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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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