Ignite Planners, LLC
- SEC CIK
- 0001849348
- Latest filing
- Jul 23, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 3, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 248
- +80 vs. Q3 2022
- Portfolio value
- $239.0M
- +$113.8M (+90.9%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 132,293 | $19.3M | 8.1% | +36,982+38.8% | Added | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 165,559 | $10.1M | 4.2% | +165,559 | New | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,866 | $6.84M | 2.9% | +1,950+13.1% | Added | History |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 200,334 | $5.99M | 2.5% | +200,334 | New | – |
| MSFTMicrosoft Corp | Stock | 23,862 | $5.92M | 2.5% | +2,659+12.5% | Added | History |
| First Trust Cloud Computing ETF33734X192 | ETF | 84,976 | $5.46M | 2.3% | +81,134+2,111.8% | Added | – |
| MAMastercard Inc | Stock | 10,887 | $4.07M | 1.7% | +2,635+31.9% | Added | History |
| iShares Tr464287812 | US CONSM STAPLES | 20,533 | $4.02M | 1.7% | +20,533 | New | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 68,382 | $3.76M | 1.6% | +68,382 | New | – |
| Vanguard S&P 500 ETF922908363 | ETF | 9,302 | $3.47M | 1.5% | +8,221+760.5% | Added | – |
| BABoeing Co | Stock | 16,387 | $3.46M | 1.4% | +16,387 | New | History |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 101,360 | $3.22M | 1.3% | +101,360 | New | – |
| TSLATesla, Inc. | Stock | 17,306 | $3.08M | 1.3% | +13,137+315.1% | Added | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 40,533 | $2.95M | 1.2% | +40,533 | New | – |
| iShares Tr464288760 | US AER DEF ETF | 25,887 | $2.94M | 1.2% | +14,824+134.0% | Added | – |
| AMZNAmazon Com Inc | Stock | 27,537 | $2.82M | 1.2% | +15,392+126.7% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 55,918 | $2.69M | 1.1% | +55,918 | New | – |
| CATCaterpillar Inc | Stock | 9,425 | $2.49M | 1.0% | +782+9.0% | Added | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 49,697 | $2.36M | 1.0% | +30,761+162.4% | Added | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 195,060 | $2.23M | 0.9% | +170.0% | Added | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 31,855 | $2.14M | 0.9% | +31,855 | New | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 28,404 | $2.13M | 0.9% | −3,722−11.6% | Reduced | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 57,262 | $2.10M | 0.9% | +57,262 | New | – |
| KOCoca Cola Co | Stock | 34,209 | $2.07M | 0.9% | −6,471−15.9% | Reduced | History |
| HDHome Depot, Inc. | Stock | 6,327 | $2.01M | 0.8% | +2,104+49.8% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 16,499 | $1.91M | 0.8% | +4,296+35.2% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,304 | $1.91M | 0.8% | −304−4.0% | Reduced | – |
| GSGoldman Sachs Group Inc | Stock | 4,890 | $1.73M | 0.7% | −150−3.0% | Reduced | History |
| PGProcter & Gamble Co | Stock | 12,037 | $1.69M | 0.7% | +887+8.0% | Added | History |
| CVXChevron Corp | Stock | 9,419 | $1.69M | 0.7% | +3,990+73.5% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 16,239 | $1.63M | 0.7% | +3,862+31.2% | Added | – |
| WMTWalmart Inc. | Stock | 11,299 | $1.62M | 0.7% | +1,136+11.2% | Added | History |
| HWCHancock Whitney Corp | COM | 31,520 | $1.58M | 0.7% | 00.0% | Unchanged | History |
| NACNuveen California Quality Municipal Income Fund | COM | 130,240 | $1.49M | 0.6% | +31,156+31.4% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,908 | $1.46M | 0.6% | +1,097+60.6% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,662 | $1.44M | 0.6% | +4,662 | New | History |
| JPMJPMorgan Chase & Co | Stock | 9,927 | $1.40M | 0.6% | +1,044+11.8% | Added | History |
| DXCMDexcom Inc | COM | 13,052 | $1.39M | 0.6% | +164+1.3% | Added | History |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 45,567 | $1.38M | 0.6% | +45,567 | New | – |
| GOOGLAlphabet Inc. | Stock | 13,426 | $1.33M | 0.6% | +2,577+23.8% | Added | History |
| XYZBlock, Inc. | CL A | 15,738 | $1.32M | 0.6% | +1,402+9.8% | Added | History |
| PFEPfizer Inc | Stock | 29,858 | $1.31M | 0.5% | +10,239+52.2% | Added | History |
| VZVerizon Communications Inc | Stock | 31,751 | $1.29M | 0.5% | +9,428+42.2% | Added | History |
| SOSouthern Co | Stock | 18,827 | $1.28M | 0.5% | +362+2.0% | Added | History |
| COPConocoPhillips | Stock | 10,340 | $1.28M | 0.5% | −2,591−20.0% | Reduced | History |
| MELIMercadolibre Inc | COM | 1,045 | $1.28M | 0.5% | +135+14.8% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,537 | $1.23M | 0.5% | +13,537 | New | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 43,072 | $1.23M | 0.5% | −387−0.9% | Reduced | – |
| VVisa Inc. | Stock | 5,098 | $1.18M | 0.5% | −362−6.6% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 17,486 | $1.17M | 0.5% | +954+5.8% | Added | – |
| DEDeere & Co | Stock | 2,798 | $1.17M | 0.5% | +286+11.4% | Added | History |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 36,261 | $1.16M | 0.5% | +36,261 | New | – |
| QCOMQualcomm Inc | Stock | 8,386 | $1.12M | 0.5% | −3,329−28.4% | Reduced | History |
| WMWaste Management Inc | Stock | 7,297 | $1.11M | 0.5% | +446+6.5% | Added | History |
| TAT&T Inc. | Stock | 55,996 | $1.11M | 0.5% | +25,019+80.8% | Added | History |
| NVDANVIDIA Corp | Stock | 5,407 | $1.10M | 0.5% | +1,501+38.4% | Added | History |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 48,631 | $1.08M | 0.5% | −19,406−28.5% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 10,683 | $1.08M | 0.5% | +7,929+287.9% | Added | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 24,778 | $1.07M | 0.4% | +24,778 | New | – |
| UNHUnitedHealth Group Inc | Stock | 2,203 | $1.07M | 0.4% | +678+44.5% | Added | History |
| JNJJohnson & Johnson | Stock | 6,270 | $1.06M | 0.4% | +1,193+23.5% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,527 | $1.04M | 0.4% | +758+27.4% | Added | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 28,314 | $1.04M | 0.4% | +28,314 | New | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,715 | $993.4K | 0.4% | −368−3.6% | Reduced | – |
| iShares Tr464287754 | US INDUSTRIALS | 9,442 | $958.7K | 0.4% | +9,442 | New | – |
| First Tr Exchange-Traded FD33736Q104 | UT COM SHS ETF | 18,072 | $939.6K | 0.4% | +1,087+6.4% | Added | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 27,845 | $935.3K | 0.4% | +27,845 | New | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 7,725 | $913.8K | 0.4% | −260−3.3% | Reduced | – |
| BAXBaxter International Inc | Stock | 19,251 | $885.5K | 0.4% | 00.0% | Unchanged | History |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 26,086 | $883.5K | 0.4% | +26,086 | New | – |
| USBUS Bancorp DE | COM NEW | 17,930 | $877.3K | 0.4% | −646−3.5% | Reduced | History |
| SBUXStarbucks Corp | Stock | 8,004 | $872.6K | 0.4% | +3,008+60.2% | Added | History |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 26,707 | $865.0K | 0.4% | +26,707 | New | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 10,872 | $829.1K | 0.3% | +2,463+29.3% | Added | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 20,417 | $824.0K | 0.3% | +711+3.6% | Added | – |
| FFord Motor Co | Stock | 64,825 | $820.4K | 0.3% | +11,791+22.2% | Added | History |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 25,067 | $814.2K | 0.3% | +25,067 | New | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,918 | $808.3K | 0.3% | +640+12.1% | Added | – |
| PEPPepsiCo Inc | Stock | 4,596 | $781.2K | 0.3% | +2,259+96.7% | Added | History |
| AVGOBroadcom Inc. | Stock | 1,319 | $780.7K | 0.3% | −160−10.8% | Reduced | History |
| AXPAmerican Express Co | Stock | 4,516 | $778.1K | 0.3% | +4,516 | New | History |
| RNSTRenasant Corp | COM | 21,765 | $757.0K | 0.3% | +166+0.8% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 4,129 | $751.9K | 0.3% | +4,129 | New | History |
| METAMeta Platforms, Inc. | Stock | 4,927 | $747.6K | 0.3% | +2,035+70.4% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 15,048 | $731.6K | 0.3% | +329+2.2% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,597 | $714.0K | 0.3% | +4,597 | New | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,496 | $703.6K | 0.3% | +9,496 | New | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 13,666 | $698.0K | 0.3% | −604−4.2% | Reduced | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 7,337 | $697.1K | 0.3% | 00.0% | Unchanged | – |
| GILDGilead Sciences, Inc. | Stock | 8,178 | $685.7K | 0.3% | +8,178 | New | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 9,962 | $681.4K | 0.3% | +9,962 | New | – |
| First Tr Exchange-Traded Alp33733C108 | SHS ISSUED FRST | 9,020 | $680.0K | 0.3% | 00.0% | Unchanged | – |
| IBMInternational Business Machines Corp | Stock | 5,043 | $678.4K | 0.3% | +623+14.1% | Added | History |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 20,770 | $677.5K | 0.3% | +987+5.0% | Added | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 13,363 | $677.4K | 0.3% | +6,986+109.5% | Added | – |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 11,683 | $662.8K | 0.3% | +11,683 | New | – |
| ABBVAbbVie Inc. | Stock | 4,469 | $655.0K | 0.3% | +832+22.9% | Added | History |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 9,088 | $646.8K | 0.3% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 11,614 | $622.4K | 0.3% | +1,485+14.7% | Added | – |
| MRKMerck & Co., Inc. | Stock | 5,802 | $613.4K | 0.3% | +500+9.4% | Added | History |
Sold out since Q3 2022 (9)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 25,018 | $675.0K | 0.5% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 8,047 | $466.0K | 0.4% | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 7,346 | $449.0K | 0.4% | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 9,337 | $423.0K | 0.3% | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 7,593 | $369.0K | 0.3% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,534 | $362.0K | 0.3% | – |
| SNPSSynopsys Inc | COM | 759 | $241.0K | 0.2% | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,506 | $202.0K | 0.2% | – |
| First Tr Exchange-Traded FD33734X838 | INDXX NAT RE ETF | 11,815 | $151.0K | 0.1% | – |