Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IGM | ISHARES TR | — | 1,703.0 | $279K | 0.04% | NEW | — | $163.58 | +0.3% |
| 22 | VRIG | INVESCO ACTIVELY MANAGED EXC | — | 10,673.0 | $268K | 0.04% | NEW | — | $25.07 | +0.1% |
| 23 | IWM | ISHARES TR | — | 867.0 | $260K | 0.04% | NEW | — | $300.15 | -5.3% |
| 24 | BKCH | GLOBAL X FDS | — | 3,424.0 | $257K | 0.04% | NEW | — | $75.03 | +2.5% |
| 25 | EWU | ISHARES TR | — | 5,332.0 | $246K | 0.03% | NEW | — | $46.14 | +2.4% |
| 26 | CFG | CITIZENS FINL GROUP INC | Financial Services | 3,477.0 | $244K | 0.03% | NEW | — | $70.13 | -4.4% |
| 27 | FTXL | FIRST TR EXCHANGE TRADED FD | — | 853.0 | $243K | 0.03% | NEW | — | $284.95 | -16.7% |
| 28 | LAMR | LAMAR ADVERTISING CO | Real Estate | 1,545.0 | $241K | 0.03% | NEW | — | $155.98 | -5.9% |
| 29 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 4,004.0 | $226K | 0.03% | NEW | — | $56.44 | +11.6% |
| 30 | VWO | VANGUARD INTL EQUITY INDEX F | — | 3,748.0 | $224K | 0.03% | NEW | — | $59.69 | +0.5% |
| 31 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 2,325.0 | $223K | 0.03% | NEW | — | $96.12 | -53.5% |
| 32 | HOOD | ROBINHOOD MKTS INC | Financial Services | 2,210.0 | $222K | 0.03% | NEW | — | $100.33 | +19.4% |
| 33 | ARKW | ARK ETF TR | — | 1,495.0 | $216K | 0.03% | NEW | — | $144.81 | +9.8% |
| 34 | ROKU | ROKU INC | Communication Services | 1,566.0 | $216K | 0.03% | NEW | — | $138.14 | +11.2% |
| 35 | — | HONEYWELL INTL INC | — | 960.0 | $215K | 0.03% | NEW | — | $223.90 | — |
| 36 | — | CENCORA INC | — | 758.0 | $214K | 0.03% | NEW | — | $282.98 | — |
| 37 | — | HONEYWELL AEROSPACE INC | — | 960.0 | $212K | 0.03% | NEW | — | $221.08 | — |
| 38 | TWLO | TWILIO INC | Communication Services | 1,018.0 | $210K | 0.03% | NEW | — | $206.74 | +17.9% |
| 39 | NI | NISOURCE INC | Utilities | 4,414.0 | $210K | 0.03% | NEW | — | $47.61 | -14.8% |
| 40 | SPSM | SPDR SERIES TRUST | — | 3,621.0 | $209K | 0.03% | NEW | — | $57.67 | -6.0% |
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
34.6%
Financial Services
21.9%
Consumer Cyclical
9.1%
Industrials
7.9%
Communication Services
6.9%
Healthcare
6.1%
Consumer Defensive
5.4%
Energy
3.3%
Real Estate
2.4%
Utilities
2.0%