Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | BBAG | J P MORGAN EXCHANGE TRADED F | — | 6,680.0 | $311K | 0.05% | NEW | — | $46.52 | -2.2% |
| 322 | UBER | UBER TECHNOLOGIES INC | Technology | 3,819.0 | $306K | 0.05% | NEW | — | $80.05 | -6.7% |
| 323 | HSY | HERSHEY CO | Consumer Defensive | 1,550.0 | $302K | 0.05% | NEW | — | $194.75 | -2.3% |
| 324 | SCHD | SCHWAB STRATEGIC TR | — | 10,076.0 | $300K | 0.05% | NEW | — | $29.82 | +6.4% |
| 325 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 600.0 | $300K | 0.05% | NEW | — | $500.35 | -13.6% |
| 326 | EMR | EMERSON ELEC CO | Industrials | 1,997.0 | $293K | 0.04% | NEW | — | $146.96 | -6.2% |
| 327 | XBI | SPDR SERIES TRUST | — | 2,347.0 | $293K | 0.04% | NEW | — | $124.75 | +4.8% |
| 328 | GSEP | FIRST TR EXCHNG TRADED FD VI | — | 7,452.0 | $291K | 0.04% | NEW | — | $39.05 | +3.7% |
| 329 | FJUL | FIRST TR EXCHNG TRADED FD VI | — | 5,133.0 | $289K | 0.04% | NEW | — | $56.35 | +4.1% |
| 330 | FN | FABRINET | Technology | 590.0 | $289K | 0.04% | NEW | — | $489.44 | +52.5% |
| 331 | PECO | PHILLIPS EDISON & CO INC | Real Estate | 7,871.0 | $285K | 0.04% | NEW | — | $36.23 | +9.6% |
| 332 | IBB | ISHARES TR | — | 1,644.0 | $283K | 0.04% | NEW | — | $172.43 | -3.2% |
| 333 | DBB | INVESCO DB MULTI-SECTOR COMM | Financial Services | 11,800.0 | $283K | 0.04% | NEW | — | $24.00 | +6.0% |
| 334 | HON | HONEYWELL INTL INC | Industrials | 1,236.0 | $281K | 0.04% | NEW | — | $227.52 | -4.3% |
| 335 | ITOT | ISHARES TR | — | 1,860.0 | $281K | 0.04% | NEW | — | $150.98 | +6.7% |
| 336 | DHR | DANAHER CORPORATION | Healthcare | 1,276.0 | $279K | 0.04% | NEW | — | $218.82 | -24.8% |
| 337 | IGSB | ISHARES TR | — | 5,251.0 | $279K | 0.04% | NEW | — | $53.11 | -1.6% |
| 338 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 941.0 | $279K | 0.04% | NEW | — | $296.36 | +17.2% |
| 339 | MCO | MOODYS CORP | Financial Services | 536.0 | $276K | 0.04% | NEW | — | $515.56 | -16.1% |
| 340 | RPV | INVESCO EXCHANGE TRADED FD T | — | 2,569.0 | $276K | 0.04% | NEW | — | $107.33 | +2.9% |
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%