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
$2.11 Million 0.5% of portfolio
22,633
Q3 2024 Added 19.85%
$418B
$2.08 Million 0.5% of portfolio
12,015
Q3 2024 Added 0.33%
$0
$2.05 Million 0.49% of portfolio
54,792
Q2 2024 Added 0.8%
$0
$2.02 Million 0.48% of portfolio
4,145
Q3 2024 Reduced 1.45%
$497B
$2 Million 0.48% of portfolio
4,049
Q3 2024 Added 0.1%
$0
$1.99 Million 0.48% of portfolio
26,192
Q3 2024 Reduced 0.74%
$245B
$1.99 Million 0.48% of portfolio
24,663
Q3 2024 Reduced 16.37%
$0
$1.88 Million 0.45% of portfolio
30,247
Q3 2024 Reduced 6.28%
$0
$1.88 Million 0.45% of portfolio
18,787
Q3 2024 Added 17.7%
$0
$1.83 Million 0.44% of portfolio
40,989
Q3 2024 Added 10.68%
$0
$1.81 Million 0.43% of portfolio
17,900
Q3 2024 Added 6.52%
$0
$1.8 Million 0.43% of portfolio
38,792
Q2 2024 Added 0.52%
$165B
$1.81 Million 0.43% of portfolio
82,105
Q3 2024 Reduced 4.62%
$711B
$1.73 Million 0.41% of portfolio
1,948
Q3 2024 Reduced 0.97%
$508B
$1.71 Million 0.41% of portfolio
14,624
Q3 2024 Reduced 0.84%
$0
$1.65 Million 0.39% of portfolio
41,769
Q3 2024 Reduced 0.61%
$5.14B
$1.61 Million 0.38% of portfolio
31,520
Q2 2022 Reduced 0.2%
$0
$1.59 Million 0.38% of portfolio
18,348
Q3 2024 Reduced 10.95%
$318B
$1.57 Million 0.37% of portfolio
10,660
Q3 2024 Reduced 9.17%
$181B
$1.55 Million 0.37% of portfolio
34,595
Q3 2024 Added 0.14%
$0
$1.57 Million 0.37% of portfolio
31,303
Q3 2024 Added 1.07%
$0
$1.53 Million 0.37% of portfolio
6,234
Q3 2024 Added 0.45%
$0
$1.5 Million 0.36% of portfolio
23,893
Q3 2024 Reduced 3.91%
$176B
$1.45 Million 0.35% of portfolio
8,517
Q3 2024 Reduced 2.47%
$95.4B
$1.38 Million 0.33% of portfolio
15,252
Q3 2024 Reduced 2.74%
$0
$1.38 Million 0.33% of portfolio
16,678
Q3 2024 Reduced 23.35%
$0
$1.35 Million 0.32% of portfolio
12,245
Q3 2024 Added 52.19%
$0
$1.34 Million 0.32% of portfolio
31,535
Q3 2024 Added 13.13%
$0
$1.33 Million 0.32% of portfolio
21,999
Q3 2024 Added 46.45%
$0
$1.3 Million 0.31% of portfolio
82,002
Q3 2024 Added 1.55%
$225B
$1.25 Million 0.3% of portfolio
4,602
Q3 2024 Reduced 1.71%
$202B
$1.21 Million 0.29% of portfolio
9,974
Q3 2024 Reduced 2.85%
$0
$1.2 Million 0.29% of portfolio
29,952
Q3 2024 Reduced 24.77%
$102B
$1.16 Million 0.28% of portfolio
22,697
Q3 2024 Reduced 6.07%
$0
$1.08 Million 0.26% of portfolio
10,474
Q3 2024 Added 12.0%
$142B
$1.05 Million 0.25% of portfolio
10,001
Q3 2024 Added 1.03%
$0
$1.04 Million 0.25% of portfolio
35,802
Q3 2024 Added 5.79%
$0
$996,000 0.24% of portfolio
23,636
Q4 2023 Reduced 9.39%
$135B
$1.01 Million 0.24% of portfolio
16,113
Q3 2024 Reduced 1.89%
$115B
$1.02 Million 0.24% of portfolio
2,995
Q3 2024 Added 3.53%
$144B
$988,000 0.24% of portfolio
34,144
Q3 2024 Added 1.54%
$0
$1.02 Million 0.24% of portfolio
17,146
Q3 2024 Added 10.24%
$71B
$1 Million 0.24% of portfolio
7,323
Q3 2024 Reduced 9.32%
$64B
$943,000 0.23% of portfolio
10,463
Q3 2024 Added 13.53%
$0
$982,000 0.23% of portfolio
36,389
Q3 2024 Added 135.62%
$406B
$921,000 0.22% of portfolio
5,684
Q3 2024 Added 0.46%
$0
$880,000 0.21% of portfolio
22,026
Q2 2024 Reduced 1.68%
$29.6B
$893,000 0.21% of portfolio
10,678
Q3 2024 Added 0.7%
$45.7B
$860,000 0.21% of portfolio
7,250
Q3 2024 Added 3.2%

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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