Ignite Planners, LLC Portfolio Holdings

Ignite Planners, LLC

  • $476 Million
  • Q1 2025

Ignite Planners, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $476 Million distributed in 329 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.4M, Schwab Strategic Tr Us Large C with a value of $21.9M, First Tr Ex Td Viii Ft Cboe Ve with a value of $19.9M, Nvidia Corp with a value of $12M, and Microsoft Corp with a value of $10.8M.

Examining the 13F form we can see an increase of $42.7M in the current position value, from $433M to 476M.

Below you can find more details about Ignite Planners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $476 Million
ETFs: $249 Million
Technology: $63 Million
Financial Services: $45.8 Million
Consumer Cyclical: $21.2 Million
Communication Services: $17.3 Million
Consumer Defensive: $15.8 Million
Healthcare: $13.7 Million
Industrials: $11.4 Million
Other: $20.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.24T
$24.4 Million 5.13% of portfolio
109,775
Q1 2025 Added 54.2%
$0
$21.9 Million 4.61% of portfolio
876,067
Q1 2025 Reduced 3.39%
$0
$19.9 Million 4.19% of portfolio
671,211
Q1 2025 Added 12.56%
$342B
$12 Million 2.53% of portfolio
110,892
Q1 2025 Added 9.77%
$3.44T
$10.8 Million 2.26% of portfolio
28,644
Q1 2025 Added 17.48%
$656B
$9.77 Million 2.05% of portfolio
18,343
Q1 2025 Added 260.73%
$2.11T
$8.14 Million 1.71% of portfolio
42,771
Q1 2025 Added 35.78%
$0
$7.9 Million 1.66% of portfolio
237,787
Q1 2025 Added 6.01%
$0
$7.65 Million 1.61% of portfolio
13,669
Q1 2025 Reduced 0.39%
$0
$7.55 Million 1.59% of portfolio
319,573
Q1 2025 Added 13.25%
$0
$7.2 Million 1.51% of portfolio
153,039
Q1 2025 Added 19.16%
$0
$7.08 Million 1.49% of portfolio
147,834
Q1 2025 Added 8.64%
$0
$6.75 Million 1.42% of portfolio
165,123
Q1 2025 Reduced 13.27%
$0
$6.74 Million 1.42% of portfolio
65,937
Q1 2025 Reduced 4.71%
$0
$6.64 Million 1.4% of portfolio
182,278
Q1 2025 Reduced 5.29%
$0
$6.58 Million 1.38% of portfolio
128,922
Q1 2025 Added 1.92%
$1.46T
$4.89 Million 1.03% of portfolio
8,478
Q1 2025 Added 10.82%
$2.1B
$4.92 Million 1.03% of portfolio
142,759
Q1 2025 Added 1.86%
$0
$4.72 Million 0.99% of portfolio
102,391
Q1 2025 Added 8.33%
$0
$4.68 Million 0.98% of portfolio
90,423
Q1 2025 Reduced 1.24%
$1.08T
$4.6 Million 0.97% of portfolio
17,743
Q1 2025 Added 4.52%
$165B
$4.52 Million 0.95% of portfolio
29,426
Q1 2025 Added 245.21%
$0
$4.3 Million 0.9% of portfolio
194,967
Q1 2025 Reduced 12.11%
$468B
$4.12 Million 0.87% of portfolio
4,352
Q1 2025 Added 7.88%
$0
$3.98 Million 0.84% of portfolio
7,333
Q1 2025 Reduced 1.94%
$0
$3.96 Million 0.83% of portfolio
79,606
Q1 2025 Reduced 55.92%
$0
$3.8 Million 0.8% of portfolio
75,168
Q1 2025 Added 15.75%
$0
$3.75 Million 0.79% of portfolio
118,180
Q1 2025 Reduced 9.29%
$0
$3.77 Million 0.79% of portfolio
82,872
Q1 2025 Reduced 12.83%
$0
$3.75 Million 0.79% of portfolio
7,989
Q1 2025 Added 85.27%
$1.03T
$3.62 Million 0.76% of portfolio
23,391
Q1 2025 Added 55.13%
$0
$3.53 Million 0.74% of portfolio
119,271
Q1 2025 New
$0
$3.49 Million 0.73% of portfolio
310,430
Q1 2025 Added 7.65%
$0
$3.43 Million 0.72% of portfolio
60,067
Q1 2025 Reduced 2.31%
$0
$3.43 Million 0.72% of portfolio
22,387
Q1 2025 Added 62.53%
$0
$3.3 Million 0.69% of portfolio
91,179
Q1 2025 Reduced 1.69%
$0
$3.22 Million 0.68% of portfolio
120,249
Q1 2025 Added 10.71%
$0
$3.22 Million 0.68% of portfolio
69,757
Q1 2025 Reduced 30.07%
$0
$3.22 Million 0.68% of portfolio
25,183
Q1 2025 Added 12.71%
$126B
$2.74 Million 0.58% of portfolio
16,053
Q1 2025 Added 1.36%
$0
$2.74 Million 0.58% of portfolio
102,471
Q1 2025 Added 11.93%
$776B
$2.66 Million 0.56% of portfolio
10,856
Q1 2025 Added 8.63%
$101B
$2.47 Million 0.52% of portfolio
14,741
Q1 2025 Added 11.24%
$0
$2.43 Million 0.51% of portfolio
23,485
Q1 2025 Added 114.79%
$0
$2.36 Million 0.5% of portfolio
46,580
Q1 2025 Reduced 4.13%
$377B
$2.37 Million 0.5% of portfolio
6,479
Q1 2025 Added 12.8%
$554B
$2.32 Million 0.49% of portfolio
4,237
Q1 2025 Reduced 0.19%
$0
$2.33 Million 0.49% of portfolio
30,861
Q1 2025 Added 9.08%
$398B
$2.28 Million 0.48% of portfolio
13,372
Q1 2025 Added 7.68%

Summary

  • Portfolio
  • No. of Stocks 329
  • Current Value $476 Million
  • Prior Value $433 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 40 stocks
  • Additional Purchases 202 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
Track This Portfolio

Track Ignite Planners, LLC Portfolio

Follow Ignite Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ignite Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ignite Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email