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Ignite Planners, LLC

SEC CIK
0001849348
Latest filing
Jul 23, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 2, 2022. Long positions only.

Institution overview
Positions
173
No filing for Q3 2021
Portfolio value
$153.7M
No filing for Q3 2021
Filed
Feb 2, 2022
SEC

Ignite Planners, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Ignite Planners, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock106,728$18.2M11.8%––History
SPYSPDR S&P 500 ETF TrustETF15,680$7.17M4.7%––History
MSFTMicrosoft CorpStock16,599$5.05M3.3%––History
First Tr Exchange-Traded FD33738D309SENIOR LN FD78,285$3.76M2.4%–––
MAMastercard IncStock8,896$3.27M2.1%––History
BAXBaxter International IncStock37,671$3.25M2.1%––History
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF32,106$2.57M1.7%–––
XYZBlock, Inc.CL A16,617$2.20M1.4%––History
HDHome Depot, Inc.Stock5,729$2.10M1.4%––History
iShares Core S&P Mid-Cap ETF464287507ETF7,617$2.08M1.4%–––
GSGoldman Sachs Group IncStock5,326$1.88M1.2%––History
CATCaterpillar IncStock8,044$1.83M1.2%––History
iShares Core U.S. Aggregate Bond ETF464287226ETF16,358$1.83M1.2%–––
HWCHancock Whitney CorpCOM31,584$1.73M1.1%––History
EWEdwards Lifesciences CorpStock14,855$1.72M1.1%––History
First Tr Exchange-Traded FD33733E872LUNT US FACTOR52,211$1.69M1.1%–––
FFord Motor CoStock63,104$1.54M1.0%––History
AMZNAmazon Com IncStock485$1.54M1.0%––History
Invesco QQQ Trust Series I46090E103ETF4,080$1.52M1.0%–––
PGProcter & Gamble CoStock9,538$1.49M1.0%––History
WMTWalmart Inc.Stock10,400$1.48M1.0%––History
DXCMDexcom IncCOM3,398$1.47M1.0%––History
iShares Core S&P Small Cap ETF464287804ETF12,939$1.44M0.9%–––
DEDeere & CoStock3,761$1.43M0.9%––History
QCOMQualcomm IncStock7,528$1.37M0.9%––History
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM68,375$1.36M0.9%––History
VVisa Inc.Stock6,154$1.33M0.9%––History
MELIMercadolibre IncCOM1,189$1.32M0.9%––History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD16,217$1.31M0.8%–––
SOSouthern CoStock19,099$1.30M0.8%––History
Global X FDS37954Y673US INFR DEV ETF46,495$1.28M0.8%–––
SWKStanley Black & Decker, Inc.COM6,686$1.27M0.8%––History
iShares Tr464288760US AER DEF ETF11,633$1.25M0.8%–––
iShares Core MSCI Eafe ETF46432F842ETF16,571$1.22M0.8%–––
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF6,024$1.16M0.8%–––
WMWaste Management IncStock7,300$1.13M0.7%––History
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL23,733$1.13M0.7%–––
JPMJPMorgan Chase & CoStock7,280$1.10M0.7%––History
KOCoca Cola CoStock17,806$1.08M0.7%––History
TSLATesla, Inc.Stock1,015$1.06M0.7%––History
First Tr Exchange-Traded Alp33735K108COM SHS9,702$1.05M0.7%–––
First Tr Exchange-Traded FD33736Q104UT COM SHS ETF16,652$1.05M0.7%–––
First Tr Exch Traded FD III33739E108PFD SECS INC ETF49,927$1.01M0.7%–––
First Tr Exchng Traded FD VI33740F789MLT MNGD LRG GRW39,857$966.0K0.6%–––
COPConocoPhillipsStock10,698$933.0K0.6%––History
First Tr Exchange Traded FD33738R118NASD TECH DIV15,059$930.0K0.6%–––
PYPLPayPal Holdings, Inc.Stock5,191$912.0K0.6%––History
PFEPfizer IncStock16,576$894.0K0.6%––History
RNSTRenasant CorpCOM22,050$891.0K0.6%––History
First Trust Rising Dividend Achievers ETF33738R506ETF17,074$881.0K0.6%–––
METAMeta Platforms, Inc.Stock2,732$875.0K0.6%––History
TAT&T Inc.Stock31,913$870.0K0.6%––History
TRMKTrustmark CorpCOM24,159$843.0K0.5%––History
XOMExxonMobil Holdings CorpCOM10,780$783.0K0.5%––History
LOWLowes Companies IncStock3,208$765.0K0.5%––History
BRK.BBerkshire Hathaway IncStock2,343$752.0K0.5%––History
State Street Technology Select Sector SPDR ETF81369Y803ETF4,621$751.0K0.5%–––
First Tr Exchange-Traded Alp33735J101COM SHS10,471$748.0K0.5%–––
GOOGLAlphabet Inc.Stock268$731.0K0.5%––History
First Tr Exchange Trad FD VI33739H101FST TR GLB FD30,350$728.0K0.5%–––
SPDR Series Trust78464A763ST STR SP DIV5,620$726.0K0.5%–––
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF14,830$714.0K0.5%–––
FISFidelity National Information Services, Inc.Stock6,123$704.0K0.5%––History
VZVerizon Communications IncStock13,055$698.0K0.5%––History
COFCapital One Financial CorpStock4,349$686.0K0.4%––History
Schwab Emerging Markets Equity ETF808524706ETF22,465$675.0K0.4%–––
NKENIKE, Inc.Stock4,522$667.0K0.4%––History
CVSCVS Health CorpStock6,352$666.0K0.4%––History
iShares Tr4642874407-10 YR TRSY BD5,942$665.0K0.4%–––
ETF Ser Solutions26922A289DEFIANCE CONNECT16,507$650.0K0.4%–––
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF17,952$639.0K0.4%–––
Vanguard Mortgage-Backed Securities ETF92206C771ETF12,275$637.0K0.4%–––
JNJJohnson & JohnsonStock3,804$636.0K0.4%––History
BTXBlackRock Technology & Private Equity Term TrustSHS BEN INT48,000$628.0K0.4%––History
PMPhilip Morris International Inc.Stock6,125$625.0K0.4%––History
MGEEMge Energy IncCOM8,038$617.0K0.4%––History
iShares Tr464288646ISHS 1-5YR INVS11,466$612.0K0.4%–––
IBMInternational Business Machines CorpStock4,556$607.0K0.4%––History
MOAltria Group, Inc.Stock11,905$602.0K0.4%––History
First Tr Exchange-Traded FD33734X853INTL EQUITY OPP11,280$598.0K0.4%–––
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF8,779$591.0K0.4%–––
EXASExact Sciences CorpCOM7,590$586.0K0.4%––History
Vanguard Mun BD FDS922907746TAX EXEMPT BD10,703$582.0K0.4%–––
CSCOCisco Systems, Inc.Stock9,628$575.0K0.4%––History
Vanguard Scottsdale FDS92206C649VNG RUS2000VAL4,018$575.0K0.4%–––
Vanguard Ftse All-World Ex-US Index Fund922042775ETF9,361$572.0K0.4%–––
BACBank of America CorpStock11,601$537.0K0.3%––History
NVDANVIDIA CorpStock2,021$526.0K0.3%––History
GSKGSK plcSPONSORED ADR11,100$518.0K0.3%––History
First Tr Exchange-Traded Alp33737M102MID CP GR ALPH7,610$514.0K0.3%–––
Global X FDS37954Y715RBTCS ARTFL INTE15,861$497.0K0.3%–––
First Tr Exch Traded FD III33739P301MUNI HI INCM ETF8,715$484.0K0.3%–––
TAPMolson Coors Beverage CoCL B9,289$480.0K0.3%––History
iShares Tr464288877EAFE VALUE ETF9,093$480.0K0.3%–––
iShares Tr46428865310-20 YR TRS ETF3,350$476.0K0.3%–––
iShares Tr464287721U.S. TECH ETF4,335$460.0K0.3%–––
First Tr Exchange-Traded FD33734H106SHS10,725$455.0K0.3%–––
PIMCO ETF Tr72201R30415+ YR US TIPS5,345$450.0K0.3%–––
SPDR Series Trust78464A771ST STR SP CAPMKT4,573$447.0K0.3%–––
Vanguard Short-Term Bond ETF921937827ETF5,515$442.0K0.3%–––