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  Name: Ignite Planners LLC
  City: SAN CLEMENTE
  State: CA
  Zip: 92672
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $356,917,000
  Total Value Change : $20,201,000
  Securities Held Change : 0
   
All Securities Held : 282
  New Positions : 27
  Closed Positions : 28
  Increased Positions : 96
  Unchanged Positions : 15
  Decreased Positions : 144

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Holdings Found : 15     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 37 - $412.05 $2,152,000 5,121 0.6% 296,000 0 0    Property & Casualty I...
   (DAUG)1 Year Chart         DAUG Ft Cboe Vest Us Equity Deep... 64 - $0.00 $1,540,000 41,632 0.43% 71,000 0 0.088    N/A
   (DSEP)1 Year Chart         DSEP Ft Cboe Vest Us Equity Deep... 65 - $0.00 $1,519,000 39,816 0.43% 72,000 0 0.442    N/A
   (HBHC)1 Year Chart         HBHC Hancock Holding Co 73 - $47.75 $1,416,000 31,520 0.4% -111,000 0 0.037    Domestic Regional Banks
   (DJUN)1 Year Chart         DJUN Ft Cboe Vest Us Equity Deep... 79 - $0.00 $1,115,000 27,860 0.31% 59,000 0 0.031    N/A
   (DNOV)1 Year Chart         DNOV Ft Cboe Vest Us Equity Deep... 85 - $0.00 $954,000 23,636 0.27% 43,000 0 0.064    N/A
   (DOCT)1 Year Chart         DOCT Ft Cboe Vest Us Equity Deep... 136 - $0.00 $598,000 15,896 0.17% 21,000 0 0.177    N/A
   (BUFQ)1 Year Chart         BUFQ Ft Cboe Vest Fund Of Nasdaq... 141 - $0.00 $553,000 19,500 0.15% 30,000 0 0.022    N/A
   (USO)1 Year Chart         USO United States Oil Fund, Lp 163 - $75.30 $466,000 5,844 0.13% 82,000 0 0.005    Closed - End Fund - E...
   (LRCX)1 Year Chart         LRCX Lam Research Corp 169 - $915.42 $425,000 433 0.12% 101,000 0 0    Semiconductor Equipme...
   (AZO)1 Year Chart         AZO Autozone Inc 175 - $2,979.32 $406,000 128 0.11% 77,000 0 0.001    Auto Parts Stores
   (ANTM)1 Year Chart         ANTM Anthem Inc 178 - $539.18 $398,000 772 0.11% 28,000 0 0    N/A
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 202 - $133.97 $324,000 2,390 0.09% 38,000 0 0.017    Closed - End Fund - E...
   (RDVI)1 Year Chart         RDVI Ft Cboe Vest Rising Dividen... 256 - $0.00 $223,000 9,162 0.06% 11,000 0 0.01    N/A
   (PSLV)1 Year Chart         PSLV Sprott Physical Silver Trus... 275 - $9.53 $119,000 14,286 0.03% 5,000 0 0.001    Closed - End Fund - E...
      15 Records Found
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