Ignite-Planners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "PBR-A",
  null,
  "SNOW",
  "ACN",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  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,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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]

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 15 of 17

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APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:1.9K

Value:$278.4K

% of Portfolio:0.1% ($278.4K/$510.9M)

Whitestone REIT

WSR|966084204

Shares:21.9K

Value:$275.0K

% of Portfolio:0.1% ($275.0K/$510.9M)

464288646

Shares:5.3K

Value:$274.2K

% of Portfolio:0.1% ($274.2K/$510.9M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.3K

Value:$270.6K

% of Portfolio:0.1% ($270.6K/$510.9M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:836

Value:$265.5K

% of Portfolio:0.1% ($265.5K/$510.9M)

464287291

Shares:3.4K

Value:$264.2K

% of Portfolio:0.1% ($264.2K/$510.9M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:1.6K

Value:$262.1K

% of Portfolio:0.1% ($262.1K/$510.9M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:2.1K

Value:$262.0K

% of Portfolio:0.1% ($262.0K/$510.9M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.3K

Value:$261.3K

% of Portfolio:0.1% ($261.3K/$510.9M)

37954Y293

Shares:4.3K

Value:$257.6K

% of Portfolio:0.1% ($257.6K/$510.9M)

Accenture plc

ACN|G1151C101

Shares:856

Value:$257.3K

% of Portfolio:0.1% ($257.3K/$510.9M)

922908553

VNQ|922908553

Shares:2.8K

Value:$249.9K

% of Portfolio:0.0% ($249.9K/$510.9M)

46654Q732

Shares:3.4K

Value:$243.3K

% of Portfolio:0.0% ($243.3K/$510.9M)

Walt Disney Co

DIS|254687106

Shares:2.7K

Value:$242.0K

% of Portfolio:0.0% ($242.0K/$510.9M)

33734K109

Shares:2.4K

Value:$240.8K

% of Portfolio:0.0% ($240.8K/$510.9M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:2.3K

Value:$237.2K

% of Portfolio:0.0% ($237.2K/$510.9M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:3.4K

Value:$236.8K

% of Portfolio:0.0% ($236.8K/$510.9M)

78464A805

Shares:3.5K

Value:$236.0K

% of Portfolio:0.0% ($236.0K/$510.9M)

33734X770

Shares:7.7K

Value:$234.8K

% of Portfolio:0.0% ($234.8K/$510.9M)

33740U422

Shares:8.1K

Value:$232.0K

% of Portfolio:0.0% ($232.0K/$510.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
APPLIED MATERIALS INC /DE(AMATcusip038222105)	1.9K	QoQ -8.96% (-184) YoY -30.20% (-809)	All Managers (Combined)	$278.4K	0.1% ($278.4K/$510.9M)	QoQ -20.25% (-$70.7K) YoY -50.18% (-$280.5K)
Whitestone REIT(WSRcusip966084204)	21.9K	QoQ -3.85% (-880) YoY -24.30% (-7.0K)	All Managers (Combined)	$275.0K	0.1% ($275.0K/$510.9M)	QoQ -15.09% (-$48.9K) YoY -22.32% (-$79.0K)
(cusip464288646)✕	5.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$274.2K	0.1% ($274.2K/$510.9M)	QoQ +1.00% (+$2.7K) YoY +2.41% (+$6.5K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.3K	QoQ +23.22% (+242) YoY -24.95% (-427)	All Managers (Combined)	$270.6K	0.1% ($270.6K/$510.9M)	QoQ +14.64% (+$34.6K) YoY -21.71% (-$75.0K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	836	QoQ -29.62% (-352) YoY -27.74% (-321)	All Managers (Combined)	$265.5K	0.1% ($265.5K/$510.9M)	QoQ -20.28% (-$67.6K) YoY -7.14% (-$20.4K)
(cusip464287291)✕	3.4K	QoQ -7.91% (-290) YoY -7.91% (-290)	All Managers (Combined)	$264.2K	0.1% ($264.2K/$510.9M)	QoQ -16.26% (-$51.3K) YoY -3.95% (-$10.9K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	1.6K	QoQ +8.38% (-126) YoY +15.21% (+215)	All Managers (Combined)	$262.1K	0.1% ($262.1K/$510.9M)	QoQ -10.80% (-$31.7K) YoY +15.97% (+$36.1K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$262.0K	0.1% ($262.0K/$510.9M)	QoQ NEW(+$262.0K) YoY NEW(+$262.0K)
DANAHER CORP /DE/(DHRcusip235851102)	1.3K	QoQ -17.87% (-289) YoY -14.87% (-232)	All Managers (Combined)	$261.3K	0.1% ($261.3K/$510.9M)	QoQ -31.21% (-$118.5K) YoY -32.41% (-$125.3K)
(cusip37954Y293)✕	4.3K	QoQ -8.60% (-405) YoY NEW(+4.3K)	All Managers (Combined)	$257.6K	0.1% ($257.6K/$510.9M)	QoQ -11.50% (-$33.5K) YoY NEW(+$257.6K)
Accenture plc(ACNcusipG1151C101)	856	QoQ +6.60% (-53) YoY +5.03% (-41)	All Managers (Combined)	$257.3K	0.1% ($257.3K/$510.9M)	QoQ -9.46% (-$26.9K) YoY -6.93% (-$19.2K)
(VNQcusip922908553)	2.8K	QoQ -0.10% (-3) YoY -31.53% (-1.3K)	All Managers (Combined)	$249.9K	0.0% ($249.9K/$510.9M)	QoQ -1.03% (-$2.6K) YoY -28.64% (-$100.3K)
(cusip46654Q732)✕	3.4K	QoQ -4.90% (-178) YoY NEW(+3.4K)	All Managers (Combined)	$243.3K	0.0% ($243.3K/$510.9M)	QoQ -14.09% (-$39.9K) YoY NEW(+$243.3K)
Walt Disney Co(DIScusip254687106)	2.7K	QoQ +19.83% (-441) YoY +5.17% (-131)	All Managers (Combined)	$242.0K	0.0% ($242.0K/$510.9M)	QoQ -2.06% (-$5.1K) YoY -21.40% (-$65.9K)
(cusip33734K109)✕	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$240.8K	0.0% ($240.8K/$510.9M)	QoQ NEW(+$240.8K) YoY NEW(+$240.8K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	2.3K	QoQ +15.38% (-311) YoY +20.51% (+397)	All Managers (Combined)	$237.2K	0.0% ($237.2K/$510.9M)	QoQ -1.47% (-$3.5K) YoY +5.42% (+$12.2K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	3.4K	QoQ -0.29% (-10) YoY NEW(+3.4K)	All Managers (Combined)	$236.8K	0.0% ($236.8K/$510.9M)	QoQ +0.48% (-$1.1K) YoY NEW(+$236.8K)
(cusip78464A805)✕	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$236.0K	0.0% ($236.0K/$510.9M)	QoQ NEW(+$236.0K) YoY NEW(+$236.0K)
(cusip33734X770)✕	7.7K	QoQ NEW(+7.7K) YoY NEW(+7.7K)	All Managers (Combined)	$234.8K	0.0% ($234.8K/$510.9M)	QoQ NEW(+$234.8K) YoY NEW(+$234.8K)
(cusip33740U422)✕	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$232.0K	0.0% ($232.0K/$510.9M)	QoQ NEW(+$232.0K) YoY NEW(+$232.0K)