Ignite Planners, LLC
- SEC CIK
- 0001849348
- Latest filing
- Jul 23, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 6, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 329
- +27 vs. Q4 2024
- Portfolio value
- $510.9M
- +$55.0M (+12.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 109,775 | $23.4M | 4.6% | +38,585+54.2% | Added | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 876,067 | $22.5M | 4.4% | −30,777−3.4% | Reduced | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 671,211 | $19.9M | 3.9% | +74,899+12.6% | Added | – |
| NVDANVIDIA Corp | Stock | 110,892 | $12.4M | 2.4% | +9,867+9.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 28,644 | $12.2M | 2.4% | +4,262+17.5% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 18,343 | $9.73M | 1.9% | +13,258+260.7% | Added | History |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 278,108 | $8.75M | 1.7% | +19,702+7.6% | Added | – |
| AMZNAmazon Com Inc | Stock | 42,771 | $8.14M | 1.6% | +11,270+35.8% | Added | History |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 237,787 | $7.87M | 1.5% | +13,473+6.0% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,669 | $7.63M | 1.5% | −53−0.4% | Reduced | History |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 319,573 | $7.46M | 1.5% | +37,379+13.2% | Added | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 153,039 | $7.13M | 1.4% | +24,607+19.2% | Added | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 147,834 | $7.11M | 1.4% | +11,759+8.6% | Added | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 65,937 | $6.94M | 1.4% | −3,261−4.7% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 182,278 | $6.88M | 1.3% | −10,188−5.3% | Reduced | – |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 165,123 | $6.76M | 1.3% | −25,256−13.3% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 128,922 | $6.36M | 1.2% | +2,432+1.9% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 9,765 | $5.01M | 1.0% | +984+11.2% | Added | – |
| TSLATesla, Inc. | Stock | 17,743 | $4.98M | 1.0% | +767+4.5% | Added | History |
| TRMKTrustmark Corp | COM | 142,759 | $4.87M | 1.0% | +2,600+1.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 8,478 | $4.85M | 0.9% | +828+10.8% | Added | History |
| Palmer Square Funds Trust696930205 | CLO SR DEBT ETF | 233,804 | $4.73M | 0.9% | +233,804 | New | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 102,391 | $4.69M | 0.9% | +7,870+8.3% | Added | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 90,423 | $4.62M | 0.9% | −1,132−1.2% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 4,352 | $4.35M | 0.9% | +318+7.9% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 194,967 | $4.30M | 0.8% | −26,872−12.1% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 7,333 | $4.10M | 0.8% | −145−1.9% | Reduced | – |
| QCOMQualcomm Inc | Stock | 29,426 | $3.98M | 0.8% | +20,902+245.2% | Added | History |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 79,606 | $3.94M | 0.8% | −100,973−55.9% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,989 | $3.85M | 0.8% | +3,677+85.3% | Added | – |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 75,168 | $3.78M | 0.7% | +10,227+15.7% | Added | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 82,872 | $3.77M | 0.7% | −12,197−12.8% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 23,391 | $3.77M | 0.7% | +8,313+55.1% | Added | History |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 118,180 | $3.73M | 0.7% | −12,110−9.3% | Reduced | – |
| iShares Tr464288760 | US AER DEF ETF | 22,387 | $3.55M | 0.7% | +8,613+62.5% | Added | – |
| NACNuveen California Quality Municipal Income Fund | COM | 310,430 | $3.40M | 0.7% | +22,073+7.7% | Added | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 60,067 | $3.31M | 0.6% | −1,420−2.3% | Reduced | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 119,271 | $3.31M | 0.6% | +119,271 | New | – |
| SPDR Index Shs FDS78463X418 | ST STR MSCI WLD | 25,183 | $3.22M | 0.6% | +2,839+12.7% | Added | – |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 91,179 | $3.21M | 0.6% | −1,569−1.7% | Reduced | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 69,757 | $3.21M | 0.6% | −29,996−30.1% | Reduced | – |
| iShares Tr46435G474 | FALN ANGLS USD | 120,249 | $3.14M | 0.6% | +11,635+10.7% | Added | – |
| BABoeing Co | Stock | 16,053 | $2.94M | 0.6% | +215+1.4% | Added | History |
| AVGOBroadcom Inc. | Stock | 14,741 | $2.91M | 0.6% | +1,489+11.2% | Added | History |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 78,523 | $2.76M | 0.5% | +78,523 | New | – |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 102,471 | $2.76M | 0.5% | +10,919+11.9% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 10,856 | $2.68M | 0.5% | +862+8.6% | Added | History |
| WMTWalmart Inc. | Stock | 26,109 | $2.54M | 0.5% | +1,447+5.9% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 30,861 | $2.42M | 0.5% | +2,570+9.1% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 23,485 | $2.42M | 0.5% | +12,551+114.8% | Added | – |
| iShares Tr46434V860 | TRS FLT RT BD | 46,580 | $2.35M | 0.5% | −2,009−4.1% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 14,362 | $2.34M | 0.5% | +1,253+9.6% | Added | History |
| HDHome Depot, Inc. | Stock | 6,479 | $2.32M | 0.5% | +735+12.8% | Added | History |
| MAMastercard Inc | Stock | 4,237 | $2.32M | 0.5% | −8−0.2% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 29,610 | $2.23M | 0.4% | +29,610 | New | History |
| First Tr Exch Traded FD III33739P863 | CALIF MUN INCM | 46,136 | $2.22M | 0.4% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 80,327 | $2.17M | 0.4% | +45,476+130.5% | Added | – |
| PGProcter & Gamble Co | Stock | 13,372 | $2.14M | 0.4% | +954+7.7% | Added | History |
| ORealty Income Corp | REIT | 37,179 | $2.13M | 0.4% | +32,015+620.0% | Added | History |
| CATCaterpillar Inc | Stock | 6,661 | $2.09M | 0.4% | +538+8.8% | Added | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 25,556 | $2.07M | 0.4% | +374+1.5% | Added | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 27,988 | $2.07M | 0.4% | −2,393−7.9% | Reduced | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 194,025 | $2.06M | 0.4% | 00.0% | Unchanged | History |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 47,102 | $2.04M | 0.4% | +17,322+58.2% | Added | – |
| PMPhilip Morris International Inc. | Stock | 11,947 | $2.03M | 0.4% | +1,945+19.4% | Added | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 27,924 | $2.02M | 0.4% | −8,537−23.4% | Reduced | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 49,229 | $1.94M | 0.4% | +8,478+20.8% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,029 | $1.87M | 0.4% | +358+1.9% | Added | – |
| TAT&T Inc. | Stock | 67,192 | $1.86M | 0.4% | −4,126−5.8% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 16,870 | $1.78M | 0.3% | +1,343+8.6% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 15,296 | $1.78M | 0.3% | +1,879+14.0% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 30,725 | $1.76M | 0.3% | +1,271+4.3% | Added | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 17,941 | $1.75M | 0.3% | +17,941 | New | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 42,108 | $1.74M | 0.3% | −633−1.5% | Reduced | – |
| SOSouthern Co | Stock | 19,050 | $1.74M | 0.3% | +3,771+24.7% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 21,315 | $1.72M | 0.3% | +14,982+236.6% | Added | – |
| CVXChevron Corp | Stock | 12,316 | $1.68M | 0.3% | +1,519+14.1% | Added | History |
| VZVerizon Communications Inc | Stock | 38,703 | $1.68M | 0.3% | +3,492+9.9% | Added | History |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 43,963 | $1.66M | 0.3% | +5,310+13.7% | Added | – |
| UPSUnited Parcel Service Inc | Stock | 17,245 | $1.63M | 0.3% | +13,058+311.9% | Added | History |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 38,647 | $1.62M | 0.3% | +9,580+33.0% | Added | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.59M | 0.3% | +2 | New | History |
| LLYEli Lilly & Co | Stock | 1,998 | $1.59M | 0.3% | +71+3.7% | Added | History |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 15,853 | $1.58M | 0.3% | −644−3.9% | Reduced | – |
| Zacks Trust98888G105 | EARNGS CONSTANT | 52,903 | $1.57M | 0.3% | +23,958+82.8% | Added | – |
| J P Morgan Exchange Traded F46654Q781 | EQUITY FOCUS ETF | 24,636 | $1.57M | 0.3% | +24,636 | New | – |
| MOAltria Group, Inc. | Stock | 26,192 | $1.55M | 0.3% | +1,326+5.3% | Added | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 20,969 | $1.55M | 0.3% | −18−0.1% | Reduced | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 36,746 | $1.55M | 0.3% | +36,746 | New | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 29,918 | $1.49M | 0.3% | +12,457+71.3% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 17,194 | $1.43M | 0.3% | +934+5.7% | Added | – |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 36,158 | $1.41M | 0.3% | −3,542−8.9% | Reduced | – |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 40,908 | $1.40M | 0.3% | +40,908 | New | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 18,020 | $1.40M | 0.3% | −20,072−52.7% | Reduced | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 17,193 | $1.40M | 0.3% | −6,437−27.2% | Reduced | – |
| VanEck Semiconductor ETF92189F676 | ETF | 6,591 | $1.40M | 0.3% | +1,030+18.5% | Added | – |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 13,758 | $1.39M | 0.3% | +2,925+27.0% | Added | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 22,644 | $1.35M | 0.3% | −1,221−5.1% | Reduced | – |
| J P Morgan Exchange Traded F46654Q757 | JPMORGAN INTL VL | 21,336 | $1.34M | 0.3% | +21,336 | New | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 84,248 | $1.30M | 0.3% | +939+1.1% | Added | History |
Sold out since Q4 2024 (13)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| MMM3M Co | Stock | 7,333 | $952.2K | 0.2% | History |
| iShares Tr464287572 | GLOBAL 100 ETF | 3,754 | $382.0K | 0.1% | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,445 | $322.4K | 0.1% | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 3,573 | $289.9K | 0.1% | – |
| First Tr Exchange-Traded FD33734X101 | CONSUMR DISCRE | 4,228 | $273.5K | 0.1% | – |
| MANHManhattan Associates Inc | Stock | 982 | $267.9K | 0.1% | History |
| IRMIron Mountain Inc | COM | 2,286 | $241.6K | 0.1% | History |
| iShares Tr464287184 | CHINA LG-CAP ETF | 7,480 | $227.3K | <0.1% | – |
| INTCIntel Corp | Stock | 11,047 | $227.1K | <0.1% | History |
| NOWServiceNow, Inc. | Stock | 211 | $226.6K | <0.1% | History |
| COKECoca-Cola Consolidated, Inc. | COM | 160 | $211.5K | <0.1% | History |
| NBXGNeuberger Next Generation Connectivity Fund Inc. | COMMON STOCK | 11,069 | $144.8K | <0.1% | History |
| BRSPBrightSpire Capital, Inc. | COM CL A | 10,721 | $62.5K | <0.1% | History |