Ignite-Planners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "PBR-A",
  null,
  "SNOW",
  "ACN",
  "ABT",
  "ABBV",
  null,
  "BABA",
  "VONG",
  null,
  "GOOGL",
  "AXP",
  "JQC",
  null,
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  null,
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  "BSX",
  null,
  null,
  null,
  "CCI",
  "PECO",
  "ETY",
  null,
  null,
  null,
  null,
  "GD",
  null,
  "TSLX",
  "GILD",
  "MUC",
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "QCOM",
  null,
  "GLPI",
  null,
  null,
  null,
  null,
  "FBRT",
  null,
  "ISRG",
  null,
  "HSBC",
  "AMAT",
  null,
  "META",
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "NAC",
  "DBL",
  "TEI",
  null,
  null,
  "BBUS",
  null,
  null,
  null,
  null,
  "KMI",
  "LRCX",
  "EDD",
  "MMC",
  "FINS",
  "SILA",
  "MA",
  "MSFT",
  "TMUS",
  null,
  "GE",
  "HIG",
  "NVS",
  "ILMN",
  null,
  null,
  null,
  null,
  null,
  "ORLY",
  "BX",
  "HSY",
  "AMP",
  "IJR",
  "ANET",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "VGIT",
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "VGSH",
  "IVV",
  null,
  "PBR",
  "UNH",
  "AAPL",
  "SPY",
  null,
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  "PLTR",
  "PRU",
  "PFE",
  null,
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  "AMGN",
  null,
  null,
  null,
  null,
  "IEFA",
  "SCHX",
  null,
  null,
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "SPYG",
  null,
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "SBUX",
  "SNPS",
  "TXN",
  "TJX",
  "TFC",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "MET",
  "RCL",
  "TCPC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TRMK",
  "EME",
  "VIG",
  "RNST",
  null,
  null,
  null,
  "IEF",
  "TSM",
  "GSK",
  null,
  "FSK",
  null,
  "VRTX",
  "EW",
  "HWC",
  "AMD",
  "IP",
  "F",
  "AJG",
  "IWR",
  "VLY",
  "AEP",
  null,
  null,
  "PEG",
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  "VGT",
  "USB",
  null,
  "VOOG",
  "BND",
  "BSV",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WSR",
  "WSM",
  "WMB",
  null,
  "WPC",
  "UMC",
  null,
  "DVY",
  "SCHG",
  "NOK",
  "ICL",
  "SO",
  null,
  "CRM",
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  "LYB",
  null,
  "GEV",
  "MELI",
  "DGRO",
  "SPYV",
  "EXR",
  null,
  "AZO",
  "BAC",
  "BMO",
  "BRK-A",
  "BRK-B",
  "BA",
  "BMY",
  "CADE",
  null,
  "CDNS",
  "CARR",
  "CVX",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CAG",
  "COP",
  "STZ",
  "COST",
  "CPNG",
  "DHR",
  "DE",
  null,
  "MAR",
  "QQQ",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  null,
  "MO",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 329
Total Value: 510877582
Accession Number: 0001085146-25-002612
Form Type: 13F-HR
CIK: ignite-planners
Manager Name: Ignite-Planners

Data Enrichment

60% identified

196 identified133 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

329 positions • $510.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 17

Sort by:

Apple Inc.

AAPL|037833100

Shares:109.8K

Value:$23.4M

% of Portfolio:4.6% ($23.4M/$510.9M)

808524300

SCHG|808524300

Shares:876.1K

Value:$22.5M

% of Portfolio:4.4% ($22.5M/$510.9M)

33740F755

Shares:671.2K

Value:$19.9M

% of Portfolio:3.9% ($19.9M/$510.9M)

NVIDIA CORP

NVDA|67066G104

Shares:110.9K

Value:$12.4M

% of Portfolio:2.4% ($12.4M/$510.9M)

MICROSOFT CORP

MSFT|594918104

Shares:28.6K

Value:$12.2M

% of Portfolio:2.4% ($12.2M/$510.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:18.3K

Value:$9.7M

% of Portfolio:1.9% ($9.7M/$510.9M)

33740U612

Shares:278.1K

Value:$8.8M

% of Portfolio:1.7% ($8.8M/$510.9M)

AMAZON COM INC

AMZN|023135106

Shares:42.8K

Value:$8.1M

% of Portfolio:1.6% ($8.1M/$510.9M)

78464A375

Shares:237.8K

Value:$7.9M

% of Portfolio:1.5% ($7.9M/$510.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:13.7K

Value:$7.6M

% of Portfolio:1.5% ($7.6M/$510.9M)

92790A405

Shares:319.6K

Value:$7.5M

% of Portfolio:1.5% ($7.5M/$510.9M)

46641Q670

Shares:153.0K

Value:$7.1M

% of Portfolio:1.4% ($7.1M/$510.9M)

46641Q852

Shares:147.8K

Value:$7.1M

% of Portfolio:1.4% ($7.1M/$510.9M)

33734X192

Shares:65.9K

Value:$6.9M

% of Portfolio:1.4% ($6.9M/$510.9M)

78463X889

SPDW|78463X889

Shares:182.3K

Value:$6.9M

% of Portfolio:1.3% ($6.9M/$510.9M)

33740F698

Shares:165.1K

Value:$6.8M

% of Portfolio:1.3% ($6.8M/$510.9M)

78464A508

SPYV|78464A508

Shares:128.9K

Value:$6.4M

% of Portfolio:1.2% ($6.4M/$510.9M)

922908363

VOO|922908363

Shares:9.8K

Value:$5.0M

% of Portfolio:1.0% ($5.0M/$510.9M)

Tesla, Inc.

TSLA|88160R101

Shares:17.7K

Value:$5.0M

% of Portfolio:1.0% ($5.0M/$510.9M)

TRUSTMARK CORP

TRMK|898402102

Shares:142.8K

Value:$4.9M

% of Portfolio:1.0% ($4.9M/$510.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	109.8K	QoQ +54.20% (+38.6K) YoY +35.40% (+28.7K)	All Managers (Combined)	$23.4M	4.6% ($23.4M/$510.9M)	QoQ +35.16% (+$6.1M) YoY +69.87% (+$9.6M)
(SCHGcusip808524300)	876.1K	QoQ -3.39% (-30.8K) YoY +293.51% (+653.4K)	All Managers (Combined)	$22.5M	4.4% ($22.5M/$510.9M)	QoQ -12.29% (-$3.2M) YoY +9.02% (+$1.9M)
(cusip33740F755)✕	671.2K	QoQ +12.56% (+74.9K) YoY +311.08% (+507.9K)	All Managers (Combined)	$19.9M	3.9% ($19.9M/$510.9M)	QoQ +8.77% (+$1.6M) YoY +336.12% (+$15.3M)
NVIDIA CORP(NVDAcusip67066G104)	110.9K	QoQ +9.76% (-9.9K) YoY +1052.60% (+101.3K)	All Managers (Combined)	$12.4M	2.4% ($12.4M/$510.9M)	QoQ -15.19% (-$2.2M) YoY +42.36% (+$3.7M)
MICROSOFT CORP(MSFTcusip594918104)	28.6K	QoQ +17.48% (+4.3K) YoY +21.96% (+5.2K)	All Managers (Combined)	$12.2M	2.4% ($12.2M/$510.9M)	QoQ +18.04% (+$1.9M) YoY +22.19% (+$2.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	18.3K	QoQ +260.72% (+13.3K) YoY +258.19% (+13.2K)	All Managers (Combined)	$9.7M	1.9% ($9.7M/$510.9M)	QoQ +321.70% (+$7.4M) YoY +351.98% (+$7.6M)
(cusip33740U612)✕	278.1K	QoQ +7.62% (+19.7K) YoY +379.96% (+220.2K)	All Managers (Combined)	$8.8M	1.7% ($8.8M/$510.9M)	QoQ +9.20% (+$737.5K) YoY +417.37% (+$7.1M)
AMAZON COM INC(AMZNcusip023135106)	42.8K	QoQ +35.77% (+11.3K) YoY +33.62% (+10.8K)	All Managers (Combined)	$8.1M	1.6% ($8.1M/$510.9M)	QoQ +15.19% (+$1.1M) YoY +40.43% (+$2.3M)
(cusip78464A375)✕	237.8K	QoQ +6.00% (+13.5K) YoY +70.65% (+98.4K)	All Managers (Combined)	$7.9M	1.5% ($7.9M/$510.9M)	QoQ +7.20% (+$528.9K) YoY +74.12% (+$3.4M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	13.7K	QoQ -0.38% (-53) YoY -3.44% (-488)	All Managers (Combined)	$7.6M	1.5% ($7.6M/$510.9M)	QoQ -6.02% (-$489.6K) YoY +3.26% (-$241.6K)
(cusip92790A405)✕	319.6K	QoQ +13.24% (+37.4K) YoY +46.27% (+101.1K)	All Managers (Combined)	$7.5M	1.5% ($7.5M/$510.9M)	QoQ +10.36% (+$700.3K) YoY +42.19% (+$2.2M)
(cusip46641Q670)✕	153.0K	QoQ +19.15% (+24.6K) YoY +148.29% (+91.4K)	All Managers (Combined)	$7.1M	1.4% ($7.1M/$510.9M)	QoQ +20.71% (+$1.2M) YoY +150.82% (+$4.3M)
(cusip46641Q852)✕	147.8K	QoQ +8.64% (+11.8K) YoY +62.47% (+56.8K)	All Managers (Combined)	$7.1M	1.4% ($7.1M/$510.9M)	QoQ +10.29% (+$663.8K) YoY +65.15% (+$2.8M)
(cusip33734X192)✕	65.9K	QoQ -4.71% (-3.3K) YoY -12.42% (-9.4K)	All Managers (Combined)	$6.9M	1.4% ($6.9M/$510.9M)	QoQ -17.65% (-$1.5M) YoY -3.55% (-$255.5K)
(SPDWcusip78463X889)	182.3K	QoQ -5.29% (-10.2K) YoY +21.22% (+31.9K)	All Managers (Combined)	$6.9M	1.3% ($6.9M/$510.9M)	QoQ +4.26% (-$281.6K) YoY +28.19% (+$1.5M)
(cusip33740F698)✕	165.1K	QoQ -13.26% (-25.3K) YoY -41.83% (-118.8K)	All Managers (Combined)	$6.8M	1.3% ($6.8M/$510.9M)	QoQ -15.93% (-$1.3M) YoY -38.37% (-$4.2M)
(SPYVcusip78464A508)	128.9K	QoQ +1.92% (-2.4K) YoY +15.90% (+17.7K)	All Managers (Combined)	$6.4M	1.2% ($6.4M/$510.9M)	QoQ -1.95% (-$126.6K) YoY +14.86% (+$823.0K)
(VOOcusip922908363)	9.8K	QoQ +11.20% (+984) YoY +17.80% (+1.5K)	All Managers (Combined)	$5.0M	1.0% ($5.0M/$510.9M)	QoQ +4.87% (+$232.9K) YoY +25.97% (+$1.0M)
Tesla, Inc.(TSLAcusip88160R101)	17.7K	QoQ +4.51% (-767) YoY -15.51% (-3.3K)	All Managers (Combined)	$5.0M	1.0% ($5.0M/$510.9M)	QoQ -28.56% (-$2.0M) YoY +35.24% (-$1.3M)
TRUSTMARK CORP(TRMKcusip898402102)	142.8K	QoQ +1.85% (-2.6K) YoY +1.85% (+2.6K)	All Managers (Combined)	$4.9M	1.0% ($4.9M/$510.9M)	QoQ -1.07% (-$53.0K) YoY +26.18% (+$1.0M)