Ignite Planners, LLC Portfolio Holdings by Sector
Ignite Planners, LLC
- $476 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHG BUFR SPIB SPY SEIX JCPB JPIB SKYY 127 stocks |
$249,076
54.41% of portfolio
|
86
|
38
|
19
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$24,384
5.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM AVGO UMC TSM TXN AMD 7 stocks |
$20,896
4.56% of portfolio
|
7
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR PANW ORCL SNPS 5 stocks |
$14,001
3.06% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A HIG 3 stocks |
$11,670
2.55% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG BIDU SPOT 5 stocks |
$11,661
2.55% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NAC MUC DBL TSLX TCPC FSK ETY AMP 12 stocks |
$11,180
2.44% of portfolio
|
8
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA CPNG MELI 4 stocks |
$9,528
2.08% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TRMK HWC TFC VLY USB RNST CADE PNC 8 stocks |
$9,142
2.0% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ PFE ABBV GILD AMGN NVS MRK 9 stocks |
$7,905
1.73% of portfolio
|
9
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C BAC BMO HSBC WFC 6 stocks |
$7,175
1.57% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$6,408
1.4% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM PBR SHEL 4 stocks |
$5,783
1.26% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA AXP V PYPL 4 stocks |
$5,265
1.15% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$4,731
1.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA GD NOC LMT RTX 5 stocks |
$4,315
0.94% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ TMUS 3 stocks |
$4,308
0.94% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$3,468
0.76% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW ABT BSX 3 stocks |
$3,168
0.69% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL 2 stocks |
$2,867
0.63% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O WSR PECO 3 stocks |
$2,789
0.61% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$2,745
0.6% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$2,584
0.56% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO AEP PEG 3 stocks |
$2,537
0.55% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE WMB KMI 3 stocks |
$2,356
0.51% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$1,896
0.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
CCI GLPI 2 stocks |
$1,533
0.33% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM SNOW INTU UBER CDNS 5 stocks |
$1,509
0.33% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$1,489
0.33% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$1,433
0.31% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1,299
0.28% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WSM ORLY AZO 3 stocks |
$1,289
0.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EXR PLD 2 stocks |
$1,257
0.27% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$1,243
0.27% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$1,191
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
CAG KHC 2 stocks |
$1,135
0.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE PH 2 stocks |
$1,038
0.23% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV 2 stocks |
$998
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
LYB 1 stocks |
$915
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$858
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET PRU 2 stocks |
$760
0.17% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
ICL 1 stocks |
$754
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
ILMN DHR 2 stocks |
$732
0.16% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO NOK 2 stocks |
$728
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$675
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG 2 stocks |
$627
0.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$561
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$414
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$409
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$367
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL 1 stocks |
$322
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME 1 stocks |
$308
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX 1 stocks |
$294
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$271
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$271
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$250
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$218
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$215
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$215
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$197
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
FBRT 1 stocks |
$177
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|