Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | CWB | SPDR SERIES TRUST | — | 16,700.0 | $1.8M | 0.25% | -414.0 | -2.4% | $108.05 | -4.0% |
| 102 | JPEF | J P MORGAN EXCHANGE TRADED F | — | 21,779.0 | $1.7M | 0.24% | -310.0 | -1.4% | $80.33 | +1.3% |
| 103 | ABBV | ABBVIE INC | Healthcare | 6,930.0 | $1.7M | 0.24% | +240.0 | +3.6% | $251.71 | +5.3% |
| 104 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 40,378.0 | $1.7M | 0.23% | +599.0 | +1.5% | $42.35 | +16.8% |
| 105 | IDV | ISHARES TR | — | 40,516.0 | $1.7M | 0.23% | +204.0 | +0.5% | $41.43 | +8.8% |
| 106 | JNJ | JOHNSON & JOHNSON | Healthcare | 6,538.0 | $1.7M | 0.23% | +273.0 | +4.4% | $254.06 | +6.4% |
| 107 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 18,020.0 | $1.6M | 0.22% | +392.0 | +2.2% | $89.93 | +5.5% |
| 108 | DBL | DOUBLELINE OPPORTUNISTIC CR | Financial Services | 112,190.0 | $1.6M | 0.22% | -3K | -2.3% | $14.38 | -2.0% |
| 109 | GBIL | GOLDMAN SACHS ETF TR | — | 15,984.0 | $1.6M | 0.22% | -594.0 | -3.6% | $99.32 | +0.8% |
| 110 | JBND | J P MORGAN EXCHANGE TRADED F | — | 29,535.0 | $1.6M | 0.22% | +6K | +23.9% | $53.50 | -1.6% |
| 111 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 8,696.0 | $1.6M | 0.22% | +88.0 | +1.0% | $180.97 | +4.0% |
| 112 | BAC | BANK OF AMER CORP | Financial Services | 27,235.0 | $1.6M | 0.21% | +430.0 | +1.6% | $57.00 | +8.2% |
| 113 | MO | ALTRIA GROUP INC | Consumer Defensive | 21,567.0 | $1.6M | 0.21% | -2K | -6.8% | $71.97 | -8.2% |
| 114 | SMIZ | ZACKS TRUST | — | 34,400.0 | $1.5M | 0.21% | +2K | +6.1% | $44.62 | -4.4% |
| 115 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 13,134.0 | $1.5M | 0.21% | -578.0 | -4.2% | $116.69 | +54.2% |
| 116 | VGIT | VANGUARD SCOTTSDALE FDS | — | 25,781.0 | $1.5M | 0.21% | +569.0 | +2.3% | $59.14 | -1.4% |
| 117 | QSPT | FIRST TR EXCHNG TRADED FD VI | — | 43,610.0 | $1.5M | 0.21% | -480.0 | -1.1% | $34.84 | +1.6% |
| 118 | SOXX | ISHARES TR | — | 2,350.0 | $1.5M | 0.21% | +163.0 | +7.5% | $640.77 | -18.8% |
| 119 | — | BERKSHIRE HATHAWAY INC DEL | — | 2.0 | $1.5M | 0.20% | — | — | $748850.00 | — |
| 120 | PFE | PFIZER INC | Healthcare | 61,665.0 | $1.5M | 0.20% | +21K | +50.8% | $24.09 | +16.5% |
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%