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
$26.9B
$859,000 0.21% of portfolio
8,962
Q3 2024 Added 4.43%
$0
$862,000 0.21% of portfolio
8,509
Q3 2024 Reduced 44.3%
$0
$865,000 0.21% of portfolio
32,436
Q3 2024 Reduced 1.11%
$272B
$898,000 0.21% of portfolio
12,509
Q3 2024 Reduced 52.84%
$0
$880,000 0.21% of portfolio
4,835
Q3 2024 Added 0.08%
$22.1B
$825,000 0.2% of portfolio
4,584
Q3 2024 Reduced 3.37%
$297B
$837,000 0.2% of portfolio
4,241
Q3 2024 Reduced 0.14%
$71.5B
$848,000 0.2% of portfolio
18,588
Q3 2024 Reduced 2.29%
$185B
$787,000 0.19% of portfolio
17,427
Q3 2024 Added 1.31%
$562B
$791,000 0.19% of portfolio
1,353
Q3 2024 Added 11.18%
$0
$805,000 0.19% of portfolio
39,247
Q3 2024 Reduced 19.24%
$0
$780,000 0.19% of portfolio
2,261
Q3 2024 Reduced 3.17%
$503B
$775,000 0.19% of portfolio
2,822
Q3 2024 Added 3.56%
$20.7B
$765,000 0.18% of portfolio
5,874
Q3 2024 Added 7.05%
$17B
$760,000 0.18% of portfolio
90,303
Q3 2024 Added 1.53%
$61.3B
$737,000 0.18% of portfolio
17,253
Q3 2024 Reduced 3.0%
$0
$752,000 0.18% of portfolio
6,437
Q3 2024 Reduced 4.74%
$393B
$719,000 0.17% of portfolio
1,015
Q3 2024 Reduced 0.68%
$247B
$692,000 0.17% of portfolio
6,101
Q3 2024 Reduced 0.67%
$0
$694,000 0.17% of portfolio
35,165
Q3 2024 Reduced 3.57%
$192B
$732,000 0.17% of portfolio
3,314
Q3 2024 Added 16.12%
$214B
$714,000 0.17% of portfolio
2,348
Q3 2024 Added 0.47%
$0
$713,000 0.17% of portfolio
31,175
Q3 2024 New
$370B
$674,000 0.16% of portfolio
16,984
Q3 2024 Added 0.46%
$0
$666,000 0.16% of portfolio
1,155
Q3 2024 Reduced 8.7%
$0
$671,000 0.16% of portfolio
8,449
Q3 2024 Added 9.05%
$0
$670,000 0.16% of portfolio
2,971
Q3 2024 Reduced 0.13%
$0
$671,000 0.16% of portfolio
45,887
Q3 2024 Reduced 0.38%
$20.9B
$658,000 0.16% of portfolio
13,482
Q3 2024 Reduced 6.56%
$0
$625,000 0.15% of portfolio
4,914
Q3 2024 Added 2.2%
$37.8B
$616,000 0.15% of portfolio
17,564
Q3 2024 Added 9.89%
$146B
$615,000 0.15% of portfolio
9,479
Q3 2024 Reduced 3.15%
$222B
$631,000 0.15% of portfolio
5,489
Q3 2024 Reduced 1.67%
$219B
$611,000 0.15% of portfolio
3,599
Q3 2024 Reduced 2.23%
$5.72B
$637,000 0.15% of portfolio
149,917
Q3 2024 Added 17.02%
$0
$620,000 0.15% of portfolio
15,896
Q3 2023 Reduced 34.62%
$13B
$627,000 0.15% of portfolio
12,193
Q3 2024 Added 0.1%
$0
$597,000 0.14% of portfolio
19,359
Q3 2024 Added 24.35%
$111B
$579,000 0.14% of portfolio
6,912
Q3 2024 Added 0.12%
$0
$591,000 0.14% of portfolio
19,500
Q4 2023 Added 18.18%
$194B
$607,000 0.14% of portfolio
3,220
Q3 2024 Reduced 5.1%
$5.14B
$589,000 0.14% of portfolio
65,107
Q3 2024 Added 3.45%
$154B
$604,000 0.14% of portfolio
1,875
Q3 2024 Added 0.64%
$230B
$594,000 0.14% of portfolio
5,597
Q3 2024 Added 3.82%
$191B
$575,000 0.14% of portfolio
1,172
Q3 2024 Reduced 0.68%
$113B
$538,000 0.13% of portfolio
5,522
Q3 2024 Reduced 0.18%
$0
$526,000 0.13% of portfolio
3,937
Q3 2024 Added 0.13%
$0
$559,000 0.13% of portfolio
6,373
Q3 2024 Reduced 19.3%
$0
$542,000 0.13% of portfolio
65,466
Q3 2024 Reduced 10.78%

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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