Ignite Planners, LLC Portfolio Holdings

Ignite Planners, LLC

  • $419 Million
  • Q3 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.8 Million 5.69% of portfolio
228,608
Q3 2024 Added 0.48%
$3.68T
$16.7 Million 3.99% of portfolio
71,707
Q3 2024 Reduced 11.72%
$0
$16.7 Million 3.98% of portfolio
557,829
Q3 2024 Added 44.59%
$364B
$12.4 Million 2.95% of portfolio
101,791
Q3 2024 Added 1.29%
$3.1T
$10.3 Million 2.47% of portfolio
24,002
Q3 2024 Added 1.29%
$0
$9.85 Million 2.35% of portfolio
197,954
Q3 2024 Added 10.6%
$0
$8.39 Million 2.0% of portfolio
202,619
Q3 2024 Added 1.65%
$0
$7.72 Million 1.84% of portfolio
13,454
Q3 2024 Reduced 4.32%
$0
$7.27 Million 1.73% of portfolio
215,548
Q3 2024 Added 33.36%
$0
$7.22 Million 1.72% of portfolio
70,652
Q3 2024 Reduced 5.73%
$0
$6.86 Million 1.64% of portfolio
182,640
Q3 2024 Added 9.47%
$0
$6.57 Million 1.57% of portfolio
275,934
Q3 2024 Added 6.13%
$0
$6.44 Million 1.54% of portfolio
121,803
Q3 2024 Added 2.05%
$0
$6.38 Million 1.52% of portfolio
131,181
Q3 2024 Added 20.23%
$0
$5.9 Million 1.41% of portfolio
122,390
Q3 2024 Added 69.86%
$2.07T
$5.86 Million 1.4% of portfolio
31,428
Q3 2024 Reduced 1.35%
$0
$4.92 Million 1.17% of portfolio
89,518
Q3 2024 Added 2.48%
$0
$4.59 Million 1.1% of portfolio
108,582
Q3 2024 Added 5.33%
$0
$4.49 Million 1.07% of portfolio
98,201
Q3 2024 Added 8.54%
$2.3B
$4.46 Million 1.06% of portfolio
140,159
Q1 2024 Reduced 1.67%
$0
$4.41 Million 1.05% of portfolio
8,351
Q3 2024 Reduced 0.18%
$1.27T
$4.32 Million 1.03% of portfolio
7,552
Q3 2024 Reduced 1.59%
$0
$4.28 Million 1.02% of portfolio
90,885
Q3 2024 Added 3.7%
$0
$4.24 Million 1.01% of portfolio
162,400
Q3 2024 Added 14.88%
$0
$3.83 Million 0.91% of portfolio
56,377
Q3 2024 Added 0.3%
$0
$3.73 Million 0.89% of portfolio
103,624
Q3 2024 Reduced 7.27%
$0
$3.73 Million 0.89% of portfolio
6,362
Q3 2024 Added 12.68%
$0
$3.63 Million 0.87% of portfolio
71,659
Q3 2024 Added 12.95%
$0
$3.64 Million 0.87% of portfolio
61,159
Q3 2024 Reduced 8.11%
$411B
$3.59 Million 0.86% of portfolio
4,044
Q3 2024 Reduced 0.59%
$0
$3.14 Million 0.75% of portfolio
264,034
Q3 2024 Added 23.38%
$0
$2.93 Million 0.7% of portfolio
102,187
Q3 2024 Added 0.77%
$0
$2.9 Million 0.69% of portfolio
37,814
Q3 2024 Added 26.07%
$0
$2.84 Million 0.68% of portfolio
103,790
Q3 2024 Added 21.64%
$201B
$2.82 Million 0.67% of portfolio
7,217
Q3 2024 Reduced 9.81%
$0
$2.75 Million 0.66% of portfolio
21,323
Q3 2024 Added 11.62%
$0
$2.73 Million 0.65% of portfolio
53,876
Q3 2024 Added 14.38%
$0
$2.63 Million 0.63% of portfolio
36,028
Q3 2024 Added 15.74%
$1T
$2.49 Million 0.59% of portfolio
15,021
Q3 2024 Reduced 1.81%
$87.1B
$2.47 Million 0.59% of portfolio
16,249
Q3 2024 Reduced 1.97%
$66.1B
$2.46 Million 0.59% of portfolio
14,236
Q3 2024 Added 881.79%
$0
$2.43 Million 0.58% of portfolio
87,042
Q3 2024 Added 19.75%
$409B
$2.34 Million 0.56% of portfolio
5,774
Q3 2024 Reduced 0.26%
$610B
$2.36 Million 0.56% of portfolio
5,130
Q3 2024 Reduced 0.23%
$0
$2.35 Million 0.56% of portfolio
29,577
Q3 2024 Added 4.06%
$0
$2.25 Million 0.54% of portfolio
195,141
Q3 2024 Added 0.0%
$1.08T
$2.16 Million 0.52% of portfolio
12,928
Q3 2024 Reduced 0.87%
$0
$2.15 Million 0.51% of portfolio
27,492
Q3 2024 Added 6.46%
$706B
$2.09 Million 0.5% of portfolio
9,916
Q3 2024 Reduced 0.59%

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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