Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | GRID | FIRST TR EXCHANGE-TRADED FD | — | 3,644.0 | $596K | 0.09% | +111.0 | +3.1% | $163.60 | +15.5% |
| 222 | MET | METLIFE INC | Financial Services | 8,359.0 | $593K | 0.09% | +1K | +15.4% | $70.89 | +14.2% |
| 223 | TMUS | T-MOBILE US INC | Communication Services | 2,783.0 | $584K | 0.09% | +157.0 | +6.0% | $209.90 | -9.7% |
| 224 | SPYD | SPDR SERIES TRUST | — | 12,695.0 | $578K | 0.09% | — | — | $45.52 | +2.6% |
| 225 | FIIG | FIRST TR EXCHANGE-TRADED FD | — | 26,782.0 | $570K | 0.09% | +12K | +79.1% | $21.27 | -3.3% |
| 226 | FIW | FIRST TR EXCHANGE-TRADED FD | — | 5,472.0 | $565K | 0.09% | +112.0 | +2.1% | $103.21 | -2.3% |
| 227 | WSM | WILLIAMS SONOMA INC | Consumer Cyclical | 3,094.0 | $564K | 0.09% | — | — | $182.33 | -8.0% |
| 228 | GLPI | GAMING & LEISURE P | Real Estate | 12,702.0 | $562K | 0.09% | -287.0 | -2.2% | $44.26 | +6.5% |
| 229 | BLK | BLACKROCK INC | Financial Services | 579.0 | $558K | 0.09% | +41.0 | +7.6% | $963.46 | +12.7% |
| 230 | IGV | ISHARES TR | — | 6,947.0 | $556K | 0.09% | -690.0 | -9.0% | $80.05 | +15.4% |
| 231 | RTX | RTX CORPORATION | Industrials | 2,881.0 | $555K | 0.09% | +205.0 | +7.7% | $192.78 | -9.8% |
| 232 | RNST | RENASANT CORP | Financial Services | 14,972.0 | $541K | 0.08% | — | — | $36.13 | +9.8% |
| 233 | XOCT | FIRST TR EXCHNG TRADED FD VI | — | 14,444.0 | $538K | 0.08% | — | — | $37.27 | +5.0% |
| 234 | — | FIRST TR EXCHNG TRADED FD VI | — | 17,735.0 | $538K | 0.08% | — | — | $30.32 | — |
| 235 | PH | PARKER-HANNIFIN CORP | Industrials | 589.0 | $530K | 0.08% | +36.0 | +6.5% | $899.80 | -4.8% |
| 236 | FDT | FIRST TR EXCH TRD ALPHDX FD | — | 5,776.0 | $529K | 0.08% | +3K | +115.0% | $91.67 | +4.8% |
| 237 | JDOC | J P MORGAN EXCHANGE TRADED F | — | 9,516.0 | $529K | 0.08% | +56.0 | +0.6% | $55.56 | -0.6% |
| 238 | VONG | VANGUARD SCOTTSDALE FDS | — | 4,286.0 | $527K | 0.08% | -88.0 | -2.0% | $122.84 | +3.6% |
| 239 | VCR | VANGUARD WORLD FD | — | 1,461.0 | $525K | 0.08% | — | — | $359.04 | +7.1% |
| 240 | VCSH | VANGUARD SCOTTSDALE FDS | — | 6,494.0 | $520K | 0.08% | -94.0 | -1.4% | $80.09 | -1.6% |
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%