$122 Million is the total value of Ignite Planners, LLC's 162 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 17.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $12,723,000 | -26.6% | 86,936 | -18.9% | 10.44% | -10.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $5,895,000 | -11.2% | 15,157 | -2.7% | 4.84% | +8.8% |
| MSFT | Buy | MICROSOFT CORP | $4,752,000 | -0.2% | 17,703 | +1.9% | 3.90% | +22.2% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $3,293,000 | -11.3% | 74,882 | -4.8% | 2.70% | +8.6% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $2,655,000 | -9.8% | 8,194 | -2.2% | 2.18% | +10.6% |
| KO | Sell | COCA COLA CO | $2,528,000 | -16.0% | 40,180 | -12.9% | 2.08% | +2.9% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $2,279,000 | -10.6% | 32,126 | -4.3% | 1.87% | +9.5% |
| MUC | Buy | BLACKROCK MUNIHLDNGS CALI QL | $2,229,000 | +1.4% | 183,267 | +0.6% | 1.83% | +24.2% |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $1,810,000 | -12.7% | 69,549 | -2.1% | 1.49% | +6.9% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,661,000 | -15.4% | 7,153 | -6.3% | 1.36% | +3.6% |
| AGG | Sell | ISHARES TRcore us aggbd et | $1,629,000 | -5.5% | 16,032 | -4.3% | 1.34% | +15.8% |
| CAT | Buy | CATERPILLAR INC | $1,537,000 | -15.7% | 8,526 | +1.2% | 1.26% | +3.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,533,000 | -6.6% | 10,494 | +3.2% | 1.26% | +14.4% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,523,000 | -6.7% | 5,102 | +0.0% | 1.25% | +14.3% |
| HWC | Sell | HANCOCK WHITNEY CORPORATION | $1,423,000 | -6.4% | 31,520 | -0.2% | 1.17% | +14.6% |
| SO | Sell | SOUTHERN CO | $1,276,000 | -14.4% | 17,896 | -8.8% | 1.05% | +4.9% |
| BAX | Sell | BAXTER INTL INC | $1,256,000 | -54.6% | 19,262 | -49.1% | 1.03% | -44.4% |
| QQQ | INVESCO QQQ TRunit ser 1 | $1,232,000 | -9.3% | 4,176 | 0.0% | 1.01% | +11.0% | |
| NAC | NUVEEN CA QUALTY MUN INCOME | $1,220,000 | +0.7% | 99,084 | 0.0% | 1.00% | +23.6% | |
| WMT | Sell | WALMART INC | $1,203,000 | -29.4% | 9,596 | -11.7% | 0.99% | -13.5% |
| WM | WASTE MGMT INC DEL | $1,117,000 | -2.4% | 7,274 | 0.0% | 0.92% | +19.6% | |
| AMZN | Buy | AMAZON COM INC | $1,113,000 | -25.3% | 9,564 | +1753.5% | 0.91% | -8.4% |
| ITA | Sell | ISHARES TRus aer def etf | $1,100,000 | -9.9% | 11,088 | -1.7% | 0.90% | +10.4% |
| COP | Buy | CONOCOPHILLIPS | $1,095,000 | -8.7% | 12,681 | +1.5% | 0.90% | +12.0% |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $1,056,000 | -17.9% | 45,459 | -4.6% | 0.87% | +0.6% |
| DXCM | Buy | DEXCOM INC | $1,056,000 | -29.1% | 12,888 | +281.1% | 0.87% | -13.1% |
| SQ | Sell | BLOCK INCcl a | $994,000 | -36.8% | 14,493 | -5.3% | 0.82% | -22.5% |
| HD | Buy | HOME DEPOT INC | $977,000 | -0.7% | 3,404 | +3.8% | 0.80% | +21.7% |
| IEFA | Sell | ISHARES TRcore msci eafe | $970,000 | -20.8% | 16,523 | -10.2% | 0.80% | -3.0% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $968,000 | -24.2% | 12,668 | -23.8% | 0.80% | -7.1% |
| PFE | Buy | PFIZER INC | $941,000 | +12.3% | 17,618 | +1.1% | 0.77% | +37.4% |
| QCOM | Sell | QUALCOMM INC | $927,000 | -8.4% | 6,892 | -9.6% | 0.76% | +12.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $907,000 | -5.3% | 7,901 | +4.6% | 0.74% | +16.0% |
| V | Sell | VISA INC | $887,000 | -2.8% | 4,369 | -0.3% | 0.73% | +19.0% |
| XOM | Sell | EXXON MOBIL CORP | $873,000 | -5.8% | 10,151 | -6.7% | 0.72% | +15.5% |
| TSLA | Buy | TESLA INC | $864,000 | -16.4% | 1,178 | +14.6% | 0.71% | +2.5% |
| QABA | Sell | FIRST TR NASDAQ ABA CMNTY BK | $858,000 | -6.7% | 16,985 | -0.7% | 0.70% | +14.3% |
| FTC | Sell | FIRST TRUST LRGCP GWT ALPHAD | $857,000 | -11.3% | 9,462 | -2.5% | 0.70% | +8.8% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $839,000 | -21.2% | 8,936 | -13.3% | 0.69% | -3.5% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $837,000 | -12.7% | 19,406 | -0.9% | 0.69% | +6.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $834,000 | +0.7% | 351 | +1.4% | 0.68% | +23.4% |
| FCTR | Sell | FIRST TR EXCHANGE-TRADED FDlunt us factor | $803,000 | -33.4% | 29,182 | -26.8% | 0.66% | -18.3% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $791,000 | -12.1% | 18,930 | -1.9% | 0.65% | +7.6% |
| DE | Sell | DEERE & CO | $765,000 | -50.7% | 2,521 | -34.4% | 0.63% | -39.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $753,000 | +2.4% | 4,220 | +4.0% | 0.62% | +25.4% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $753,000 | -3.8% | 5,672 | +3.8% | 0.62% | +17.7% |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $749,000 | -10.8% | 14,685 | -2.5% | 0.62% | +9.2% |
| CVX | Buy | CHEVRON CORP NEW | $722,000 | +13.0% | 5,026 | +26.3% | 0.59% | +38.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $714,000 | -2.3% | 14,081 | +0.0% | 0.59% | +19.6% |
| SDY | SPDR SER TRs&p divid etf | $712,000 | -6.6% | 5,920 | 0.0% | 0.58% | +14.3% | |
| MELI | Sell | MERCADOLIBRE INC | $693,000 | -31.7% | 960 | -7.3% | 0.57% | -16.3% |
| VERU | Buy | VERU INC | $665,000 | +29.4% | 49,375 | +7.6% | 0.55% | +58.7% |
| FTA | FIRST TR LRG CP VL ALPHADEX | $652,000 | -9.6% | 10,315 | 0.0% | 0.54% | +10.8% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $630,000 | +59.5% | 1,224 | +61.3% | 0.52% | +95.1% |
| RNST | Sell | RENASANT CORP | $625,000 | -15.0% | 21,075 | -7.7% | 0.51% | +4.1% |
| MGEE | MGE ENERGY INC | $618,000 | -5.8% | 8,038 | 0.0% | 0.51% | +15.2% | |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $617,000 | -65.9% | 6,275 | -58.9% | 0.51% | -58.2% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $608,000 | -35.3% | 5,434 | -18.1% | 0.50% | -20.7% |
| T | Sell | AT&T INC | $596,000 | -7.5% | 28,149 | -14.6% | 0.49% | +13.2% |
| F | Sell | FORD MTR CO DEL | $589,000 | -27.3% | 50,508 | -5.6% | 0.48% | -10.9% |
| DVN | Buy | DEVON ENERGY CORP NEW | $566,000 | +43.7% | 10,565 | +55.8% | 0.46% | +76.1% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $563,000 | -8.0% | 6,000 | -2.0% | 0.46% | +12.7% |
| IGSB | Buy | ISHARES TR | $541,000 | +7.1% | 10,692 | +7.7% | 0.44% | +31.4% |
| SPIB | New | SPDR SER TRportfolio intrmd | $539,000 | – | 16,502 | +100.0% | 0.44% | – |
| TRMK | Sell | TRUSTMARK CORP | $535,000 | -28.2% | 17,714 | -30.2% | 0.44% | -12.0% |
| ABBV | Buy | ABBVIE INC | $533,000 | +1.7% | 3,504 | +3.7% | 0.44% | +24.8% |
| FIVG | ETF SER SOLUTIONSdefiance next | $530,000 | -8.0% | 16,424 | 0.0% | 0.44% | +12.7% | |
| MMLG | Sell | FIRST TR EXCHNG TRADED FD VImlt mngd lrg grw | $529,000 | -16.6% | 29,291 | -6.6% | 0.43% | +2.1% |
| SOXX | ISHARES TRishares semicdtr | $520,000 | -13.0% | 1,458 | 0.0% | 0.43% | +6.5% | |
| GLD | Sell | SPDR GOLD TR | $500,000 | -10.7% | 3,080 | -0.8% | 0.41% | +9.3% |
| TAP | Sell | MOLSON COORS BEVERAGE COcl b | $494,000 | -2.2% | 9,049 | -3.7% | 0.41% | +20.1% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $491,000 | -7.0% | 8,346 | -6.9% | 0.40% | +13.8% |
| VTWV | VANGUARD SCOTTSDALE FDSvng rus2000val | $485,000 | -9.5% | 3,957 | 0.0% | 0.40% | +10.9% | |
| IOO | Buy | ISHARES TRglobal 100 etf | $485,000 | -7.6% | 7,369 | +1.0% | 0.40% | +13.1% |
| CVS | Sell | CVS HEALTH CORP | $482,000 | -30.9% | 5,153 | -24.9% | 0.40% | -15.4% |
| CSCO | Buy | CISCO SYS INC | $481,000 | -12.9% | 11,161 | +3.7% | 0.40% | +6.8% |
| PM | Sell | PHILIP MORRIS INTL INC | $473,000 | -27.5% | 4,977 | -21.6% | 0.39% | -11.2% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $467,000 | -15.9% | 8,505 | -8.1% | 0.38% | +3.0% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $466,000 | -48.7% | 11,751 | -43.0% | 0.38% | -37.1% |
| VMBS | New | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $464,000 | – | 9,732 | +100.0% | 0.38% | – |
| MO | Sell | ALTRIA GROUP INC | $458,000 | -32.3% | 10,961 | -10.1% | 0.38% | -17.2% |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $450,000 | – | 3,255 | +100.0% | 0.37% | – |
| SYY | Buy | SYSCO CORP | $446,000 | +7.2% | 5,172 | +10.1% | 0.37% | +31.2% |
| FB | Sell | META PLATFORMS INCcl a | $444,000 | -7.9% | 2,580 | -1.6% | 0.36% | +12.7% |
| BAC | Buy | BK OF AMERICA CORP | $442,000 | -10.9% | 13,882 | +5.1% | 0.36% | +9.3% |
| MCD | Buy | MCDONALDS CORP | $440,000 | +4.8% | 1,735 | +3.4% | 0.36% | +28.5% |
| LLY | Buy | LILLY ELI & CO | $438,000 | +23.4% | 1,337 | +4.9% | 0.36% | +51.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $434,000 | -14.2% | 5,764 | -13.8% | 0.36% | +5.0% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $426,000 | 0.0% | 5,544 | +0.2% | 0.35% | +22.8% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $423,000 | +10.4% | 7,179 | +21.8% | 0.35% | +35.0% |
| Sell | FRANKLIN BSP RLTY TR INC | $423,000 | -3.2% | 31,238 | -7.8% | 0.35% | +18.4% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $421,000 | -33.2% | 2,992 | -34.3% | 0.35% | -18.0% |
| MRK | Sell | MERCK & CO INC | $422,000 | +8.8% | 4,542 | -0.9% | 0.35% | +33.1% |
| ITB | New | ISHARES TRus home cons etf | $407,000 | – | 7,182 | +100.0% | 0.33% | – |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $403,000 | -7.4% | 8,075 | -6.4% | 0.33% | +13.7% |
| IHF | New | ISHARES TRus hlthcr pr etf | $398,000 | – | 1,508 | +100.0% | 0.33% | – |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $398,000 | -0.3% | 15,705 | +3.5% | 0.33% | +22.5% |
| Sell | PHILLIPS EDISON & CO INC | $395,000 | -13.9% | 11,578 | -11.0% | 0.32% | +5.2% | |
| HSY | Sell | HERSHEY CO | $388,000 | -6.1% | 1,767 | -4.0% | 0.32% | +15.2% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $382,000 | -1.8% | 3,718 | +5.7% | 0.31% | +20.3% |
| NXTG | Sell | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $377,000 | -11.1% | 5,791 | -2.5% | 0.31% | +8.8% |
| BIGZ | Sell | BLACKROCK INNOVATION AND GRW | $377,000 | -17.1% | 43,900 | -5.0% | 0.31% | +1.3% |
| WPC | Buy | WP CAREY INC | $374,000 | -4.1% | 4,602 | +0.5% | 0.31% | +17.6% |
| COF | Sell | CAPITAL ONE FINL CORP | $367,000 | -35.7% | 3,376 | -20.0% | 0.30% | -21.4% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $366,000 | -18.5% | 9,324 | -13.1% | 0.30% | -0.3% |
| NVDA | Buy | NVIDIA CORPORATION | $365,000 | -11.4% | 2,301 | +8.9% | 0.30% | +8.7% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $349,000 | -7.9% | 2,624 | +0.7% | 0.29% | +13.0% |
| FNY | Buy | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $345,000 | -5.5% | 6,097 | +6.4% | 0.28% | +15.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $342,000 | -4.2% | 3,646 | +2.5% | 0.28% | +17.6% |
| PEP | Buy | PEPSICO INC | $336,000 | +6.0% | 1,969 | +7.2% | 0.28% | +30.2% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $325,000 | +7.3% | 680 | +0.4% | 0.27% | +31.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $320,000 | +4.6% | 134 | +4.7% | 0.26% | +28.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $317,000 | -5.1% | 1,133 | +5.6% | 0.26% | +16.1% |
| PFF | Buy | ISHARES TRpfd and incm sec | $314,000 | -2.2% | 9,449 | +0.8% | 0.26% | +20.0% |
| BOTZ | Sell | GLOBAL X FDSrbtcs artfl inte | $308,000 | -20.6% | 14,436 | -7.9% | 0.25% | -2.7% |
| PYPL | Sell | PAYPAL HLDGS INC | $307,000 | -18.4% | 4,092 | -6.4% | 0.25% | 0.0% |
| VVV | VALVOLINE INC | $307,000 | -2.8% | 10,287 | 0.0% | 0.25% | +18.9% | |
| IYW | Sell | ISHARES TRu.s. tech etf | $306,000 | -19.5% | 3,631 | -13.0% | 0.25% | -1.6% |
| ASH | ASHLAND GLOBAL HLDGS INC | $304,000 | +0.3% | 2,934 | 0.0% | 0.25% | +23.2% | |
| INTC | Buy | INTEL CORP | $296,000 | -17.3% | 7,750 | +0.7% | 0.24% | +1.2% |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $286,000 | -3.7% | 2,679 | 0.0% | 0.24% | +18.1% | |
| VOO | Buy | VANGUARD INDEX FDS | $285,000 | -8.7% | 796 | +0.1% | 0.23% | +12.0% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $283,000 | -18.7% | 3,965 | -10.3% | 0.23% | -0.4% |
| LNT | Sell | ALLIANT ENERGY CORP | $278,000 | -11.2% | 4,804 | -3.1% | 0.23% | +8.6% |
| AMGN | Buy | AMGEN INC | $276,000 | +16.5% | 1,119 | +17.9% | 0.23% | +42.8% |
| FMHI | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $275,000 | -2.5% | 5,715 | 0.0% | 0.23% | +19.6% | |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $271,000 | -31.6% | 4,363 | -25.4% | 0.22% | -16.2% |
| USB | Buy | US BANCORP DEL | $269,000 | -6.9% | 5,767 | +1.2% | 0.22% | +13.9% |
| GD | Buy | GENERAL DYNAMICS CORP | $268,000 | -6.9% | 1,218 | +1.2% | 0.22% | +14.0% |
| SBUX | Sell | STARBUCKS CORP | $265,000 | +1.5% | 3,344 | -0.3% | 0.22% | +24.6% |
| ABT | Buy | ABBOTT LABS | $262,000 | -8.4% | 2,393 | +0.4% | 0.22% | +12.0% |
| SDVY | Sell | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $254,000 | -13.3% | 10,335 | -4.6% | 0.21% | +6.6% |
| LMT | Sell | LOCKHEED MARTIN CORP | $254,000 | -32.8% | 601 | -29.1% | 0.21% | -17.4% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $253,000 | +13.5% | 2,668 | +19.7% | 0.21% | +39.6% |
| GSK | Sell | GSK PLCsponsored adr | $252,000 | -49.4% | 5,812 | -47.6% | 0.21% | -38.0% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $250,000 | -13.8% | 6,250 | -5.0% | 0.20% | +5.7% |
| PLD | Buy | PROLOGIS INC. | $248,000 | -23.9% | 2,017 | +4.3% | 0.20% | -6.4% |
| MET | Buy | METLIFE INC | $247,000 | -2.8% | 3,918 | +7.0% | 0.20% | +19.4% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $247,000 | -13.9% | 3,930 | +1.0% | 0.20% | +5.7% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $243,000 | -13.8% | 2,365 | -0.8% | 0.20% | +5.3% |
| DHR | Buy | DANAHER CORPORATION | $241,000 | +6.2% | 914 | +6.3% | 0.20% | +30.3% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $240,000 | -6.6% | 1,402 | +5.9% | 0.20% | +14.5% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $236,000 | -31.8% | 357 | -27.0% | 0.19% | -16.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $236,000 | -12.6% | 476 | +1.1% | 0.19% | +7.2% |
| EOG | Sell | EOG RES INC | $233,000 | -36.7% | 2,226 | -29.8% | 0.19% | -22.7% |
| AVGO | Buy | BROADCOM INC | $231,000 | -13.8% | 465 | +2.0% | 0.19% | +5.6% |
| KNG | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $232,000 | -8.7% | 4,651 | 0.0% | 0.19% | +11.8% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $229,000 | -23.4% | 3,682 | -19.7% | 0.19% | -6.0% |
| NKE | Sell | NIKE INCcl b | $227,000 | -62.4% | 2,097 | -55.1% | 0.19% | -54.0% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $224,000 | -18.8% | 575 | -14.8% | 0.18% | -0.5% |
| Sell | CADENCE BANK | $219,000 | -24.5% | 9,162 | -16.0% | 0.18% | -7.2% | |
| LOW | Sell | LOWES COS INC | $218,000 | -9.5% | 1,200 | -1.9% | 0.18% | +11.2% |
| IWP | ISHARES TRrus md cp gr etf | $214,000 | -9.7% | 2,570 | 0.0% | 0.18% | +10.7% | |
| KMB | Buy | KIMBERLY-CLARK CORP | $214,000 | -1.8% | 1,583 | +0.1% | 0.18% | +20.5% |
| FTHY | Sell | FIRST TR HIGH YIELD OPPRT 20 | $208,000 | -64.5% | 14,300 | -58.6% | 0.17% | -56.5% |
| FHN | Sell | FIRST HORIZON CORPORATION | $206,000 | -44.9% | 9,313 | -43.1% | 0.17% | -32.7% |
| NBXG | Sell | NEUBERGER BERMAN NEXT GENERA | $201,000 | -18.0% | 19,169 | -8.4% | 0.16% | +0.6% |
| CAH | Sell | CARDINAL HEALTH INC | $200,000 | -57.1% | 3,784 | -50.0% | 0.16% | -47.4% |
| FTRI | New | FIRST TR EXCHANGE TRADED FDindxx nat re etf | $180,000 | – | 13,815 | +100.0% | 0.15% | – |
| New | CION INVT CORP | $115,000 | – | 13,040 | +100.0% | 0.09% | – | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $101,000 | -3.8% | 11,101 | 0.0% | 0.08% | +18.6% | |
| SAN | BANCO SANTANDER S.A.adr | $78,000 | -21.2% | 29,407 | 0.0% | 0.06% | -3.0% | |
| VMAR | Exit | VISION MARINE TECHNOLOGIES I | $0 | – | -10,000 | -100.0% | -0.03% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -1,724 | -100.0% | -0.13% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -2,428 | -100.0% | -0.14% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -1,849 | -100.0% | -0.14% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -565 | -100.0% | -0.14% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -1,813 | -100.0% | -0.14% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -1,600 | -100.0% | -0.14% | – |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -3,163 | -100.0% | -0.14% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -2,295 | -100.0% | -0.16% | – |
| HPQ | Exit | HP INC | $0 | – | -6,651 | -100.0% | -0.16% | – |
| DBB | Exit | INVESCO DB MULTI-SECTOR COMMbase metals fd | $0 | – | -9,819 | -100.0% | -0.17% | – |
| TAK | Exit | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | -17,634 | -100.0% | -0.17% | – |
| IRT | Exit | INDEPENDENCE RLTY TR INC | $0 | – | -9,232 | -100.0% | -0.17% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -3,410 | -100.0% | -0.17% | – |
| FYC | Exit | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $0 | – | -4,475 | -100.0% | -0.19% | – |
| EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -5,220 | -100.0% | -0.21% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -3,561 | -100.0% | -0.22% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -1,818 | -100.0% | -0.22% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -2,540 | -100.0% | -0.28% | – |
| GBF | Exit | ISHARES TRgov/cred bd etf | $0 | – | -4,216 | -100.0% | -0.31% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -9,105 | -100.0% | -0.32% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -10,732 | -100.0% | -0.36% | – |
| USDU | Exit | WISDOMTREE TRblmbg us bull | $0 | – | -19,893 | -100.0% | -0.36% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -2,343 | -100.0% | -0.53% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-15
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.