Ignite Planners, LLC
Top Portfolio Positions
188 positions ·
$269,028,471 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
103,574 | $26,286,045 | 9.77% | |
| NVDA |
Nvidia Corp
Technology
|
109,538 | $19,103,427 | 7.10% | |
| MSFT |
Microsoft Corp
Technology
|
30,822 | $11,409,379 | 4.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
45,005 | $9,373,191 | 3.48% | |
| SPY |
Spdr S&P 500 ETF Trust
|
12,837 | $8,348,414 | 3.10% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
16,576 | $7,943,219 | 2.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
26,449 | $7,605,674 | 2.83% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
17,540 | $6,520,495 | 2.42% | |
| TRMK |
Trustmark Corp
Financial Services
|
142,566 | $6,007,731 | 2.23% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,093 | $5,202,378 | 1.93% |
Portfolio Trend
18 quarters · across all stocks
Holdings in USO
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $744,667 | 5,852 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $404,724 | 5,852 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $431,585 | 5,852 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $427,839 | 5,852 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $452,535 | 5,852 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $441,514 | 5,844 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $408,612 | 5,844 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $465,123 | 5,844 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $460,098 | 5,844 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $389,502 | 5,844 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $487,504 | 6,029 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $371,386 | 5,844 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $388,275 | 5,844 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $409,722 | 5,844 | Shares | Sole | 2023-02-03 | |
| No 13F history on record for this holder in this stock. | ||||||