Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | — | FIRST TR EXCHNG TRADED FD VI | — | 30,172.0 | $718K | 0.11% | NEW | — | $23.81 | — |
| 182 | VTI | VANGUARD INDEX FDS | — | 2,098.0 | $715K | 0.11% | NEW | — | $340.57 | +6.5% |
| 183 | EME | EMCOR GROUP INC | Industrials | 990.0 | $714K | 0.11% | NEW | — | $720.73 | +29.0% |
| 184 | MRK | MERCK & CO INC | Healthcare | 6,462.0 | $713K | 0.11% | NEW | — | $110.27 | +2.8% |
| 185 | VONV | VANGUARD SCOTTSDALE FDS | — | 7,383.0 | $712K | 0.11% | NEW | — | $96.48 | +5.6% |
| 186 | SMAY | FIRST TR EXCHNG TRADED FD VI | — | 27,000.0 | $711K | 0.11% | NEW | — | $26.34 | +3.4% |
| 187 | SRE | SEMPRA | Utilities | 8,162.0 | $710K | 0.11% | NEW | — | $87.01 | +6.7% |
| 188 | C | CITIGROUP INC | Financial Services | 6,072.0 | $703K | 0.11% | NEW | — | $115.71 | +6.7% |
| 189 | GSK | GSK PLC | Healthcare | 13,565.0 | $700K | 0.11% | NEW | — | $51.60 | -1.2% |
| 190 | BMO | BANK MONTREAL QUE | Financial Services | 5,109.0 | $696K | 0.11% | NEW | — | $136.15 | +12.0% |
| 191 | MLPX | GLOBAL X FDS | — | 10,634.0 | $695K | 0.11% | NEW | — | $65.35 | +16.5% |
| 192 | ETY | EATON VANCE TAX-MANAGED DIVE | Financial Services | 45,452.0 | $695K | 0.11% | NEW | — | $15.28 | -3.3% |
| 193 | IGV | ISHARES TR | — | 7,637.0 | $690K | 0.11% | NEW | — | $90.31 | +1.6% |
| 194 | VMBS | VANGUARD SCOTTSDALE FDS | — | 14,554.0 | $688K | 0.10% | NEW | — | $47.24 | -1.9% |
| 195 | RSP | INVESCO EXCHANGE TRADED FD T | — | 3,458.0 | $685K | 0.10% | NEW | — | $198.08 | +1.8% |
| 196 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 3,987.0 | $676K | 0.10% | NEW | — | $169.56 | -21.8% |
| 197 | ILMN | ILLUMINA INC | Healthcare | 4,663.0 | $675K | 0.10% | NEW | — | $144.81 | -1.1% |
| 198 | CCI | CROWN CASTLE INC | Real Estate | 7,701.0 | $668K | 0.10% | NEW | — | $86.80 | -0.2% |
| 199 | SCHZ | SCHWAB STRATEGIC TR | — | 28,460.0 | $667K | 0.10% | NEW | — | $23.45 | -2.2% |
| 200 | QUIZ | ZACKS TRUST | — | 23,491.0 | $663K | 0.10% | NEW | — | $28.21 | +0.9% |
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
31.1%
Financial Services
23.5%
Consumer Cyclical
10.0%
Communication Services
9.4%
Industrials
7.0%
Healthcare
5.7%
Consumer Defensive
5.6%
Energy
3.2%
Real Estate
2.1%
Utilities
1.8%