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Zimmermann Investment Management & Planning

Latest statistics and disclosures from Zimmermann Investment Management & Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, OEF, IWY, XMHQ, AAPL, and represent 23.97% of Zimmermann Investment Management & Planning's stock portfolio.
Added to shares of these 10 stocks: FFEB (+$5.6M), IWY (+$5.4M), IUS (+$5.2M), JQUA, KIE, IGHG, SPMO, CALF, BINC, QWLD.
Started 24 new stock positions in RSP, IUS, CAT, URA, KIE, GBTC, ASML, FFEB, QWLD, BRK.B. JQUA, First Tr Exchng Traded Fd Vi, SPMO, PNC, BINC, PSN, FTGS, MLPX, IGHG, Innovator Premium Income 30 Barrier Etf - January, AMD, QCOM, XLU, PH.
Reduced shares in these 10 stocks: MOAT (-$5.8M), FJUN (-$5.4M), JPST, FNDX, QQEW, IOO, PTNQ, LIT, KCE, JMEE.
Sold out of its positions in ABBV, ALB, AMT, CTVA, FJUN, XJUN, DIVI, GLPI, DIA, JOET.
Zimmermann Investment Management & Planning was a net buyer of stock by $13M.
Zimmermann Investment Management & Planning has $278M in assets under management (AUM), dropping by 13.56%.
Central Index Key (CIK): 0001908404

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Portfolio Holdings for Zimmermann Investment Management & Planning

Zimmermann Investment Management & Planning holds 134 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.8	$22M	+4%	49k	444.01	View chart
Ishares Tr S&p 100 Etf (OEF)	5.3	$15M	+7%	59k	247.41	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	4.0	$11M	+92%	57k	195.10	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	3.5	$9.8M	+4%	89k	110.05	View chart
Apple (AAPL)	3.4	$9.4M		55k	171.48	View chart
NVIDIA Corporation (NVDA)	3.2	$8.8M	+2%	9.8k	903.58	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.8	$7.8M		35k	224.99	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.7	$7.6M	+4%	131k	57.86	View chart
Global X Fds Us Infr Dev Etf (PAVE)	2.3	$6.4M	+8%	161k	39.81	View chart
Global X Fds Cybrscurty Etf (BUG)	2.3	$6.3M	+16%	211k	29.75	View chart
Spdr Ser Tr Aerospace Def (XAR)	2.2	$6.0M	+13%	43k	140.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	2.0	$5.6M	NEW	123k	45.27	View chart
Pacer Fds Tr Pacer Us Small (CALF)	2.0	$5.4M	+100%	111k	49.16	View chart
Amazon (AMZN)	2.0	$5.4M		30k	180.38	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	1.9	$5.3M	-45%	78k	67.39	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	1.9	$5.2M	NEW	111k	47.46	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.9	$5.2M	+37%	178k	29.02	View chart
Ishares Tr Global 100 Etf (IOO)	1.8	$4.9M	-44%	55k	89.41	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	1.8	$4.9M	-19%	172k	28.44	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.7	$4.8M	NEW	90k	52.87	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$4.6M		31k	150.93	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.5	$4.3M	+10%	86k	49.95	View chart
Spdr Ser Tr S&p Ins Etf (KIE)	1.5	$4.2M	NEW	80k	52.07	View chart
Microsoft Corporation (MSFT)	1.3	$3.6M	-4%	8.6k	420.71	View chart
Select Sector Spdr Tr Communication (XLC)	1.3	$3.5M	-11%	43k	81.66	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	1.2	$3.4M	NEW	44k	76.51	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.2	$3.3M	NEW	41k	80.22	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	1.2	$3.2M	+21%	70k	45.94	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	1.1	$3.2M	-56%	26k	123.90	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	1.0	$2.8M	-54%	41k	68.68	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.0	$2.7M	+55%	62k	43.04	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.9	$2.5M		20k	127.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$2.5M	+122%	14k	186.81	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$2.5M	-6%	42k	58.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$2.3M		25k	92.72	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$2.2M	-6%	36k	62.06	View chart
Broadcom (AVGO)	0.8	$2.2M	+5%	1.7k	1325.41	View chart
Palo Alto Networks (PANW)	0.8	$2.2M	+4%	7.8k	284.13	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.8	$2.2M	-72%	25k	89.90	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.8	$2.2M	NEW	42k	52.46	View chart
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)	0.7	$2.0M	NEW	17k	119.92	View chart
Ishares Tr Yld Optim Bd (BYLD)	0.7	$2.0M	+231%	88k	22.36	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.7	$2.0M	-71%	39k	50.45	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$1.9M	+10%	25k	76.19	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.7	$1.9M	-40%	39k	48.21	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	0.7	$1.8M	-60%	17k	110.55	View chart
McKesson Corporation (MCK)	0.7	$1.8M	+2%	3.4k	536.85	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.6	$1.8M	+98%	60k	30.23	View chart
Costco Wholesale Corporation (COST)	0.5	$1.5M	+15%	2.0k	732.66	View chart
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)	0.5	$1.5M	-56%	25k	58.53	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.5	$1.4M	+109%	28k	49.83	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$1.4M		9.2k	147.73	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.5	$1.3M	-2%	21k	63.69	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.4	$1.2M	+2%	39k	31.81	View chart
Kkr & Co (KKR)	0.4	$1.2M	+7%	12k	100.58	View chart
Ishares Msci Mexico Etf (EWW)	0.4	$1.2M	+416%	17k	69.31	View chart
Visa Com Cl A (V)	0.4	$1.2M	+7%	4.2k	279.09	View chart
Wal-Mart Stores (WMT)	0.4	$1.1M	+211%	18k	60.17	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.4	$1.0M	-5%	29k	34.70	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.4	$1.0M	-11%	11k	89.20	View chart
JPMorgan Chase & Co. (JPM)	0.3	$958k	+11%	4.8k	200.28	View chart
Tesla Motors (TSLA)	0.3	$852k		4.8k	175.79	View chart
UnitedHealth (UNH)	0.3	$837k		1.7k	494.75	View chart
Innovator Etfs Trust Innov Prm Inc 30	0.3	$827k	NEW	34k	24.70	View chart
Charles Schwab Corporation (SCHW)	0.3	$811k		11k	72.34	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$789k	-34%	8.4k	94.41	View chart
Cleveland-cliffs (CLF)	0.3	$755k	+2%	33k	22.74	View chart
Alps Etf Tr Rivrfrnt Str Inc (RIGS)	0.3	$748k	+83%	33k	22.88	View chart
Johnson Ctls Intl SHS (JCI)	0.3	$740k	+85%	11k	65.32	View chart
AutoNation (AN)	0.3	$698k	+2%	4.2k	165.58	View chart
Innovator Etfs Trust Prem Inc 30 Barr (JULJ)	0.2	$681k	-3%	27k	24.90	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.2	$660k	NEW	11k	63.17	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$659k	-3%	3.2k	205.72	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.2	$630k	-2%	10k	60.95	View chart
Hershey Company (HSY)	0.2	$594k		3.1k	194.48	View chart
Freeport-mcmoran CL B (FCX)	0.2	$582k	+8%	12k	47.02	View chart
Eli Lilly & Co. (LLY)	0.2	$576k	+55%	740.00	777.96	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.2	$555k	-8%	5.0k	111.59	View chart
Novo-nordisk A S Adr (NVO)	0.2	$547k	+20%	4.3k	128.40	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$540k	+23%	10k	54.24	View chart
Comcast Corp Cl A (CMCSA)	0.2	$538k		12k	43.35	View chart
Innovator Etfs Trust Premium Inc 30 B (OCTJ)	0.2	$536k	+2%	22k	24.05	View chart
Iron Mountain (IRM)	0.2	$506k	+5%	6.3k	80.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$494k	-42%	6.1k	80.63	View chart
Meta Platforms Cl A (META)	0.2	$478k	+29%	984.00	485.73	View chart
Fiserv (FI)	0.2	$470k	+24%	2.9k	159.82	View chart
Global X Fds Lithium Btry Etf (LIT)	0.2	$466k	-85%	10k	45.29	View chart
Global X Fds Global X Uranium (URA)	0.2	$446k	NEW	16k	28.83	View chart
Exxon Mobil Corporation (XOM)	0.2	$446k		3.8k	116.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan	0.2	$437k	NEW	14k	30.56	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$434k	-17%	7.8k	55.67	View chart
Schlumberger Com Stk (SLB)	0.2	$428k	+53%	7.8k	54.81	View chart
EXACT Sciences Corporation (EXAS)	0.2	$423k	+42%	6.1k	69.06	View chart
D.R. Horton (DHI)	0.2	$422k	+2%	2.6k	164.55	View chart
Medtronic SHS (MDT)	0.1	$410k	+50%	4.7k	87.15	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$409k	+11%	1.3k	320.59	View chart
Adobe Systems Incorporated (ADBE)	0.1	$398k	+6%	788.00	504.60	View chart
Paccar (PCAR)	0.1	$391k		3.2k	123.89	View chart
Edison International (EIX)	0.1	$376k	+38%	5.3k	70.73	View chart
Innovator Etfs Trust Buffer Step Up S (BSTP)	0.1	$370k		12k	30.26	View chart
Innovator Etfs Trust Prem Incm 30 Bar (APRJ)	0.1	$369k	+2%	15k	24.52	View chart
Boeing Company (BA)	0.1	$343k		1.8k	193.00	View chart
Thermo Fisher Scientific (TMO)	0.1	$334k	-26%	574.00	581.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$333k	-14%	13k	25.51	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$328k	-30%	3.4k	95.65	View chart
Lockheed Martin Corporation (LMT)	0.1	$325k		713.00	455.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$317k		2.1k	152.26	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.1	$308k	NEW	10k	30.71	View chart
Totalenergies Se Sponsored Ads (TTE)	0.1	$306k	-26%	4.5k	68.83	View chart
PNC Financial Services (PNC)	0.1	$302k	NEW	1.9k	161.63	View chart
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)	0.1	$297k	-11%	4.5k	66.26	View chart
Chevron Corporation (CVX)	0.1	$297k	-27%	1.9k	157.77	View chart
Prudential Financial (PRU)	0.1	$285k	-7%	2.4k	117.39	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$270k		6.4k	42.13	View chart
Home Depot (HD)	0.1	$266k	-13%	693.00	383.60	View chart
Advanced Micro Devices (AMD)	0.1	$265k	NEW	1.5k	180.49	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$263k		1.7k	155.84	View chart
Parker-Hannifin Corporation (PH)	0.1	$242k	NEW	435.00	555.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$241k	NEW	1.4k	169.37	View chart
Enterprise Products Partners (EPD)	0.1	$233k		8.0k	29.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$229k	NEW	544.00	420.52	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$224k	NEW	4.6k	48.99	View chart
Rockwell Automation (ROK)	0.1	$224k		768.00	291.24	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$222k	-15%	5.3k	42.12	View chart
International Business Machines (IBM)	0.1	$221k	-11%	1.2k	190.93	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$216k	-6%	1.0k	208.27	View chart
Qualcomm (QCOM)	0.1	$213k	NEW	1.3k	169.37	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$211k	NEW	3.2k	65.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$211k	-34%	5.5k	37.98	View chart
Caterpillar (CAT)	0.1	$210k	NEW	573.00	366.43	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$204k	NEW	210.00	970.47	View chart
Parsons Corporation (PSN)	0.1	$201k	NEW	2.4k	82.95	View chart
Vale S A Sponsored Ads (VALE)	0.0	$124k		10k	12.19	View chart
Prospect Capital Corporation (PSEC)	0.0	$113k		21k	5.52	View chart

Past Filings by Zimmermann Investment Management & Planning

SEC 13F filings are viewable for Zimmermann Investment Management & Planning going back to 2021

Zimmermann Investment Management & Planning 2024 Q1 filed April 23, 2024
Zimmermann Investment Management & Planning 2023 Q4 filed Jan. 22, 2024
Zimmermann Investment Management & Planning 2023 Q3 filed Oct. 31, 2023
Zimmermann Investment Management & Planning 2023 Q2 filed July 13, 2023
Zimmermann Investment Management & Planning 2023 Q1 filed April 25, 2023
Zimmermann Investment Management & Planning 2022 Q4 filed Jan. 20, 2023
Zimmermann Investment Management & Planning 2022 Q3 filed Nov. 1, 2022
Zimmermann Investment Management & Planning 2022 Q2 filed July 28, 2022
Zimmermann Investment Management & Planning 2022 Q1 filed April 18, 2022
Zimmermann Investment Management & Planning 2021 Q4 filed Feb. 3, 2022

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