Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 361 | SCHW | SCHWAB CHARLES CORP | Financial Services | 2,276.0 | $237K | 0.04% | NEW | — | $103.92 | -10.8% |
| 362 | BKCH | GLOBAL X FDS | — | 3,268.0 | $235K | 0.04% | NEW | — | $72.04 | +21.3% |
| 363 | FDT | FIRST TR EXCH TRD ALPHDX FD | — | 2,686.0 | $235K | 0.04% | NEW | — | $87.32 | +15.2% |
| 364 | VRT | VERTIV HOLDINGS CO | Industrials | 1,255.0 | $234K | 0.04% | NEW | — | $186.18 | +67.8% |
| 365 | ILF | ISHARES TR | — | 6,549.0 | $232K | 0.04% | NEW | — | $35.36 | -1.6% |
| 366 | YMAR | FIRST TR EXCHNG TRADED FD VI | — | 8,355.0 | $230K | 0.04% | NEW | — | $27.47 | +4.7% |
| 367 | IGE | ISHARES TR | — | 4,075.0 | $229K | 0.04% | NEW | — | $56.22 | +5.0% |
| 368 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 918.0 | $229K | 0.04% | NEW | — | $249.37 | -12.1% |
| 369 | SYK | STRYKER CORPORATION | Healthcare | 618.0 | $228K | 0.04% | NEW | — | $369.56 | -17.0% |
| 370 | JGLO | J P MORGAN EXCHANGE TRADED F | — | 3,248.0 | $225K | 0.03% | NEW | — | $69.21 | +3.4% |
| 371 | SPYI | NEOS ETF TRUST | — | 4,254.0 | $224K | 0.03% | NEW | — | $52.71 | +1.0% |
| 372 | VIGI | VANGUARD WHITEHALL FDS | — | 2,384.0 | $220K | 0.03% | NEW | — | $92.46 | +2.7% |
| 373 | IBBQ | INVESCO EXCH TRADED FD TR II | — | 7,563.0 | $220K | 0.03% | NEW | — | $29.10 | +3.2% |
| 374 | ITB | ISHARES TR | — | 2,151.0 | $219K | 0.03% | NEW | — | $102.03 | -1.7% |
| 375 | MDT | MEDTRONIC PLC | Healthcare | 2,092.0 | $215K | 0.03% | NEW | — | $102.96 | -22.0% |
| 376 | FERG | FERGUSON ENTERPRISES INC | Industrials | 853.0 | $215K | 0.03% | NEW | — | $252.46 | -6.4% |
| 377 | NSC | NORFOLK SOUTHN CORP | Industrials | 736.0 | $214K | 0.03% | NEW | — | $291.24 | +4.7% |
| 378 | ICLN | ISHARES TR | — | 11,721.0 | $213K | 0.03% | NEW | — | $18.15 | +14.8% |
| 379 | PSX | PHILLIPS 66 | Energy | 1,481.0 | $213K | 0.03% | NEW | — | $143.60 | +17.3% |
| 380 | HOOD | ROBINHOOD MKTS INC | Financial Services | 2,127.0 | $212K | 0.03% | NEW | — | $99.48 | +2.5% |
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
31.1%
Financial Services
23.5%
Consumer Cyclical
10.0%
Communication Services
9.4%
Industrials
7.0%
Healthcare
5.7%
Consumer Defensive
5.6%
Energy
3.2%
Real Estate
2.1%
Utilities
1.8%