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,
  "BIDU",
  "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,
  "NVDA",
  "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 13 of 17

Sort by:

91232N207

Shares:5.9K

Value:$377.6K

% of Portfolio:0.1% ($377.6K/$510.9M)

AUTOZONE INC

AZO|053332102

Shares:101

Value:$377.0K

% of Portfolio:0.1% ($377.0K/$510.9M)

GE Vernova Inc.

GEV|36828A101

Shares:985

Value:$376.6K

% of Portfolio:0.1% ($376.6K/$510.9M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:622

Value:$374.6K

% of Portfolio:0.1% ($374.6K/$510.9M)

33740F193

Shares:17.7K

Value:$363.2K

% of Portfolio:0.1% ($363.2K/$510.9M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.6K

Value:$353.7K

% of Portfolio:0.1% ($353.7K/$510.9M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:1.6K

Value:$346.9K

% of Portfolio:0.1% ($346.9K/$510.9M)

EMCOR Group, Inc.

EME|29084Q100

Shares:834

Value:$344.0K

% of Portfolio:0.1% ($344.0K/$510.9M)

33733B100

Shares:3.4K

Value:$342.9K

% of Portfolio:0.1% ($342.9K/$510.9M)

464287762

Shares:6.0K

Value:$339.0K

% of Portfolio:0.1% ($339.0K/$510.9M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:4.3K

Value:$338.0K

% of Portfolio:0.1% ($338.0K/$510.9M)

MERCADOLIBRE INC

MELI|58733R102

Shares:147

Value:$337.3K

% of Portfolio:0.1% ($337.3K/$510.9M)

921937819

BIV|921937819

Shares:4.4K

Value:$335.6K

% of Portfolio:0.1% ($335.6K/$510.9M)

Cadence Bank

CADE|12740C103

Shares:11.3K

Value:$334.5K

% of Portfolio:0.1% ($334.5K/$510.9M)

52468L505

Shares:10.4K

Value:$332.4K

% of Portfolio:0.1% ($332.4K/$510.9M)

464287721

Shares:2.3K

Value:$328.6K

% of Portfolio:0.1% ($328.6K/$510.9M)

Elevance Health, Inc.

ELV|036752103

Shares:779

Value:$318.1K

% of Portfolio:0.1% ($318.1K/$510.9M)

464287598

IWD|464287598

Shares:1.7K

Value:$317.1K

% of Portfolio:0.1% ($317.1K/$510.9M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:4.4K

Value:$315.6K

% of Portfolio:0.1% ($315.6K/$510.9M)

33740F417

Shares:14.1K

Value:$315.5K

% of Portfolio:0.1% ($315.5K/$510.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip91232N207)✕	5.9K	QoQ +0.13% (-8) YoY +0.13% (-8)	All Managers (Combined)	$377.6K	0.1% ($377.6K/$510.9M)	QoQ -17.08% (-$77.8K) YoY -18.90% (-$88.0K)
AUTOZONE INC(AZOcusip053332102)	101	QoQ -7.33% (-8) YoY -21.09% (-27)	All Managers (Combined)	$377.0K	0.1% ($377.0K/$510.9M)	QoQ +5.81% (-$20.7K) YoY -7.04% (-$28.6K)
GE Vernova Inc.(GEVcusip36828A101)	985	QoQ +12.95% (+113) YoY NEW(+985)	All Managers (Combined)	$376.6K	0.1% ($376.6K/$510.9M)	QoQ +21.97% (+$67.8K) YoY NEW(+$376.6K)
Spotify Technology S.A.(SPOTcusipL8681T102)	622	QoQ +9.70% (+55) YoY NEW(+622)	All Managers (Combined)	$374.6K	0.1% ($374.6K/$510.9M)	QoQ +41.56% (+$110.0K) YoY NEW(+$374.6K)
(cusip33740F193)✕	17.7K	QoQ +1.72% (-300) YoY NEW(+17.7K)	All Managers (Combined)	$363.2K	0.1% ($363.2K/$510.9M)	QoQ -0.51% (-$1.9K) YoY NEW(+$363.2K)
LOWES COMPANIES INC(LOWcusip548661107)	1.6K	QoQ +1.98% (-31) YoY -19.40% (-383)	All Managers (Combined)	$353.7K	0.1% ($353.7K/$510.9M)	QoQ -8.76% (-$34.0K) YoY -28.13% (-$138.5K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	1.6K	QoQ -16.61% (-313) YoY -13.30% (-241)	All Managers (Combined)	$346.9K	0.1% ($346.9K/$510.9M)	QoQ -19.58% (-$84.5K) YoY +36.20% (-$92.2K)
EMCOR Group, Inc.(EMEcusip29084Q100)	834	QoQ +9.73% (-74) YoY +41.59% (+245)	All Managers (Combined)	$344.0K	0.1% ($344.0K/$510.9M)	QoQ -4.42% (-$15.9K) YoY +64.59% (+$135.0K)
(cusip33733B100)✕	3.4K	QoQ +2.48% (+82) YoY +55.79% (+1.2K)	All Managers (Combined)	$342.9K	0.1% ($342.9K/$510.9M)	QoQ +1.82% (+$6.2K) YoY +56.19% (+$123.4K)
(cusip464287762)✕	6.0K	QoQ +74.25% (+2.5K) YoY +24.75% (+1.2K)	All Managers (Combined)	$339.0K	0.1% ($339.0K/$510.9M)	QoQ +68.42% (+$137.7K) YoY +15.69% (+$46.0K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	4.3K	QoQ +5.83% (-237) YoY +7.85% (+313)	All Managers (Combined)	$338.0K	0.1% ($338.0K/$510.9M)	QoQ -3.47% (-$12.2K) YoY +27.31% (+$72.5K)
MERCADOLIBRE INC(MELIcusip58733R102)	147	QoQ +7.29% (+10) YoY NEW(+147)	All Managers (Combined)	$337.3K	0.1% ($337.3K/$510.9M)	QoQ +34.23% (+$86.0K) YoY NEW(+$337.3K)
(BIVcusip921937819)	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$335.6K	0.1% ($335.6K/$510.9M)	QoQ NEW(+$335.6K) YoY NEW(+$335.6K)
Cadence Bank(CADEcusip12740C103)	11.3K	QoQ +11.54% (-1.2K) YoY -52.90% (-12.7K)	All Managers (Combined)	$334.5K	0.1% ($334.5K/$510.9M)	QoQ -3.86% (-$13.5K) YoY -51.31% (-$352.6K)
(cusip52468L505)✕	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$332.4K	0.1% ($332.4K/$510.9M)	QoQ NEW(+$332.4K) YoY NEW(+$332.4K)
(cusip464287721)✕	2.3K	QoQ +0.04% (-1) YoY -5.69% (-136)	All Managers (Combined)	$328.6K	0.1% ($328.6K/$510.9M)	QoQ -10.18% (-$37.3K) YoY +1.42% (-$4.6K)
Elevance Health, Inc.(ELVcusip036752103)	779	QoQ +0.25% (+2) YoY +0.90% (-7)	All Managers (Combined)	$318.1K	0.1% ($318.1K/$510.9M)	QoQ +10.17% (+$29.4K) YoY -20.15% (-$80.3K)
(IWDcusip464287598)	1.7K	QoQ +1.63% (-28) YoY NEW(+1.7K)	All Managers (Combined)	$317.1K	0.1% ($317.1K/$510.9M)	QoQ -0.76% (-$2.4K) YoY NEW(+$317.1K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	4.4K	QoQ +22.79% (+816) YoY NEW(+4.4K)	All Managers (Combined)	$315.6K	0.1% ($315.6K/$510.9M)	QoQ +23.69% (+$60.5K) YoY NEW(+$315.6K)
(cusip33740F417)✕	14.1K	QoQ -18.09% (-3.1K) YoY NEW(+14.1K)	All Managers (Combined)	$315.5K	0.1% ($315.5K/$510.9M)	QoQ -22.90% (-$93.7K) YoY NEW(+$315.5K)