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Ignite Planners, LLC13F | |
Ignite Planners, LLC | |
Last update 2024-10-08 | 304 Stocks (27 new) |
Value $436.00 Mil | Turnover 7 % |
Portfolio Report |
Ignite Planners, LLC Top Holdings of 2024-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth ETF | 228,608 | 23816.330 | +0.48% | 5.460 | +0.03% | 0.070 | +14.16% | +27.48% | 33886.826 | ||
AAPL | Apple Inc | 71,707 | 16708.010 | -11.72% | 3.830 | -0.53% | 0.000 | +6.90% | +16.50% | 3377630.649 | Hardware | |
BUFR | FT Vest Laddered Buffer ETF | 557,829 | 16673.510 | +44.59% | 3.820 | +1.18% | 0.310 | +6.76% | +12.91% | 5535.000 | ||
NVDA | NVIDIA Corp | 101,791 | 12361.500 | +1.29% | 2.830 | +0.04% | 0.000 | +39.30% | +182.58% | 3431992.300 | Semiconductors | |
MSFT | Microsoft Corp | 24,002 | 10328.490 | +1.29% | 2.370 | +0.03% | 0.000 | +4.32% | +10.02% | 3059156.044 | Software | |
PULS | PGIM Ultra Short Bond ETF | 197,954 | 9854.160 | +10.60% | 2.260 | +0.22% | 0.130 | +0.12% | +0.38% | 8530.239 | ||
DJUL | FT Vest U.S. Equity Deep Buffer ETF - July | 202,619 | 8390.450 | 0% | 1.920 | 0% | 2.290 | +6.73% | +13.48% | 358.283 | ||
MARM | FT Vest U.S. Equity Max Buffer ETF - March | 259,148 | 7891.060 | -1.17% | 1.810 | -0.02% | 3.960 | +3.52% | 0% | 172.608 | ||
SPY | S&P 500 ETF TRUST ETF | 13,454 | 7719.310 | -4.32% | 1.770 | -0.08% | 0.000 | +11.47% | +21.33% | 596470.496 | ||
SPIB | SPDR Portfolio Intermediate Term Corporate Bond ETF | 215,548 | 7266.140 | +33.36% | 1.670 | +0.42% | 0.080 | -0.54% | +0.58% | 9470.138 |
Ignite Planners, LLC's Historical Top Holdings Breakdowns
Ignite Planners, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
BUFR | FT Vest Laddered Buffer ETF | 2024-09-30 | Add | +1.18% | 28.1 ($29.22) 29.89 | $30.00 | 2.67% | Add 44.59% | 557,829 | 172,020 | |
VCR | Vanguard Consumer Discretionary ETF | 2024-09-30 | Reduce | -0.95% | 291.88 ($319.27) 341.94 | $343.84 | 7.70% | Reduce -88.77% | 1,527 | -12,069 | |
JCPB | JPMorgan Core Plus Bond ETF | 2024-09-30 | Add | +0.56% | 45.87 ($47.5) 48.53 | $46.74 | -1.60% | Add 69.86% | 122,390 | 50,337 | |
AAPL | Apple Inc | 2024-09-30 | Reduce | -0.53% | 207.23 ($223.32) 234.82 | $223.45 | 0.06% | Reduce -11.72% | 71,707 | -9,524 | |
QMAR | FT Vest Nasdaq-100 Buffer ETF - March | 2024-09-30 | Reduce | -0.46% | 26.36 ($27.89) 28.69 | $28.88 | 3.55% | Reduce -64.12% | 36,389 | -65,018 | |
SPIB | SPDR Portfolio Intermediate Term Corporate Bond ETF | 2024-09-30 | Add | +0.42% | 32.36 ($33.23) 33.78 | $33.02 | -0.63% | Add 33.36% | 215,548 | 53,922 | |
JPIB | JPMorgan International Bond Opportunities ETF | 2024-09-30 | Add | +0.25% | 46.96 ($47.97) 48.7 | $47.53 | -0.92% | Add 20.23% | 131,181 | 22,077 | |
KO | Coca-Cola Co | 2024-09-30 | Reduce | -0.22% | 62.69 ($68.48) 73.01 | $65.37 | -4.54% | Reduce -52.84% | 12,509 | -14,015 | |
PULS | PGIM Ultra Short Bond ETF | 2024-09-30 | Add | +0.22% | 49.47 ($49.64) 49.8 | $49.58 | -0.12% | Add 10.6% | 197,954 | 18,967 | |
YJUN | FT Vest International Equity Moderate Buffer ETF - June | 2024-09-30 | New Buy | +0.16% | 21.48 ($22.36) 23.09 | $22.24 | -0.54% | New holding | 31,175 | 31,175 |
Ignite Planners, LLC Total Holding History ($B)
Ignite Planners, LLC's Asset Allocation
Ignite Planners, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Ignite Planners, LLC's Hypothetical Growth since 2024-09-30
Ignite Planners, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Ignite Planners, LLC's Holdings Heat Map
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Ignite Planners, LLC's Holdings Bubble Chart
Ignite Planners, LLC News
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