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
SOSouthern Co
Recent Activity
Increased 0.18%
0.28%
$1.258M
15,279 shares@ $82.32 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 0.29%
0.27%
$1.22M
10,002 shares@ $122.03 avg price
CCitigroup Inc
Recent Activity
Increased 3.15%
0.26%
$1.18M
16,620 shares@ $71.01 avg price
BBUSJ P Morgan Exchange Traded F
Recent Activity
Increased 3.43%
0.26%
$1.16M
10,833 shares@ $107.07 avg price
IYJIshares Tr
Recent Activity
Increased 116.39%
0.26%
$1.144M
8,519 shares@ $134.28 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 105.31%
0.25%
$1.127M
6,149 shares@ $183.26 avg price
QJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 9%
0.25%
$1.122M
39,664 shares@ $28.3 avg price
COPConocophillips
Recent Activity
Increased 9.09%
0.25%
$1.103M
10,910 shares@ $101.1 avg price
STIPIshares Tr
Recent Activity
Increased 28.5%
0.25%
$1.1M
10,934 shares@ $100.59 avg price
IVVIshares Tr
Recent Activity
Increased 56.71%
0.24%
$1.076M
1,810 shares@ $594.73 avg price