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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
DJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -7.82%
0.28%
$1.266M
29,067 shares@ $43.57 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -3.56%
0.23%
$1.015M
17,925 shares@ $56.61 avg price
NFLXNetflix Inc
Recent Activity
Decreased -4.03%
0.19%
$858,143
974 shares@ $881.06 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.12%
0.18%
$818,649
5,677 shares@ $144.21 avg price
KOCoca Cola Co
Recent Activity
Decreased -1.5%
0.17%
$760,826
12,321 shares@ $61.76 avg price
BACBank America Corp
Recent Activity
Decreased -1.43%
0.17%
$750,172
16,741 shares@ $44.82 avg price
IPInternational Paper Co
Recent Activity
Decreased -0.76%
0.16%
$707,123
13,379 shares@ $52.86 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.84%
0.16%
$694,519
2,946 shares@ $235.75 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.73%
0.16%
$688,742
1,343 shares@ $512.84 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -0.27%
0.14%
$630,108
6,893 shares@ $91.42 avg price