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 14 of 17

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RTX Corp

RTX|75513E101

Shares:2.4K

Value:$311.8K

% of Portfolio:0.1% ($311.8K/$510.9M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.4K

Value:$311.6K

% of Portfolio:0.1% ($311.6K/$510.9M)

SYNOPSYS INC

SNPS|871607107

Shares:678

Value:$311.4K

% of Portfolio:0.1% ($311.4K/$510.9M)

464288794

Shares:2.2K

Value:$311.1K

% of Portfolio:0.1% ($311.1K/$510.9M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:6.2K

Value:$308.8K

% of Portfolio:0.1% ($308.8K/$510.9M)

46137V241

Shares:4.6K

Value:$304.3K

% of Portfolio:0.1% ($304.3K/$510.9M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:607

Value:$302.8K

% of Portfolio:0.1% ($302.8K/$510.9M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.9K

Value:$302.8K

% of Portfolio:0.1% ($302.8K/$510.9M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:2.5K

Value:$300.9K

% of Portfolio:0.1% ($300.9K/$510.9M)

Phillips Edison & Company, Inc.

PECO|71844V201

Shares:8.6K

Value:$300.9K

% of Portfolio:0.1% ($300.9K/$510.9M)

Parker-Hannifin Corp

PH|701094104

Shares:493

Value:$300.8K

% of Portfolio:0.1% ($300.8K/$510.9M)

33737A108

Shares:2.5K

Value:$298.0K

% of Portfolio:0.1% ($298.0K/$510.9M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:3.0K

Value:$290.1K

% of Portfolio:0.1% ($290.1K/$510.9M)

33740U208

Shares:6.1K

Value:$288.2K

% of Portfolio:0.1% ($288.2K/$510.9M)

46140H700

Shares:15.9K

Value:$286.3K

% of Portfolio:0.1% ($286.3K/$510.9M)

Prologis, Inc.

PLD|74340W103

Shares:2.8K

Value:$285.9K

% of Portfolio:0.1% ($285.9K/$510.9M)

921937835

BND|921937835

Shares:3.9K

Value:$283.7K

% of Portfolio:0.1% ($283.7K/$510.9M)

922908744

VTV|922908744

Shares:1.7K

Value:$281.2K

% of Portfolio:0.1% ($281.2K/$510.9M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:10.7K

Value:$280.8K

% of Portfolio:0.1% ($280.8K/$510.9M)

LAM RESEARCH CORP

LRCX|512807306

Shares:3.9K

Value:$279.2K

% of Portfolio:0.1% ($279.2K/$510.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RTX Corp(RTXcusip75513E101)	2.4K	QoQ +10.17% (+226) YoY NEW(+2.4K)	All Managers (Combined)	$311.8K	0.1% ($311.8K/$510.9M)	QoQ +21.14% (+$54.4K) YoY NEW(+$311.8K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.4K	QoQ +8.08% (+104) YoY +11.63% (+145)	All Managers (Combined)	$311.6K	0.1% ($311.6K/$510.9M)	QoQ +14.59% (+$39.7K) YoY +22.64% (+$57.5K)
SYNOPSYS INC(SNPScusip871607107)	678	QoQ +9.88% (+61) YoY +13.75% (-82)	All Managers (Combined)	$311.4K	0.1% ($311.4K/$510.9M)	QoQ +2.24% (+$6.8K) YoY -9.41% (-$32.4K)
(cusip464288794)✕	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$311.1K	0.1% ($311.1K/$510.9M)	QoQ NEW(+$311.1K) YoY NEW(+$311.1K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	6.2K	QoQ NEW(+6.2K) YoY +60.91% (+2.4K)	All Managers (Combined)	$308.8K	0.1% ($308.8K/$510.9M)	QoQ NEW(+$308.8K) YoY +50.64% (+$103.8K)
(cusip46137V241)✕	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$304.3K	0.1% ($304.3K/$510.9M)	QoQ NEW(+$304.3K) YoY NEW(+$304.3K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	607	QoQ NEW(+607) YoY NEW(+607)	All Managers (Combined)	$302.8K	0.1% ($302.8K/$510.9M)	QoQ NEW(+$302.8K) YoY NEW(+$302.8K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.9K	QoQ +43.94% (+584) YoY +48.29% (+623)	All Managers (Combined)	$302.8K	0.1% ($302.8K/$510.9M)	QoQ +19.57% (+$49.6K) YoY +35.52% (+$79.4K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	2.5K	QoQ +11.96% (+264) YoY +19.03% (+395)	All Managers (Combined)	$300.9K	0.1% ($300.9K/$510.9M)	QoQ +24.58% (+$59.4K) YoY +41.50% (+$88.3K)
Phillips Edison & Company, Inc.(PECOcusip71844V201)	8.6K	QoQ -7.61% (-709) YoY -34.12% (-4.5K)	All Managers (Combined)	$300.9K	0.1% ($300.9K/$510.9M)	QoQ -13.84% (-$48.4K) YoY -34.33% (-$157.3K)
Parker-Hannifin Corp(PHcusip701094104)	493	QoQ +17.66% (+74) YoY NEW(+493)	All Managers (Combined)	$300.8K	0.1% ($300.8K/$510.9M)	QoQ +12.57% (+$33.6K) YoY NEW(+$300.8K)
(cusip33737A108)✕	2.5K	QoQ -48.80% (-2.4K) YoY +4.35% (+104)	All Managers (Combined)	$298.0K	0.1% ($298.0K/$510.9M)	QoQ -49.41% (-$291.2K) YoY +9.52% (+$25.9K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	3.0K	QoQ +7.83% (-218) YoY +3.09% (-90)	All Managers (Combined)	$290.1K	0.1% ($290.1K/$510.9M)	QoQ -16.87% (-$58.9K) YoY -45.65% (-$243.7K)
(cusip33740U208)✕	6.1K	QoQ +0.16% (-10) YoY NEW(+6.1K)	All Managers (Combined)	$288.2K	0.1% ($288.2K/$510.9M)	QoQ -3.12% (-$9.3K) YoY NEW(+$288.2K)
(cusip46140H700)✕	15.9K	QoQ +30.62% (+3.7K) YoY NEW(+15.9K)	All Managers (Combined)	$286.3K	0.1% ($286.3K/$510.9M)	QoQ +26.62% (+$60.2K) YoY NEW(+$286.3K)
Prologis, Inc.(PLDcusip74340W103)	2.8K	QoQ +7.93% (+204) YoY +12.67% (-312)	All Managers (Combined)	$285.9K	0.1% ($285.9K/$510.9M)	QoQ +5.33% (+$14.5K) YoY -9.20% (-$29.0K)
(BNDcusip921937835)	3.9K	QoQ +1.99% (+76) YoY -0.86% (-34)	All Managers (Combined)	$283.7K	0.1% ($283.7K/$510.9M)	QoQ +3.69% (+$10.1K) YoY +0.68% (-$1.9K)
(VTVcusip922908744)	1.7K	QoQ +11.45% (+174) YoY +10.72% (+164)	All Managers (Combined)	$281.2K	0.1% ($281.2K/$510.9M)	QoQ +8.62% (+$22.3K) YoY +13.40% (+$33.2K)
KINDER MORGAN, INC.(KMIcusip49456B101)	10.7K	QoQ +6.84% (-684) YoY NEW(+10.7K)	All Managers (Combined)	$280.8K	0.1% ($280.8K/$510.9M)	QoQ -0.59% (-$1.7K) YoY NEW(+$280.8K)
LAM RESEARCH CORP(LRCXcusip512807306)	3.9K	QoQ -0.58% (-23) YoY NEW(+3.9K)	All Managers (Combined)	$279.2K	0.1% ($279.2K/$510.9M)	QoQ -5.06% (-$14.9K) YoY NEW(+$279.2K)