Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | ABT | ABBOTT LABORATORIES | Healthcare | 4,031.0 | $366K | 0.05% | +67.0 | +1.7% | $90.74 | +28.5% |
| 182 | ADI | ANALOG DEVICES INC | Technology | 894.0 | $356K | 0.05% | +32.0 | +3.7% | $398.06 | -6.3% |
| 183 | VUG | VANGUARD INDEX FDS | — | 4,101.0 | $353K | 0.05% | +3K | +580.1% | $86.14 | +1.6% |
| 184 | HSY | HERSHEY CO | Consumer Defensive | 1,893.0 | $333K | 0.05% | +57.0 | +3.1% | $175.73 | +6.1% |
| 185 | QYLD | GLOBAL X FDS | — | 17,963.0 | $331K | 0.04% | +3K | +19.0% | $18.43 | -0.6% |
| 186 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,976.0 | $330K | 0.04% | +68.0 | +3.6% | $166.92 | +15.0% |
| 187 | EMR | EMERSON ELEC CO | Industrials | 2,272.0 | $326K | 0.04% | +98.0 | +4.5% | $143.34 | +9.7% |
| 188 | FITB | FIFTH THIRD BANCORP | Financial Services | 5,748.0 | $324K | 0.04% | +475.0 | +9.0% | $56.37 | -2.7% |
| 189 | DBB | INVESCO DB MULTI-SECTOR COMM | Financial Services | 13,303.0 | $321K | 0.04% | +897.0 | +7.2% | $24.15 | +5.8% |
| 190 | VTV | VANGUARD INDEX FDS | — | 1,457.0 | $317K | 0.04% | +177.0 | +13.8% | $217.86 | +3.9% |
| 191 | COKE | COCA COLA CONS INC | Consumer Defensive | 1,630.0 | $311K | 0.04% | +30.0 | +1.9% | $190.92 | -1.0% |
| 192 | USDU | WISDOMTREE TR | — | 11,438.0 | $306K | 0.04% | +99.0 | +0.9% | $26.75 | -1.9% |
| 193 | PHM | PULTE GROUP INC | Consumer Cyclical | 2,225.0 | $306K | 0.04% | +75.0 | +3.5% | $137.39 | -6.1% |
| 194 | EFRA | ISHARES TR | — | 8,037.0 | $288K | 0.04% | +316.0 | +4.1% | $35.86 | +1.0% |
| 195 | MCO | MOODYS CORP | Financial Services | 635.0 | $288K | 0.04% | +31.0 | +5.1% | $453.63 | +11.0% |
| 196 | IWR | ISHARES TR | — | 2,488.0 | $274K | 0.04% | +20.0 | +0.8% | $110.31 | +2.8% |
| 197 | YMAR | FIRST TR EXCHNG TRADED FD VI | — | 9,480.0 | $272K | 0.04% | +725.0 | +8.3% | $28.66 | +2.4% |
| 198 | IBBQ | INVESCO EXCH TRADED FD TR II | — | 7,954.0 | $260K | 0.04% | +252.0 | +3.3% | $32.72 | +10.9% |
| 199 | DHR | DANAHER CORP DEL | Healthcare | 1,353.0 | $258K | 0.04% | +48.0 | +3.7% | $190.52 | +14.9% |
| 200 | UBER | UBER TECHNOLOGIES INC | Technology | 3,494.0 | $252K | 0.04% | +32.0 | +0.9% | $72.24 | +9.1% |
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
34.6%
Financial Services
21.9%
Consumer Cyclical
9.1%
Industrials
7.9%
Communication Services
6.9%
Healthcare
6.1%
Consumer Defensive
5.4%
Energy
3.3%
Real Estate
2.4%
Utilities
2.0%