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
$234B
$548,000 0.13% of portfolio
8,320
Q3 2024 Added 0.27%
$30B
$544,000 0.13% of portfolio
5,173
Q3 2024 Added 20.53%
$0
$544,000 0.13% of portfolio
8,647
Q3 2024 Added 16.3%
$13B
$536,000 0.13% of portfolio
16,517
Q3 2024 Reduced 0.38%
$140B
$500,000 0.12% of portfolio
857
Q3 2024 Added 23.49%
$2.03B
$502,000 0.12% of portfolio
15,447
Q3 2024 Reduced 0.92%
$98B
$504,000 0.12% of portfolio
6,465
Q3 2024 Added 15.34%
$514B
$522,000 0.12% of portfolio
3,065
Q3 2024 Added 20.2%
$0
$506,000 0.12% of portfolio
11,106
Q3 2024 Added 4.63%
$203B
$507,000 0.12% of portfolio
4,448
Q3 2024 Added 0.61%
$38.2B
$483,000 0.12% of portfolio
19,679
Q3 2024 Reduced 10.59%
$147B
$502,000 0.12% of portfolio
2,485
Q3 2024 Reduced 9.64%
$75.4B
$500,000 0.12% of portfolio
10,951
Q3 2024 Added 0.06%
$96.4B
$485,000 0.12% of portfolio
3,561
Q3 2024 Reduced 0.11%
$0
$519,000 0.12% of portfolio
1,527
Q3 2024 Reduced 88.77%
$206M
$514,000 0.12% of portfolio
18,182
Q3 2024 New
$0
$489,000 0.12% of portfolio
10,378
Q3 2024 Added 7.32%
$222B
$460,000 0.11% of portfolio
2,809
Q3 2024 Added 0.68%
$0
$464,000 0.11% of portfolio
3,717
Q3 2024 Reduced 2.06%
$11.7B
$479,000 0.11% of portfolio
3,092
Q3 2024 Added 97.95%
$65.9B
$444,000 0.11% of portfolio
5,394
Q3 2024 Added 0.65%
$2.36B
$468,000 0.11% of portfolio
17,973
Q3 2024 New
$170B
$443,000 0.11% of portfolio
1,597
Q3 2024 Reduced 0.37%
$0
$402,000 0.1% of portfolio
7,385
Q3 2024 New
$0
$404,000 0.1% of portfolio
6,851
Q3 2024 Added 10.71%
$4.54B
$433,000 0.1% of portfolio
11,486
Q3 2024 Reduced 13.65%
$59.9B
$432,000 0.1% of portfolio
920
Q3 2024 Added 0.44%
$5.13B
$408,000 0.1% of portfolio
5,844
Q4 2023 Reduced 3.07%
$94.5B
$402,000 0.1% of portfolio
774
Q3 2024 Reduced 16.32%
$163B
$420,000 0.1% of portfolio
1,553
Q3 2024 Reduced 17.79%
$293B
$421,000 0.1% of portfolio
2,042
Q3 2024 Added 0.59%
$57.9B
$393,000 0.09% of portfolio
125
Q2 2024 Reduced 2.34%
$236B
$381,000 0.09% of portfolio
7,172
Q3 2024 Reduced 27.82%
$0
$364,000 0.09% of portfolio
1,723
Q3 2024 Reduced 6.76%
$74.7B
$392,000 0.09% of portfolio
341
Q3 2024 Reduced 2.85%
$0
$367,000 0.09% of portfolio
3,362
Q3 2024 Reduced 1.12%
$45.1B
$359,000 0.09% of portfolio
4,032
Q3 2024 Reduced 0.12%
$0
$395,000 0.09% of portfolio
19,053
Q3 2024 Reduced 44.71%
$154B
$372,000 0.09% of portfolio
392
Q3 2024 Added 1.03%
$11.7B
$357,000 0.09% of portfolio
5,733
Q3 2024 Reduced 0.05%
$152B
$361,000 0.09% of portfolio
1,751
Q3 2024 Reduced 0.11%
$0
$362,000 0.09% of portfolio
2,390
Q4 2023 Reduced 23.35%
$0
$374,000 0.09% of portfolio
3,779
Q3 2024 New
$49.7B
$367,000 0.09% of portfolio
3,586
Q3 2024 Added 0.79%
$0
$362,000 0.09% of portfolio
1,574
Q3 2024 Reduced 0.63%
$75.7B
$348,000 0.08% of portfolio
660
Q3 2024 Added 0.3%
$84.4B
$326,000 0.08% of portfolio
1,343
Q3 2024 New
$6.77B
$321,000 0.08% of portfolio
10,102
Q3 2024 Reduced 57.24%
$326B
$348,000 0.08% of portfolio
1,273
Q3 2024 Reduced 2.9%

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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