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Size ($ in 1000's)
At 03/31/2024: $356,217
At 12/31/2023: $336,716
Ignite Planners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ignite Planners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Ignite Planners LLC top holdings by largest position size, as per the latest 13f filing made by Ignite Planners LLC.
In the Ignite Planners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Ignite Planners LLC in that top holding, then the share count change between reporting periods, and finally the Ignite Planners LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
222,627 |
+9,289 |
$20,660 | | SCHG | 222,627 | +9,289 | $20,660 | | APPLE INC |
81,074 |
-45,978 |
$13,785 | | AAPL | 81,074 | -45,978 | $13,785 | | FIRST TR EXCHNG TRADED FD VI (DJUL) |
283,909 |
-4,172 |
$10,973 | | DJUL | 283,909 | -4,172 | $10,973 | | MICROSOFT CORP |
23,486 |
-1,179 |
$9,971 | | MSFT | 23,486 | -1,179 | $9,971 | | NVIDIA CORPORATION |
9,621 |
+442 |
$8,693 | | NVDA | 9,621 | +442 | $8,693 | | SPDR S&P 500 ETF TR (SPY) |
14,157 |
-753 |
$7,392 | | SPY | 14,157 | -753 | $7,392 | | PGIM ETF TR (PULS) |
145,579 |
+41,194 |
$7,202 | | PULS | 145,579 | +41,194 | $7,202 | | FIRST TR EXCHANGE TRADED FD (SKYY) |
75,295 |
-1,301 |
$7,197 | | SKYY | 75,295 | -1,301 | $7,197 | | AMAZON COM INC |
32,009 |
-1,344 |
$5,793 | | AMZN | 32,009 | -1,344 | $5,793 | | SPDR SER TR (SPYV) |
111,227 |
+15,444 |
$5,538 | | SPYV | 111,227 | +15,444 | $5,538 | | SPDR INDEX SHS FDS (SPDW) |
150,358 |
+34,363 |
$5,365 | | SPDW | 150,358 | +34,363 | $5,365 | | VIRTUS ETF TR II (SEIX) |
218,479 |
+60,947 |
$5,246 | | SEIX | 218,479 | +60,947 | $5,246 | | FIRST TR EXCHNG TRADED FD VI (BUFR) |
163,279 |
+106,906 |
$4,557 | | BUFR | 163,279 | +106,906 | $4,557 | | SPDR SER TR (SPIB) |
139,340 |
+25,779 |
$4,520 | | SPIB | 139,340 | +25,779 | $4,520 | | VANGUARD WORLD FD (VCR) |
14,272 |
-268 |
$4,506 | | VCR | 14,272 | -268 | $4,506 | | J P MORGAN EXCHANGE TRADED F (JPIB) |
90,987 |
+24,725 |
$4,306 | | JPIB | 90,987 | +24,725 | $4,306 | | J P MORGAN EXCHANGE TRADED F (JEPQ) |
78,708 |
+4,073 |
$4,245 | | JEPQ | 78,708 | +4,073 | $4,245 | | FIRST TR EXCHANGE TRADED FD (EDOW) |
120,990 |
-8,451 |
$4,152 | | EDOW | 120,990 | -8,451 | $4,152 | | VANGUARD INDEX FDS (VOO) |
8,289 |
-2,379 |
$3,980 | | VOO | 8,289 | -2,379 | $3,980 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
69,301 |
-1,514 |
$3,969 | | JEPI | 69,301 | -1,514 | $3,969 | | FIRST TR EXCHNG TRADED FD VI (FAUG) |
90,500 |
-72 |
$3,873 | | FAUG | 90,500 | -72 | $3,873 | | TRUSTMARK CORP |
140,159 |
-2,378 |
$3,856 | | TRMK | 140,159 | -2,378 | $3,856 | | META PLATFORMS INC |
7,726 |
-597 |
$3,797 | | META | 7,726 | -597 | $3,797 | | TESLA INC |
21,002 |
-213 |
$3,680 | | TSLA | 21,002 | -213 | $3,680 | | SCHWAB STRATEGIC TR |
55,788 |
+37 |
$3,458 | | SCHX | 55,788 | +37 | $3,458 | | ISHARES TR (IUSB) |
75,016 |
+20,657 |
$3,386 | | IUSB | 75,016 | +20,657 | $3,386 | | BOEING CO |
16,687 |
-86 |
$3,162 | | BA | 16,687 | -86 | $3,162 | | CATERPILLAR INC |
8,176 |
-1,251 |
$2,974 | | CAT | 8,176 | -1,251 | $2,974 | | FIRST TR EXCHNG TRADED FD VI (QJUN) |
116,238 |
-1,713 |
$2,959 | | QJUN | 116,238 | -1,713 | $2,959 | | INVESCO EXCH TRADED FD TR II (EELV) |
119,541 |
+35,012 |
$2,847 | | EELV | 119,541 | +35,012 | $2,847 | | J P MORGAN EXCHANGE TRADED F (JCPB) |
61,636 |
+17,704 |
$2,844 | | JCPB | 61,636 | +17,704 | $2,844 | | COSTCO WHSL CORP NEW |
3,717 |
-18 |
$2,680 | | COST | 3,717 | -18 | $2,680 | | GOLDMAN SACHS ETF TR (GSST) |
50,172 |
+20,318 |
$2,515 | | GSST | 50,172 | +20,318 | $2,515 | | ALPHABET INC |
15,046 |
-452 |
$2,340 | | GOOGL | 15,046 | -452 | $2,340 | | NUVEEN CA QUALTY MUN INCOME |
212,658 |
+36,728 |
$2,339 | | NAC | 212,658 | +36,728 | $2,339 | | HOME DEPOT INC |
5,894 |
-316 |
$2,169 | | HD | 5,894 | -316 | $2,169 |  BERKSHIRE HATHAWAY INC DEL |
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$2,152 | | BRK.B | 5,121 | UNCH | $2,152 | | BLACKROCK MUNIHLDNGS CALI QL |
195,112 |
+9 |
$2,146 | | MUC | 195,112 | +9 | $2,146 | | SPDR INDEX SHS FDS (QWLD) |
16,881 |
+4,584 |
$2,017 | | QWLD | 16,881 | +4,584 | $2,017 | | ALPHABET INC |
12,876 |
+41 |
$2,015 | | GOOG | 12,876 | +41 | $2,015 | | SELECT SECTOR SPDR TR (XLP) |
26,507 |
-5,548 |
$2,008 | | XLP | 26,507 | -5,548 | $2,008 | | ISHARES TR (IMCG) |
28,350 |
+2,203 |
$1,989 | | IMCG | 28,350 | +2,203 | $1,989 | | ISHARES TR (FALN) |
74,664 |
+20,601 |
$1,985 | | FALN | 74,664 | +20,601 | $1,985 | | JPMORGAN CHASE & CO |
9,963 |
-5,423 |
$1,982 | | JPM | 9,963 | -5,423 | $1,982 | | SPDR SER TR (MDYV) |
26,201 |
+4,246 |
$1,974 | | MDYV | 26,201 | +4,246 | $1,974 | | ISHARES TR (IJH) |
32,425 |
+25,875 |
$1,957 | | IJH | 32,425 | +25,875 | $1,957 | | BROADCOM INC |
1,446 |
-19 |
$1,953 | | AVGO | 1,446 | -19 | $1,953 | | ISHARES TR (IEFA) |
26,104 |
+1,188 |
$1,929 | | IEFA | 26,104 | +1,188 | $1,929 | | MASTERCARD INCORPORATED |
4,023 |
-570 |
$1,925 | | MA | 4,023 | -570 | $1,925 | | ISHARES TR (TFLO) |
37,682 |
+15,276 |
$1,901 | | TFLO | 37,682 | +15,276 | $1,901 |
See Full List: All Stocks Held By Ignite Planners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ignite Planners LLC
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