Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | DGRO | ISHARES TR | — | 9,208.0 | $661K | 0.10% | NEW | — | $71.83 | +2.0% |
| 202 | FNOV | FIRST TR EXCHNG TRADED FD VI | — | 11,911.0 | $658K | 0.10% | NEW | — | $55.27 | +4.5% |
| 203 | JTEK | J P MORGAN EXCHANGE TRADED F | — | 7,425.0 | $654K | 0.10% | NEW | — | $88.05 | +15.1% |
| 204 | VLYPN | VALLEY NATL BANCORP | Financial Services | 52,256.0 | $651K | 0.10% | NEW | — | $12.46 | +108.3% |
| 205 | SHEL | SHELL PLC | Energy | 8,433.0 | $650K | 0.10% | NEW | — | $77.03 | +11.9% |
| 206 | NOC | NORTHROP GRUMMAN CORP | Industrials | 937.0 | $648K | 0.10% | NEW | — | $692.02 | -21.6% |
| 207 | FSEP | FIRST TR EXCHNG TRADED FD VI | — | 12,462.0 | $648K | 0.10% | NEW | — | $52.03 | +4.4% |
| 208 | YYY | AMPLIFY ETF TR | — | 55,447.0 | $646K | 0.10% | NEW | — | $11.65 | -1.8% |
| 209 | — | FIRST TR EXCHNG TRADED FD VI | — | 28,595.0 | $645K | 0.10% | NEW | — | $22.57 | — |
| 210 | PEP | PEPSICO INC | Consumer Defensive | 4,191.0 | $644K | 0.10% | NEW | — | $153.63 | -3.2% |
| 211 | GD | GENERAL DYNAMICS CORP | Industrials | 1,827.0 | $642K | 0.10% | NEW | — | $351.16 | -4.4% |
| 212 | IEF | ISHARES TR | — | 6,647.0 | $638K | 0.10% | NEW | — | $95.95 | -2.4% |
| 213 | INTC | INTEL CORP | Technology | 13,697.0 | $636K | 0.10% | NEW | — | $46.47 | +141.7% |
| 214 | WSM | WILLIAMS SONOMA INC | Consumer Cyclical | 3,094.0 | $633K | 0.10% | NEW | — | $204.65 | -17.7% |
| 215 | — | FIRST TR EXCHNG TRADED FD VI | — | 25,538.0 | $632K | 0.10% | NEW | — | $24.74 | — |
| 216 | IWD | ISHARES TR | — | 2,830.0 | $622K | 0.10% | NEW | — | $219.86 | +5.7% |
| 217 | FIW | FIRST TR EXCHANGE-TRADED FD | — | 5,360.0 | $604K | 0.09% | NEW | — | $112.74 | -10.8% |
| 218 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 5,040.0 | $604K | 0.09% | NEW | — | $119.78 | +5.1% |
| 219 | BLK | BLACKROCK INC | Financial Services | 538.0 | $602K | 0.09% | NEW | — | $1118.98 | -3.3% |
| 220 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 12,526.0 | $595K | 0.09% | NEW | — | $47.49 | -8.0% |
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%