Ignite Planners, LLC Reduced Holdings in Q3 2024

Ignite Planners, LLC

  • $419 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCR
Vanguard Consumer Discretionar

ETFs
-12.1K
- 88.77%
$291.88 - $341.94 $3.52M - $4.13M
1.53K $519K
KO
Coca Cola CO

Consumer Defensive
-14K
- 52.84%
$62.69 - $73.01 $879K - $1.02M
12.5K $898K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-6.77K
- 44.3%
$98.99 - $101.51 $670K - $687K
8.51K $862K
BA
Boeing CO

Industrials
-327
- 1.97%
$152.04 - $190.6 $49.7K - $62.3K
16.2K $2.47M
AAPL
Apple Inc.

Technology
-9.52K
- 11.72%
$207.23 - $234.82 $1.97M - $2.24M
71.7K $16.7M
SPYG
Spdr Portfolio

ETFs
-5.08K
- 23.35%
$73.38 - $84.1 $373K - $427K
16.7K $1.38M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-9.86K
- 24.77%
$38.45 - $40.05 $379K - $395K
30K $1.2M
CADE
Cadence Bank

Financial Services
-13.5K
- 57.24%
$27.64 - $33.58 $374K - $454K
10.1K $321K
AMZN
Amazon Com Inc

Consumer Cyclical
-431
- 1.35%
$161.02 - $200.0 $69.4K - $86.2K
31.4K $5.86M
GOOGL
Alphabet Inc.

Communication Services
-277
- 1.81%
$148.65 - $191.18 $41.2K - $53K
15K $2.49M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-15.4K
- 44.71%
$19.48 - $20.97 $300K - $323K
19.1K $395K
CVX
Chevron Corp

Energy
-1.08K
- 9.17%
$137.88 - $161.97 $148K - $174K
10.7K $1.57M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-7.91K
- 10.78%
$8.08 - $11.02 $63.9K - $87.2K
65.5K $542K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-9.35K
- 19.24%
$19.97 - $21.86 $187K - $204K
39.2K $805K
GOOG
Alphabet Inc.

Communication Services
-113
- 0.87%
$149.54 - $192.66 $16.9K - $21.8K
12.9K $2.16M
XLE
Energy Sector Spdr

ETFs
-1.52K
- 19.3%
$84.35 - $93.39 $129K - $142K
6.37K $559K
AMAT
Applied Materials Inc

Technology
-265
- 9.64%
$174.88 - $254.97 $46.3K - $67.6K
2.49K $502K
INTC
Intel Corp

Technology
-1.62K
- 12.67%
$18.9 - $34.87 $30.5K - $56.3K
11.1K $261K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-5.4K
- 8.11%
$54.98 - $59.51 $297K - $321K
61.2K $3.64M
LRCX
Lam Research Corp

Technology
-24
- 5.39%
$731.56 - $1127.3 $17.6K - $27.1K
421 $343K
ELV
Elevance Health, Inc.

Healthcare
-151
- 16.32%
$500.12 - $562.29 $75.5K - $84.9K
774 $402K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-2.21K
- 30.68%
$50.37 - $55.21 $111K - $122K
4.99K $271K
IYH
Ishares Tr

ETFs
-1.7K
- 33.3%
$60.29 - $66.38 $103K - $113K
3.41K $221K
CSCO
Cisco Systems, Inc.

Technology
-2.76K
- 27.82%
$44.74 - $53.22 $124K - $147K
7.17K $381K
MRK
Merck & Co., Inc.

Healthcare
-41
- 0.67%
$111.15 - $128.97 $4.56K - $5.29K
6.1K $692K
IWD
Ishares Russell 1000 Val ETF

ETFs
-473
- 21.29%
$173.36 - $189.8 $82K - $89.8K
1.75K $331K
LLY
Eli Lilly & CO

Healthcare
-19
- 0.97%
$772.14 - $960.02 $14.7K - $18.2K
1.95K $1.73M
SNPS
Synopsys Inc

Technology
-1
- 0.16%
$463.97 - $621.3 $464 - $621
608 $307K
IWR
Ishares Russell Mid Cap ETF

ETFs
-736
- 23.39%
$79.92 - $88.19 $58.8K - $64.9K
2.41K $212K
PSX
Phillips 66

Energy
-180
- 9.89%
$125.0 - $147.17 $22.5K - $26.5K
1.64K $215K
F
Ford Motor CO

Consumer Cyclical
-155
- 0.91%
$9.71 - $14.55 $1.51K - $2.26K
16.8K $177K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-755
- 18.28%
$73.43 - $80.37 $55.4K - $60.7K
3.38K $271K
C
Citigroup Inc

Financial Services
-310
- 1.89%
$56.11 - $67.61 $17.4K - $21K
16.1K $1.01M
XLP
Consumer Staples Sector Spdr

ETFs
-194
- 0.74%
$76.04 - $76.04 $14.8K - $14.8K
26.2K $1.99M
SOXX
Ishares Semiconductor ETF

ETFs
-10
- 0.63%
$199.29 - $265.49 $1.99K - $2.65K
1.57K $362K
DIS
Walt Disney CO

Communication Services
-215
- 8.77%
$85.6 - $98.61 $18.4K - $21.2K
2.24K $215K
BIGZ
Black Rock Innovation & Growth Trust
-4.46K
- 17.43%
$6.75 - $7.61 $30.1K - $33.9K
21.1K $159K
IVV
Ishares Core S&P 500 ETF

ETFs
-110
- 8.7%
$520.18 - $576.82 $57.2K - $63.5K
1.16K $666K
FSK
Fs Kkr Capital Corp

Financial Services
-1.3K
- 3.57%
$18.74 - $20.43 $24.4K - $26.6K
35.2K $694K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-2.4K
- 12.25%
$12.28 - $14.02 $29.5K - $33.6K
17.2K $224K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.26K
- 10.95%
$77.23 - $87.97 $174K - $199K
18.3K $1.59M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
-1.1K
- 8.68%
$11.25 - $13.4 $12.4K - $14.7K
11.6K $148K
FDN
First Tr Fd Dow Jones

ETFs
-125
- 6.76%
$183.68 - $212.48 $23K - $26.6K
1.72K $364K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
-493
- 14.51%
$70.21 - $78.25 $34.6K - $38.6K
2.9K $223K
HON
Honeywell International Inc

Industrials
-2
- 0.11%
$196.73 - $220.21 $393 - $440
1.75K $361K
EDOW
First Tr Exchange Traded Fd

ETFs
-8.12K
- 7.27%
$32.74 - $36.1 $266K - $293K
104K $3.73M
SPOT
Spotify Technology S.A.

Communication Services
-132
- 18.18%
$290.16 - $384.01 $38.3K - $50.7K
594 $218K
BRSP
Bright Spire Capital, Inc.

Real Estate
-629
- 3.86%
$5.12 - $6.64 $3.22K - $4.18K
15.7K $87K
WMT
Walmart Inc.

Consumer Defensive
-4.83K
- 16.37%
$66.91 - $81.4 $323K - $393K
24.7K $1.99M
Activity Summary
Buys All Purchases 157 New Holdings 28 Increased Positions 129 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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