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
ORealty Income Corp
Recent Activity
Decreased -2.06%
0.07%
$275,146
5,164 shares@ $53.29 avg price
PLDPrologis Inc.
Recent Activity
Decreased -0.58%
0.06%
$271,469
2,570 shares@ $105.63 avg price
SPOTSpotify Technology S A
Recent Activity
Decreased -4.54%
0.06%
$264,613
567 shares@ $466.69 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
Decreased -3.72%
0.06%
$255,876
3,976 shares@ $64.36 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -0.44%
0.06%
$253,188
1,329 shares@ $190.52 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -2.25%
0.06%
$252,542
2,823 shares@ $89.46 avg price
TQQQProshares Tr
Recent Activity
Decreased -8.24%
0.06%
$252,144
3,060 shares@ $82.4 avg price
DISDisney Walt Co
Recent Activity
Decreased -0.58%
0.06%
$247,087
2,223 shares@ $111.16 avg price
SILASila Realty Trust Inc
Recent Activity
Decreased -5.87%
0.06%
$244,938
10,134 shares@ $24.17 avg price
DJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -3.17%
0.06%
$238,742
6,102 shares@ $39.13 avg price