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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
FIWFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.02%
0.08%
$336,712
3,294 shares@ $102.22 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -19.13%
0.08%
$333,662
693 shares@ $481.48 avg price
WSRWhitestone Reit
Recent Activity
Decreased -3.56%
0.08%
$323,945
22,813 shares@ $14.21 avg price
IWDIshares Tr
Recent Activity
Decreased -2.05%
0.08%
$319,492
1,713 shares@ $186.52 avg price
PFFDGlobal X Fds
Recent Activity
Decreased -16.93%
0.07%
$315,893
15,826 shares@ $19.97 avg price
GEVGe Vernova Inc
Recent Activity
Decreased -0.68%
0.07%
$308,714
872 shares@ $354.03 avg price
WPCWp Carey Inc
Recent Activity
Decreased -5.44%
0.07%
$297,342
5,421 shares@ $54.86 avg price
MLPXGlobal X Fds
Recent Activity
Decreased -5.61%
0.07%
$291,100
4,705 shares@ $61.88 avg price
INTUIntuit
Recent Activity
Decreased -1.31%
0.07%
$284,863
452 shares@ $630.23 avg price
JTEKJ P Morgan Exchange Traded F
Recent Activity
Decreased -5.52%
0.07%
$283,155
3,626 shares@ $78.1 avg price