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 8 of 17

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33740F730

Shares:21.1K

Value:$833.8K

% of Portfolio:0.2% ($833.8K/$510.9M)

46641Q373

Shares:12.9K

Value:$821.2K

% of Portfolio:0.2% ($821.2K/$510.9M)

MCDONALDS CORP

MCD|580135101

Shares:2.6K

Value:$816.9K

% of Portfolio:0.2% ($816.9K/$510.9M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:7.8K

Value:$802.6K

% of Portfolio:0.2% ($802.6K/$510.9M)

921932505

VOOG|921932505

Shares:2.3K

Value:$782.2K

% of Portfolio:0.2% ($782.2K/$510.9M)

UNITED MICROELECTRONICS CORP

UMC|910873405

Shares:111.4K

Value:$781.2K

% of Portfolio:0.2% ($781.2K/$510.9M)

GSK plc

GSK|37733W204

Shares:20.1K

Value:$777.1K

% of Portfolio:0.2% ($777.1K/$510.9M)

464287804

IJR|464287804

Shares:7.7K

Value:$772.2K

% of Portfolio:0.2% ($772.2K/$510.9M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:13.0K

Value:$758.0K

% of Portfolio:0.1% ($758.0K/$510.9M)

33740F599

Shares:17.9K

Value:$755.5K

% of Portfolio:0.1% ($755.5K/$510.9M)

GENERAL ELECTRIC CO

GE|369604301

Shares:3.7K

Value:$752.5K

% of Portfolio:0.1% ($752.5K/$510.9M)

464287523

Shares:4.0K

Value:$733.1K

% of Portfolio:0.1% ($733.1K/$510.9M)

91167Q100

Shares:27.8K

Value:$728.3K

% of Portfolio:0.1% ($728.3K/$510.9M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:18.8K

Value:$724.1K

% of Portfolio:0.1% ($724.1K/$510.9M)

464287200

IVV|464287200

Shares:1.3K

Value:$709.5K

% of Portfolio:0.1% ($709.5K/$510.9M)

33740U737

Shares:19.2K

Value:$706.9K

% of Portfolio:0.1% ($706.9K/$510.9M)

FS KKR Capital Corp

FSK|302635206

Shares:35.3K

Value:$690.5K

% of Portfolio:0.1% ($690.5K/$510.9M)

81369Y803

XLK|81369Y803

Shares:3.2K

Value:$680.5K

% of Portfolio:0.1% ($680.5K/$510.9M)

98888G204

Shares:21.6K

Value:$663.3K

% of Portfolio:0.1% ($663.3K/$510.9M)

Eaton Vance Tax-Managed Diversified Equity Income Fund

ETY|27828N102

Shares:47.2K

Value:$660.0K

% of Portfolio:0.1% ($660.0K/$510.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F730)✕	21.1K	QoQ -4.10% (-904) YoY -5.71% (-1.3K)	All Managers (Combined)	$833.8K	0.2% ($833.8K/$510.9M)	QoQ -7.64% (-$69.0K) YoY -0.15% (-$1.3K)
(cusip46641Q373)✕	12.9K	QoQ +37.54% (+3.5K) YoY +91.99% (+6.2K)	All Managers (Combined)	$821.2K	0.2% ($821.2K/$510.9M)	QoQ +53.01% (+$284.5K) YoY +103.77% (+$418.2K)
MCDONALDS CORP(MCDcusip580135101)	2.6K	QoQ +10.05% (+238) YoY +7.24% (+176)	All Managers (Combined)	$816.9K	0.2% ($816.9K/$510.9M)	QoQ +17.05% (+$119.0K) YoY +19.99% (+$136.1K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	7.8K	QoQ +12.76% (+880) YoY +5.26% (+389)	All Managers (Combined)	$802.6K	0.2% ($802.6K/$510.9M)	QoQ +27.37% (+$172.5K) YoY +49.14% (+$264.5K)
(VOOGcusip921932505)	2.3K	QoQ +0.08% (-2) YoY +13.63% (+272)	All Managers (Combined)	$782.2K	0.2% ($782.2K/$510.9M)	QoQ -7.38% (-$62.4K) YoY +28.52% (+$173.6K)
UNITED MICROELECTRONICS CORP(UMCcusip910873405)	111.4K	QoQ +14.05% (+13.7K) YoY +24.45% (+21.9K)	All Managers (Combined)	$781.2K	0.2% ($781.2K/$510.9M)	QoQ +21.68% (+$139.2K) YoY +7.30% (+$53.2K)
GSK plc(GSKcusip37733W204)	20.1K	QoQ +5.73% (+1.1K) YoY +18.18% (+3.1K)	All Managers (Combined)	$777.1K	0.2% ($777.1K/$510.9M)	QoQ +22.41% (+$142.3K) YoY +7.95% (+$57.3K)
(IJRcusip464287804)	7.7K	QoQ +8.90% (-627) YoY +16.89% (+1.1K)	All Managers (Combined)	$772.2K	0.2% ($772.2K/$510.9M)	QoQ -5.60% (-$45.9K) YoY +7.65% (+$54.9K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	13.0K	QoQ +33.18% (+3.2K) YoY +53.84% (-4.5K)	All Managers (Combined)	$758.0K	0.1% ($758.0K/$510.9M)	QoQ +6.71% (+$47.7K) YoY -12.10% (-$104.4K)
(cusip33740F599)✕	17.9K	QoQ +52.28% (+6.2K) YoY NEW(+17.9K)	All Managers (Combined)	$755.5K	0.1% ($755.5K/$510.9M)	QoQ +47.58% (+$243.6K) YoY NEW(+$755.5K)
GENERAL ELECTRIC CO(GEcusip369604301)	3.7K	QoQ +15.50% (+496) YoY -18.55% (-842)	All Managers (Combined)	$752.5K	0.1% ($752.5K/$510.9M)	QoQ +36.76% (+$202.3K) YoY -5.43% (-$43.3K)
(cusip464287523)✕	4.0K	QoQ +153.68% (+2.4K) YoY +153.68% (+2.4K)	All Managers (Combined)	$733.1K	0.1% ($733.1K/$510.9M)	QoQ +109.34% (+$382.9K) YoY +104.00% (+$373.7K)
(cusip91167Q100)✕	27.8K	QoQ +33.29% (+6.9K) YoY NEW(+27.8K)	All Managers (Combined)	$728.3K	0.1% ($728.3K/$510.9M)	QoQ +12.95% (+$83.5K) YoY NEW(+$728.3K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	18.8K	QoQ +7.22% (-1.3K) YoY +0.96% (+180)	All Managers (Combined)	$724.1K	0.1% ($724.1K/$510.9M)	QoQ -6.17% (-$47.6K) YoY +1.54% (+$11.0K)
(IVVcusip464287200)	1.3K	QoQ -30.11% (-545) YoY +47.95% (+410)	All Managers (Combined)	$709.5K	0.1% ($709.5K/$510.9M)	QoQ -34.08% (-$366.9K) YoY +58.08% (+$260.7K)
(cusip33740U737)✕	19.2K	QoQ NEW(+19.2K) YoY NEW(+19.2K)	All Managers (Combined)	$706.9K	0.1% ($706.9K/$510.9M)	QoQ NEW(+$706.9K) YoY NEW(+$706.9K)
FS KKR Capital Corp(FSKcusip302635206)	35.3K	QoQ -6.74% (-2.5K) YoY -5.25% (-2.0K)	All Managers (Combined)	$690.5K	0.1% ($690.5K/$510.9M)	QoQ -16.96% (-$141.1K) YoY -2.10% (-$14.9K)
(XLKcusip81369Y803)	3.2K	QoQ +8.41% (-248) YoY -26.65% (-1.2K)	All Managers (Combined)	$680.5K	0.1% ($680.5K/$510.9M)	QoQ -2.02% (-$14.0K) YoY -25.18% (-$229.1K)
(cusip98888G204)✕	21.6K	QoQ +69.29% (+8.8K) YoY +170.06% (+13.6K)	All Managers (Combined)	$663.3K	0.1% ($663.3K/$510.9M)	QoQ +54.19% (+$233.1K) YoY +164.17% (+$412.2K)
Eaton Vance Tax-Managed Diversified Equity Income Fund(ETYcusip27828N102)	47.2K	QoQ +1.97% (-913) YoY -1.26% (-603)	All Managers (Combined)	$660.0K	0.1% ($660.0K/$510.9M)	QoQ -5.71% (-$40.0K) YoY +4.25% (-$26.9K)