Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 381 | BP | BP PLC | Energy | 5,562.0 | $211K | 0.03% | NEW | — | $37.88 | +17.1% |
| 382 | INTU | INTUIT | Technology | 420.0 | $210K | 0.03% | NEW | — | $498.92 | -24.2% |
| 383 | GOCT | FIRST TR EXCHNG TRADED FD VI | — | 5,273.0 | $209K | 0.03% | NEW | — | $39.63 | +3.5% |
| 384 | ARKW | ARK ETF TR | — | 1,516.0 | $208K | 0.03% | NEW | — | $136.95 | +4.5% |
| 385 | ASHR | DBX ETF TR | — | 6,128.0 | $205K | 0.03% | NEW | — | $33.44 | +6.1% |
| 386 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 353.0 | $204K | 0.03% | NEW | — | $578.61 | -22.5% |
| 387 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 462.0 | $204K | 0.03% | NEW | — | $441.09 | +31.5% |
| 388 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 3,414.0 | $203K | 0.03% | NEW | — | $59.58 | +8.5% |
| 389 | F | FORD MTR CO | Consumer Cyclical | 13,402.0 | $186K | 0.03% | NEW | — | $13.88 | +4.3% |
| 390 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | — | 10,487.0 | $183K | 0.03% | NEW | — | $17.41 | -8.3% |
| 391 | PDBC | INVESCO ACTVELY MNGD ETC FD | — | 11,161.0 | $162K | 0.03% | NEW | — | $14.52 | +28.2% |
| 392 | WSR | WHITESTONE REIT | Real Estate | 10,933.0 | $156K | 0.02% | NEW | — | $14.24 | +33.4% |
| 393 | NOW PUT | SERVICENOW INC | Technology | 1,000.0 | $153K | 0.02% | NEW | — | $153.19 | -40.9% |
| 394 | — | MSC INCOME FUND INC | — | 10,902.0 | $144K | 0.02% | NEW | — | $13.24 | — |
| 395 | FBRT | FRANKLIN BSP RLTY TR INC | Real Estate | 13,535.0 | $139K | 0.02% | NEW | — | $10.26 | -11.1% |
| 396 | TCPC | BLACKROCK TCP CAPITAL CORP | Financial Services | 15,026.0 | $78K | 0.01% | NEW | — | $5.18 | -17.4% |
| 397 | BABA CALL | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 500.0 | $77K | 0.01% | NEW | — | $153.19 | -13.4% |
| 398 | — | NUVEEN CR STRATEGIES INCOME | — | 14,833.0 | $77K | 0.01% | NEW | — | $5.16 | — |
| 399 | EDD | MORGAN STANLEY EMERGING MKTS | Financial Services | 12,776.0 | $75K | 0.01% | NEW | — | $5.85 | -7.4% |
| 400 | TEI | TEMPLETON EMERGING MKTS INCO | Financial Services | 11,070.0 | $75K | 0.01% | NEW | — | $6.74 | -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
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%