Skip to main content
Livermore
Livermore
ZHEN

Ignite Planners, LLC

SEC CIK
0001849348
Latest filing
Jul 23, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed Apr 12, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
282
0 vs. Q4 2023
Portfolio value
$356.9M
+$20.2M (+6.0%) vs. Q4 2023
Filed
Apr 12, 2024
SEC
Holdings of Ignite Planners, LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NOKNokia CorpSPONSORED ADR10,000$35.0K<0.1%−20−0.2%ReducedHistory
SABASaba Capital Income & Opportunities Fund IICOM11,382$43.5K<0.1%−8,086−41.5%ReducedHistory
EDDMorgan Stanley Emerging Markets Domestic Debt Fund, Inc.COM15,414$72.3K<0.1%−12,213−44.2%ReducedHistory
TEITempleton Emerging Markets Income FundCOM14,462$77.8K<0.1%−11,533−44.4%ReducedHistory
BBDCBarings BDC, Inc.COM10,102$93.2K<0.1%−848−7.7%ReducedHistory
BRSPBrightSpire Capital, Inc.COM CL A16,400$108.2K<0.1%−253−1.5%ReducedHistory
PSLVSprott Physical Silver TrustPHYSICAL SILVER14,286$119.3K<0.1%00.0%UnchangedHistory
FINSAngel Oak Financial Strategies Income Term TrustCOM BEN INT11,716$146.4K<0.1%−9,448−44.6%ReducedHistory
CIONCION Investment CorpCOM16,217$179.8K0.1%−2,212−12.0%ReducedHistory
NBXGNeuberger Next Generation Connectivity Fund Inc.COMMON STOCK15,988$189.6K0.1%−916−5.4%ReducedHistory
TDOCTeladoc Health, Inc.COM13,307$197.6K0.1%+857+6.9%AddedHistory
iShares Inc46434G822MSCI JAPAN ETF2,868$201.6K0.1%+2,868New–
J P Morgan Exchange Traded F46641Q167ACTIVE VALUE ETF3,385$202.0K0.1%+3,385New–
CECelanese CorpStock1,183$202.5K0.1%+1,183NewHistory
BMYBristol Myers Squibb CoStock3,868$205.0K0.1%−134−3.3%ReducedHistory
PKSTPeakstone Realty TrustCommon Stock13,341$205.1K0.1%−365−2.7%ReducedHistory
ProShares Tr74347X831ULTRAPRO QQQ3,335$206.6K0.1%+3,335New–
EMEEMCOR Group, Inc.Stock589$209.0K0.1%+589NewHistory
HIGHartford Insurance Group, Inc.Stock2,075$212.7K0.1%+2,075NewHistory
OKEONEOK IncCOM2,686$214.1K0.1%+2,686NewHistory
Vanguard Health Care ETF92204A504ETF803$215.3K0.1%+1+0.1%Added–
First Tr Exchange-Traded FD33733B100WTR ETF2,167$219.5K0.1%−220−9.2%Reduced–
BSXBoston Scientific CorpStock3,237$220.4K0.1%+3,237NewHistory
IRMIron Mountain IncCOM2,775$220.7K0.1%−15,552−84.9%ReducedHistory
First Tr Exchange-Traded FD33738D879FT VEST RIS9,162$222.9K0.1%00.0%Unchanged–
TXNTexas Instruments IncStock1,290$223.4K0.1%+32+2.5%AddedHistory
PRUPrudential Financial IncStock1,935$225.0K0.1%−37−1.9%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock1,413$226.0K0.1%−50−3.4%ReducedHistory
First Tr Exchng Traded FD VI33740F631FT VEST US6,302$227.3K0.1%+6,302New–
First Tr Exchng Traded FD VI33740F656FT VEST INTE9,780$229.4K0.1%+9,780New–
MANHManhattan Associates IncStock927$229.6K0.1%−97−9.5%ReducedHistory
PPGPPG Industries IncStock1,610$230.8K0.1%−10−0.6%ReducedHistory
HSYHershey CoCOM1,180$234.0K0.1%−174−12.9%ReducedHistory
DOWDow Inc.Stock4,026$234.6K0.1%−161−3.8%ReducedHistory
DEDeere & CoStock583$235.6K0.1%−1,138−66.1%ReducedHistory
Tidal ETF Tr II88634T535NICHOLAS FIXED12,206$236.0K0.1%+134+1.1%Added–
SPDR Series Trust78464A714ST STR SP RETAIL3,106$243.7K0.1%+3,106New–
First Tr Exchng Traded FD VI33740F466FT VEST U.S10,770$246.1K0.1%+10,770New–
BTXBlackRock Technology & Private Equity Term TrustSHS BEN INT30,388$246.5K0.1%−4,178−12.1%ReducedHistory
State Street SPDR S&P Biotech ETF78464A870ETF2,635$247.3K0.1%+2,635New–
Vanguard Morningstar Value ETF922908744ETF1,529$247.9K0.1%−14−0.9%Reduced–
Zacks Trust98888G204SMALL/MID CAP7,990$251.1K0.1%+7,990New–
CMCSAComcast CorpStock5,995$253.5K0.1%−385−6.0%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock1,246$254.0K0.1%+39+3.2%AddedHistory
RCLRoyal Caribbean Cruises LtdCOM1,812$254.7K0.1%+56+3.2%AddedHistory
MARMarriott International IncStock1,020$256.4K0.1%+33+3.3%AddedHistory
CTASCintas CorpStock379$257.9K0.1%+11+3.0%AddedHistory
iShares Tr464288687PFD AND INCM SEC8,046$258.6K0.1%+8,046New–
SNOWSnowflake Inc.Stock1,616$259.4K0.1%+101+6.7%AddedHistory
UBERUber Technologies, IncStock3,396$259.5K0.1%+3,396NewHistory
MROMarathon Oil CorpCOM9,147$261.3K0.1%+175+2.0%AddedHistory
RSGRepublic Services, Inc.COM1,380$262.0K0.1%+43+3.2%AddedHistory
PEGPublic Service Enterprise Group IncCOM3,984$265.5K0.1%−57−1.4%ReducedHistory
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT13,681$266.1K0.1%−541−3.8%Reduced–
iShares Tr464288646ISHS 1-5YR INVS5,251$267.7K0.1%−41−0.8%Reduced–
SPDR Series Trust78468R556SP O&G EXPL PRO1,738$271.1K0.1%+1,738New–
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE2,389$272.1K0.1%−219−8.4%Reduced–
iShares Tr464287291GLOBAL TECH ETF3,666$275.1K0.1%−1,216−24.9%Reduced–
ACNAccenture plcStock815$276.4K0.1%−112−12.1%ReducedHistory
ORealty Income CorpREIT5,222$279.2K0.1%−708−11.9%ReducedHistory
iShares Tr464288752US HOME CONS ETF2,454$279.7K0.1%−2,422−49.7%Reduced–
Vanguard Total Bond Market ETF921937835ETF3,917$281.7K0.1%−2,686−40.7%Reduced–
RBB FD Inc74933W452F/M US TREASURY5,690$283.5K0.1%+5,690New–
AJGArthur J. Gallagher & Co.COM1,157$286.0K0.1%−16−1.4%ReducedHistory
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK22,199$291.3K0.1%−4,683−17.4%ReducedHistory
iShares Tr464287762US HLTHCARE ETF4,774$293.0K0.1%00.0%UnchangedConverted for a 5-for-1 split–
AEPAmerican Electric Power Co IncStock3,466$293.1K0.1%+249+7.7%AddedHistory
INTUIntuit Inc.Stock461$295.0K0.1%+11+2.4%AddedHistory
STZConstellation Brands, Inc.Stock1,114$296.3K0.1%+4+0.4%AddedHistory
PSXPhillips 66Stock1,818$297.0K0.1%−196−9.7%ReducedHistory
DISWalt Disney CoStock2,533$307.9K0.1%−299−10.6%ReducedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS5,398$311.9K0.1%+5,398New–
BLKBlackRock, Inc.COM378$312.5K0.1%−2−0.5%ReducedHistory
First Tr Exchange Traded FD33738R704RBA INDL ETF4,678$313.2K0.1%−925−16.5%Reduced–
LMTLockheed Martin CorpStock693$313.8K0.1%−176−20.3%ReducedHistory
ORCLOracle CorpStock2,508$314.7K0.1%−477−16.0%ReducedHistory
PLDPrologis, Inc.REIT2,462$314.9K0.1%−9−0.4%ReducedHistory
WPCW. P. Carey Inc.COM5,695$319.3K0.1%−35−0.6%ReducedHistory
First Tr Exchange-Traded FD33734X101CONSUMR DISCRE5,053$323.9K0.1%−1,305−20.5%Reduced–
iShares Tr464287721U.S. TECH ETF2,390$324.0K0.1%00.0%Unchanged–
LANDGladstone Land CorpCOM25,313$331.4K0.1%−8,478−25.1%ReducedHistory
TMUST-Mobile US, Inc.Stock2,046$332.9K0.1%+45+2.2%AddedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF4,411$333.3K0.1%+10.0%Added–
Vanguard Scottsdale FDS92206C813LG-TERM COR BD4,346$333.6K0.1%+4,346New–
SPDR Series Trust78464A821ST STR SP400GRW3,848$333.9K0.1%−200−4.9%Reduced–
iShares Tr46435G102CONV BD ETF4,245$337.9K0.1%+177+4.4%Added–
Invesco Exch Traded FD Tr II46138E370S&P 500 HB ETF3,876$337.9K0.1%+3,876New–
SNPSSynopsys IncCOM596$343.8K0.1%+20+3.5%AddedHistory
HONHoneywell International IncCOM1,711$345.6K0.1%+42+2.5%AddedHistory
CRMSalesforce, Inc.Stock1,144$345.8K0.1%−12−1.0%ReducedHistory
CDNSCadence Design Systems IncStock1,115$348.0K0.1%+198+21.6%AddedHistory
Vanguard Real Estate ETF922908553ETF4,119$350.2K0.1%−1,080−20.8%Reduced–
First Tr Exchng Traded FD VI33740F482FT VEST U.S EQT10,234$351.9K0.1%+10,234New–
WSRWhitestone REITCOM28,976$354.1K0.1%−2,268−7.3%ReducedHistory
iShares Semiconductor ETF464287523ETF1,574$359.3K0.1%−1,363−46.4%ReducedConverted for a 3-for-1 split–
FFord Motor CoStock27,058$359.6K0.1%−386−1.4%ReducedHistory
CPNGCoupang, Inc.CL A19,959$363.3K0.1%+1,316+7.1%AddedHistory
BABAAlibaba Group Holding LtdADR5,074$372.3K0.1%+121+2.4%AddedHistory
WisdomTree Tr97717W422INDIA ERNGS FD8,775$383.5K0.1%+1,894+27.5%Added–
METMetlife IncStock5,237$385.9K0.1%+42+0.8%AddedHistory

Sold out since Q4 2023 (28)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Ignite Planners, LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
STAGSTAG Industrial, Inc.COM21,093$835.1K0.2%History
BAXBaxter International IncStock19,251$747.9K0.2%History
EWEdwards Lifesciences CorpStock6,397$483.4K0.1%History
iShares Tr464287572GLOBAL 100 ETF5,539$442.0K0.1%–
iShares 1-10 Year U.S. Aggregate Bond ETF464288596ETF4,022$421.5K0.1%–
CAHCardinal Health IncStock3,957$406.1K0.1%History
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF3,370$370.4K0.1%–
iShares Tr46429B655FLTG RATE NT ETF7,027$355.9K0.1%–
DAVAEndava plcADS4,552$346.6K0.1%History
CVSCVS Health CorpStock4,007$324.0K0.1%History
SYKStryker CorpStock980$290.4K0.1%History
Schwab US Dividend Equity ETF808524797ETF3,776$289.6K0.1%–
DDominion Energy, IncStock5,330$258.6K0.1%History
TTTrane Technologies plcSHS1,074$258.4K0.1%History
ENPHEnphase Energy, Inc.Stock1,908$250.4K0.1%History
NKENIKE, Inc.Stock2,272$242.1K0.1%History
STWDStarwood Property Trust, Inc.COM11,071$234.0K0.1%History
State Street Utilities Select Sector SPDR ETF81369Y886ETF3,619$232.5K0.1%–
WMWaste Management IncStock1,257$225.8K0.1%History
iShares Tr464288638ISHS 5-10YR INVT4,338$224.4K0.1%–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL3,411$215.6K0.1%–
iShares Tr464288521CRE U S REIT ETF3,860$211.6K0.1%–
MDLZMondelez International, Inc.Stock2,759$203.7K0.1%History
State Street SPDR Portfolio S&P 500 ETF78464A854ETF3,644$202.6K0.1%–
BRWSaba Capital Income & Opportunities FundSHS NEW12,673$97.8K<0.1%History
JQCNuveen Credit Strategies Income FundCOM SHS16,128$85.3K<0.1%History
ACPabrdn Income Credit Strategies FundCOM12,104$81.7K<0.1%History
MPTMedical Properties Trust IncCOM13,110$66.3K<0.1%History