0001085146-24-004659.txt : 20241007 0001085146-24-004659.hdr.sgml : 20241007 20241007134502 ACCESSION NUMBER: 0001085146-24-004659 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241007 DATE AS OF CHANGE: 20241007 EFFECTIVENESS DATE: 20241007 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ignite Planners, LLC CENTRAL INDEX KEY: 0001849348 ORGANIZATION NAME: IRS NUMBER: 823301523 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21572 FILM NUMBER: 241357108 BUSINESS ADDRESS: STREET 1: 109 E. ESCALONES CITY: SAN CLEMENTE STATE: CA ZIP: 92672 BUSINESS PHONE: (619) 504-1907 MAIL ADDRESS: STREET 1: 109 E. ESCALONES CITY: SAN CLEMENTE STATE: CA ZIP: 92672 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001849348 XXXXXXXX 09-30-2024 09-30-2024 false Ignite Planners, LLC

109 E. ESCALONES SAN CLEMENTE CA 92672

13F HOLDINGS REPORT 028-21572 N Dominick Zizzo 662-287-1903 /s/Dominick Zizzo San Clemente CA 10-07-2024 0 306 436516475 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 1001013 7323 SH SOLE 0 0 7323 ABBOTT LABS COM 002824100 BBG001S5N9M6 507073 4448 SH SOLE 0 0 4448 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 837378 4241 SH SOLE 0 0 4241 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 282430 799 SH SOLE 0 0 799 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 460900 2809 SH SOLE 0 0 2809 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 593954 5597 SH SOLE 0 0 5597 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2491201 15021 SH SOLE 0 0 15021 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2161425 12928 SH SOLE 0 0 12928 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 1158473 22697 SH SOLE 0 0 22697 AMAZON COM INC COM 023135106 BBG001S5PQL7 5856064 31428 SH SOLE 0 0 31428 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 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MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 3639611 61159 SH SOLE 0 0 61159 J P MORGAN EXCHANGE TRADED F HEALTHCARE LEADE 46654Q765 BBG01JNQF2X7 203892 3354 SH SOLE 0 0 3354 J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 46654Q724 BBG01J345HV8 611034 9994 SH SOLE 0 0 9994 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 BBG00GD9GQY8 6382571 131181 SH SOLE 0 0 131181 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 BBG016NKZFF7 4917202 89518 SH SOLE 0 0 89518 J P MORGAN EXCHANGE TRADED F U S TECH LEADERS 46654Q732 BBG01J9W2923 263555 3838 SH SOLE 0 0 3838 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 921228 5684 SH SOLE 0 0 5684 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 2090979 9916 SH SOLE 0 0 9916 KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 212507 9620 SH SOLE 0 0 9620 KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 616695 17564 SH SOLE 0 0 17564 LAM RESEARCH CORP COM 512807108 BBG001S5SW40 343570 421 SH SOLE 0 0 421 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 500676 857 SH SOLE 0 0 857 LOWES COS INC COM 548661107 BBG001S5SVL3 420769 1553 SH SOLE 0 0 1553 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG001T8LMY9 859497 8962 SH SOLE 0 0 8962 MANHATTAN ASSOCIATES INC COM 562750109 BBG001S71S35 276315 982 SH SOLE 0 0 982 MARATHON OIL CORP COM 565849106 BBG001S69V69 201229 7556 SH SOLE 0 0 7556 MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 285778 1281 SH SOLE 0 0 1281 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1999714 4049 SH SOLE 0 0 4049 MCDONALDS CORP COM 580135101 BBG001S5T110 715096 2348 SH SOLE 0 0 2348 MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 279067 136 SH SOLE 0 0 136 MERCK & CO INC COM 58933Y105 BBG001S5TC52 692872 6101 SH SOLE 0 0 6101 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 4323181 7552 SH SOLE 0 0 7552 METLIFE INC COM 59156R108 BBG001S5T3R8 444897 5394 SH SOLE 0 0 5394 MICROSOFT CORP COM 594918104 BBG001S5TD05 10328485 24002 SH SOLE 0 0 24002 MORGAN STANLEY EMERGING MKTS COM 617477104 BBG001SRJQL6 77051 15288 SH SOLE 0 0 15288 NETFLIX INC COM 64110L106 BBG001SF6L46 719910 1015 SH SOLE 0 0 1015 NEUBERGER BERMAN NEXT GENERA COMMON STOCK 64133Q108 BBG00Z4KVBC1 148430 11569 SH SOLE 0 0 11569 NOKIA CORP SPONSORED ADR 654902204 BBG001SCPCG9 43700 10000 SH SOLE 0 0 10000 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 348415 660 SH SOLE 0 0 660 NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 631264 5489 SH SOLE 0 0 5489 NUVEEN CA QUALTY MUN INCOME COM 67066Y105 BBG001SCTG12 3139368 264034 SH SOLE 0 0 264034 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 12361504 101791 SH SOLE 0 0 101791 ONEOK INC NEW COM 682680103 BBG001S5TWK1 243864 2676 SH SOLE 0 0 2676 ORACLE CORP COM 68389X105 BBG001S5SJG6 522300 3065 SH SOLE 0 0 3065 OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 392696 341 SH SOLE 0 0 341 PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 300279 8072 SH SOLE 0 0 8072 PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 1023690 2995 SH SOLE 0 0 2995 PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 264732 419 SH SOLE 0 0 419 PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 504464 6465 SH SOLE 0 0 6465 PEAKSTONE REALTY TRUST COMMON SHARES 39818P799 BBG00XTV8H01 164883 12097 SH SOLE 0 0 12097 PEPSICO INC COM 713448108 BBG001S695T1 612050 3599 SH SOLE 0 0 3599 PFIZER INC COM 717081103 BBG001S5V466 988169 34144 SH SOLE 0 0 34144 PGIM ETF TR PGIM ULTRA SH BD 69344A107 BBG00KJQ1QS8 9854156 197954 SH SOLE 0 0 197954 PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 1210788 9974 SH SOLE 0 0 9974 PHILLIPS 66 COM 718546104 BBG00286S4P7 215571 1640 SH SOLE 0 0 1640 PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 BBG011RJST56 433138 11486 SH SOLE 0 0 11486 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 272839 1476 SH SOLE 0 0 1476 PPG INDS INC COM 693506107 BBG001S5VC13 214056 1616 SH SOLE 0 0 1616 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2080856 12015 SH SOLE 0 0 12015 PROLOGIS INC. COM 74340W103 BBG001S5NMN6 326435 2585 SH SOLE 0 0 2585 PROSHARES TR ULTRAPRO QQQ 74347X831 BBG001T6S396 241754 3335 SH SOLE 0 0 3335 PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 237841 1964 SH SOLE 0 0 1964 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 359695 4032 SH SOLE 0 0 4032 PULTE GROUP INC COM 745867101 BBG001S5V5K7 206110 1436 SH SOLE 0 0 1436 QUALCOMM INC COM 747525103 BBG001S6VS70 1448302 8517 SH SOLE 0 0 8517 RBB FD INC US TREAS 3 MNTH 74933W452 BBG01922X1R4 742332 14835 SH SOLE 0 0 14835 REALTY INCOME CORP COM 756109104 BBG001S884K0 334430 5273 SH SOLE 0 0 5273 RENASANT CORP COM 75970E107 BBG001S5V5B7 502028 15447 SH SOLE 0 0 15447 REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 284993 1419 SH SOLE 0 0 1419 ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 329181 1856 SH SOLE 0 0 1856 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 212772 1756 SH SOLE 0 0 1756 SALESFORCE INC COM 79466L302 BBG001SDLP09 348514 1273 SH SOLE 0 0 1273 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 1044703 35802 SH SOLE 0 0 35802 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 23816326 228608 SH SOLE 0 0 228608 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 271307 3376 SH SOLE 0 0 3376 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 3825205 56377 SH SOLE 0 0 56377 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 559573 6373 SH SOLE 0 0 6373 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 1831019 40989 SH SOLE 0 0 40989 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 2173970 26192 SH SOLE 0 0 26192 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 670732 2971 SH SOLE 0 0 2971 SEMPRA COM 816851109 BBG001SBVZ73 893003 10678 SH SOLE 0 0 10678 SERVICENOW INC COM 81762P102 BBG001T4JFC0 209287 234 SH SOLE 0 0 234 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 548683 8320 SH SOLE 0 0 8320 SILA REALTY TRUST INC COMMON STOCK 146280508 BBG005NB8NR0 272272 10766 SH SOLE 0 0 10766 SIXTH STREET SPECIALTY LENDI COM 83012A109 BBG001V064L4 805725 39247 SH SOLE 0 0 39247 SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 305069 2656 SH SOLE 0 0 2656 SOUTHERN CO COM 842587107 BBG001S5W777 1375425 15252 SH SOLE 0 0 15252 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 326427 1343 SH SOLE 0 0 1343 SPDR INDEX SHS FDS MSCI WRLD STRGIC 78463X418 BBG006LCS5J4 2746316 21323 SH SOLE 0 0 21323 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 6860022 182640 SH SOLE 0 0 182640 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 7719306 13454 SH SOLE 0 0 13454 SPDR SER TR BBG CONV SEC ETF 78464A359 BBG001T2PMD1 2896179 37814 SH SOLE 0 0 37814 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 230351 2509 SH SOLE 0 0 2509 SPDR SER TR PORTFOLIO INTRMD 78464A375 BBG001T2HCY9 7266136 215548 SH SOLE 0 0 215548 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 1383338 16678 SH SOLE 0 0 16678 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 506985 11106 SH SOLE 0 0 11106 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 6438508 121803 SH SOLE 0 0 121803 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 2350159 29577 SH SOLE 0 0 29577 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 2107355 22633 SH SOLE 0 0 22633 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 1592913 18348 SH SOLE 0 0 18348 SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 237910 2408 SH SOLE 0 0 2408 SPDR SER TR S&P CAP MKTS 78464A771 BBG001SPTB41 464179 3717 SH SOLE 0 0 3717 SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 218908 594 SH SOLE 0 0 594 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 149289 14286 SH SOLE 0 0 14286 STARBUCKS CORP COM 855244109 BBG001S72KH6 538340 5522 SH SOLE 0 0 5522 SYNOPSYS INC COM 871607107 BBG001S5VTR8 307885 608 SH SOLE 0 0 608 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 307049 1768 SH SOLE 0 0 1768 TEMPLETON EMERGING MKTS INCO COM 880192109 BBG001S5WMJ1 78548 13473 SH SOLE 0 0 13473 TESLA INC COM 88160R101 BBG001SQKGD7 5159345 19720 SH SOLE 0 0 19720 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 275771 1335 SH SOLE 0 0 1335 TIDAL TR II NICHOLAS FIXED 88634T535 BBG01BTRTRF6 221914 11351 SH SOLE 0 0 11351 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 421461 2042 SH SOLE 0 0 2042 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 737897 17253 SH SOLE 0 0 17253 TRUSTMARK CORP COM 898402102 BBG001S6JGT6 4459859 140159 SH SOLE 0 0 140159 UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 615732 9479 SH SOLE 0 0 9479 UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 BBG001SG1LP6 760353 90303 SH SOLE 0 0 90303 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 485497 3561 SH SOLE 0 0 3561 UNITED STS BRENT OIL FD LP UNIT 91167Q100 BBG001T8T4Q0 514734 18182 SH SOLE 0 0 18182 UNITED STS COMMODITY INDEX F CM REP COPP FD 911718104 BBG00280GFJ5 271281 9569 SH SOLE 0 0 9569 UNITED STS OIL FD LP UNITS 91232N207 BBG001SQNKR0 408612 5844 SH SOLE 0 0 5844 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 790881 1353 SH SOLE 0 0 1353 US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 500789 10951 SH SOLE 0 0 10951 VALLEY NATL BANCORP COM 919794107 BBG001S7H654 589863 65107 SH SOLE 0 0 65107 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 1530068 6234 SH SOLE 0 0 6234 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 780581 2261 SH SOLE 0 0 2261 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 276722 3684 SH SOLE 0 0 3684 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 281349 2888 SH SOLE 0 0 2888 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 4406222 8351 SH SOLE 0 0 8351 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 263549 1510 SH SOLE 0 0 1510 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 1329181 21999 SH SOLE 0 0 21999 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 BBG001T62M56 319640 3935 SH SOLE 0 0 3935 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 489945 10378 SH SOLE 0 0 10378 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 404346 6851 SH SOLE 0 0 6851 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 671020 8449 SH SOLE 0 0 8449 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 219224 2271 SH SOLE 0 0 2271 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 957604 4835 SH SOLE 0 0 4835 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 BBG001SHVTQ3 519985 1527 SH SOLE 0 0 1527 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 232611 824 SH SOLE 0 0 824 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 3731300 6362 SH SOLE 0 0 6362 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1553650 34595 SH SOLE 0 0 34595 VIRTUS ETF TR II SEIX SR LN ETF 92790A405 BBG00NZW3T03 6567226 275934 SH SOLE 0 0 275934 VISA INC COM CL A 92826C839 BBG001SRCFY3 776001 2822 SH SOLE 0 0 2822 WALMART INC COM 931142103 BBG001S5XH92 1991496 24663 SH SOLE 0 0 24663 WHITESTONE REIT COM 966084204 BBG001SM3736 320079 23657 SH SOLE 0 0 23657 WILLIAMS COS INC COM 969457100 BBG001S5XH10 848539 18588 SH SOLE 0 0 18588 WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 479013 3092 SH SOLE 0 0 3092 WISDOMTREE TR EM LCL DEBT FD 97717X867 BBG001SVS9X2 2431920 87042 SH SOLE 0 0 87042 WISDOMTREE TR INDIA ERNGS FD 97717W422 BBG001T21LV9 310027 6144 SH SOLE 0 0 6144 WP CAREY INC COM 92936U109 BBG001S67MM3 357166 5733 SH SOLE 0 0 5733 ZACKS TRUST EARNGS CONSTANT 98888G105 BBG01292K070 597000 19359 SH SOLE 0 0 19359 ZACKS TRUST SMALL/MID CAP 98888G204 BBG01JLG9RS9 313073 9459 SH SOLE 0 0 9459