Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | WPC | WP CAREY INC | Real Estate | 6,935.0 | $496K | 0.07% | +488.0 | +7.6% | $71.50 | -0.4% |
| 262 | — | UNILEVER PLC | — | 8,228.0 | $495K | 0.07% | +321.0 | +4.1% | $60.14 | — |
| 263 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 3,721.0 | $494K | 0.07% | +22.0 | +0.6% | $132.70 | +2.6% |
| 264 | CMI | CUMMINS INC | Industrials | 690.0 | $492K | 0.07% | +58.0 | +9.2% | $713.21 | -17.6% |
| 265 | IXN | ISHARES TR | — | 3,376.0 | $488K | 0.07% | — | — | $144.48 | -3.5% |
| 266 | BK | BANK OF NY MELLON CORP | Financial Services | 3,342.0 | $483K | 0.07% | +234.0 | +7.5% | $144.61 | -1.9% |
| 267 | FTGS | FIRST TR EXCHANGE-TRADED FD | — | 13,026.0 | $482K | 0.07% | +4K | +47.9% | $37.00 | +6.9% |
| 268 | TJX | TJX COS INC NEW | Consumer Cyclical | 3,176.0 | $482K | 0.07% | +141.0 | +4.7% | $151.64 | -7.3% |
| 269 | NOC | NORTHROP GRUMMAN CORP | Industrials | 940.0 | $479K | 0.07% | — | — | $509.21 | +8.2% |
| 270 | TMUS | T-MOBILE US INC | Communication Services | 2,819.0 | $473K | 0.07% | +36.0 | +1.3% | $167.96 | +9.0% |
| 271 | DAL | DELTA AIR LINES INC | Industrials | 5,027.0 | $471K | 0.07% | +645.0 | +14.7% | $93.67 | -12.0% |
| 272 | RSG | REPUBLIC SVCS INC | Industrials | 2,188.0 | $467K | 0.06% | +74.0 | +3.5% | $213.27 | +3.5% |
| 273 | FTS | FORTIS INC | Utilities | 8,117.0 | $465K | 0.06% | +285.0 | +3.6% | $57.27 | -4.1% |
| 274 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 1,150.0 | $457K | 0.06% | +48.0 | +4.4% | $397.68 | -4.7% |
| 275 | DBMF | LITMAN GREGORY FDS TR | — | 14,750.0 | $453K | 0.06% | +1K | +11.2% | $30.69 | +2.2% |
| 276 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 15,342.0 | $451K | 0.06% | — | — | $29.40 | -0.7% |
| 277 | DJAN | FIRST TR EXCHNG TRADED FD VI | — | 9,904.0 | $451K | 0.06% | -465.0 | -4.5% | $45.52 | +1.8% |
| 278 | LMT | LOCKHEED MARTIN CORP | Industrials | 885.0 | $451K | 0.06% | +29.0 | +3.4% | $509.17 | +10.7% |
| 279 | AVEM | AMERICAN CENTY ETF TR | — | 4,646.0 | $448K | 0.06% | +1K | +36.6% | $96.49 | -2.3% |
| 280 | WFC | WELLS FARGO & CO | Financial Services | 5,381.0 | $445K | 0.06% | +444.0 | +9.0% | $82.63 | +1.5% |
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%