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 7 of 17

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JOHNSON & JOHNSON

JNJ|478160104

Shares:6.5K

Value:$996.8K

% of Portfolio:0.2% ($996.8K/$510.9M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:24.5K

Value:$983.1K

% of Portfolio:0.2% ($983.1K/$510.9M)

33738R506

Shares:17.2K

Value:$982.0K

% of Portfolio:0.2% ($982.0K/$510.9M)

921908844

VIG|921908844

Shares:5.1K

Value:$965.2K

% of Portfolio:0.2% ($965.2K/$510.9M)

Sixth Street Specialty Lending, Inc.

TSLX|83012A109

Shares:46.3K

Value:$952.9K

% of Portfolio:0.2% ($952.9K/$510.9M)

Extra Space Storage Inc.

EXR|30225T102

Shares:6.4K

Value:$946.2K

% of Portfolio:0.2% ($946.2K/$510.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.9K

Value:$941.5K

% of Portfolio:0.2% ($941.5K/$510.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:4.8K

Value:$931.4K

% of Portfolio:0.2% ($931.4K/$510.9M)

HSBC HOLDINGS PLC

HSBC|404280406

Shares:16.9K

Value:$930.0K

% of Portfolio:0.2% ($930.0K/$510.9M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:15.8K

Value:$927.3K

% of Portfolio:0.2% ($927.3K/$510.9M)

33740F482

Shares:25.0K

Value:$924.8K

% of Portfolio:0.2% ($924.8K/$510.9M)

COCA COLA CO

KO|191216100

Shares:12.9K

Value:$920.6K

% of Portfolio:0.2% ($920.6K/$510.9M)

ONEOK INC /NEW/

OKE|682680103

Shares:11.2K

Value:$906.0K

% of Portfolio:0.2% ($906.0K/$510.9M)

464288166

Shares:8.3K

Value:$905.1K

% of Portfolio:0.2% ($905.1K/$510.9M)

SEMPRA

SRE|816851109

Shares:12.0K

Value:$898.3K

% of Portfolio:0.2% ($898.3K/$510.9M)

CROWN CASTLE INC.

CCI|22822V101

Shares:8.4K

Value:$896.5K

% of Portfolio:0.2% ($896.5K/$510.9M)

ICL Group Ltd.

ICL|M53213100

Shares:132.6K

Value:$887.1K

% of Portfolio:0.2% ($887.1K/$510.9M)

33740F672

Shares:22.7K

Value:$873.2K

% of Portfolio:0.2% ($873.2K/$510.9M)

PETROBRAS - PETROLEO BRASILEIRO SA

PBR|71654V408

Shares:76.8K

Value:$871.9K

% of Portfolio:0.2% ($871.9K/$510.9M)

92204A504

VHT|92204A504

Shares:3.5K

Value:$870.7K

% of Portfolio:0.2% ($870.7K/$510.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	6.5K	QoQ +13.66% (+776) YoY +15.60% (+871)	All Managers (Combined)	$996.8K	0.2% ($996.8K/$510.9M)	QoQ +21.76% (+$178.2K) YoY +13.19% (+$116.2K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	24.5K	QoQ +46.19% (+7.7K) YoY +42.43% (+7.3K)	All Managers (Combined)	$983.1K	0.2% ($983.1K/$510.9M)	QoQ +31.04% (+$232.9K) YoY +52.48% (+$338.4K)
(cusip33738R506)✕	17.2K	QoQ +0.11% (-19) YoY +8.61% (+1.4K)	All Managers (Combined)	$982.0K	0.2% ($982.0K/$510.9M)	QoQ -4.12% (-$42.2K) YoY +11.15% (+$98.6K)
(VIGcusip921908844)	5.1K	QoQ +3.40% (+167) YoY +5.64% (+271)	All Managers (Combined)	$965.2K	0.2% ($965.2K/$510.9M)	QoQ +0.23% (+$2.3K) YoY +10.67% (+$93.1K)
Sixth Street Specialty Lending, Inc.(TSLXcusip83012A109)	46.3K	QoQ +4.47% (+2.0K) YoY +3.41% (+1.5K)	All Managers (Combined)	$952.9K	0.2% ($952.9K/$510.9M)	QoQ +0.99% (+$9.4K) YoY +0.47% (+$4.5K)
Extra Space Storage Inc.(EXRcusip30225T102)	6.4K	QoQ +33.91% (+1.6K) YoY +33.32% (+1.6K)	All Managers (Combined)	$946.2K	0.2% ($946.2K/$510.9M)	QoQ +31.46% (+$226.5K) YoY +34.72% (+$243.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.9K	QoQ +17.56% (+587) YoY +38.35% (+1.1K)	All Managers (Combined)	$941.5K	0.2% ($941.5K/$510.9M)	QoQ +26.56% (+$197.6K) YoY +74.69% (+$402.6K)
AbbVie Inc.(ABBVcusip00287Y109)	4.8K	QoQ +9.50% (+418) YoY +15.53% (+648)	All Managers (Combined)	$931.4K	0.2% ($931.4K/$510.9M)	QoQ +16.82% (+$134.1K) YoY +23.57% (+$177.7K)
HSBC HOLDINGS PLC(HSBCcusip404280406)	16.9K	QoQ -5.70% (-1.0K) YoY -7.10% (-1.3K)	All Managers (Combined)	$930.0K	0.2% ($930.0K/$510.9M)	QoQ +5.94% (-$52.2K) YoY +30.28% (-$216.2K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	15.8K	QoQ -12.02% (-2.2K) YoY -19.38% (-3.8K)	All Managers (Combined)	$927.3K	0.2% ($927.3K/$510.9M)	QoQ -8.60% (-$87.3K) YoY +21.94% (-$166.9K)
(cusip33740F482)✕	25.0K	QoQ +138.42% (+14.5K) YoY +144.01% (+14.7K)	All Managers (Combined)	$924.8K	0.2% ($924.8K/$510.9M)	QoQ +134.31% (+$530.1K) YoY +162.75% (+$572.8K)
COCA COLA CO(KOcusip191216100)	12.9K	QoQ +4.80% (+592) YoY -51.23% (-13.6K)	All Managers (Combined)	$920.6K	0.2% ($920.6K/$510.9M)	QoQ +21.00% (+$159.8K) YoY -42.70% (-$686.1K)
ONEOK INC /NEW/(OKEcusip682680103)	11.2K	QoQ +318.34% (+8.5K) YoY +316.79% (+8.5K)	All Managers (Combined)	$906.0K	0.2% ($906.0K/$510.9M)	QoQ +229.02% (+$630.7K) YoY +323.16% (+$691.9K)
(cusip464288166)✕	8.3K	QoQ -37.55% (-5.0K) YoY +20.99% (+1.4K)	All Managers (Combined)	$905.1K	0.2% ($905.1K/$510.9M)	QoQ -36.69% (-$524.6K) YoY +23.39% (+$171.6K)
SEMPRA(SREcusip816851109)	12.0K	QoQ +11.71% (-1.3K) YoY +19.05% (+1.9K)	All Managers (Combined)	$898.3K	0.2% ($898.3K/$510.9M)	QoQ -4.80% (-$45.4K) YoY +24.62% (+$177.5K)
CROWN CASTLE INC.(CCIcusip22822V101)	8.4K	QoQ +11.34% (+859) YoY +32.28% (+2.1K)	All Managers (Combined)	$896.5K	0.2% ($896.5K/$510.9M)	QoQ +31.52% (+$214.9K) YoY +34.88% (+$231.9K)
ICL Group Ltd.(ICLcusipM53213100)	132.6K	QoQ -15.81% (-24.9K) YoY +13.53% (+15.8K)	All Managers (Combined)	$887.1K	0.2% ($887.1K/$510.9M)	QoQ +11.29% (-$90.1K) YoY +42.77% (+$265.8K)
(cusip33740F672)✕	22.7K	QoQ -32.38% (-10.9K) YoY +42.74% (+6.8K)	All Managers (Combined)	$873.2K	0.2% ($873.2K/$510.9M)	QoQ -34.19% (-$453.8K) YoY +46.06% (+$275.4K)
PETROBRAS - PETROLEO BRASILEIRO SA(PBRcusip71654V408)	76.8K	QoQ NEW(+76.8K) YoY NEW(+76.8K)	All Managers (Combined)	$871.9K	0.2% ($871.9K/$510.9M)	QoQ NEW(+$871.9K) YoY NEW(+$871.9K)
(VHTcusip92204A504)	3.5K	QoQ +321.76% (+2.7K) YoY +334.37% (+2.7K)	All Managers (Combined)	$870.7K	0.2% ($870.7K/$510.9M)	QoQ +310.22% (+$658.5K) YoY +304.37% (+$655.4K)