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 3 of 17

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33740F748

Shares:69.8K

Value:$3.2M

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

46435G474

Shares:120.2K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$510.9M)

BOEING CO

BA|097023105

Shares:16.1K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$510.9M)

Broadcom Inc.

AVGO|11135F101

Shares:14.7K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$510.9M)

33740F433

Shares:78.5K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$510.9M)

97717X867

Shares:102.5K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$510.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:10.9K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$510.9M)

Walmart Inc.

WMT|931142103

Shares:26.1K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$510.9M)

46432F842

IEFA|46432F842

Shares:30.9K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$510.9M)

46429B747

Shares:23.5K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$510.9M)

46434V860

Shares:46.6K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$510.9M)

Alphabet Inc.

GOOG|02079K107

Shares:14.4K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$510.9M)

HOME DEPOT, INC.

HD|437076102

Shares:6.5K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$510.9M)

Mastercard Inc

MA|57636Q104

Shares:4.2K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$510.9M)

Edwards Lifesciences Corp

EW|28176E108

Shares:29.6K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$510.9M)

33739P863

Shares:46.1K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$510.9M)

33740U836

Shares:80.3K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$510.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:13.4K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$510.9M)

REALTY INCOME CORP

O|756109104

Shares:37.2K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$510.9M)

CATERPILLAR INC

CAT|149123101

Shares:6.7K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$510.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F748)✕	69.8K	QoQ -30.07% (-30.0K) YoY +80.75% (+31.2K)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$510.9M)	QoQ -32.68% (-$1.6M) YoY +92.29% (+$1.5M)
(cusip46435G474)✕	120.2K	QoQ +10.71% (+11.6K) YoY +61.05% (+45.6K)	All Managers (Combined)	$3.1M	0.6% ($3.1M/$510.9M)	QoQ +7.86% (+$229.2K) YoY +58.33% (+$1.2M)
BOEING CO(BAcusip097023105)	16.1K	QoQ +1.35% (+215) YoY -3.79% (-634)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$510.9M)	QoQ +9.10% (+$245.1K) YoY -7.15% (-$226.3K)
Broadcom Inc.(AVGOcusip11135F101)	14.7K	QoQ +11.23% (-1.5K) YoY +919.43% (+13.3K)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$510.9M)	QoQ -5.61% (-$173.1K) YoY +48.92% (+$955.6K)
(cusip33740F433)✕	78.5K	QoQ NEW(+78.5K) YoY NEW(+78.5K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$510.9M)	QoQ NEW(+$2.8M) YoY NEW(+$2.8M)
(cusip97717X867)✕	102.5K	QoQ +11.92% (+10.9K) YoY +61.35% (+39.0K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$510.9M)	QoQ +18.43% (+$429.4K) YoY +59.45% (+$1.0M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	10.9K	QoQ +8.62% (+862) YoY +8.96% (+893)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$510.9M)	QoQ +10.22% (+$248.7K) YoY +35.21% (+$698.0K)
Walmart Inc.(WMTcusip931142103)	26.1K	QoQ +5.86% (+1.4K) YoY -10.64% (-3.1K)	All Managers (Combined)	$2.5M	0.5% ($2.5M/$510.9M)	QoQ +13.60% (+$304.5K) YoY +45.07% (-$790.2K)
(IEFAcusip46432F842)	30.9K	QoQ +9.08% (+2.6K) YoY +18.22% (+4.8K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$510.9M)	QoQ +21.48% (+$428.3K) YoY +25.58% (+$493.5K)
(cusip46429B747)✕	23.5K	QoQ +114.78% (+12.6K) YoY +77.28% (+10.2K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$510.9M)	QoQ +119.67% (+$1.3M) YoY +83.95% (+$1.1M)
(cusip46434V860)✕	46.6K	QoQ -4.13% (-2.0K) YoY +23.61% (+8.9K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$510.9M)	QoQ -4.17% (-$102.4K) YoY +23.68% (+$450.2K)
Alphabet Inc.(GOOGcusip02079K107)	14.4K	QoQ +9.55% (-1.3K) YoY +11.54% (+1.5K)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$510.9M)	QoQ -7.65% (-$193.8K) YoY +16.01% (+$322.8K)
HOME DEPOT, INC.(HDcusip437076102)	6.5K	QoQ +12.79% (+735) YoY +9.92% (+585)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$510.9M)	QoQ +3.85% (+$86.2K) YoY +7.03% (+$152.6K)
Mastercard Inc(MAcusip57636Q104)	4.2K	QoQ -0.18% (-8) YoY +5.31% (+214)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$510.9M)	QoQ +4.65% (-$103.1K) YoY +20.33% (+$391.4K)
Edwards Lifesciences Corp(EWcusip28176E108)	29.6K	QoQ NEW(+29.6K) YoY NEW(+29.6K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$510.9M)	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
(cusip33739P863)✕	46.1K	QoQ 0.00% (-0) YoY NEW(+46.1K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$510.9M)	QoQ -2.49% (-$57.0K) YoY NEW(+$2.2M)
(cusip33740U836)✕	80.3K	QoQ +130.48% (+45.5K) YoY +185.05% (+52.1K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$510.9M)	QoQ +123.25% (+$1.2M) YoY +208.71% (+$1.5M)
PROCTER & GAMBLE Co(PGcusip742718109)	13.4K	QoQ +7.68% (+954) YoY +13.15% (+1.6K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$510.9M)	QoQ +4.33% (+$88.8K) YoY +12.73% (+$241.7K)
REALTY INCOME CORP(Ocusip756109104)	37.2K	QoQ +619.96% (+32.0K) YoY +611.96% (+32.0K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$510.9M)	QoQ +672.53% (+$1.9M) YoY +661.27% (+$1.8M)
CATERPILLAR INC(CATcusip149123101)	6.7K	QoQ +8.78% (-538) YoY -18.52% (-1.5K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$510.9M)	QoQ -6.11% (-$136.3K) YoY -29.68% (-$882.9K)