Top 5 2nd Quarter Trades of Ignite Planners, LLC

Ignite Planners, LLC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

109 E. ESCALONES SAN CLEMENTE, CA 92672

As of the latest 13F report, the guru’s equity portfolio contained 162 stocks valued at a total of $122.00Mil. The top holdings were AAPL(10.44%), SPY(4.84%), and MSFT(3.90%).

According to GuruFocus data, these were Ignite Planners, LLC’s top five trades of the quarter.

Apple Inc


Ignite Planners, LLC reduced their investment in NAS:AAPL by 20,256 shares. The trade had a 2.2% impact on the equity portfolio. During the quarter, the stock traded for an average price of $151.81.

On 07/15/2022, Apple Inc traded for a price of $149.3899 per share and a market cap of $2,410.54Bil. The stock has returned 0.14% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Apple Inc has a price-earnings ratio of 24.17, a price-book ratio of 35.82, a price-earnings-to-growth (PEG) ratio of 1.70, a EV-to-Ebitda ratio of 18.61 and a price-sales ratio of 6.39.

The price-to-GF Value ratio is 0.89, earning the stock a GF Value rank of 7.

Baxter International Inc


Ignite Planners, LLC reduced their investment in NYSE:BAX by 18,595 shares. The trade had a 0.91% impact on the equity portfolio. During the quarter, the stock traded for an average price of $72.65.

On 07/15/2022, Baxter International Inc traded for a price of $64.87 per share and a market cap of $32.57Bil. The stock has returned -20.31% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Baxter International Inc has a price-earnings ratio of 30.93, a price-book ratio of 3.58, a EV-to-Ebitda ratio of 18.95 and a price-sales ratio of 2.43.

The price-to-GF Value ratio is 0.62, earning the stock a GF Value rank of 8.

Edwards Lifesciences Corp


Ignite Planners, LLC reduced their investment in NYSE:EW by 9,004 shares. The trade had a 0.71% impact on the equity portfolio. During the quarter, the stock traded for an average price of $103.75.

On 07/15/2022, Edwards Lifesciences Corp traded for a price of $99.41 per share and a market cap of $61.79Bil. The stock has returned -9.25% over the past year.

GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Edwards Lifesciences Corp has a price-earnings ratio of 40.74, a price-book ratio of 10.57, a price-earnings-to-growth (PEG) ratio of 3.04, a EV-to-Ebitda ratio of 31.85 and a price-sales ratio of 11.70.

The price-to-GF Value ratio is 0.93, earning the stock a GF Value rank of 6.

Berkshire Hathaway Inc


The guru sold out of their 2,343-share investment in NYSE:BRK.B. Previously, the stock had a 0.53% weight in the equity portfolio. Shares traded for an average price of $314.34 during the quarter.

On 07/15/2022, Berkshire Hathaway Inc traded for a price of $279.05 per share and a market cap of $614.32Bil. The stock has returned -1.40% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Berkshire Hathaway Inc has a price-earnings ratio of 7.53, a price-book ratio of 1.21, a price-earnings-to-growth (PEG) ratio of 0.25, a EV-to-Ebitda ratio of 5.90 and a price-sales ratio of 1.78.

The price-to-GF Value ratio is 0.95, earning the stock a GF Value rank of 6.

SPDR Portfolio Intermediate Term Corporate Bond ETF


The guru established a new position worth 16,502 shares in ARCA:SPIB, giving the stock a 0.44% weight in the equity portfolio. Shares traded for an average price of $32.95 during the quarter.

On 07/15/2022, SPDR Portfolio Intermediate Term Corporate Bond ETF traded for a price of $32.775 per share and a market cap of $5.75Bil. The stock has returned -9.58% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!

This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.