IGNITE PLANNERS, LLC

Filed: 1/14/2025ACC: 0001085146-25-000164

📋 What this filing means

IGNITE PLANNERS, LLC filed this quarterly 13F‑HR report disclosing 302 equity positions with a total reported market value of $455.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

302

Positions

$455.87M

Total AUM (reported)

8.82M

Total Shares

Allocation by class

COM$149.69M32.8%

FT VEST US EQT$26.54M5.8%

US LCAP GR ETF$25.68M5.6%

FT VEST LADDERED$18.89M4.1%

CL A$9.28M2.0%

PGIM ULTRA SH BD$8.95M2.0%

CLOUD COMPUTING$8.43M1.8%

Portfolio Concentration

Top 3$61.28M13.4%

4–10$66.48M14.6%

11–25$87.82M19.3%

Rest$240.30M52.7%

Top 3 weight

13.4%

Top 10 weight

28.0%

Voting Authority Distribution

Total shares with voting rights: 8.82M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.82M

% of voting shares100.0%

Investment Discretion (by position count)

Sole302

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings302

Rows:

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares906.84K

TypeSH

Market value$25.68M

5.63%

Sole

0.00

Shared

0.00

None

906.84K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares596.31K

TypeSH

Market value$18.27M

4.01%

Sole

0.00

Shared

0.00

None

596.31K

APPLE INC

SOLE

COM

Shares71.19K

TypeSH

Market value$17.32M

3.80%

Sole

0.00

Shared

0.00

None

71.19K

NVIDIA CORPORATION

SOLE

COM

Shares101.03K

TypeSH

Market value$14.60M

3.20%

Sole

0.00

Shared

0.00

None

101.03K

MICROSOFT CORP

SOLE

COM

Shares24.38K

TypeSH

Market value$10.32M

2.26%

Sole

0.00

Shared

0.00

None

24.38K

PGIM ETF TR

SOLE

PGIM ULTRA SH BD

Shares180.58K

TypeSH

Market value$8.95M

1.96%

Sole

0.00

Shared

0.00

None

180.58K

FIRST TR EXCHANGE TRADED FD

SOLE

CLOUD COMPUTING

Shares69.20K

TypeSH

Market value$8.43M

1.85%

Sole

0.00

Shared

0.00

None

69.20K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares13.72K

TypeSH

Market value$8.12M

1.78%

Sole

0.00

Shared

0.00

None

13.72K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares190.38K

TypeSH

Market value$8.04M

1.76%

Sole

0.00

Shared

0.00

None

190.38K

FIRST TR EXCHNG TRADED FD VI

SOLE

VEST US EQUITY M

Shares258.41K

TypeSH

Market value$8.01M

1.76%

Sole

0.00

Shared

0.00

None

258.41K

SPDR SER TR

SOLE

PORTFOLIO INTRMD

Shares224.31K

TypeSH

Market value$7.34M

1.61%

Sole

0.00

Shared

0.00

None

224.31K

AMAZON COM INC

SOLE

COM

Shares31.50K

TypeSH

Market value$7.06M

1.55%

Sole

0.00

Shared

0.00

None

31.50K

TESLA INC

SOLE

COM

Shares16.98K

TypeSH

Market value$6.97M

1.53%

Sole

0.00

Shared

0.00

None

16.98K

VIRTUS ETF TR II

SOLE

SEIX SR LN ETF

Shares282.19K

TypeSH

Market value$6.76M

1.48%

Sole

0.00

Shared

0.00

None

282.19K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares192.47K

TypeSH

Market value$6.60M

1.45%

Sole

0.00

Shared

0.00

None

192.47K

SPDR SER TR

SOLE

PRTFLO S&P500 VL

Shares126.49K

TypeSH

Market value$6.49M

1.42%

Sole

0.00

Shared

0.00

None

126.49K

J P MORGAN EXCHANGE TRADED F

SOLE

INTL BD OPP ETF

Shares136.07K

TypeSH

Market value$6.45M

1.41%

Sole

0.00

Shared

0.00

None

136.07K

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares128.43K

TypeSH

Market value$5.91M

1.30%

Sole

0.00

Shared

0.00

None

128.43K

J P MORGAN EXCHANGE TRADED F

SOLE

NASDAQ EQT PREM

Shares91.56K

TypeSH

Market value$5.23M

1.15%

Sole

0.00

Shared

0.00

None

91.56K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares221.84K

TypeSH

Market value$5.20M

1.14%

Sole

0.00

Shared

0.00

None

221.84K

TRUSTMARK CORP

SOLE

COM

Shares140.16K

TypeSH

Market value$4.92M

1.08%

Sole

0.00

Shared

0.00

None

140.16K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares8.78K

TypeSH

Market value$4.78M

1.05%

Sole

0.00

Shared

0.00

None

8.78K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares99.75K

TypeSH

Market value$4.76M

1.04%

Sole

0.00

Shared

0.00

None

99.75K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares7.48K

TypeSH

Market value$4.73M

1.04%

Sole

0.00

Shared

0.00

None

7.48K

META PLATFORMS INC

SOLE

CL A

Shares7.65K

TypeSH

Market value$4.62M

1.01%

Sole

0.00

Shared

0.00

None

7.65K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	906.84K	SH	$25.68M 5.63%	906.84K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	596.31K	SH	$18.27M 4.01%	596.31K
APPLE INCSOLE	COM	71.19K	SH	$17.32M 3.80%	71.19K
NVIDIA CORPORATIONSOLE	COM	101.03K	SH	$14.60M 3.20%	101.03K
MICROSOFT CORPSOLE	COM	24.38K	SH	$10.32M 2.26%	24.38K
PGIM ETF TRSOLE	PGIM ULTRA SH BD	180.58K	SH	$8.95M 1.96%	180.58K
FIRST TR EXCHANGE TRADED FDSOLE	CLOUD COMPUTING	69.20K	SH	$8.43M 1.85%	69.20K
SPDR S&P 500 ETF TRSOLE	TR UNIT	13.72K	SH	$8.12M 1.78%	13.72K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	190.38K	SH	$8.04M 1.76%	190.38K
FIRST TR EXCHNG TRADED FD VISOLE	VEST US EQUITY M	258.41K	SH	$8.01M 1.76%	258.41K
SPDR SER TRSOLE	PORTFOLIO INTRMD	224.31K	SH	$7.34M 1.61%	224.31K
AMAZON COM INCSOLE	COM	31.50K	SH	$7.06M 1.55%	31.50K
TESLA INCSOLE	COM	16.98K	SH	$6.97M 1.53%	16.98K
VIRTUS ETF TR IISOLE	SEIX SR LN ETF	282.19K	SH	$6.76M 1.48%	282.19K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	192.47K	SH	$6.60M 1.45%	192.47K
SPDR SER TRSOLE	PRTFLO S&P500 VL	126.49K	SH	$6.49M 1.42%	126.49K
J P MORGAN EXCHANGE TRADED FSOLE	INTL BD OPP ETF	136.07K	SH	$6.45M 1.41%	136.07K
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	128.43K	SH	$5.91M 1.30%	128.43K
J P MORGAN EXCHANGE TRADED FSOLE	NASDAQ EQT PREM	91.56K	SH	$5.23M 1.15%	91.56K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	221.84K	SH	$5.20M 1.14%	221.84K
TRUSTMARK CORPSOLE	COM	140.16K	SH	$4.92M 1.08%	140.16K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	8.78K	SH	$4.78M 1.05%	8.78K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	99.75K	SH	$4.76M 1.04%	99.75K
VANGUARD WORLD FDSOLE	INF TECH ETF	7.48K	SH	$4.73M 1.04%	7.48K
META PLATFORMS INCSOLE	CL A	7.65K	SH	$4.62M 1.01%	7.65K

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