Latest Ignite Planners, LLC Stock Portfolio
Ignite Planners, LLC Performance:
2025 Q3: 2.89%YTD: 5.5%2024: 10.1%
Performance for 2025 Q3 is 2.89%, and YTD is 5.5%, and 2024 is 10.1%.
About Ignite Planners, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Ignite Planners, LLC reported an equity portfolio of $610.5 Millions as of 30 Sep, 2025.
The top stock holdings of Ignite Planners, LLC are FNDA, AAPL, AFLG. The fund has invested 4.8% of it's portfolio in SCHWAB STRATEGIC TR and 4.4% of portfolio in APPLE INC.
The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (AFLG), SYNOPSYS INC (SNPS) and INVESCO EXCHANGE TRADED FD T (CSD) stocks. They significantly reduced their stock positions in FIRST TR EXCHNG TRADED FD VI (BUFD), BLACKROCK TCP CAPITAL CORP (TCPC) and PETROLEO BRASILEIRO SA PETRO (PBR). Ignite Planners, LLC opened new stock positions in FIRST TR EXCHNG TRADED FD VI (BUFD), FIRST TR EXCHNG TRADED FD VI (AFLG) and UNITEDHEALTH GROUP INC (UNH). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHNG TRADED FD VI (AFLG), ISHARES TR (IJR) and INVESCO EXCHANGE TRADED FD T (CSD).
The top stock holdings of Ignite Planners, LLC are FNDA, AAPL, AFLG. The fund has invested 4.8% of it's portfolio in SCHWAB STRATEGIC TR and 4.4% of portfolio in APPLE INC.
The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (AFLG), SYNOPSYS INC (SNPS) and INVESCO EXCHANGE TRADED FD T (CSD) stocks. They significantly reduced their stock positions in FIRST TR EXCHNG TRADED FD VI (BUFD), BLACKROCK TCP CAPITAL CORP (TCPC) and PETROLEO BRASILEIRO SA PETRO (PBR). Ignite Planners, LLC opened new stock positions in FIRST TR EXCHNG TRADED FD VI (BUFD), FIRST TR EXCHNG TRADED FD VI (AFLG) and UNITEDHEALTH GROUP INC (UNH). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHNG TRADED FD VI (AFLG), ISHARES TR (IJR) and INVESCO EXCHANGE TRADED FD T (CSD).
Ignite Planners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Ignite Planners, LLC made a return of 2.89% in the last quarter. In trailing 12 months, it's portfolio return was 7.6%.
New Buys
| Ticker | $ Bought |
|---|---|
| first tr exchng traded fd vi | 675,750 |
| first tr exchng traded fd vi | 573,617 |
| first tr exchng traded fd vi | 555,282 |
| unitedhealth group inc | 398,477 |
| select sector spdr tr | 370,717 |
| capital one finl corp | 304,763 |
| invesco exch traded fd tr ii | 301,939 |
| first tr exchng traded fd vi | 281,477 |
New stocks bought by Ignite Planners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| first tr exchng traded fd vi | 162 |
| ishares tr | 123 |
| first tr exchng traded fd vi | 75.74 |
| invesco exchange traded fd t | 54.02 |
| advanced micro devices inc | 33.32 |
| ishares bitcoin trust etf | 28.13 |
| first tr exchange traded fd | 26.62 |
| select sector spdr tr | 24.1 |
Additions to existing portfolio by Ignite Planners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| first tr exchng traded fd vi | -44.99 |
| blackrock tcp capital corp | -30.52 |
| petroleo brasileiro sa petro | -29.16 |
| carrier global corporation | -24.43 |
| marvell technology inc | -21.16 |
| spdr index shs fds | -20.94 |
| first tr exchng traded fd vi | -20.46 |
| spotify technology s a | -19.62 |
Ignite Planners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| first tr exchng traded fd vi | -573,888 |
| spdr series trust | -284,935 |
| first tr exchng traded fd vi | -213,219 |
| invesco exchange traded fd t | -307,105 |
| ishares tr | -285,546 |
| johnson ctls intl plc | -219,010 |
| constellation brands inc | -201,791 |
| synopsys inc | -411,087 |
Ignite Planners, LLC got rid off the above stocks
Sector Distribution
Ignite Planners, LLC has about 63% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 63 |
| Technology | 14.4 |
| Financial Services | 4.7 |
| Consumer Cyclical | 4.3 |
| Communication Services | 3.6 |
| Consumer Defensive | 2.4 |
| Industrials | 2.3 |
| Healthcare | 1.9 |
| Energy | 1.1 |
Market Cap. Distribution
Ignite Planners, LLC has about 34.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 63 |
| MEGA-CAP | 22.1 |
| LARGE-CAP | 12 |
| SMALL-CAP | 1.8 |
| MID-CAP | 1.1 |
Stocks belong to which Index?
About 35.5% of the stocks held by Ignite Planners, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 64.6 |
| S&P 500 | 32.9 |
| RUSSELL 2000 | 2.6 |
Ignite Planners, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Ignite Planners, LLC
Ignite Planners, LLC has 376 stocks in it's portfolio. About 26.1% of the portfolio is in top 10 stocks. AMZN proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Ignite Planners, LLC last quarter.
Last Reported on: 08 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.42 | 105,864 | 26,955,800 | reduced | -2.32 | ||
| AAXJ | ishares tr | 0.96 | 27,881 | 5,834,460 | added | 4.47 | ||
| AAXJ | ishares tr | 0.39 | 28,837 | 2,385,680 | reduced | -0.04 | ||
| AAXJ | ishares tr | 0.16 | 8,805 | 971,807 | reduced | -1.06 | ||
| AAXJ | ishares tr | 0.05 | 4,629 | 282,924 | reduced | -3.98 | ||
| AAXJ | ishares tr | 0.05 | 5,251 | 278,461 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.04 | 2,151 | 230,695 | reduced | -7.52 | ||
| AAXJ | ishares tr | 0.03 | 1,455 | 201,139 | new | |||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.18 | 4,777 | 1,106,090 | added | 1.16 | ||
| ABT | abbott labs | 0.11 | 4,830 | 646,950 | added | 2.46 | ||
| ACN | accenture plc ireland | 0.05 | 1,220 | 300,852 | added | 5.17 | ||
| ACWF | ishares tr | 0.80 | 104,715 | 4,891,250 | reduced | -3.89 | ||
| ACWF | ishares tr | 0.51 | 60,705 | 3,133,350 | added | 6.65 | ||
| ACWF | ishares tr | 0.40 | 48,708 | 2,464,120 | added | 1.05 | ||
| ACWF | ishares tr | 0.11 | 10,029 | 682,727 | added | 4.16 | ||
| AEP | american elec pwr co inc | 0.08 | 4,332 | 487,353 | added | 6.2 | ||
| AFK | vaneck etf trust | 0.36 | 6,664 | 2,174,700 | reduced | -0.85 | ||
| AFLG | first tr exchng traded fd vi | 3.74 | 682,794 | 22,819,000 | reduced | -0.39 | ||
| AFLG | first tr exchng traded fd vi | 1.22 | 159,987 | 7,470,600 | reduced | -2.69 | ||