Ignite Planners, LLC
- SEC CIK
- 0001849348
- Latest filing
- Jul 23, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 302
- −4 vs. Q3 2024
- Portfolio value
- $455.9M
- +$19.4M (+4.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 906,844 | $25.7M | 5.6% | −7,588−0.8% | ReducedConverted for a 4-for-1 split | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 596,312 | $18.3M | 4.0% | +38,483+6.9% | Added | – |
| AAPLApple Inc. | Stock | 71,190 | $17.3M | 3.8% | −517−0.7% | Reduced | History |
| NVDANVIDIA Corp | Stock | 101,025 | $14.6M | 3.2% | −766−0.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 24,382 | $10.3M | 2.3% | +380+1.6% | Added | History |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 180,579 | $8.95M | 2.0% | −17,375−8.8% | Reduced | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 69,198 | $8.43M | 1.8% | −1,454−2.1% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,722 | $8.12M | 1.8% | +268+2.0% | Added | History |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 190,379 | $8.04M | 1.8% | −12,240−6.0% | Reduced | – |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 258,406 | $8.01M | 1.8% | −742−0.3% | Reduced | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 224,314 | $7.34M | 1.6% | +8,766+4.1% | Added | – |
| AMZNAmazon Com Inc | Stock | 31,501 | $7.06M | 1.5% | +73+0.2% | Added | History |
| TSLATesla, Inc. | Stock | 16,976 | $6.97M | 1.5% | −2,744−13.9% | Reduced | History |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 282,194 | $6.76M | 1.5% | +6,260+2.3% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 192,466 | $6.60M | 1.4% | +9,826+5.4% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 126,490 | $6.49M | 1.4% | +4,687+3.8% | Added | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 136,075 | $6.45M | 1.4% | +4,894+3.7% | Added | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 128,432 | $5.91M | 1.3% | +6,042+4.9% | Added | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 91,555 | $5.23M | 1.1% | +2,037+2.3% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 221,839 | $5.20M | 1.1% | +52,708+31.2% | AddedConverted for a 3-for-1 split | – |
| TRMKTrustmark Corp | COM | 140,159 | $4.92M | 1.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 8,781 | $4.78M | 1.0% | +430+5.1% | Added | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 99,753 | $4.76M | 1.0% | +60,961+157.1% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 7,478 | $4.73M | 1.0% | +1,116+17.5% | Added | – |
| METAMeta Platforms, Inc. | Stock | 7,650 | $4.62M | 1.0% | +98+1.3% | Added | History |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 95,069 | $4.45M | 1.0% | −3,132−3.2% | Reduced | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 94,521 | $4.27M | 0.9% | +3,636+4.0% | Added | – |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 130,290 | $4.04M | 0.9% | +130,290 | New | – |
| COSTCostco Wholesale Corp | Stock | 4,034 | $3.70M | 0.8% | −10−0.2% | Reduced | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 61,487 | $3.57M | 0.8% | +328+0.5% | Added | – |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 92,748 | $3.37M | 0.7% | −10,876−10.5% | Reduced | – |
| NACNuveen California Quality Municipal Income Fund | COM | 288,357 | $3.30M | 0.7% | +24,323+9.2% | Added | History |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 64,941 | $3.26M | 0.7% | −6,718−9.4% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 13,252 | $3.08M | 0.7% | −984−6.9% | Reduced | History |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 100,714 | $3.02M | 0.7% | −1,473−1.4% | Reduced | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 38,092 | $3.01M | 0.7% | +278+0.7% | Added | – |
| iShares Tr46435G474 | FALN ANGLS USD | 108,614 | $2.91M | 0.6% | +4,824+4.6% | Added | – |
| GOOGLAlphabet Inc. | Stock | 15,078 | $2.89M | 0.6% | +57+0.4% | Added | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 36,461 | $2.79M | 0.6% | +433+1.2% | Added | – |
| SPDR Index Shs FDS78463X418 | ST STR MSCI WLD | 22,344 | $2.78M | 0.6% | +1,021+4.8% | Added | – |
| BABoeing Co | Stock | 15,838 | $2.69M | 0.6% | −411−2.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 13,109 | $2.53M | 0.6% | +181+1.4% | Added | History |
| iShares Tr46434V860 | TRS FLT RT BD | 48,589 | $2.45M | 0.5% | −5,287−9.8% | Reduced | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 30,381 | $2.45M | 0.5% | +804+2.7% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 9,994 | $2.43M | 0.5% | +78+0.8% | Added | History |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 91,552 | $2.33M | 0.5% | +4,510+5.2% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,085 | $2.31M | 0.5% | −45−0.9% | Reduced | History |
| First Tr Exch Traded FD III33739P863 | CALIF MUN INCM | 46,136 | $2.28M | 0.5% | +14,833+47.4% | Added | – |
| WMTWalmart Inc. | Stock | 24,662 | $2.24M | 0.5% | −10.0% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,312 | $2.24M | 0.5% | +167+4.0% | Added | – |
| HDHome Depot, Inc. | Stock | 5,744 | $2.24M | 0.5% | −30−0.5% | Reduced | History |
| CATCaterpillar Inc | Stock | 6,123 | $2.23M | 0.5% | −1,094−15.2% | Reduced | History |
| MAMastercard Inc | Stock | 4,245 | $2.21M | 0.5% | +196+4.8% | Added | History |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 23,630 | $2.17M | 0.5% | +997+4.4% | Added | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 194,025 | $2.09M | 0.5% | −1,116−0.6% | Reduced | History |
| PGProcter & Gamble Co | Stock | 12,418 | $2.05M | 0.4% | +403+3.4% | Added | History |
| iShares Tr464288760 | US AER DEF ETF | 13,774 | $2.01M | 0.4% | +3,218+30.5% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 28,291 | $1.99M | 0.4% | +799+2.9% | Added | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 25,182 | $1.97M | 0.4% | −1,010−3.9% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 29,454 | $1.85M | 0.4% | −793−2.6% | Reduced | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 20,987 | $1.84M | 0.4% | +2,639+14.4% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 18,671 | $1.81M | 0.4% | +771+4.3% | Added | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 42,741 | $1.75M | 0.4% | +1,752+4.3% | Added | – |
| HWCHancock Whitney Corp | COM | 31,520 | $1.74M | 0.4% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 15,527 | $1.67M | 0.4% | +903+6.2% | Added | History |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 16,497 | $1.65M | 0.4% | −2,290−12.2% | Reduced | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 40,751 | $1.64M | 0.4% | −1,018−2.4% | Reduced | – |
| TAT&T Inc. | Stock | 71,318 | $1.62M | 0.4% | −10,787−13.1% | Reduced | History |
| CVXChevron Corp | Stock | 10,797 | $1.60M | 0.4% | +137+1.3% | Added | History |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 39,700 | $1.58M | 0.3% | −1,553−3.8% | Reduced | – |
| LLYEli Lilly & Co | Stock | 1,927 | $1.51M | 0.3% | −21−1.1% | Reduced | History |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 38,653 | $1.48M | 0.3% | −16,139−29.5% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 16,260 | $1.45M | 0.3% | −418−2.5% | Reduced | – |
| iShares Tr464288166 | AGENCY BOND ETF | 13,255 | $1.43M | 0.3% | +1,010+8.2% | Added | – |
| VZVerizon Communications Inc | Stock | 35,211 | $1.42M | 0.3% | +616+1.8% | Added | History |
| AXPAmerican Express Co | Stock | 4,634 | $1.40M | 0.3% | +32+0.7% | Added | History |
| VanEck Semiconductor ETF92189F676 | ETF | 5,561 | $1.40M | 0.3% | −673−10.8% | Reduced | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 23,865 | $1.38M | 0.3% | +1,866+8.5% | Added | – |
| QCOMQualcomm Inc | Stock | 8,524 | $1.35M | 0.3% | +7+0.1% | Added | History |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 29,780 | $1.34M | 0.3% | +29,780 | New | – |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 33,558 | $1.33M | 0.3% | +17,662+111.1% | Added | – |
| MOAltria Group, Inc. | Stock | 24,866 | $1.32M | 0.3% | +2,169+9.6% | Added | History |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 32,097 | $1.31M | 0.3% | +2,145+7.2% | Added | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 83,309 | $1.29M | 0.3% | +1,307+1.6% | Added | History |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 29,067 | $1.27M | 0.3% | −2,468−7.8% | Reduced | – |
| SOSouthern Co | Stock | 15,279 | $1.26M | 0.3% | +27+0.2% | Added | History |
| PMPhilip Morris International Inc. | Stock | 10,002 | $1.22M | 0.3% | +28+0.3% | Added | History |
| CCitigroup Inc | Stock | 16,620 | $1.18M | 0.3% | +507+3.1% | Added | History |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 10,833 | $1.16M | 0.3% | +359+3.4% | Added | – |
| iShares Tr464287754 | US INDUSTRIALS | 8,519 | $1.14M | 0.3% | +4,582+116.4% | Added | – |
| PANWPalo Alto Networks Inc | Stock | 6,149 | $1.13M | 0.2% | +159+2.7% | AddedConverted for a 2-for-1 split | History |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 39,664 | $1.12M | 0.2% | +3,275+9.0% | Added | – |
| COPConocoPhillips | Stock | 10,910 | $1.10M | 0.2% | +909+9.1% | Added | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 10,934 | $1.10M | 0.2% | +2,425+28.5% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,810 | $1.08M | 0.2% | +655+56.7% | Added | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 24,908 | $1.08M | 0.2% | +1,272+5.4% | Added | – |
| PLTRPalantir Technologies Inc. | Stock | 13,417 | $1.07M | 0.2% | +5,345+66.2% | Added | History |
| BMOBank of Montreal | COM | 10,780 | $1.04M | 0.2% | +317+3.0% | Added | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 17,167 | $1.02M | 0.2% | +21+0.1% | Added | – |
| WMBWilliams Companies, Inc. | COM | 17,925 | $1.01M | 0.2% | −663−3.6% | Reduced | History |
Sold out since Q3 2024 (20)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 162,400 | $4.24M | 1.0% | – |
| SPDR Series Trust78464A771 | ST STR SP CAPMKT | 3,717 | $464.2K | 0.1% | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 3,935 | $319.6K | 0.1% | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 6,144 | $310.0K | 0.1% | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 3,376 | $271.3K | 0.1% | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,408 | $237.9K | 0.1% | – |
| DOWDow Inc. | Stock | 4,321 | $236.0K | 0.1% | History |
| iShares Tr46429B671 | MSCI CHINA ETF | 4,609 | $234.6K | 0.1% | – |
| J P Morgan Exchange Traded F46641Q241 | BETABUILDERS US | 4,919 | $232.8K | 0.1% | – |
| Columbia ETF Tr II19762B707 | INDIA CONSMR ETF | 2,904 | $223.5K | 0.1% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,276 | $223.3K | 0.1% | – |
| Tidal ETF Tr II88634T535 | NICHOLAS FIXED | 11,351 | $221.9K | 0.1% | – |
| PSXPhillips 66 | Stock | 1,640 | $215.6K | <0.1% | History |
| PPGPPG Industries Inc | Stock | 1,616 | $214.1K | <0.1% | History |
| PHMPultegroup Inc | COM | 1,436 | $206.1K | <0.1% | History |
| J P Morgan Exchange Traded F46654Q765 | HEALTHCARE LEADE | 3,354 | $203.9K | <0.1% | – |
| MROMarathon Oil Corp | COM | 7,556 | $201.2K | <0.1% | History |
| PKSTPeakstone Realty Trust | Common Stock | 12,097 | $164.9K | <0.1% | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 14,286 | $149.3K | <0.1% | History |
| BBDCBarings BDC, Inc. | COM | 10,102 | $99.0K | <0.1% | History |