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Ignite Planners, LLC Top Holdings and 13F Report (2025)

About Ignite Planners, LLC

Investment Activity

  • Ignite Planners, LLC has $574.29 million in total holdings as of June 30, 2025.
  • Ignite Planners, LLC owns shares of 357 different stocks, but just 120 companies or ETFs make up 80% of its holdings.
  • Approximately 5.85% of the portfolio was purchased this quarter.
  • About 2.90% of the portfolio was sold this quarter.
  • This quarter, Ignite Planners, LLC has purchased 329 new stocks and bought additional shares in 183 stocks.
  • Ignite Planners, LLC sold shares of 102 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Apple
$22,887,628
NVIDIA
$18,789,865
Microsoft
$14,204,970

Largest New Holdings this Quarter

46434V316 - iShares Global Equity Factor ETF
$2,766,928 Holding
890930209 - TORTOISE CAPITAL SERIES TRUS
$1,990,320 Holding
808524839 - Schwab U.S. Aggregate Bond ETF
$654,287 Holding
922908769 - Vanguard Total Stock Market ETF
$568,726 Holding

Largest Purchases this Quarter

iShares Global Equity Factor ETF
56,921 shares (about $2.77M)
TORTOISE CAPITAL SERIES TRUS
218,237 shares (about $1.99M)
iShares U.S. Aerospace & Defense ETF
4,300 shares (about $843.29K)
Schwab U.S. Aggregate Bond ETF
28,472 shares (about $654.29K)

Largest Sales this Quarter

SPDR MSCI World StrategicFactors ETF
23,244 shares (about $3.11M)
Edwards Lifesciences
19,169 shares (about $1.47M)
Petroleo Brasileiro S.A.- Petrobras
57,308 shares (about $688.27K)
Blackrock Tcp Capital
64,012 shares (about $492.25K)
ONEOK
5,754 shares (about $479.31K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIgnite Planners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$25,937,326$116,908 -0.4%872,1364.5%ETF
Apple Inc. stock logo
AAPL
Apple
$22,887,628$294,595 -1.3%108,3804.0%Computer and Technology
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$22,036,961$457,527 2.1%685,4423.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$18,789,865$328,957 -1.7%108,9843.3%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$14,204,970$404,982 -2.8%27,8502.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,793,567$121,659 1.3%43,3091.7%Retail/Wholesale
FIRST TR EXCHNG TRADED FD VI
$8,949,9050.0%278,1081.6%VEST US EQUITY M
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$8,590,941$99,972 -1.2%18,1321.5%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$8,570,740$7,531 -0.1%13,6571.5%Finance
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$8,388,215$446,092 5.6%251,1431.5%ETF
SEIX
Virtus Seix Senior Loan ETF
$8,144,743$554,894 7.3%342,9371.4%ETF
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$7,943,791$196,163 -2.4%64,3481.4%Manufacturing
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$7,726,130$602,170 8.5%165,9751.3%ETF
JPIB
JPMorgan International Bond Opportunities ETF
$7,619,481$468,753 6.6%157,5251.3%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$7,475,050$143,866 2.0%185,8551.3%ETF
DJUL
FT Vest U.S. Equity Deep Buffer ETF - July
$7,443,979$32,510 -0.4%164,4051.3%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$7,071,773$255,679 3.8%133,7581.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$6,015,059$43,669 0.7%8,5401.0%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$5,816,862$31,975 -0.5%17,6461.0%Auto/Tires/Trucks
Trustmark Corporation stock logo
TRMK
Trustmark
$5,495,649$7,710 -0.1%142,5591.0%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,467,470$166,747 -3.0%9,4761.0%ETF
PALMER SQUARE FUNDS TRUST
$5,389,975$643,754 13.6%265,5160.9%CLO SR DEBT ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$5,233,718$843,294 19.2%26,6870.9%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$5,163,377$316,493 6.5%207,6980.9%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$5,006,202$20,565 -0.4%7,3030.9%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$4,986,652$300,206 6.4%108,9500.9%Manufacturing
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$4,869,560$75,691 -1.5%89,0390.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,573,853$89,804 2.0%8,1490.8%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,467,836$139,163 3.2%24,1430.8%Computer and Technology
EYLD
Cambria Emerging Shareholder Yield ETF
$4,351,606$38,033 0.9%119,2220.8%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$4,229,658$52,984 1.3%14,9280.7%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$4,213,092$341,945 -7.5%27,2170.7%Computer and Technology
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$4,142,686$186,275 4.7%83,3540.7%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,122,103$17,120 -0.4%4,3340.7%Retail/Wholesale
FT Vest U.S. Equity Buffer ETF - August stock logo
FAUG
FT Vest U.S. Equity Buffer ETF - August
$4,053,806$58,304 -1.4%81,6970.7%ETF
Goldman Sachs Ultra Short Bond ETF stock logo
GSST
Goldman Sachs Ultra Short Bond ETF
$4,025,150$229,407 6.0%79,7110.7%ETF
Simplify Managed Futures Strategy ETF stock logo
CTA
Simplify Managed Futures Strategy ETF
$3,946,193$640,000 19.4%142,3590.7%ETF
The Boeing Company stock logo
BA
Boeing
$3,683,201$1,605 0.0%16,0600.6%Aerospace
FT Vest U.S. Equity Buffer ETF - May stock logo
FMAY
FT Vest U.S. Equity Buffer ETF - May
$3,593,498$75,645 2.2%71,2570.6%ETF
Nuveen California Quality Municipal Income Fund stock logo
NAC
Nuveen California Quality Municipal Income Fund
$3,554,162$142,540 4.2%323,4000.6%Financial Services
EDOW
First Trust Dow 30 Equal Weight ETF
$3,494,149$23,068 -0.7%90,5810.6%ETF
iShares Fallen Angels USD Bond ETF stock logo
FALN
iShares Fallen Angels USD Bond ETF
$3,476,842$230,121 7.1%128,7720.6%Manufacturing
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$3,470,049$48,026 1.4%60,9100.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,184,635$22,718 0.7%10,9340.6%Finance
ELD
WisdomTree Emerging Markets Local Debt Fund
$3,018,588$149,408 5.2%107,8070.5%Finance
GJUN
FT Cboe Vest U.S. Equity Moderate Buffer ETF - June
$3,002,262$36,448 1.2%79,4880.5%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,801,811$45,925 1.7%6,7720.5%Industrials
iShares Global Equity Factor ETF stock logo
GLOF
iShares Global Equity Factor ETF
$2,766,928$2,766,928 New Holding56,9210.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,697,107$26,774 1.0%14,5060.5%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$2,681,143$133,252 5.2%32,4750.5%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$2,637,427$219,880 9.1%25,6210.5%ETF
Walmart Inc. stock logo
WMT
Walmart
$2,473,773$7,889 -0.3%26,0260.4%Retail/Wholesale
FT Vest U.S. Equity Buffer ETF - December stock logo
FDEC
FT Vest U.S. Equity Buffer ETF - December
$2,469,082$250,107 11.3%52,4110.4%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$2,438,562$82,058 3.5%48,2020.4%ETF
QSPT
FT Vest Nasdaq-100 Buffer ETF - September
$2,404,9910.0%80,3270.4%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$2,371,307$29,296 1.3%4,2900.4%Business Services
PALANTIR TECHNOLOGIES INC
$2,358,681$10,439 0.4%15,3640.4%CL A
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$2,354,929$75,507 3.3%28,8490.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$2,345,597$16,893 0.7%6,5260.4%Retail/Wholesale
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$2,298,455$20,510 0.9%28,2400.4%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$2,199,641$334,712 17.9%21,1610.4%ETF
First Trust California Municipal High Income ETF stock logo
FCAL
First Trust California Municipal High Income ETF
$2,190,7680.0%46,1360.4%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$2,081,911$14,722 0.7%25,7380.4%ETF
DDEC
FT Vest U.S. Equity Deep Buffer ETF - December
$2,074,0520.0%49,2290.4%ETF
Realty Income Corporation stock logo
O
Realty Income
$2,065,597$33,882 -1.6%36,5790.4%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,990,481$83,441 -4.0%12,8340.3%Consumer Staples
TORTOISE CAPITAL SERIES TRUS
$1,990,320$1,990,320 New Holding218,2370.3%ENERGY FD
Chevron Corporation stock logo
CVX
Chevron
$1,985,283$137,433 7.4%13,2320.3%Energy
BlackRock MuniHoldings California Quality Fund, Inc. stock logo
MUC
BlackRock MuniHoldings California Quality Fund
$1,959,6530.0%194,0250.3%Finance
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,951,024$37,737 2.0%6,7210.3%Manufacturing
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,941,744$8,059 -0.4%30,5980.3%ETF
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$1,918,989$1,918,989 New Holding27,4730.3%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$1,914,097$152,298 8.6%45,7480.3%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,825,530$7,436 0.4%16,9390.3%Energy
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$1,817,071$323,414 21.7%36,3960.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,815,150$17,106 -0.9%21,1160.3%ETF
AT&T Inc. stock logo
T
AT&T
$1,805,555$4,607 -0.3%67,0210.3%Computer and Technology
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,797,137$76,399 4.4%21,9000.3%ETF
ZECP
Zacks Earnings Consistent Portfolio ETF
$1,790,576$86,549 5.1%55,5900.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,788,029$78,879 -4.2%18,2250.3%Finance
Sixth Street Specialty Lending, Inc. stock logo
TSLX
Sixth Street Specialty Lending
$1,769,681$620,224 54.0%71,3580.3%Finance
DJUN
FT Vest U.S. Equity Deep Buffer ETF - June
$1,751,345$1,358 0.1%38,6770.3%Manufacturing
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,748,670$386,588 -18.1%9,7840.3%Consumer Staples
FT Vest U.S. Equity Deep Buffer ETF - March stock logo
DMAR
FT Vest U.S. Equity Deep Buffer ETF - March
$1,727,484$22,289 -1.3%43,4030.3%ETF
DFEB
FT Vest U.S. Equity Deep Buffer ETF - February
$1,706,002$53,166 3.2%37,9280.3%ETF
Southern Company (The) stock logo
SO
Southern
$1,698,696$93,912 -5.2%18,0520.3%Utilities
J P MORGAN EXCHANGE TRADED F
$1,697,790$43,975 -2.5%24,0140.3%EQUITY FOCUS ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,694,001$113,372 7.2%41,4790.3%Computer and Technology
JPMorgan BetaBuilders U.S. Equity ETF stock logo
BBUS
JPMorgan BetaBuilders U.S. Equity ETF
$1,682,260$117,700 7.5%14,7930.3%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,633,761$38,714 -2.3%16,7960.3%ETF
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$1,611,370$25,411 1.6%16,1070.3%ETF
DoubleLine Opportunistic Credit Fund stock logo
DBL
DoubleLine Opportunistic Credit Fund
$1,596,379$321,709 25.2%105,5110.3%Financial Services
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$1,595,717$44,744 2.9%17,6890.3%ETF
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$1,563,066$27,942 1.8%18,3480.3%ETF
FT Vest Laddered Nasdaq Buffer ETF stock logo
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
$1,520,100$88,666 6.2%45,2950.3%ETF
FIRST TR EXCHNG TRADED FD VI
$1,503,3200.0%40,9080.3%FT VEST U.S EQT
Altria Group, Inc. stock logo
MO
Altria Group
$1,493,411$26,225 -1.7%25,7400.3%Consumer Staples
American Express Company stock logo
AXP
American Express
$1,485,090$14,472 1.0%4,8230.3%Finance
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$1,447,879$106,673 8.0%24,4450.3%ETF
DAUG
FT Vest U.S. Equity Deep Buffer ETF - August
$1,446,942$75,494 -5.0%34,3650.3%ETF

Showing largest 100 holdings. View all holdings.
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