Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | WFC | WELLS FARGO CO NEW | Financial Services | 4,978.0 | $450K | 0.07% | NEW | — | $90.49 | -18.6% |
| 262 | BSV | VANGUARD BD INDEX FDS | — | 5,672.0 | $448K | 0.07% | NEW | — | $78.93 | -1.4% |
| 263 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 3,313.0 | $447K | 0.07% | NEW | — | $135.06 | -0.5% |
| 264 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 1,987.0 | $444K | 0.07% | NEW | — | $223.30 | -4.3% |
| 265 | LVHI | LEGG MASON ETF INVT | — | 11,524.0 | $443K | 0.07% | NEW | — | $38.42 | +7.0% |
| 266 | IYW | ISHARES TR | — | 2,211.0 | $439K | 0.07% | NEW | — | $198.37 | +20.7% |
| 267 | APH | AMPHENOL CORP NEW | Technology | 3,000.0 | $432K | 0.07% | NEW | — | $144.08 | -15.0% |
| 268 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 1,328.0 | $431K | 0.07% | NEW | — | $324.58 | -19.9% |
| 269 | TQQQ | PROSHARES TR | — | 7,940.0 | $429K | 0.07% | NEW | — | $54.00 | +39.8% |
| 270 | CPNG | COUPANG INC | Consumer Cyclical | 21,245.0 | $428K | 0.07% | NEW | — | $20.16 | -20.2% |
| 271 | YDEC | FIRST TR EXCHNG TRADED FD VI | — | 15,970.0 | $428K | 0.07% | NEW | — | $26.78 | +1.3% |
| 272 | FTS | FORTIS INC | Utilities | 8,007.0 | $427K | 0.07% | NEW | — | $53.33 | +3.6% |
| 273 | PPA | INVESCO EXCHANGE TRADED FD T | — | 2,443.0 | $427K | 0.07% | NEW | — | $174.58 | -5.2% |
| 274 | DJAN | FIRST TR EXCHNG TRADED FD VI | — | 9,729.0 | $425K | 0.07% | NEW | — | $43.69 | +3.4% |
| 275 | ABT | ABBOTT LABS | Healthcare | 3,828.0 | $418K | 0.06% | NEW | — | $109.30 | -22.3% |
| 276 | DE | DEERE & CO | Industrials | 784.0 | $414K | 0.06% | NEW | — | $528.00 | +6.7% |
| 277 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 15,230.0 | $413K | 0.06% | NEW | — | $27.13 | -0.6% |
| 278 | RSG | REPUBLIC SVCS INC | Industrials | 1,918.0 | $413K | 0.06% | NEW | — | $215.09 | -2.7% |
| 279 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 1,577.0 | $411K | 0.06% | NEW | — | $260.63 | +2.9% |
| 280 | TJX | TJX COS INC NEW | Consumer Cyclical | 2,741.0 | $411K | 0.06% | NEW | — | $149.81 | -0.8% |
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
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%