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 9 of 17

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78468R788

Shares:15.7K

Value:$658.5K

% of Portfolio:0.1% ($658.5K/$510.9M)

464287168

DVY|464287168

Shares:5.1K

Value:$654.7K

% of Portfolio:0.1% ($654.7K/$510.9M)

NOVARTIS AG

NVS|66987V109

Shares:5.8K

Value:$645.2K

% of Portfolio:0.1% ($645.2K/$510.9M)

AMGEN INC

AMGN|031162100

Shares:2.3K

Value:$645.2K

% of Portfolio:0.1% ($645.2K/$510.9M)

BlackRock TCP Capital Corp.

TCPC|09259E108

Shares:94.8K

Value:$639.7K

% of Portfolio:0.1% ($639.7K/$510.9M)

46140H106

Shares:23.9K

Value:$637.2K

% of Portfolio:0.1% ($637.2K/$510.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:11.0K

Value:$636.8K

% of Portfolio:0.1% ($636.8K/$510.9M)

92204A876

Shares:3.7K

Value:$627.0K

% of Portfolio:0.1% ($627.0K/$510.9M)

UNILEVER PLC

UL|904767704

Shares:9.9K

Value:$623.1K

% of Portfolio:0.1% ($623.1K/$510.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:4.7K

Value:$620.7K

% of Portfolio:0.1% ($620.7K/$510.9M)

Gaming & Leisure Properties, Inc.

GLPI|36467J108

Shares:12.9K

Value:$608.0K

% of Portfolio:0.1% ($608.0K/$510.9M)

T-Mobile US, Inc.

TMUS|872590104

Shares:2.5K

Value:$605.4K

% of Portfolio:0.1% ($605.4K/$510.9M)

92206C714

Shares:7.5K

Value:$602.3K

% of Portfolio:0.1% ($602.3K/$510.9M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:5.0K

Value:$597.1K

% of Portfolio:0.1% ($597.1K/$510.9M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.1K

Value:$586.0K

% of Portfolio:0.1% ($586.0K/$510.9M)

33740F151

Shares:29.3K

Value:$583.8K

% of Portfolio:0.1% ($583.8K/$510.9M)

46434V621

DGRO|46434V621

Shares:9.6K

Value:$577.3K

% of Portfolio:0.1% ($577.3K/$510.9M)

33740F466

Shares:24.5K

Value:$571.5K

% of Portfolio:0.1% ($571.5K/$510.9M)

92206C680

VONG|92206C680

Shares:6.0K

Value:$571.2K

% of Portfolio:0.1% ($571.2K/$510.9M)

VALLEY NATIONAL BANCORP

VLY|919794107

Shares:64.9K

Value:$565.2K

% of Portfolio:0.1% ($565.2K/$510.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R788)✕	15.7K	QoQ +22.47% (+2.9K) YoY +55.30% (+5.6K)	All Managers (Combined)	$658.5K	0.1% ($658.5K/$510.9M)	QoQ +18.13% (+$101.1K) YoY +61.32% (+$250.3K)
(DVYcusip464287168)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$654.7K	0.1% ($654.7K/$510.9M)	QoQ NEW(+$654.7K) YoY NEW(+$654.7K)
NOVARTIS AG(NVScusip66987V109)	5.8K	QoQ +1.25% (+72) YoY +8.82% (+470)	All Managers (Combined)	$645.2K	0.1% ($645.2K/$510.9M)	QoQ +15.45% (+$86.4K) YoY +26.37% (+$134.7K)
AMGEN INC(AMGNcusip031162100)	2.3K	QoQ +21.81% (+407) YoY +22.66% (+420)	All Managers (Combined)	$645.2K	0.1% ($645.2K/$510.9M)	QoQ +32.34% (+$157.7K) YoY +23.03% (+$120.8K)
BlackRock TCP Capital Corp.(TCPCcusip09259E108)	94.8K	QoQ +26.15% (-19.6K) YoY +42.80% (-28.4K)	All Managers (Combined)	$639.7K	0.1% ($639.7K/$510.9M)	QoQ -3.67% (-$24.4K) YoY -5.30% (-$35.9K)
(cusip46140H106)✕	23.9K	QoQ +17.41% (+3.5K) YoY NEW(+23.9K)	All Managers (Combined)	$637.2K	0.1% ($637.2K/$510.9M)	QoQ +17.98% (+$97.2K) YoY NEW(+$637.2K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	11.0K	QoQ +35.13% (+2.8K) YoY +9.28% (+931)	All Managers (Combined)	$636.8K	0.1% ($636.8K/$510.9M)	QoQ +33.43% (+$159.6K) YoY +26.93% (+$135.1K)
(cusip92204A876)✕	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$627.0K	0.1% ($627.0K/$510.9M)	QoQ NEW(+$627.0K) YoY NEW(+$627.0K)
UNILEVER PLC(ULcusip904767704)	9.9K	QoQ +0.14% (+14) YoY +5.42% (+509)	All Managers (Combined)	$623.1K	0.1% ($623.1K/$510.9M)	QoQ +11.62% (+$64.9K) YoY +33.23% (+$155.4K)
ABBOTT LABORATORIES(ABTcusip002824100)	4.7K	QoQ +6.27% (+280) YoY +7.67% (+338)	All Managers (Combined)	$620.7K	0.1% ($620.7K/$510.9M)	QoQ +22.21% (+$112.8K) YoY +25.74% (+$127.1K)
Gaming & Leisure Properties, Inc.(GLPIcusip36467J108)	12.9K	QoQ +3.86% (+480) YoY +7.72% (+924)	All Managers (Combined)	$608.0K	0.1% ($608.0K/$510.9M)	QoQ +2.41% (+$14.3K) YoY +11.67% (+$63.6K)
T-Mobile US, Inc.(TMUScusip872590104)	2.5K	QoQ +18.69% (+386) YoY +19.79% (+405)	All Managers (Combined)	$605.4K	0.1% ($605.4K/$510.9M)	QoQ +33.81% (+$153.0K) YoY +81.86% (+$272.5K)
(cusip92206C714)✕	7.5K	QoQ -12.34% (-1.1K) YoY NEW(+7.5K)	All Managers (Combined)	$602.3K	0.1% ($602.3K/$510.9M)	QoQ -14.40% (-$101.4K) YoY NEW(+$602.3K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	5.0K	QoQ -13.64% (-783) YoY -2.36% (-120)	All Managers (Combined)	$597.1K	0.1% ($597.1K/$510.9M)	QoQ +21.67% (-$106.4K) YoY +60.39% (-$224.8K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.1K	QoQ -4.06% (-48) YoY -2.66% (-31)	All Managers (Combined)	$586.0K	0.1% ($586.0K/$510.9M)	QoQ -7.31% (-$46.2K) YoY +27.48% (-$126.3K)
(cusip33740F151)✕	29.3K	QoQ +10.53% (+2.8K) YoY NEW(+29.3K)	All Managers (Combined)	$583.8K	0.1% ($583.8K/$510.9M)	QoQ +8.45% (+$45.5K) YoY NEW(+$583.8K)
(DGROcusip46434V621)	9.6K	QoQ +7.27% (+653) YoY -46.97% (-8.5K)	All Managers (Combined)	$577.3K	0.1% ($577.3K/$510.9M)	QoQ +4.60% (+$25.4K) YoY -44.91% (-$470.6K)
(cusip33740F466)✕	24.5K	QoQ +0.49% (-120) YoY +127.80% (+13.8K)	All Managers (Combined)	$571.5K	0.1% ($571.5K/$510.9M)	QoQ -6.62% (-$40.6K) YoY +132.20% (+$325.4K)
(VONGcusip92206C680)	6.0K	QoQ +24.73% (+1.2K) YoY NEW(+6.0K)	All Managers (Combined)	$571.2K	0.1% ($571.2K/$510.9M)	QoQ +13.80% (+$69.3K) YoY NEW(+$571.2K)
VALLEY NATIONAL BANCORP(VLYcusip919794107)	64.9K	QoQ -0.21% (-139) YoY +21.25% (+11.4K)	All Managers (Combined)	$565.2K	0.1% ($565.2K/$510.9M)	QoQ -3.96% (-$23.3K) YoY +34.02% (+$143.5K)