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
HDHome Depot Inc
Recent Activity
Decreased -0.51%
0.5%
$2.235M
5,744 shares@ $389.15 avg price
CATCaterpillar Inc
Recent Activity
Decreased -15.15%
0.49%
$2.228M
6,123 shares@ $363.81 avg price
MAMastercard Incorporated
Recent Activity
Increased 4.85%
0.49%
$2.213M
4,245 shares@ $521.36 avg price
SLYGSpdr Ser Tr
Recent Activity
Increased 4.41%
0.48%
$2.168M
23,630 shares@ $91.76 avg price
MUCBlackrock Munihldngs Cali Ql
Recent Activity
Decreased -0.57%
0.46%
$2.088M
194,025 shares@ $10.76 avg price
PGProcter And Gamble Co
Recent Activity
Increased 3.36%
0.45%
$2.051M
12,418 shares@ $165.13 avg price
ITAIshares Tr
Recent Activity
Increased 30.49%
0.45%
$2.014M
13,774 shares@ $146.21 avg price
IEFAIshares Tr
Recent Activity
Increased 2.91%
0.44%
$1.994M
28,291 shares@ $70.49 avg price
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