S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
What recession? Professional forecasters raise expectations for US economy in 2024
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Stock market today: Asian shares mostly decline, while Tokyo again touches a record high
AT&T will give $5 to customers hit by cellphone network outage
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
What recession? Professional forecasters raise expectations for US economy in 2024
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Stock market today: Asian shares mostly decline, while Tokyo again touches a record high
AT&T will give $5 to customers hit by cellphone network outage
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
What recession? Professional forecasters raise expectations for US economy in 2024
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Stock market today: Asian shares mostly decline, while Tokyo again touches a record high
AT&T will give $5 to customers hit by cellphone network outage
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
What recession? Professional forecasters raise expectations for US economy in 2024
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Stock market today: Asian shares mostly decline, while Tokyo again touches a record high
AT&T will give $5 to customers hit by cellphone network outage

Ignite Planners, LLC Top Holdings and 13F Report (2024)

About Ignite Planners, LLC

Investment Activity

  • Ignite Planners, LLC has $336.71 million in total holdings as of December 31, 2023.
  • Ignite Planners, LLC owns shares of 282 different stocks, but just 107 companies or ETFs make up 80% of its holdings.
  • Approximately 9.39% of the portfolio was purchased this quarter.
  • About 15.70% of the portfolio was sold this quarter.
  • This quarter, Ignite Planners, LLC has purchased 322 new stocks and bought additional shares in 76 stocks.
  • Ignite Planners, LLC sold shares of 169 stocks and completely divested from 61 stocks this quarter.

Largest Holdings

Apple
$23,585,812
Microsoft
$9,147,462

Largest New Holdings this Quarter

Truist Financial
$842,148 Holding

Largest Purchases this Quarter

Trustmark
128,623 shares (about $3.57M)
iShares Core Total USD Bond Market ETF
54,359 shares (about $2.49M)
SPDR Bloomberg Convertible Securities ETF
18,421 shares (about $1.32M)
Schwab U.S. Large-Cap Growth ETF
14,257 shares (about $1.16M)

Largest Sales this Quarter

Mastercard
6,635 shares (about $2.80M)
iShares U.S. Aerospace & Defense ETF
10,606 shares (about $1.33M)
Waste Management
5,948 shares (about $1.07M)
Visa
4,085 shares (about $1.06M)
Global X U.S. Preferred ETF
52,900 shares (about $1.03M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIgnite Planners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$23,585,812$18,378 -0.1%127,0527.0%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$17,431,859$1,164,940 7.2%213,3385.2%ETF
DJUL
FT Vest U.S. Equity Deep Buffer ETF July
$10,477,506$496,705 5.0%288,0813.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$9,147,462$369,014 4.2%24,6652.7%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$7,047,412$728,374 -9.4%14,9102.1%Finance
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$6,525,182$401,669 -5.8%76,5961.9%Manufacturing
Tesla, Inc. stock logo
TSLA
Tesla
$5,270,230$61,111 -1.1%21,2151.6%Auto/Tires/Trucks
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$5,155,586$967,651 23.1%104,3851.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,000,685$881,751 -15.0%33,3531.5%Retail/Wholesale
Vanguard 500 Index Fund stock logo
VOO
Vanguard 500 Index Fund
$4,629,839$25,606 0.6%10,6681.4%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$4,495,153$848,834 23.3%95,7831.3%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$4,421,092$42,385 -0.9%9,1791.3%Computer and Technology
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$4,385,565$29,257 0.7%14,5401.3%ETF
EDOW
First Trust Dow 30 Equal Weight ETF
$4,227,529$138,445 -3.2%129,4411.3%ETF
The Boeing Company stock logo
BA
Boeing
$4,222,771$47,331 1.1%16,7731.3%Aerospace
Trustmark Co. stock logo
TRMK
Trustmark
$3,961,103$3,574,433 924.4%142,5371.2%Finance
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$3,903,347$157,258 -3.9%70,8151.2%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$3,902,056$1,159,499 42.3%115,9951.2%ETF
SEIX
Virtus Seix Senior Loan ETF
$3,772,877$1,126,364 42.6%157,5321.1%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$3,715,720$534,089 16.8%113,5611.1%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$3,699,662$327,757 9.7%74,6351.1%ETF
FT Vest U.S. Equity Buffer ETF - August stock logo
FAUG
FT Vest U.S. Equity Buffer ETF - August
$3,664,543$1,578 0.0%90,5721.1%ETF
JPMorgan International Bond Opportunities ETF stock logo
JPIB
JPMorgan International Bond Opportunities ETF
$3,148,756$1,460,996 86.6%66,2620.9%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$3,123,726$236,054 -7.0%55,7510.9%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,882,171$65,103 -2.2%8,3230.9%Computer and Technology
QJUN
FT Vest Nasdaq-100 Buffer ETF - June
$2,816,669$94,326 3.5%117,9510.8%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,759,533$89,574 3.4%9,4270.8%Industrial Products
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,647,483$322,633 -10.9%15,3860.8%Finance
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$2,492,359$2,492,359 New Holding54,3590.7%Manufacturing
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,430,011$26,675 -1.1%3,7350.7%Retail/Wholesale
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$2,334,880$104,525 -4.3%32,0550.7%ETF
BlackRock MuniHoldings California Quality Fund, Inc. stock logo
MUC
BlackRock MuniHoldings California Quality Fund
$2,192,953$135 0.0%195,1030.7%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$2,143,002$66,257 3.2%6,2100.6%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,141,359$246,357 -10.3%15,4980.6%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$2,099,540$34,232 -1.6%14,0450.6%Energy
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$2,059,969$907,930 78.8%43,9320.6%ETF
Invesco S&P Emerging Markets Low Volatility ETF stock logo
EELV
Invesco S&P Emerging Markets Low Volatility ETF
$2,024,440$768,329 61.2%84,5290.6%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,986,655$103,547 -5.0%33,2110.6%Consumer Staples
Nuveen California Quality Municipal Income Fund stock logo
NAC
Nuveen California Quality Municipal Income Fund
$1,951,060$8,972 0.5%175,9300.6%Financial Services
Mastercard Incorporated stock logo
MA
Mastercard
$1,938,199$2,799,902 -59.1%4,5930.6%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,856,157$15,586 -0.8%5,1210.6%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,840,377$92,666 -4.8%12,3730.5%Consumer Staples
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,809,503$27,626 -1.5%6,5500.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,791,252$342,061 -16.0%12,8350.5%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$1,754,424$201,980 -10.3%11,0140.5%Consumer Defensive
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,733,654$21,291 1.2%24,9160.5%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,718,674$176,816 11.5%17,3990.5%Finance
AT&T Inc. stock logo
T
AT&T
$1,708,494$199,723 -10.5%99,0420.5%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,698,660$301,630 -15.1%43,6900.5%Computer and Technology
FT Vest U.S. Equity Buffer ETF  May stock logo
FMAY
FT Vest U.S. Equity Buffer ETF May
$1,677,7490.0%40,6530.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,667,748$69,207 -4.0%26,0500.5%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$1,662,948$694,575 71.7%26,1470.5%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,638,694$152,620 -8.5%16,0090.5%Energy
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$1,611,326$325,494 25.3%21,9550.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,590,580$105,315 -6.2%1,4650.5%Computer and Technology
Hancock Whitney Co. stock logo
HWC
Hancock Whitney
$1,527,4590.0%31,5200.5%Finance
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,525,359$1,330,424 -46.6%12,1600.5%ETF
FT Vest Fund of Buffer ETFs stock logo
BUFR
FT Vest Fund of Buffer ETFs
$1,493,321$23,338 1.6%56,3730.4%ETF
Goldman Sachs Access Ultra Short Bond ETF stock logo
GSST
Goldman Sachs Access Ultra Short Bond ETF
$1,492,840$549,402 58.2%29,8540.4%ETF
J P MORGAN EXCHANGE TRADED F
$1,490,787$485,392 -24.6%28,2560.4%HEDGED EQUITY LA
FT Vest U.S. Equity Deep Buffer ETF - August stock logo
DAUG
FT Vest U.S. Equity Deep Buffer ETF - August
$1,468,7770.0%41,6320.4%ETF
DSEP
FT Vest U.S. Equity Deep Buffer ETF September
$1,446,798$97,747 7.2%39,8160.4%ETF
iShares Fallen Angels USD Bond ETF stock logo
FALN
iShares Fallen Angels USD Bond ETF
$1,420,754$416,952 41.5%54,0630.4%Manufacturing
Sixth Street Specialty Lending, Inc. stock logo
TSLX
Sixth Street Specialty Lending
$1,407,420$186,928 -11.7%65,1880.4%Finance
FT Vest U.S. Equity Deep Buffer ETF - March stock logo
DMAR
FT Vest U.S. Equity Deep Buffer ETF - March
$1,400,465$141,295 -9.2%41,3910.4%ETF
QWLD
SPDR MSCI World StrategicFactors ETF
$1,350,854$480,274 55.2%12,2970.4%ETF
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$1,318,208$1,318,208 New Holding18,4210.4%ETF
ELD
WisdomTree Emerging Markets Local Debt Fund
$1,303,504$885,067 -40.4%47,0080.4%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,286,168$179,943 -12.3%3,1950.4%Finance
The Southern Company stock logo
SO
Southern
$1,265,239$117,469 -8.5%17,8580.4%Utilities
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$1,257,770$149,886 -10.6%18,3270.4%Finance
DoubleLine Opportunistic Credit Fund stock logo
DBL
DoubleLine Opportunistic Credit Fund
$1,240,089$632,375 104.1%81,2640.4%Financial Services
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$1,236,690$266,439 27.5%14,9040.4%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,209,923$119,836 -9.0%12,6610.4%Consumer Staples
ConocoPhillips stock logo
COP
ConocoPhillips
$1,179,741$107,826 -8.4%10,0330.4%Oils/Energy
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$1,162,011$265,193 29.6%14,0260.3%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$1,156,660$67,819 -5.5%27,8170.3%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,153,506$48,556 -4.0%1,9480.3%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,147,148$183,431 -13.8%8,1800.3%Computer and Technology
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$1,130,831$423,847 60.0%22,4060.3%ETF
3M stock logo
MMM
3M
$1,058,204$35,640 3.5%9,6200.3%Multi-Sector Conglomerates
Goldman Sachs TreasuryAccess 0-1 Year ETF stock logo
GBIL
Goldman Sachs TreasuryAccess 0-1 Year ETF
$1,057,082$288,313 37.5%10,5960.3%ETF
DJUN
FT Cboe Vest U.S. Equity Deep Buffer ETF - June
$1,055,8130.0%27,8600.3%Manufacturing
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,046,892$250,806 -19.3%6,5450.3%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$1,000,517$137,083 -12.1%33,6540.3%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$999,368$80,899 -7.5%1,8530.3%Medical
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$982,351$312,640 46.7%24,2980.3%ETF
LyondellBasell Industries stock logo
LYB
LyondellBasell Industries
$970,761$96,767 -9.1%10,0520.3%Basic Materials
Bank of Montreal stock logo
BMO
Bank of Montreal
$956,091$83,990 -8.1%9,7670.3%Finance
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$943,132$943,132 New Holding9,5730.3%ETF
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$941,145$1,027,311 -52.2%48,4630.3%ETF
GSK plc stock logo
GSK
GSK
$940,934$92,353 -8.9%25,0840.3%Medical
United Microelectronics Co. stock logo
UMC
United Microelectronics
$913,856$103,624 -10.2%110,3690.3%Computer and Technology
DNOV
FT Cboe Vest U.S. Equity Deep Buffer ETF - November
$911,404$94,472 -9.4%23,6360.3%ETF
Sempra stock logo
SRE
Sempra
$906,183$78,851 -8.0%11,9520.3%Utilities
Citigroup Inc. stock logo
C
Citigroup
$899,075$70,229 -7.2%16,9500.3%Finance
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$896,335$872,191 -49.3%17,3000.3%Manufacturing
BlackRock TCP Capital Corp. stock logo
TCPC
BlackRock TCP Capital
$869,360$88,845 -9.3%74,9440.3%Finance
American Express stock logo
AXP
American Express
$861,810$42,177 -4.7%4,5770.3%Finance
Crown Castle Inc. stock logo
CCI
Crown Castle
$857,491$88,396 -9.3%7,3530.3%Finance

Showing largest 100 holdings. View all holdings.