test

Dominick Zizzo

@Ignite Planners, Llc

Latest period2024 - Q4ReportedManaged Assets$455.871MTotal holdings302
Assets growth rate4.44%Assets growth rate (2-Q avg)5.47%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Ignite Planners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 302 positions.

Assets under management

The assets under management (AUM) of Ignite Planners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 455.871M in assets, with a quarterly growth rate of 4.44% and a 2-quarter average growth rate of 5.47%. The portfolio is managed by Dominick Zizzo, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -3.85%
0.44%
$1.973M
25,182 shares@ $78.34 avg price
IJHIshares Tr
Recent Activity
Decreased -2.62%
0.41%
$1.853M
29,454 shares@ $62.91 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Decreased -12.18%
0.37%
$1.648M
16,497 shares@ $99.88 avg price
DDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -2.43%
0.37%
$1.644M
40,751 shares@ $40.36 avg price
TAt&t Inc
Recent Activity
Decreased -13.13%
0.36%
$1.617M
71,318 shares@ $22.68 avg price
DAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -3.76%
0.35%
$1.583M
39,700 shares@ $39.88 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -1.07%
0.34%
$1.507M
1,927 shares@ $782.02 avg price
DMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -29.45%
0.33%
$1.483M
38,653 shares@ $38.37 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -2.5%
0.32%
$1.453M
16,260 shares@ $89.38 avg price
SMHVaneck Etf Trust
Recent Activity
Decreased -10.79%
0.31%
$1.401M
5,561 shares@ $251.88 avg price