Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 301 | SBUX | STARBUCKS CORP | Consumer Cyclical | 3,894.0 | $358K | 0.06% | NEW | — | $91.94 | +16.4% |
| 302 | SPYM | SPDR SERIES TRUST | — | 4,362.0 | $355K | 0.05% | NEW | — | $81.40 | +7.0% |
| 303 | ACN | ACCENTURE PLC IRELAND | Technology | 1,341.0 | $354K | 0.05% | NEW | — | $263.64 | -36.4% |
| 304 | BK | BANK NEW YORK MELLON CORP | Financial Services | 2,934.0 | $352K | 0.05% | NEW | — | $119.92 | +12.6% |
| 305 | CMI | CUMMINS INC | Industrials | 606.0 | $351K | 0.05% | NEW | — | $578.82 | +19.1% |
| 306 | CPER | UNITED STS COMMODITY INDEX F | Financial Services | 9,620.0 | $350K | 0.05% | NEW | — | $36.43 | +5.1% |
| 307 | ESGV | VANGUARD WORLD FD | — | 2,813.0 | $342K | 0.05% | NEW | — | $121.62 | +6.9% |
| 308 | SCHF | SCHWAB STRATEGIC TR | — | 13,419.0 | $341K | 0.05% | NEW | — | $25.44 | +5.8% |
| 309 | RLY | SSGA ACTIVE ETF TR | — | 10,012.0 | $339K | 0.05% | NEW | — | $33.89 | +8.4% |
| 310 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 691.0 | $338K | 0.05% | NEW | — | $489.05 | +1.2% |
| 311 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,532.0 | $335K | 0.05% | NEW | — | $218.94 | -14.8% |
| 312 | HELO | J P MORGAN EXCHANGE TRADED F | — | 4,928.0 | $330K | 0.05% | NEW | — | $66.97 | +1.1% |
| 313 | EWJ | ISHARES INC | — | 3,837.0 | $329K | 0.05% | NEW | — | $85.72 | +6.2% |
| 314 | CRM | SALESFORCE INC | Technology | 1,539.0 | $327K | 0.05% | NEW | — | $212.31 | -18.1% |
| 315 | KMI | KINDER MORGAN INC DEL | Energy | 10,692.0 | $326K | 0.05% | NEW | — | $30.49 | +9.5% |
| 316 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,718.0 | $323K | 0.05% | NEW | — | $188.19 | -13.9% |
| 317 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 1,016.0 | $320K | 0.05% | NEW | — | $315.30 | +12.7% |
| 318 | GLD CALL | SPDR GOLD TR | Financial Services | 800.0 | $317K | 0.05% | NEW | — | $396.31 | +6.0% |
| 319 | FIIG | FIRST TR EXCHANGE-TRADED FD | — | 14,957.0 | $316K | 0.05% | NEW | — | $21.10 | -2.3% |
| 320 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 667.0 | $313K | 0.05% | NEW | — | $469.90 | -7.3% |
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%