Dominick Zizzo

@Ignite Planners, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$455.871M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CVXChevron Corp New Recent Activity Increased 1.29%	0.36%	$1.596M 10,797 shares@ $147.86 avg price	Increased 1.29%
AGZIshares Tr Recent Activity Increased 8.25%	0.32%	$1.43M 13,255 shares@ $107.87 avg price	Increased 8.25%
VZVerizon Communications Inc Recent Activity Increased 1.79%	0.32%	$1.418M 35,211 shares@ $40.27 avg price	Increased 1.79%
AXPAmerican Express Co Recent Activity Increased 0.7%	0.31%	$1.405M 4,634 shares@ $303.1 avg price	Increased 0.7%
VGITVanguard Scottsdale Fds Recent Activity Increased 8.49%	0.31%	$1.383M 23,865 shares@ $57.96 avg price	Increased 8.49%
QCOMQualcomm Inc Recent Activity Increased 0.09%	0.3%	$1.345M 8,524 shares@ $157.83 avg price	Increased 0.09%
DOCTFirst Tr Exchng Traded Fd Vi Recent Activity Increased 111.11%	0.3%	$1.327M 33,558 shares@ $39.55 avg price	Increased 111.11%
MOAltria Group Inc Recent Activity Increased 9.56%	0.29%	$1.321M 24,866 shares@ $53.14 avg price	Increased 9.56%
DSEPFirst Tr Exchng Traded Fd Vi Recent Activity Increased 7.17%	0.29%	$1.308M 32,097 shares@ $40.77 avg price	Increased 7.17%
DBLDoubleline Opportunistic Cr Recent Activity Increased 1.6%	0.29%	$1.292M 83,309 shares@ $15.51 avg price	Increased 1.6%