Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | EFRA | ISHARES TR | — | 7,721.0 | $265K | 0.04% | +196.0 | +2.6% | $34.35 | -0.4% |
| 162 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 4,227.0 | $265K | 0.04% | +249.0 | +6.3% | $62.74 | -16.0% |
| 163 | MCO | MOODYS CORP | Financial Services | 604.0 | $263K | 0.04% | +68.0 | +12.7% | $436.25 | -0.8% |
| 164 | VUG | VANGUARD INDEX FDS | — | 603.0 | $263K | 0.04% | +50.0 | +9.0% | $436.87 | -80.0% |
| 165 | BP | BP PLC | Energy | 5,603.0 | $263K | 0.04% | +41.0 | +0.7% | $47.00 | -5.6% |
| 166 | ANET | ARISTA NETWORKS INC | Technology | 2,131.0 | $262K | 0.04% | +441.0 | +26.1% | $122.72 | +15.7% |
| 167 | PHM | PULTE GROUP INC | Consumer Cyclical | 2,150.0 | $253K | 0.04% | +221.0 | +11.5% | $117.56 | -3.1% |
| 168 | DHR | DANAHER CORP DEL | Healthcare | 1,305.0 | $248K | 0.04% | +29.0 | +2.3% | $189.98 | -13.4% |
| 169 | FITB | FIFTH THIRD BANCORP | Financial Services | 5,273.0 | $246K | 0.04% | +458.0 | +9.5% | $46.71 | +2.1% |
| 170 | YMAR | FIRST TR EXCHNG TRADED FD VI | — | 8,755.0 | $239K | 0.04% | +400.0 | +4.8% | $27.35 | +2.9% |
| 171 | SYK | STRYKER CORPORATION | Healthcare | 684.0 | $225K | 0.04% | +66.0 | +10.7% | $328.59 | -7.0% |
| 172 | IBBQ | INVESCO EXCH TRADED FD TR II | — | 7,702.0 | $223K | 0.03% | +139.0 | +1.8% | $28.99 | +0.0% |
| 173 | SCHW | SCHWAB CHARLES CORP | Financial Services | 2,319.0 | $218K | 0.03% | +43.0 | +1.9% | $93.97 | -4.8% |
| 174 | JGLO | J P MORGAN EXCHANGE TRADED F | — | 3,302.0 | $216K | 0.03% | +54.0 | +1.7% | $65.27 | +8.0% |
| 175 | FERG | FERGUSON ENTERPRISES INC | Industrials | 917.0 | $215K | 0.03% | +64.0 | +7.5% | $234.53 | -1.1% |
| 176 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 978.0 | $213K | 0.03% | +60.0 | +6.5% | $217.69 | -8.1% |
| 177 | ASHR | DBX ETF TR | — | 6,482.0 | $212K | 0.03% | +354.0 | +5.8% | $32.64 | +8.7% |
| 178 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | — | 11,291.0 | $173K | 0.03% | +804.0 | +7.7% | $15.37 | +3.9% |
| 179 | F | FORD MTR CO | Consumer Cyclical | 14,083.0 | $163K | 0.03% | +681.0 | +5.1% | $11.54 | +25.5% |
| 180 | NOK | NOKIA CORP | Technology | 11,015.0 | $89K | 0.01% | +570.0 | +5.5% | $8.04 | +79.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
30.3%
Financial Services
23.9%
Consumer Cyclical
8.9%
Communication Services
8.6%
Industrials
7.3%
Consumer Defensive
6.1%
Healthcare
5.9%
Energy
4.0%
Real Estate
2.2%
Utilities
2.1%