Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | MCO | MOODYS CORP | Financial Services | 604.0 | $263K | 0.04% | +68.0 | +12.7% | $436.25 | +2.3% |
| 342 | VUG | VANGUARD INDEX FDS | — | 603.0 | $263K | 0.04% | +50.0 | +9.0% | $436.87 | -80.5% |
| 343 | BP | BP PLC | Energy | 5,603.0 | $263K | 0.04% | +41.0 | +0.7% | $47.00 | -9.1% |
| 344 | ANET | ARISTA NETWORKS INC | Technology | 2,131.0 | $262K | 0.04% | +441.0 | +26.1% | $122.72 | +34.1% |
| 345 | HELO | J P MORGAN EXCHANGE TRADED F | — | 4,071.0 | $260K | 0.04% | -857.0 | -17.4% | $63.91 | +5.4% |
| 346 | QYLD | GLOBAL X FDS | — | 15,092.0 | $259K | 0.04% | — | — | $17.15 | +5.5% |
| 347 | ITOT | ISHARES TR | — | 1,813.0 | $258K | 0.04% | -47.0 | -2.5% | $142.43 | +14.4% |
| 348 | WM | WASTE MGMT INC DEL | Industrials | 1,118.0 | $257K | 0.04% | — | — | $229.70 | -4.7% |
| 349 | VXUS | VANGUARD STAR FDS | — | 3,306.0 | $255K | 0.04% | — | — | $77.11 | +11.3% |
| 350 | PHM | PULTE GROUP INC | Consumer Cyclical | 2,150.0 | $253K | 0.04% | +221.0 | +11.5% | $117.56 | +5.4% |
| 351 | VTV | VANGUARD INDEX FDS | — | 1,280.0 | $251K | 0.04% | -21.0 | -1.6% | $196.26 | +10.7% |
| 352 | UBER | UBER TECHNOLOGIES INC | Technology | 3,462.0 | $249K | 0.04% | -357.0 | -9.3% | $71.91 | -5.4% |
| 353 | DHR | DANAHER CORP DEL | Healthcare | 1,305.0 | $248K | 0.04% | +29.0 | +2.3% | $189.98 | -5.1% |
| 354 | FITB | FIFTH THIRD BANCORP | Financial Services | 5,273.0 | $246K | 0.04% | +458.0 | +9.5% | $46.71 | +16.8% |
| 355 | GSEP | FIRST TR EXCHNG TRADED FD VI | — | 6,452.0 | $246K | 0.04% | -1K | -13.4% | $38.11 | +6.8% |
| 356 | AMP | AMERIPRISE FINL INC | Financial Services | 542.0 | $241K | 0.04% | -541.0 | -50.0% | $444.40 | +3.7% |
| 357 | IWR | ISHARES TR | — | 2,468.0 | $240K | 0.04% | — | — | $97.21 | +12.0% |
| 358 | YMAR | FIRST TR EXCHNG TRADED FD VI | — | 8,755.0 | $239K | 0.04% | +400.0 | +4.8% | $27.35 | +4.5% |
| 359 | VNQ | VANGUARD INDEX FDS | — | 2,654.0 | $235K | 0.04% | -20.0 | -0.8% | $88.71 | +10.8% |
| 360 | DXYZ | DESTINY TECH100 INC | — | 8,748.0 | $234K | 0.04% | NEW | — | $26.78 | +10.8% |
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
30.3%
Financial Services
23.9%
Consumer Cyclical
8.9%
Communication Services
8.6%
Industrials
7.3%
Consumer Defensive
6.1%
Healthcare
5.9%
Energy
4.0%
Real Estate
2.2%
Utilities
2.1%