90% | +0.01% | -1.24% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.08% | +7.88% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.84% | +0.09% | -12.11% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.80% | +0.22% | -1.94% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 0.78% | +0.15% | +245.21% | |
| 29 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.77% | -0.11% | -55.92% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +0.22% | +85.27% | |
| 31 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.74% | -0.11% | +15.75% | |
| 32 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.74% | -0.05% | -12.83% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.17% | +55.13% | |
| 34 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.73% | -0.01% | -9.29% | |
| 35 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.69% | -0.03% | +62.53% | |
| 36 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 0.67% | +0.14% | +7.65% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.65% | -0.05% | -2.31% | |
| 38 | CTA | Simplify Managed Futures St | ETF-Other | 0.65% | -0.03% | — | |
| 39 | QWLD | State Street Spdr Msci World | ETF-Other | 0.63% | — | +12.71% | |
| 40 | EDOW | First Trust Dow 30 Eql Wght | ETF-Other | 0.63% | -0.02% | -1.69% | |
| 41 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 0.63% | +0.01% | -30.07% | |
| 42 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.62% | -0.04% | +10.71% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.57% | -0.01% | +1.36% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.11% | +11.24% | |
| 45 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.54% | -0.04% | — | |
| 46 | ELD | Wisdomtree Emrg Mkts Debt | ETF-Other | 0.54% | -0.03% | +11.93% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | — | +8.63% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.09% | +5.87% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.47% | -0.03% | +9.08% | |
| 50 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.47% | -0.04% | +114.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1.4% | +260.73% | Add |
| 2 | PSQA | Plmr Sq Senior Debt ETF | +0.9% | NEW | New buy |
| 3 | AAPL | Apple Inc | +0.8% | +54.20% | Add |
| 4 | CTA | Simplify Managed Futures St | +0.7% | NEW | New buy |
| 5 | GJUN | Ft Vest US Equity Moderate B | +0.5% | NEW | New buy |
| 6 | QCOM | Qualcomm Inc | +0.5% | +245.21% | Add |
| 7 | EW | Edwards Lifesciences CORP | +0.4% | NEW | New buy |
| 8 | O | Realty Income CORP | +0.4% | +619.97% | Add |
| 9 | RWL | Invesco S&p 500 Revenue ETF | +0.3% | NEW | New buy |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | NEW | New buy |
| 11 | JPEF | Jpmorgan Equity Focus ETF | +0.3% | NEW | New buy |
| 12 | DFEB | Ft Vest U.s. Equity Deep Buf | +0.3% | NEW | New buy |
| 13 | GNOV | Ft Vest US Equity Moderate B | +0.3% | NEW | New buy |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +85.27% | Add |
| 15 | JIVE | JPM Interntl Value ETF | +0.3% | NEW | New buy |
| 16 | ITA | Ishares U.s. Aerospace & Def | +0.3% | +62.53% | Add |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +114.79% | Add |
| 18 | XLE | Ss Energy Select Sector | +0.2% | +236.57% | Add |
| 19 | QSPT | Ft Vest Nasdaq-100 Buffer Et | +0.2% | +130.49% | Add |
| 20 | UPS | United Parcel Service-cl B | +0.2% | +311.87% | Add |
| 21 | PBR | Petroleo Brasileiro-spon Adr | +0.2% | NEW | New buy |
| 22 | GFEB | Ft Vest US Equity Moderate B | +0.1% | NEW | New buy |
| 23 | MSFT | Microsoft CORP | +0.1% | +17.48% | Add |
| 24 | PM | Philip Morris International | +0.1% | +19.45% | Add |
| 25 | GLD | Spdr Gold Shares | +0.1% | +121.65% | Add |
| 26 | ZECP | Zacks Earnings Consistent Po | +0.1% | +82.77% | Add |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +55.13% | Add |
| 28 | FDEC | Ft Vest U.s. Equity Buffer E | +0.1% | +58.17% | Add |
| 29 | PLTR | Palantir Technologies Inc-a | +0.1% | +14.00% | Add |
| 30 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +0.1% | +118.73% | Add |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +19.16% | Add |
| 32 | AMZN | Amazon.com Inc | 0% | +35.78% | Add |
| 33 | SEIX | Virtus Seix Senior Loan ETF | 0% | +13.25% | Add |
| 34 | JPIB | Jpmorgan Intl Bnd ETF | 0% | +8.64% | Add |
| 35 | MARM | Ftvestus Max Buff ETF March | -0.1% | +7.62% | Add |
| 36 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.1% | +12.56% | Add |
| 37 | MMM | 3m Co | -0.2% | EXIT | Sold out |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -0.2% | -27.24% | Trim |
| 39 | IMCG | Ishares Morningstar Mid-cap | -0.2% | -23.41% | Trim |
| 40 | FAUG | Ft Vest U.s. Equity Buffer E | -0.2% | -12.83% | Trim |
| 41 | SCHX | Schwab US Large-cap ETF | -0.3% | -12.11% | Trim |
| 42 | CWB | Ss Spdr Bb Conv Sec ETF | -0.4% | -52.69% | Trim |
| 43 | FMAY | Ft Vest US Equity Buffer ETF | -0.4% | -30.07% | Trim |
| 44 | DJUL | Ft Vest US Equity Deep Buffe | -0.4% | -13.27% | Trim |
| 45 | SKYY | First Trust Cloud Computing | -0.5% | -4.71% | Trim |
| 46 | TSLA | Tesla Inc | -0.6% | +4.52% | Add |
| 47 | QMAR | Ft Vest Nasdaq-100 Buffer Et | -0.6% | -86.39% | Trim |
| 48 | NVDA | Nvidia CORP | -0.8% | +9.77% | Add |
| 49 | PULS | Pgim Ultra Short Bond ETF | -1.2% | -55.92% | Trim |
| 50 | SCHG | Schwab US Large-cap Growth | -1.2% | -3.39% | Trim |
According to official SEC Form 13F filings, Ignite Planners, LLC reported a total U.S. public equity portfolio value of $729.0M across 329 disclosed positions in Q1 2025.
During Q1 2025, Ignite Planners, LLC's top holdings by market value included AAPL (4.6%)、SCHG (4.4%)、BUFR (3.9%). The largest single position, AAPL, represented 4.6% of total portfolio value.
In Q1 2025, Ignite Planners, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 26 positions, trimming 11 holdings, and fully liquidating 1 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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