Ignite Planners, LLC

Q1 2025 13F Holdings

  • Location
    san clemente, CA
  • Num holdings

    329

  • Value ($000)

    $510,878

  • Date Filed
    05/06/2025
  • Form type
    13F-HR
  • CIK
    0001849348
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
$23.42M
5 %

109,775

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$22.52M
4 %

876,067

---

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
$19.87M
4 %

671,211

NVDA
NVDA

NVIDIA CORPORATION

COM
$12.38M
2 %

110,892

MSFT
MSFT

MICROSOFT CORP

COM
$12.18M
2 %

28,644

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$9.73M
2 %

18,343

MARM
MARM

FIRST TR EXCHNG TRADED FD VI

VEST US EQUITY M
$8.75M
2 %

278,108

AMZN
AMZN

AMAZON COM INC

COM
$8.14M
2 %

42,771

KRE
KRE

SPDR SER TR

PORTFOLIO INTRMD
$7.87M
2 %

237,787

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$7.63M
2 %

13,669

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