Ignite-Planners

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

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 2 of 17

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Meta Platforms, Inc.

META|30303M102

Shares:8.5K

Value:$4.9M

% of Portfolio:0.9% ($4.9M/$510.9M)

696930205

Shares:233.8K

Value:$4.7M

% of Portfolio:0.9% ($4.7M/$510.9M)

46434V613

Shares:102.4K

Value:$4.7M

% of Portfolio:0.9% ($4.7M/$510.9M)

46654Q203

Shares:90.4K

Value:$4.6M

% of Portfolio:0.9% ($4.6M/$510.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:4.4K

Value:$4.3M

% of Portfolio:0.9% ($4.3M/$510.9M)

808524201

SCHX|808524201

Shares:195.0K

Value:$4.3M

% of Portfolio:0.8% ($4.3M/$510.9M)

92204A702

VGT|92204A702

Shares:7.3K

Value:$4.1M

% of Portfolio:0.8% ($4.1M/$510.9M)

QUALCOMM INC/DE

QCOM|747525103

Shares:29.4K

Value:$4.0M

% of Portfolio:0.8% ($4.0M/$510.9M)

69344A107

Shares:79.6K

Value:$3.9M

% of Portfolio:0.8% ($3.9M/$510.9M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:8.0K

Value:$3.8M

% of Portfolio:0.8% ($3.8M/$510.9M)

381430230

Shares:75.2K

Value:$3.8M

% of Portfolio:0.7% ($3.8M/$510.9M)

33740F862

Shares:82.9K

Value:$3.8M

% of Portfolio:0.7% ($3.8M/$510.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:23.4K

Value:$3.8M

% of Portfolio:0.7% ($3.8M/$510.9M)

132061706

Shares:118.2K

Value:$3.7M

% of Portfolio:0.7% ($3.7M/$510.9M)

464288760

Shares:22.4K

Value:$3.5M

% of Portfolio:0.7% ($3.5M/$510.9M)

Nuveen California Quality Municipal Income Fund

NAC|67066Y105

Shares:310.4K

Value:$3.4M

% of Portfolio:0.7% ($3.4M/$510.9M)

46641Q332

Shares:60.1K

Value:$3.3M

% of Portfolio:0.6% ($3.3M/$510.9M)

82889N699

Shares:119.3K

Value:$3.3M

% of Portfolio:0.6% ($3.3M/$510.9M)

78463X418

Shares:25.2K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$510.9M)

33733A201

Shares:91.2K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$510.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	8.5K	QoQ +10.82% (+828) YoY +9.73% (+752)	All Managers (Combined)	$4.9M	0.9% ($4.9M/$510.9M)	QoQ +4.88% (+$226.1K) YoY +27.76% (+$1.1M)
(cusip696930205)✕	233.8K	QoQ NEW(+233.8K) YoY NEW(+233.8K)	All Managers (Combined)	$4.7M	0.9% ($4.7M/$510.9M)	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)
(cusip46434V613)✕	102.4K	QoQ +8.32% (+7.9K) YoY +36.49% (+27.4K)	All Managers (Combined)	$4.7M	0.9% ($4.7M/$510.9M)	QoQ +9.86% (+$420.8K) YoY +38.42% (+$1.3M)
(cusip46654Q203)✕	90.4K	QoQ -1.23% (-1.1K) YoY +14.88% (+11.7K)	All Managers (Combined)	$4.6M	0.9% ($4.6M/$510.9M)	QoQ -11.61% (-$607.2K) YoY +8.81% (+$374.1K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	4.4K	QoQ +7.88% (+318) YoY +17.08% (+635)	All Managers (Combined)	$4.3M	0.9% ($4.3M/$510.9M)	QoQ +17.55% (+$649.4K) YoY +62.21% (+$1.7M)
(SCHXcusip808524201)	195.0K	QoQ -12.11% (-26.9K) YoY +249.47% (+139.2K)	All Managers (Combined)	$4.3M	0.8% ($4.3M/$510.9M)	QoQ -17.32% (-$901.1K) YoY +24.38% (+$843.2K)
(VGTcusip92204A702)	7.3K	QoQ -1.93% (-145) YoY +384.34% (+5.8K)	All Managers (Combined)	$4.1M	0.8% ($4.1M/$510.9M)	QoQ -13.37% (-$633.0K) YoY +415.45% (+$3.3M)
QUALCOMM INC/DE(QCOMcusip747525103)	29.4K	QoQ +245.21% (+20.9K) YoY +250.26% (+21.0K)	All Managers (Combined)	$4.0M	0.8% ($4.0M/$510.9M)	QoQ +195.74% (+$2.6M) YoY +175.79% (+$2.5M)
(cusip69344A107)✕	79.6K	QoQ -55.91% (-101.0K) YoY -45.31% (-66.0K)	All Managers (Combined)	$3.9M	0.8% ($3.9M/$510.9M)	QoQ -56.02% (-$5.0M) YoY -45.32% (-$3.3M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	8.0K	QoQ +85.27% (+3.7K) YoY +126.96% (+4.5K)	All Managers (Combined)	$3.8M	0.8% ($3.8M/$510.9M)	QoQ +72.10% (+$1.6M) YoY +145.72% (+$2.3M)
(cusip381430230)✕	75.2K	QoQ +15.74% (+10.2K) YoY +49.82% (+25.0K)	All Managers (Combined)	$3.8M	0.7% ($3.8M/$510.9M)	QoQ +15.86% (+$517.7K) YoY +50.35% (+$1.3M)
(cusip33740F862)✕	82.9K	QoQ -12.82% (-12.2K) YoY -8.42% (-7.6K)	All Managers (Combined)	$3.8M	0.7% ($3.8M/$510.9M)	QoQ -15.17% (-$675.4K) YoY -2.54% (-$98.6K)
Alphabet Inc.(GOOGLcusip02079K305)	23.4K	QoQ +55.13% (+8.3K) YoY +55.46% (+8.3K)	All Managers (Combined)	$3.8M	0.7% ($3.8M/$510.9M)	QoQ +30.47% (+$881.2K) YoY +61.27% (+$1.4M)
(cusip132061706)✕	118.2K	QoQ -9.29% (-12.1K) YoY NEW(+118.2K)	All Managers (Combined)	$3.7M	0.7% ($3.7M/$510.9M)	QoQ -7.62% (-$308.4K) YoY NEW(+$3.7M)
(cusip464288760)✕	22.4K	QoQ +62.53% (+8.6K) YoY +103.79% (+11.4K)	All Managers (Combined)	$3.5M	0.7% ($3.5M/$510.9M)	QoQ +76.26% (+$1.5M) YoY +146.87% (+$2.1M)
Nuveen California Quality Municipal Income Fund(NACcusip67066Y105)	310.4K	QoQ +7.65% (+22.1K) YoY +45.97% (+97.8K)	All Managers (Combined)	$3.4M	0.7% ($3.4M/$510.9M)	QoQ +3.04% (+$100.6K) YoY +45.44% (+$1.1M)
(cusip46641Q332)✕	60.1K	QoQ -2.30% (-1.4K) YoY -13.32% (-9.2K)	All Managers (Combined)	$3.3M	0.6% ($3.3M/$510.9M)	QoQ -7.16% (-$255.4K) YoY -16.60% (-$659.2K)
(cusip82889N699)✕	119.3K	QoQ NEW(+119.3K) YoY NEW(+119.3K)	All Managers (Combined)	$3.3M	0.6% ($3.3M/$510.9M)	QoQ NEW(+$3.3M) YoY NEW(+$3.3M)
(cusip78463X418)✕	25.2K	QoQ +12.70% (+2.8K) YoY +49.17% (+8.3K)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$510.9M)	QoQ +16.05% (+$446.0K) YoY +59.78% (+$1.2M)
(cusip33733A201)✕	91.2K	QoQ -1.69% (-1.6K) YoY -24.63% (-29.8K)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$510.9M)	QoQ -4.85% (-$163.8K) YoY -22.73% (-$944.2K)