Ignite Planners, LLC
CIK 1849348 · Holdings on Mar 31, 2025 · First reported May 6, 2025
Top ten holdings
Q1 2025- AAPL4.58%
- SCHG4.41%
- BUFR3.89%
- NVDA2.42%
- MSFT2.39%
- BRK.B1.90%
- MARM1.71%
- AMZN1.59%
- SPIB1.54%
- SPY1.49%
Share classes counted separately25.92%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BRK.BWeight increased · +1.39 pp0.51% → 1.90%Shares +13.26K (+260.73%)
- SCHGWeight decreased · -1.22 pp5.63% → 4.41%Shares -30.78K (-3.39%)
- PULSWeight decreased · -1.19 pp1.96% → 0.77%Shares -100.97K (-55.92%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $23.42M | 4.58% | 109.78K shares | 3.80% → 4.58%+0.78 pp +38.59K (+54.20%) | Added | ↗▾ |
| 02 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $22.52M | 4.41% | 876.07K shares | 5.63% → 4.41%-1.22 pp -30.78K (-3.39%) | Reduced | ↗▾ |
| 03 | BUFRFT VEST LAD BUFFERVETF-USD IFT VEST LADDERED View history and evidence | $19.87M | 3.89% | 671.21K shares | 4.01% → 3.89%-0.12 pp +74.90K (+12.56%) | Added | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $12.38M | 2.42% | 110.89K shares | 3.20% → 2.42%-0.78 pp +9.87K (+9.77%) | Added | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $12.18M | 2.39% | 28.64K shares | 2.26% → 2.39%+0.13 pp +4.26K (+17.48%) | Added | ↗▾ |
| 06 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $9.73M | 1.90% | 18.34K shares | 0.51% → 1.90%+1.39 pp +13.26K (+260.73%) | Added | ↗▾ |
| 07 | MARMFTVESTUS MAX BUFF ETF MARCHVEST US EQUITY M View history and evidence | $8.75M | 1.71% | 278.11K shares | 1.76% → 1.71%-0.05 pp +19.70K (+7.62%) | Added | ↗▾ |
| 08 | AMZNAMAZON.COM INC View history and evidence | $8.14M | 1.59% | 42.77K shares | 1.55% → 1.59%+0.04 pp +11.27K (+35.78%) | Added | ↗▾ |
| 09 | SPIBSS SPDR P INT C CORP ETFPORTFOLIO INTRMD View history and evidence | $7.87M | 1.54% | 237.79K shares | 1.61% → 1.54%-0.07 pp +13.47K (+6.01%) | Added | ↗▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $7.63M | 1.49% | 13.67K shares | 1.78% → 1.49%-0.29 pp -53 (-0.39%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 13
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MMM 3M CO | Non-derivative | -7,333 | -$952.24K | SEC filing ↗ | SEC filing ↗ |
| IOO ISHARES GLOBAL 100 ETF | Non-derivative | -3,754 | -$382.01K | SEC filing ↗ | SEC filing ↗ |
| SDY SS SPDR S&P DIVIDEND ETF | Non-derivative | -2,445 | -$322.37K | SEC filing ↗ | SEC filing ↗ |
3 / 13 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1849348 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 510877582
}Research all 329 reported holdings.
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