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Portfolio (Quarterly) Guide ↗

Ignite Planners, LLC

· CIK 0001849348
13F Portfolio $647.6B AUM 393 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 180 Added 115 Reduced 29 Exited
Page 15 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 YDEC FIRST TR EXCHNG TRADED FD VI 14,950.0 $393K 0.06% -1K -6.4% $26.30 +3.0%
282 RDVI FIRST TR EXCHANGE-TRADED FD 15,275.0 $390K 0.06% $25.55 +5.8%
283 NOBL PROSHARES TR 3,667.0 $389K 0.06% $106.00 +0.4%
284 HSY HERSHEY CO Consumer Defensive 1,836.0 $382K 0.06% +286.0 +18.4% $207.89 -8.6%
285 RLY SSGA ACTIVE ETF TR 10,503.0 $380K 0.06% +491.0 +4.9% $36.13 +2.1%
286 KMI KINDER MORGAN INC DEL Energy 11,263.0 $379K 0.06% +571.0 +5.3% $33.67 -0.4%
287 LVHI LEGG MASON ETF INVT 9,332.0 $378K 0.06% -2K -19.0% $40.54 +1.8%
288 VDC VANGUARD WORLD FD 1,677.0 $377K 0.06% $224.63 +3.6%
289 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,578.0 $371K 0.06% +144.0 +3.2% $81.14 -6.0%
290 BK BANK NEW YORK MELLON CORP Financial Services 3,108.0 $370K 0.06% +174.0 +5.9% $119.20 +14.3%
291 FDN FIRST TR EXCHANGE-TRADED FD 1,577.0 $369K 0.06% $234.03 +15.3%
292 UNH UNITEDHEALTH GROUP INC Healthcare 1,347.0 $365K 0.06% +98.0 +7.8% $270.99 +42.9%
293 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,109.0 $363K 0.06% +93.0 +9.2% $327.07 +10.2%
294 IYH ISHARES TR 5,793.0 $357K 0.06% $61.64 -1.0%
295 VRT VERTIV HOLDINGS CO Industrials 1,409.0 $353K 0.06% +154.0 +12.3% $250.58 +34.2%
296 FSK FS KKR CAP CORP Financial Services 34,656.0 $353K 0.05% $10.18 +5.8%
297 CPER UNITED STS COMMODITY INDEX F Financial Services 10,143.0 $349K 0.05% +523.0 +5.4% $34.43 +11.3%
298 SBUX STARBUCKS CORP Consumer Cyclical 3,896.0 $349K 0.05% $89.60 +19.3%
299 CMI CUMMINS INC Industrials 632.0 $342K 0.05% +26.0 +4.3% $540.57 +25.5%
300 AZO AUTOZONE INC Consumer Cyclical 101.0 $341K 0.05% $3377.78 -1.8%
Page 15 of 20  ·  393 positions

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%