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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Ignite-Planners
Data Enrichment
60% identified196 identified133 unidentified
Holdings
329 positions • $510.9M total value
Manager:
Search and click to pin securities to the top
Page 4 of 17
81369Y308
Shares:25.6K
Value:$2.1M
% of Portfolio:0.4% ($2.1M/$510.9M)
78464A839
Shares:28.0K
Value:$2.1M
% of Portfolio:0.4% ($2.1M/$510.9M)
Shares:194.0K
Value:$2.1M
% of Portfolio:0.4% ($2.1M/$510.9M)
33740U505
Shares:47.1K
Value:$2.0M
% of Portfolio:0.4% ($2.0M/$510.9M)
Shares:11.9K
Value:$2.0M
% of Portfolio:0.4% ($2.0M/$510.9M)
464288307
Shares:27.9K
Value:$2.0M
% of Portfolio:0.4% ($2.0M/$510.9M)
33740U406
Shares:49.2K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$510.9M)
464287226
Shares:19.0K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$510.9M)
46138G698
Shares:17.9K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$510.9M)
81369Y860
Shares:42.1K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$510.9M)
81369Y506
Shares:21.3K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$510.9M)
33740F615
Shares:44.0K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$510.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip81369Y308)✕ | 25.6K | QoQ +1.48% (+374)YoY -3.58% (-951) | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$510.9M) | |
(cusip78464A839)✕ | 28.0K | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$510.9M) | ||
194.0K | QoQ 0.00% (-0) | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$510.9M) | ||
(cusip33740U505)✕ | 47.1K | YoY NEW(+47.1K) | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$510.9M) | YoY NEW(+$2.0M) |
11.9K | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$510.9M) | |||
(cusip464288307)✕ | 27.9K | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$510.9M) | ||
(cusip33740U406)✕ | 49.2K | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$510.9M) | ||
(cusip464287226)✕ | 19.0K | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$510.9M) | ||
67.2K | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$510.9M) | |||
EXXON MOBIL CORP(XOMcusip30231G102) | 16.9K | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$510.9M) | ||
15.3K | YoY NEW(+15.3K) | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$510.9M) | YoY NEW(+$1.8M) | |
30.7K | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$510.9M) | |||
(cusip46138G698)✕ | 17.9K | QoQ NEW(+17.9K) YoY NEW(+17.9K) | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$510.9M) | QoQ NEW(+$1.7M) YoY NEW(+$1.7M) |
(cusip81369Y860)✕ | 42.1K | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$510.9M) | ||
SOUTHERN CO(SOcusip842587107) | 19.1K | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$510.9M) | ||
(cusip81369Y506)✕ | 21.3K | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$510.9M) | ||
CHEVRON CORP(CVXcusip166764100) | 12.3K | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$510.9M) | ||
38.7K | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$510.9M) | |||
(cusip33740F615)✕ | 44.0K | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$510.9M) | ||
17.2K | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$510.9M) |