Ignite Planners, LLC Portfolio Holdings

Ignite Planners, LLC

  • $476 Million
  • Q1 2025

Ignite Planners, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $476 Million distributed in 329 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.4M, Schwab Strategic Tr Us Large C with a value of $21.9M, First Tr Ex Td Viii Ft Cboe Ve with a value of $19.9M, Nvidia Corp with a value of $12M, and Microsoft Corp with a value of $10.8M.

Examining the 13F form we can see an increase of $42.7M in the current position value, from $433M to 476M.

Below you can find more details about Ignite Planners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $476 Million
ETFs: $249 Million
Technology: $63 Million
Financial Services: $45.8 Million
Consumer Cyclical: $21.2 Million
Communication Services: $17.3 Million
Consumer Defensive: $15.8 Million
Healthcare: $13.7 Million
Industrials: $11.4 Million
Other: $20.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.9B
$655,000 0.14% of portfolio
12,885
Q1 2025 Added 3.87%
$0
$673,000 0.14% of portfolio
47,212
Q1 2025 Added 1.97%
$249B
$646,000 0.14% of portfolio
5,796
Q1 2025 Added 1.26%
$16.8B
$675,000 0.14% of portfolio
12,661
Q1 2025 Reduced 5.37%
$303B
$653,000 0.14% of portfolio
2,451
Q1 2025 Added 18.69%
$0
$659,000 0.14% of portfolio
3,194
Q1 2025 Added 8.42%
$0
$686,000 0.14% of portfolio
5,112
Q1 2025 New
$234B
$629,000 0.13% of portfolio
4,742
Q1 2025 Added 6.28%
$242B
$616,000 0.13% of portfolio
8,410
Q1 2025 Added 0.26%
$99.4B
$620,000 0.13% of portfolio
6,322
Q1 2025 Added 14.38%
$0
$624,000 0.13% of portfolio
3,655
Q1 2025 New
$2.39B
$630,000 0.13% of portfolio
23,938
Q1 2025 Added 17.41%
$0
$621,000 0.13% of portfolio
7,535
Q1 2025 Reduced 12.34%
$182B
$565,000 0.12% of portfolio
3,773
Q1 2025 Added 4.17%
$32.8B
$566,000 0.12% of portfolio
18,627
Q1 2025 Added 1.17%
$0
$563,000 0.12% of portfolio
12,169
Q1 2025 Added 8.61%
$0
$554,000 0.12% of portfolio
5,975
Q1 2025 Added 24.74%
$0
$594,000 0.12% of portfolio
9,623
Q1 2025 Added 7.28%
$10.9B
$569,000 0.12% of portfolio
21,344
Q1 2025 Added 20.66%
$159B
$589,000 0.12% of portfolio
9,891
Q1 2025 Added 0.14%
$195B
$561,000 0.12% of portfolio
1,133
Q1 2025 Reduced 4.06%
$28.9B
$573,000 0.12% of portfolio
6,231
Q1 2025 Added 12.29%
$456B
$508,000 0.11% of portfolio
3,639
Q1 2025 Added 25.92%
$0
$520,000 0.11% of portfolio
5,679
Q1 2025 Added 20.29%
$195B
$506,000 0.11% of portfolio
5,648
Q1 2025 Added 6.11%
$0
$531,000 0.11% of portfolio
8,369
Q1 2025 Added 75.52%
$1.97B
$515,000 0.11% of portfolio
15,197
Q1 2025 Reduced 1.62%
$0
$543,000 0.11% of portfolio
10,917
Q1 2025 New
$0
$528,000 0.11% of portfolio
11,326
Q1 2025 Reduced 11.63%
$63.3B
$500,000 0.11% of portfolio
6,230
Q1 2025 Added 13.13%
$0
$540,000 0.11% of portfolio
7,922
Q1 2025 Added 27.26%
$65.9B
$517,000 0.11% of portfolio
12,252
Q1 2025 Added 11.64%
$54.8B
$468,000 0.1% of portfolio
968
Q1 2025 Added 4.54%
$4.98B
$452,000 0.1% of portfolio
5,852
Q1 2025 Added 0.14%
$0
$458,000 0.1% of portfolio
40,175
Q1 2025 New
$82.5B
$477,000 0.1% of portfolio
7,320
Q1 2025 Added 11.42%
$16.5B
$476,000 0.1% of portfolio
15,365
Q1 2025 Added 18.88%
$0
$484,000 0.1% of portfolio
7,692
Q1 2025 Added 93.46%
$0
$467,000 0.1% of portfolio
1,437
Q1 2025 Reduced 5.65%
$264B
$496,000 0.1% of portfolio
1,851
Q1 2025 Added 21.46%
$75.8B
$492,000 0.1% of portfolio
1,805
Q1 2025 Added 9.0%
$0
$487,000 0.1% of portfolio
8,303
Q1 2025 Added 10.1%
$10.8B
$488,000 0.1% of portfolio
3,092
Q3 2024 Added 97.95%
$12.9B
$460,000 0.1% of portfolio
5,807
Q1 2025 Reduced 1.98%
$0
$447,000 0.09% of portfolio
5,670
Q1 2025 Reduced 0.25%
$75.1B
$406,000 0.09% of portfolio
794
Q1 2025 Added 20.3%
$86.2B
$416,000 0.09% of portfolio
291
Q1 2025 Reduced 14.66%
$0
$449,000 0.09% of portfolio
2,053
Q1 2025 New
$0
$436,000 0.09% of portfolio
5,571
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 329
  • Current Value $476 Million
  • Prior Value $433 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 40 stocks
  • Additional Purchases 202 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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