Ignite Planners, LLC
CIK:0001849348
Investment Adviser
$942M AUM
377 holdings
San Clemente, CA, USA
Ignite Planners is a Registered Investment Advisory (RIA) firm created by advisers, for advisers to provide financial professionals with a platform.
Top Buys
A
AAPLAPPLE INC+$4.1M
S
SCHGSCHWAB STRATEGIC TR+$3.4M
T
TSLATESLA INC+$2.0M
N
NVDANVIDIA CORPORATION+$1.8M
G
GOOGLALPHABET INC+$1.5M
Top Sells
U
UFOPROCURE ETF TRUST II-$3.5M
Q
QSPTFIRST TR EXCHNG TRADED FD VI-$1.0M
F
FNOVFIRST TR EXCHNG TRADED FD VI-$573.9K
S
SNPSSYNOPSYS INC-$411.1K
S
SPHQINVESCO EXCHANGE TRADED FD T-$307.1K
Top Holdings
S
SCHGSCHWAB STRATEGIC TR+4.8%$29.3M
A
AAPLAPPLE INC+4.4%$27.0M
B
BUFRFIRST TR EXCHNG TRADED FD VI+3.7%$22.8M
N
NVDANVIDIA CORPORATION+3.4%$20.6M
M
MSFTMICROSOFT CORP+2.4%$14.5M
Equity Positions (369)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 4.80% | $29.3M | 917,828 | $16.52 | $31.91 | +$3.4M |
A AAPL | APPLE INC | 4.42% | $27.0M | 105,864 | $183.08 | $254.63 | +$4.1M |
B BUFR | FIRST TR EXCHNG TRADED FD VI | 3.74% | $22.8M | 682,794 | $28.82 | $33.42 | +$782.0K |
N NVDA | NVIDIA CORPORATION | 3.37% | $20.6M | 110,383 | $44.24 | $186.58 | +$1.8M |
M MSFT | MICROSOFT CORP | 2.37% | $14.5M | 27,973 | $325.11 | $517.95 | +$284.0K |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+4.8%
ELECTRONIC COMPUTERS
+4.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.3%
SERVICES-PREPACKAGED SOFTWARE
+3.3%
NATIONAL COMMERCIAL BANKS
+2.5%