Ignite Planners, LLC Portfolio Holdings
Ignite Planners, LLC
- $433 Million
- Q4 2024
Ignite Planners, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $433 Million distributed in 302 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 $25.3M, First Tr Ex Td Viii Ft Cboe Ve with a value of $18.2M, Apple Inc. with a value of $17.8M, Nvidia Corp with a value of $13.6M, and Microsoft Corp with a value of $10.3M.
Examining the 13F form we can see an increase of $14.2M in the current position value, from $419M to 433M.
Below you can find more details about Ignite Planners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$433 Million
ETFs: $235 Million
Technology: $54.5 Million
Financial Services: $35.5 Million
Consumer Cyclical: $21.6 Million
Communication Services: $15.2 Million
Consumer Defensive: $14.1 Million
Industrials: $10.3 Million
Healthcare: $9.89 Million
Other: $14.7 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 302
- Current Value $433 Million
- Prior Value $419 Million
- Filing
- Period Q4 2024
- Filing Date January 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 18 stocks
- Additional Purchases 166 stocks
- Sold out of 0 stocks
- Reduced holdings in 94 stocks