Ignite Planners, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Ignite Planners, LLC

CIK Number: 0001849348

577.81M
Market Value
313
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 6, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
232.14
-0.18% 109.78K +54.20% 23.42M 183.08 4.58% Share
2 SCHG Schwab U.S. Lar...
30.53
-1.07% 876.07K -3.39% 22.52M 15.71 4.41% Share
3 BUFR FT Vest Laddere...
32.80
-0.29% 671.21K +12.56% 19.87M 28.76 3.89% Share
4 NVDA NVIDIA Corporat...
174.24
-3.29% 110.89K +9.77% 12.38M 42.42 2.42% Share
5 MSFT Microsoft Corpo...
506.69
-0.58% 28.64K +17.48% 12.18M 324.26 2.39% Share
6 BRK-B Berkshire Hatha...
503.29
+0.69% 18.34K +260.73% 9.73M 471.75 1.90% Share
7 MARM FT Vest U.S. Eq...
32.41
-0.03% 278.11K +7.62% 8.75M 29.83 1.71% Share
8 AMZN Amazon.com, Inc...
229.00
-1.12% 42.77K +35.78% 8.14M 137.25 1.59% Share
9 SPIB SPDR Portfolio ...
33.76
-0.03% 237.79K +6.01% 7.87M 32.46 1.54% Share
10 SPY SPDR S&P 500 ET...
645.07
-0.59% 13.67K -0.39% 7.63M 466.19 1.49% Share
11 SEIX Virtus Seix Sen...
23.60
+0.02% 319.57K +13.25% 7.46M 23.87 1.46% Share
12 JCPB JPMorgan Core P...
47.22
-0.12% 153.04K +19.16% 7.13M 46.84 1.40% Share
13 JPIB JPMorgan Intern...
48.82
-0.12% 147.83K +8.64% 7.11M 47.18 1.39% Share
14 SKYY First Trust Clo...
127.56
-1.11% 65.94K -4.71% 6.94M 59.72 1.36% Share
15 SPDW SPDR Portfolio ...
41.73
-0.47% 182.28K -5.29% 6.88M 33.43 1.35% Share
16 DJUL FT Cboe Vest U....
45.98
-0.15% 165.12K -13.27% 6.76M 33.83 1.32% Share
17 SPYV SPDR Portfolio ...
54.63
+0.01% 128.92K +1.92% 6.36M 44.26 1.25% Share
18 VOO Vanguard S&P 50...
593.01
-0.59% 9.77K +11.21% 5.01M 387.56 0.98% Share
19 TSLA Tesla, Inc.
333.98
-3.47% 17.74K +4.52% 4.98M 190.04 0.97% Share
20 TRMK Trustmark Corpo...
40.27
-0.62% 142.76K +1.85% 4.87M 28.43 0.95% Share
21 META Meta Platforms,...
738.70
-1.65% 8.48K +10.82% 4.85M 284.65 0.95% Share
22 PSQA Palmer Square C...
20.47
+0.15% 233.8K +100.00% 4.73M 20.36 0.93% Share
23 IUSB iShares Core To...
46.39
-0.09% 102.39K +8.33% 4.69M 45.73 0.92% Share
24 JEPQ JPMorgan Nasdaq...
55.68
-0.93% 90.42K -1.24% 4.62M 47.33 0.90% Share
25 COST Costco Wholesal...
943.32
-0.17% 4.35K +7.88% 4.35M 553.04 0.85% Share
26 SCHX Schwab U.S. Lar...
25.55
-0.7% 194.97K -12.11% 4.3M 17.12 0.84% Share
27 VGT Vanguard Inform...
696.63
-1.59% 7.33K -1.94% 4.1M 536.37 0.80% Share
28 QCOM QUALCOMM Incorp...
160.73
-0.04% 29.43K +245.21% 3.98M 152.74 0.78% Share
29 PULS PGIM Ultra Shor...
49.82
+0.04% 79.61K -55.92% 3.94M 49.5 0.77% Share
30 QQQ Invesco QQQ Tru...
570.40
-1.16% 7.99K +85.27% 3.85M 430.18 0.75% Share
31 GSST Goldman Sachs A...
50.63
+0.02% 75.17K +15.75% 3.78M 50.18 0.74% Share
32 FAUG FT Cboe Vest U....
50.78
-0.42% 82.87K -12.83% 3.77M 39.02 0.74% Share
33 GOOGL Alphabet Inc.
212.91
+0.60% 23.39K +55.13% 3.77M 133.35 0.74% Share
34 EYLD Cambria Emergin...
37.39
-1.16% 118.18K -9.29% 3.73M 31.31 0.73% Share
35 ITA iShares U.S. Ae...
198.46
-0.85% 22.39K +62.53% 3.55M 130.72 0.69% Share
36 JEPI JPMorgan Equity...
57.14
-0.09% 60.07K -2.31% 3.31M 54.56 0.65% Share
37 CTA Simplify Manage...
27.95
+0.79% 119.27K +100.00% 3.31M 29.6 0.65% Share
38 QWLD SPDR MSCI World...
137.74
-0.09% 25.18K +12.71% 3.22M 114.14 0.63% Share
39 EDOW First Trust Dow...
39.67
-0.16% 91.18K -1.69% 3.21M 28.83 0.63% Share
40 FMAY FT Cboe Vest U....
51.43
-0.23% 69.76K -30.07% 3.21M 42.69 0.63% Share
41 FALN iShares Fallen ...
27.32
-0.18% 120.25K +10.71% 3.14M 26.08 0.62% Share
42 BA The Boeing Comp...
234.75
-0.6% 16.05K +1.36% 2.94M 191.03 0.57% Share
43 AVGO Broadcom Inc.
297.39
-3.65% 14.74K +11.24% 2.91M 66.37 0.57% Share
44 GJUN FT Vest U.S. Eq...
38.40
-0.1% 78.52K +100.00% 2.76M 35.17 0.54% Share
45 ELD WisdomTree Emer...
28.33
-0.11% 102.47K +11.93% 2.76M 26.65 0.54% Share
46 JPM JPMorgan Chase ...
301.45
+0.13% 10.86K +8.63% 2.68M 154.77 0.52% Share
47 WMT Walmart Inc.
97.01
+0.94% 26.11K +5.87% 2.54M 50.52 0.50% Share
48 IEFA iShares Core MS...
85.52
-0.6% 30.86K +9.08% 2.42M 72.15 0.47% Share
49 STIP iShares 0-5 Yea...
103.88
+0.04% 23.48K +114.79% 2.42M 101.47 0.47% Share
50 TFLO iShares Treasur...
50.63
+0.04% 46.58K -4.13% 2.35M 50.55 0.46% Share
51 GOOG Alphabet Inc.
213.53
+0.55% 14.36K +9.56% 2.34M 117.8 0.46% Share
52 HD The Home Depot,...
406.64
-0.2% 6.48K +12.80% 2.32M 361.46 0.45% Share
53 MA Mastercard Inco...
595.77
+0.90% 4.24K -0.19% 2.32M 366.61 0.45% Share
54 EW Edwards Lifesci...
81.38
+0.18% 29.61K +100.00% 2.23M 72.48 0.44% Share
55 FCAL First Trust Cal...
47.71
-0.07% 46.14K 0.00% 2.22M 49.42 0.43% Share
56 QSPT FT Cboe Vest Na...
30.52
-0.31% 80.33K +130.49% 2.17M 25.69 0.42% Share
57 PG The Procter & G...
157.10
+0.93% 13.37K +7.68% 2.14M 160.05 0.42% Share
58 O Realty Income C...
58.77
+1.11% 37.18K +619.97% 2.13M 58.26 0.42% Share
59 CAT Caterpillar Inc...
419.19
-3.61% 6.66K +8.79% 2.09M 222.33 0.41% Share
60 XLP Consumer Staple...
80.78
+0.65% 25.56K +1.49% 2.07M 74.65 0.41% Share
61 MDYV SPDR S&P 400 Mi...
83.89
-0.23% 27.99K -7.88% 2.07M 69.08 0.40% Share
62 FDEC FT Cboe Vest U....
48.16
-0.37% 47.1K +58.17% 2.04M 44.15 0.40% Share
63 PM Philip Morris I...
167.19
+0.86% 11.95K +19.45% 2.03M 104.48 0.40% Share
64 IMCG iShares Morning...
82.00
-0.61% 27.92K -23.41% 2.02M 63.22 0.39% Share
65 DDEC FT Cboe Vest U....
42.94
-0.19% 49.23K +20.80% 1.94M 36.59 0.38% Share
66 AGG iShares Core U....
99.48
-0.11% 19.03K +1.92% 1.87M 107.35 0.37% Share
67 T AT&T Inc.
29.31
+1.28% 67.19K -5.79% 1.86M 16.83 0.36% Share
68 XOM Exxon Mobil Cor...
114.36
+0.89% 16.87K +8.65% 1.78M 86.67 0.35% Share
69 PLTR Palantir Techno...
156.71
-0.89% 15.3K +14.00% 1.78M 56.43 0.35% Share
70 IJH iShares Core S&...
65.18
-0.5% 30.73K +4.32% 1.76M 55.9 0.34% Share
71 RWL Invesco S&P 500...
108.12
-0.06% 17.94K +100.00% 1.75M 99.34 0.34% Share
72 XLRE The Real Estate...
42.31
+0.55% 42.11K -1.48% 1.74M 37.74 0.34% Share
73 SO The Southern Co...
92.33
+0.10% 19.05K +24.68% 1.74M 73.33 0.34% Share
74 XLE Energy Select S...
90.38
+0.53% 21.32K +236.57% 1.72M 91.91 0.34% Share
75 CVX Chevron Corpora...
160.71
+0.87% 12.32K +14.07% 1.68M 159.31 0.33% Share
76 VZ Verizon Communi...
44.25
+0.73% 38.7K +9.92% 1.68M 40.47 0.33% Share
77 DMAR FT Cboe Vest U....
40.34
-0.17% 43.96K +13.74% 1.66M 32.08 0.32% Share
78 UPS United Parcel S...
87.47
+0.23% 17.25K +311.87% 1.63M 123.35 0.32% Share
79 DJUN FT Cboe Vest U....
45.88
-0.24% 38.65K +32.96% 1.62M 35.61 0.32% Share
80 BRK-A Berkshire Hatha...
754675.00
+0.69% 2 +100.00% 1.59M 798441.5 0.31% Share
81 LLY Eli Lilly and C...
732.52
+0.08% 2K +3.68% 1.59M 383.26 0.31% Share
82 GBIL Goldman Sachs A...
100.20
+0.04% 15.85K -3.9% 1.58M 99.97 0.31% Share
83 ZECP Zacks Earnings ...
32.95
-0.24% 52.9K +82.77% 1.57M 29.21 0.31% Share
84 JPEF JPMorgan Equity...
72.57
-0.64% 24.64K +100.00% 1.57M 63.66 0.31% Share
85 MO Altria Group, I...
67.21
+1.19% 26.19K +5.33% 1.55M 45.68 0.30% Share
86 SLYV SPDR S&P 600 Sm...
87.90
-0.22% 20.97K -0.09% 1.55M 77.62 0.30% Share
87 DFEB FT Cboe Vest U....
45.76
-0.29% 36.75K +100.00% 1.55M 42.15 0.30% Share
88 TBIL US Treasury 3 M...
50.02
+0.08% 29.92K +71.34% 1.49M 49.93 0.29% Share
89 SPYG SPDR Portfolio ...
99.45
-1.16% 17.19K +5.74% 1.43M 63.24 0.28% Share
90 DAUG FT Cboe Vest U....
42.84
-0.45% 36.16K -8.92% 1.41M 31.97 0.28% Share
91 GNOV First Trust Exc...
37.43
-0.26% 40.91K +100.00% 1.4M 34.29 0.27% Share
92 CWB SPDR Bloomberg ...
86.29
-0.12% 18.02K -52.69% 1.4M 73.2 0.27% Share
93 SLYG SPDR S&P 600 Sm...
93.95
-0.62% 17.19K -27.24% 1.4M 81.21 0.27% Share
94 SMH VanEck Semicond...
290.29
-2.87% 6.59K +18.52% 1.4M 210.94 0.27% Share
95 BBUS JPMorgan BetaBu...
116.81
-0.62% 13.76K +27.00% 1.39M 89.62 0.27% Share
96 VGIT Vanguard Interm...
60.08
+0.03% 22.64K -5.12% 1.35M 59.16 0.26% Share
97 JIVE Jpmorgan Intern...
73.32
-0.23% 21.34K +100.00% 1.34M 61.86 0.26% Share
98 BUFQ FT Cboe Vest Fu...
34.09
-0.35% 42.65K +118.73% 1.29M 27.84 0.25% Share
99 DNOV FT Cboe Vest U....
45.98
-0.28% 30.52K +22.55% 1.28M 34.8 0.25% Share
100 AXP American Expres...
331.16
+1.28% 4.78K +3.06% 1.28M 154.98 0.25% Share
101 QDEC FT Cboe Vest Na...
30.11
-0.76% 48.03K +36.84% 1.28M 25.01 0.25% Share
102 PANW Palo Alto Netwo...
190.52
-0.26% 6.81K +10.68% 1.27M 142.71 0.25% Share
103 NFLX Netflix, Inc.
1208.25
-1.88% 1.11K +14.27% 1.26M 412.54 0.25% Share
104 DSEP FT Cboe Vest U....
43.68
-0.15% 31.12K -3.05% 1.24M 31.68 0.24% Share
105 HWC Hancock Whitney...
62.92
-0.32% 23.09K -26.73% 1.22M 50.02 0.24% Share
106 V Visa Inc.
351.96
+0.60% 3.37K +17.89% 1.16M 238.57 0.23% Share
107 C Citigroup Inc.
96.60
-0.23% 16.91K +1.71% 1.15M 43.76 0.23% Share
108 GLD SPDR Gold Share...
318.05
+0.96% 3.85K +121.65% 1.15M 267.71 0.22% Share
109 FJAN FT Cboe Vest U....
49.10
-0.53% 25.77K +124.82% 1.14M 43.32 0.22% Share
110 IYJ iShares U.S. In...
146.29
-0.34% 8.71K +2.28% 1.13M 116.79 0.22% Share
111 SCHE Schwab Emerging...
31.45
-0.38% 40.4K +8.15% 1.12M 26.98 0.22% Share
112 YJUN FT Cboe Vest In...
24.78
-0.44% 47.58K +23.92% 1.11M 22.65 0.22% Share
113 QJUN FT Cboe Vest Na...
30.31
-0.69% 38.86K -2.02% 1.05M 25.14 0.20% Share
114 COP ConocoPhillips
99.01
+0.57% 11.35K +4.02% 1.03M 82.78 0.20% Share
115 BMO Bank of Montrea...
121.02
+1.53% 10.57K -1.95% 1.02M 85.29 0.20% Share
116 GJAN FT Vest U.S. Eq...
40.97
-0.36% 26.98K +32.90% 1.02M 36.29 0.20% Share
117 PFE Pfizer Inc.
24.76
+0.63% 42.12K +10.90% 1.01M 42.73 0.20% Share
118 JNJ Johnson & Johns...
177.19
+0.99% 6.45K +13.67% 996.85K 168.24 0.20% Share
119 BAC Bank of America...
50.76
+0.53% 24.47K +46.19% 983.08K 37.96 0.19% Share
120 RDVY First Trust Ris...
65.74
-0.24% 17.19K +0.11% 981.99K 47.97 0.19% Share
121 VIG Vanguard Divide...
211.02
-0.26% 5.08K +3.40% 965.17K 154.58 0.19% Share
122 TSLX Sixth Street Sp...
24.46
+0.72% 46.35K +4.48% 952.94K 20.68 0.19% Share
123 EXR Extra Space Sto...
143.62
+0.91% 6.38K +33.91% 946.18K 147.26 0.19% Share
124 IBM International B...
243.48
-0.92% 3.93K +17.57% 941.49K 159.66 0.18% Share
125 ABBV AbbVie Inc.
210.39
+1.19% 4.82K +9.50% 931.36K 151.56 0.18% Share
126 HSBC HSBC Holdings p...
64.46
-0.56% 16.87K -5.7% 929.99K 39.65 0.18% Share
127 WMB The Williams Co...
57.88
-0.21% 15.77K -12.03% 927.26K 33.69 0.18% Share
128 GMAR FT Vest U.S. Eq...
39.72
-0.11% 24.97K +138.43% 924.75K 36.04 0.18% Share
129 KO The Coca-Cola C...
69.01
+0.95% 12.91K +4.80% 920.61K 61.31 0.18% Share
130 OKE ONEOK, Inc.
76.39
+0.66% 11.2K +318.35% 906.01K 94.56 0.18% Share
131 AGZ iShares Agency ...
110.04
+0.01% 8.28K -37.56% 905.11K 108.77 0.18% Share
132 SRE Sempra
82.59
+1.41% 12.03K +11.71% 898.3K 68.91 0.18% Share
133 CCI Crown Castle In...
99.17
+1.46% 8.43K +11.34% 896.5K 94.24 0.18% Share
134 ICL ICL Group Ltd
6.46
-1.19% 132.6K -15.82% 887.08K 5.24 0.17% Share
135 DOCT FT Cboe Vest U....
42.34
-0.34% 22.69K -32.38% 873.24K 35.55 0.17% Share
136 PBR Petróleo Brasil...
12.41
+0.36% 76.82K +100.00% 871.9K 14.34 0.17% Share
137 VHT Vanguard Health...
255.07
+0.60% 3.49K +321.77% 870.71K 260.28 0.17% Share
138 DMAY FT Cboe Vest U....
43.76
-0.21% 21.12K -4.1% 833.77K 31.29 0.16% Share
139 BBIN JPMorgan BetaBu...
69.00
-0.68% 12.93K +37.55% 821.25K 57.67 0.16% Share
140 MCD McDonald's Corp...
313.54
+0.42% 2.6K +10.05% 816.87K 270.92 0.16% Share
141 GILD Gilead Sciences...
112.97
+0.36% 7.77K +12.77% 802.61K 87.59 0.16% Share
142 VOOG Vanguard S&P 50...
414.08
-1.19% 2.27K +0.09% 782.24K 229.89 0.15% Share
143 UMC United Microele...
6.58
-1.5% 111.44K +14.05% 781.18K 7.05 0.15% Share
144 GSK GSK plc
39.66
+0.56% 20.05K +5.74% 777.05K 36.43 0.15% Share
145 IJR iShares Core S&...
118.07
-0.39% 7.67K +8.91% 772.21K 110.65 0.15% Share
146 LYB LyondellBasell ...
56.34
+0.86% 13K +33.18% 758.04K 87.42 0.15% Share
147 FMAR FT Cboe Vest U....
45.81
-0.23% 17.94K +52.28% 755.54K 41.24 0.15% Share
148 GE GE Aerospace
275.30
-0.25% 3.7K +15.50% 752.49K 85.07 0.15% Share
149 SOXX iShares Semicon...
245.20
-2.91% 3.99K +153.68% 733.08K 175.48 0.14% Share
150 BNO United States B...
30.31
-0.39% 27.79K +33.30% 728.32K 29.17 0.14% Share