Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 4,178.0 | $1.3M | 0.20% | NEW | — | $306.67 | -32.9% |
| 122 | GILD | GILEAD SCIENCES INC | Healthcare | 9,007.0 | $1.3M | 0.20% | NEW | — | $141.95 | -8.2% |
| 123 | LRCX | LAM RESEARCH CORP | Technology | 5,467.0 | $1.3M | 0.20% | NEW | — | $233.46 | +36.8% |
| 124 | BBIN | J P MORGAN EXCHANGE TRADED F | — | 16,521.0 | $1.3M | 0.19% | NEW | — | $76.17 | +2.9% |
| 125 | DNOV | FIRST TR EXCHNG TRADED FD VI | — | 25,434.0 | $1.3M | 0.19% | NEW | — | $49.20 | +4.8% |
| 126 | FJAN | FIRST TR EXCHNG TRADED FD VI | — | 23,819.0 | $1.2M | 0.19% | NEW | — | $52.26 | +5.9% |
| 127 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 17,743.0 | $1.2M | 0.19% | NEW | — | $69.06 | +29.4% |
| 128 | QJUN | FIRST TR EXCHNG TRADED FD VI | — | 38,024.0 | $1.2M | 0.19% | NEW | — | $32.10 | +2.6% |
| 129 | GJAN | FIRST TR EXCHNG TRADED FD VI | — | 27,490.0 | $1.2M | 0.18% | NEW | — | $43.02 | +5.0% |
| 130 | FJUN | FIRST TR EXCHNG TRADED FD VI | — | 20,531.0 | $1.2M | 0.18% | NEW | — | $57.49 | +4.5% |
| 131 | AMD | ADVANCED MICRO DEVICES INC | Technology | 4,971.0 | $1.2M | 0.18% | NEW | — | $236.73 | +133.3% |
| 132 | YJUN | FIRST TR EXCHNG TRADED FD VI | — | 44,197.0 | $1.2M | 0.18% | NEW | — | $26.13 | +3.2% |
| 133 | GEV | GE VERNOVA INC | Utilities | 1,582.0 | $1.1M | 0.18% | NEW | — | $726.37 | +35.6% |
| 134 | SMIZ | ZACKS TRUST | — | 29,582.0 | $1.1M | 0.17% | NEW | — | $38.66 | +10.8% |
| 135 | VHT | VANGUARD WORLD FD | — | 3,959.0 | $1.1M | 0.17% | NEW | — | $287.26 | +4.4% |
| 136 | JAVA | J P MORGAN EXCHANGE TRADED F | — | 15,139.0 | $1.1M | 0.17% | NEW | — | $74.97 | +6.8% |
| 137 | XLF | SELECT SECTOR SPDR TR | — | 20,665.0 | $1.1M | 0.17% | NEW | — | $53.44 | +4.9% |
| 138 | V | VISA INC | Financial Services | 3,379.0 | $1.1M | 0.17% | NEW | — | $321.80 | +9.8% |
| 139 | PFE | PFIZER INC | Healthcare | 40,348.0 | $1.1M | 0.16% | NEW | — | $26.44 | -6.1% |
| 140 | COP | CONOCOPHILLIPS | Energy | 9,838.0 | $1.0M | 0.16% | NEW | — | $104.23 | +14.0% |
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%