$154 Million is the total value of Ignite Planners, LLC's 173 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 11.8% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 4.8% |
| MICROSOFT CORP | 8 | Q3 2023 | 4.1% |
| MASTERCARD INCORPORATED | 8 | Q3 2023 | 2.2% |
| FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 1.9% |
| COCA COLA CO | 8 | Q3 2023 | 2.1% |
| FIRST TR EXCHANGE TRADED FD | 8 | Q3 2023 | 2.4% |
| AMAZON COM INC | 8 | Q3 2023 | 1.6% |
| TESLA INC | 8 | Q3 2023 | 1.9% |
| CATERPILLAR INC | 8 | Q3 2023 | 1.3% |
View Ignite Planners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-02 |
View Ignite Planners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.