Ignite Planners, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $419 Million distributed in 306 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $23.8M, Apple Inc. with a value of $16.7M, First Tr Ex Td Viii Ft Cboe Ve with a value of $16.7M, Nvidia Corp with a value of $12.4M, and Microsoft Corp with a value of $10.3M.

Examining the 13F form we can see an increase of $30.9M in the current position value, from $388M to 419M.

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

Portfolio value $419 Million
ETFs: $224 Million
Technology: $51.2 Million
Financial Services: $33.5 Million
Consumer Cyclical: $19 Million
Communication Services: $14.5 Million
Consumer Defensive: $14 Million
Industrials: $11 Million
Healthcare: $10.8 Million
Other: $16.2 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 306
  • Current Value $419 Million
  • Prior Value $388 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 28 stocks
  • Additional Purchases 129 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
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