$149 Million is the total value of Ignite Planners, LLC's 179 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MKD | Exit | MOLECULAR DATA INCsponsored ads | $0 | – | -10,000 | -100.0% | -0.00% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -348 | -100.0% | -0.13% | – |
| CSX | Exit | CSX CORP | $0 | – | -6,072 | -100.0% | -0.14% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -1,445 | -100.0% | -0.15% | – |
| CHWY | Exit | CHEWY INCcl a | $0 | – | -5,786 | -100.0% | -0.16% | – |
| CVNA | Exit | CARVANA COcl a | $0 | – | -1,530 | -100.0% | -0.16% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -2,741 | -100.0% | -0.18% | – |
| KCE | Exit | SPDR SER TRs&p cap mkts | $0 | – | -4,573 | -100.0% | -0.29% | – |
| LTPZ | Exit | PIMCO ETF TR15+ yr us tips | $0 | – | -5,345 | -100.0% | -0.29% | – |
| TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -3,350 | -100.0% | -0.31% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -9,093 | -100.0% | -0.31% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -9,361 | -100.0% | -0.37% | – |
| FPXI | Exit | FIRST TR EXCHANGE TRADED FDintl equity opp | $0 | – | -11,280 | -100.0% | -0.39% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -12,275 | -100.0% | -0.41% | – |
| SPIB | Exit | SPDR SER TRportfolio intrmd | $0 | – | -17,952 | -100.0% | -0.42% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -5,942 | -100.0% | -0.43% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -49,927 | -100.0% | -0.66% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -6,024 | -100.0% | -0.76% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
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.