Zimmermann Investment Management & Planning

Zimmermann Investment Management & Planning as of March 31, 2022

Portfolio Holdings for Zimmermann Investment Management & Planning

Zimmermann Investment Management & Planning holds 82 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.7 $13M 36k 362.54
First Tr Exchange-traded Risng Divd Achiv (RDVY) 5.4 $9.2M 188k 49.00
Ishares Tr S&p 100 Etf (OEF) 5.4 $9.1M 44k 208.51
Apple (AAPL) 4.7 $7.9M 45k 174.60
Ishares Tr Rus Tp200 Gr Etf (IWY) 4.7 $7.9M 50k 158.87
J P Morgan Exchange-traded F Equity Premium (JEPI) 4.0 $6.7M 110k 61.40
Global X Fds Lithium Btry Etf (LIT) 3.3 $5.5M 72k 76.98
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 3.3 $5.5M 181k 30.40
Schwab Strategic Tr Us Tips Etf (SCHP) 3.3 $5.5M 91k 60.71
Ishares Tr Msci Usa Esg Slc (SUSA) 3.1 $5.3M 54k 96.84
Global X Fds Cybrscurty Etf (BUG) 2.7 $4.5M 143k 31.42
Global X Fds Rbtcs Artfl Inte (BOTZ) 2.6 $4.4M 152k 29.01
Global X Fds Us Infr Dev Etf (PAVE) 2.6 $4.4M 154k 28.28
Ishares Tr Rus Top 200 Etf (IWL) 2.5 $4.2M 39k 108.09
Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.5 $4.1M 83k 49.78
Amazon (AMZN) 2.2 $3.8M 1.2k 3259.71
Ishares Tr U.s. Finls Etf (IYF) 2.1 $3.5M 42k 84.53
Alphabet Cap Stk Cl A (GOOGL) 1.9 $3.1M 1.1k 2781.03
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 1.8 $3.0M 25k 119.98
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Eur (RFEU) 1.8 $3.0M 43k 70.00
NVIDIA Corporation (NVDA) 1.6 $2.8M 10k 272.82
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 1.5 $2.6M 44k 58.50
Global X Fds Glb X Mlp Enrg I (MLPX) 1.5 $2.5M 60k 42.72
Ishares Tr Global 100 Etf (IOO) 1.5 $2.5M 32k 76.05
Microsoft Corporation (MSFT) 1.4 $2.3M 7.5k 308.33
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.3 $2.2M 16k 136.98
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.1 $1.9M 39k 48.47
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $1.8M 25k 74.81
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.0 $1.7M 4.8k 351.51
Pacer Fds Tr Pacer Us Small (CALF) 0.9 $1.5M 37k 40.11
Vanguard World Mega Grwth Ind (MGK) 0.9 $1.4M 6.1k 235.37
Flexshares Tr Int Qltdvdynam (IQDY) 0.8 $1.4M 48k 28.63
Wisdomtree Tr Wsdm Emktbd Fd (EMCB) 0.8 $1.4M 21k 66.05
Global X Fds Us Pfd Etf (PFFD) 0.8 $1.4M 58k 23.50
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.8 $1.3M 15k 90.51
Ishares Tr Phlx Semicnd Etf (SOXX) 0.8 $1.3M 2.7k 473.24
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.7 $1.3M 20k 63.90
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.7 $1.2M 24k 50.25
Tesla Motors (TSLA) 0.7 $1.1M 1.0k 1077.44
Freeport-mcmoran CL B (FCX) 0.6 $1.0M 21k 49.74
First Tr Exchange Traded Cloud Computing (SKYY) 0.6 $1.0M 11k 90.55
Cleveland-cliffs (CLF) 0.6 $931k 29k 32.22
JPMorgan Chase & Co. (JPM) 0.5 $918k 6.7k 136.28
Jacobs Engineering 0.5 $904k 6.6k 137.85
Danaher Corporation (DHR) 0.5 $866k 3.0k 293.46
Hershey Company (HSY) 0.5 $812k 3.7k 216.76
Thermo Fisher Scientific (TMO) 0.5 $792k 1.3k 590.60
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $785k 2.3k 346.88
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $695k 2.6k 268.34
Costco Wholesale Corporation (COST) 0.4 $676k 1.2k 575.81
Laboratory Corp Amer Hldgs Com New (LH) 0.4 $661k 2.5k 263.66
Broadcom (AVGO) 0.4 $647k 1.0k 629.38
Goldman Sachs (GS) 0.4 $646k 2.0k 330.10
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $593k 5.8k 101.77
Morgan Stanley Com New (MS) 0.4 $591k 6.8k 87.34
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.3 $572k 8.9k 64.30
Target Corporation (TGT) 0.3 $565k 2.7k 212.25
United Sts Commodity Index F Comm Idx Fnd (USCI) 0.3 $535k 9.7k 55.17
Applied Materials (AMAT) 0.3 $495k 3.8k 131.93
Adobe Systems Incorporated (ADBE) 0.3 $467k 1.0k 455.61
FedEx Corporation (FDX) 0.3 $448k 1.9k 231.29
Home Depot (HD) 0.2 $413k 1.4k 299.49
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $393k 8.3k 47.07
Visa Com Cl A (V) 0.2 $380k 1.7k 222.09
Essential Utils (WTRG) 0.2 $361k 7.1k 51.20
Roblox Corp Cl A (RBLX) 0.2 $358k 7.8k 46.19
TJX Companies (TJX) 0.2 $338k 5.6k 60.51
Lockheed Martin Corporation (LMT) 0.2 $301k 681.00 442.00
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $284k 2.3k 123.10
Parsons Corporation (PSN) 0.2 $279k 7.2k 38.76
Exxon Mobil Corporation (XOM) 0.2 $277k 3.4k 82.49
Prudential Financial (PRU) 0.2 $276k 2.3k 118.35
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $262k 3.3k 78.89
Global X Fds Autonmous Ev Etf (DRIV) 0.1 $248k 9.0k 27.59
Boeing Company (BA) 0.1 $241k 1.3k 191.12
PPL Corporation (PPL) 0.1 $237k 8.3k 28.61
NVR (NVR) 0.1 $219k 49.00 4469.39
CVS Caremark Corporation (CVS) 0.1 $210k 2.1k 101.11
Rockwell Automation (ROK) 0.1 $209k 745.00 280.54
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.1 $208k 2.0k 103.90
Prospect Capital Corporation (PSEC) 0.1 $136k 16k 8.30
Waitr Hldgs 0.0 $4.0k 11k 0.36