Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 3,374.0 | $311K | 0.04% | — | — | $92.09 | -3.2% |
| 342 | CVS | CVS HEALTH CORP | Healthcare | 2,968.0 | $307K | 0.04% | NEW | — | $103.45 | -10.1% |
| 343 | USDU | WISDOMTREE TR | — | 11,438.0 | $306K | 0.04% | +99.0 | +0.9% | $26.75 | -1.9% |
| 344 | PHM | PULTE GROUP INC | Consumer Cyclical | 2,225.0 | $306K | 0.04% | +75.0 | +3.5% | $137.39 | -6.1% |
| 345 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 178.0 | $302K | 0.04% | -7.0 | -3.8% | $1697.39 | +13.3% |
| 346 | ITOT | ISHARES TR | — | 1,813.0 | $298K | 0.04% | — | — | $164.27 | +2.3% |
| 347 | GLDM | WORLD GOLD TR | Financial Services | 3,618.0 | $289K | 0.04% | NEW | — | $79.90 | +14.3% |
| 348 | EFRA | ISHARES TR | — | 8,037.0 | $288K | 0.04% | +316.0 | +4.1% | $35.86 | +1.0% |
| 349 | MCO | MOODYS CORP | Financial Services | 635.0 | $288K | 0.04% | +31.0 | +5.1% | $453.63 | +11.0% |
| 350 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,433.0 | $288K | 0.04% | -105.0 | -6.8% | $200.90 | +8.5% |
| 351 | — | FIRST TR EXCHANGE TRADED FD | — | 12,050.0 | $287K | 0.04% | — | — | $23.85 | — |
| 352 | EWW | ISHARES INC | — | 3,778.0 | $284K | 0.04% | NEW | — | $75.27 | +2.8% |
| 353 | VXUS | VANGUARD STAR FDS | — | 3,306.0 | $283K | 0.04% | — | — | $85.49 | +2.6% |
| 354 | BSV | VANGUARD BD INDEX FDS | — | 3,612.0 | $281K | 0.04% | -2K | -36.3% | $77.91 | -0.4% |
| 355 | — | ZACKS TRUST | — | 8,821.0 | $280K | 0.04% | NEW | — | $31.78 | — |
| 356 | IGM | ISHARES TR | — | 1,703.0 | $279K | 0.04% | NEW | — | $163.58 | -2.9% |
| 357 | HELO | J P MORGAN EXCHANGE TRADED F | — | 4,076.0 | $275K | 0.04% | — | — | $67.58 | +2.7% |
| 358 | IGSB | ISHARES TR | — | 5,251.0 | $275K | 0.04% | — | — | $52.41 | -0.6% |
| 359 | IWR | ISHARES TR | — | 2,488.0 | $274K | 0.04% | +20.0 | +0.8% | $110.31 | +2.8% |
| 360 | YMAR | FIRST TR EXCHNG TRADED FD VI | — | 9,480.0 | $272K | 0.04% | +725.0 | +8.3% | $28.66 | +2.4% |
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%