Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | CTAS | CINTAS CORP | Industrials | 2,658.0 | $450K | 0.07% | +216.0 | +8.8% | $169.14 | +2.5% |
| 262 | — | UNILEVER PLC | — | 7,907.0 | $449K | 0.07% | -223.0 | -2.7% | $56.80 | — |
| 263 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 28,414.0 | $445K | 0.07% | -576.0 | -2.0% | $15.67 | -12.9% |
| 264 | BSV | VANGUARD BD INDEX FDS | — | 5,672.0 | $445K | 0.07% | — | — | $78.41 | -0.8% |
| 265 | QTUM | ETF SER SOLUTIONS | — | 4,113.0 | $441K | 0.07% | — | — | $107.29 | +31.8% |
| 266 | DJAN | FIRST TR EXCHNG TRADED FD VI | — | 10,369.0 | $441K | 0.07% | +640.0 | +6.6% | $42.53 | +5.9% |
| 267 | VGSH | VANGUARD SCOTTSDALE FDS | — | 8,877.0 | $439K | 0.07% | +87.0 | +1.0% | $49.44 | +17.7% |
| 268 | WPC | WP CAREY INC | Real Estate | 6,447.0 | $439K | 0.07% | -183.0 | -2.8% | $68.07 | +8.6% |
| 269 | FTS | FORTIS INC | Utilities | 7,832.0 | $435K | 0.07% | -175.0 | -2.2% | $55.55 | -0.7% |
| 270 | BBIN | J P MORGAN EXCHANGE TRADED F | — | 5,941.0 | $434K | 0.07% | -11K | -64.0% | $73.11 | +5.4% |
| 271 | SNOW | SNOWFLAKE INC | Technology | 2,861.0 | $430K | 0.07% | -30.0 | -1.0% | $150.19 | +8.4% |
| 272 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 27,455.0 | $430K | 0.07% | NEW | — | $15.65 | -0.7% |
| 273 | ABT | ABBOTT LABORATORIES | Healthcare | 3,964.0 | $408K | 0.06% | +136.0 | +3.5% | $102.83 | -15.6% |
| 274 | TDIV | FIRST TR EXCHANGE TRADED FD | — | 4,096.0 | $405K | 0.06% | NEW | — | $98.83 | +12.3% |
| 275 | APH | AMPHENOL CORP | Technology | 3,177.0 | $401K | 0.06% | +177.0 | +5.9% | $126.31 | -3.6% |
| 276 | DBMF | LITMAN GREGORY FDS TR | — | 13,262.0 | $400K | 0.06% | +677.0 | +5.4% | $30.14 | +3.8% |
| 277 | IYW | ISHARES TR | — | 2,202.0 | $399K | 0.06% | — | — | $181.42 | +30.0% |
| 278 | CPNG | COUPANG INC | Consumer Cyclical | 21,037.0 | $395K | 0.06% | -208.0 | -1.0% | $18.79 | -16.2% |
| 279 | NLR | VANECK ETF TRUST | — | 2,965.0 | $395K | 0.06% | +460.0 | +18.4% | $133.17 | -4.2% |
| 280 | WFC | WELLS FARGO & CO | Financial Services | 4,937.0 | $395K | 0.06% | -41.0 | -0.8% | $79.92 | -7.1% |
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%