Ignite Planners, LLC
CIK
1849348
City
SAN CLEMENTE
State / Country
CA
Top Portfolio Positions
187 positions ·
$261,085,252 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
103,574 | $26,286,045 | 10.07% |
| NVDA |
Nvidia Corp
Technology
|
109,538 | $19,103,427 | 7.32% |
| MSFT |
Microsoft Corp
Technology
|
30,822 | $11,409,379 | 4.37% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
45,005 | $9,373,191 | 3.59% |
| SPY |
Spdr S&P 500 Etf Trust
|
12,837 | $8,348,414 | 3.20% |
| GOOGL |
Alphabet Inc.
Communication Services
|
26,449 | $7,605,674 | 2.91% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
17,540 | $6,520,495 | 2.50% |
| TRMK |
Trustmark Corp
Financial Services
|
142,566 | $6,007,731 | 2.30% |
| META |
Meta Platforms, Inc.
Communication Services
|
9,093 | $5,202,378 | 1.99% |
| AVGO |
Broadcom Inc.
Technology
|
15,933 | $4,931,422 | 1.89% |
Portfolio Trend
Holdings in EDD
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,275 | 10,508 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $69,373 | 12,776 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $82,518 | 15,338 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $80,363 | 15,696 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $69,268 | 14,738 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $69,298 | 15,264 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $77,051 | 15,288 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $78,783 | 17,277 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $73,216 | 15,414 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $128,741 | 27,627 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $163,912 | 38,477 | Shares | Sole | 2023-10-11 | |
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