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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, IWY, OEF, AAPL, NVDA, and represent 26.92% of Zimmermann Investment Management & Planning's stock portfolio.
Added to shares of these 10 stocks: IWL (+$7.3M), GRPM (+$6.6M), XMMO (+$6.6M), FNDX (+$6.4M), SHLD (+$5.4M), FSEP (+$5.0M), XLB, KCE, AOHY, BINC.
Started 25 new stock positions in XMMO, FSEP, PLTR, SDVY, SHLD, Grayscale Bitcoin Mini Trust BTC, HD, IBM, XLB, EVTR.
Reduced shares in these 10 stocks: JQUA (-$7.1M), FFEB (-$5.6M), IUS (-$5.6M), XAR (-$5.4M), ANGL, CALF, KIE, SPMO, XMHQ, XLC.
Sold out of its positions in RIGS, CVX, FFEB, GBTC, EWW, BYLD, NEE, GCOW, SLB, XLU. MOAT, ASML.
Zimmermann Investment Management & Planning was a net buyer of stock by $18M.
Zimmermann Investment Management & Planning has $326M in assets under management (AUM), dropping by 8.88%.
Central Index Key (CIK): 0001908404

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Portfolio Holdings for Zimmermann Investment Management & Planning

Zimmermann Investment Management & Planning holds 144 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	8.1	$26M	+7%	54k	488.07	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	5.7	$19M	+14%	85k	220.05	View chart
Ishares Tr S&p 100 Etf (OEF)	5.5	$18M	+4%	65k	276.76	View chart
Apple (AAPL)	3.9	$13M		55k	233.00	View chart
NVIDIA Corporation (NVDA)	3.7	$12M	+2%	100k	121.44	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	3.5	$11M	+129%	157k	71.76	View chart
Ishares Tr Rus Top 200 Etf (IWL)	3.1	$10M	+256%	72k	140.44	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.0	$9.7M	+15%	163k	59.51	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.7	$8.9M		36k	245.45	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	2.6	$8.5M	+55%	158k	53.53	View chart
Global X Fds Us Infr Dev Etf (PAVE)	2.3	$7.4M	+4%	180k	41.16	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	2.0	$6.6M	NEW	57k	117.08	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.0	$6.6M	NEW	55k	120.33	View chart
Global X Fds Cybrscurty Etf (BUG)	2.0	$6.5M	-6%	209k	30.95	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.8	$6.0M	-37%	58k	102.58	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	1.8	$6.0M	+246%	48k	124.88	View chart
Amazon (AMZN)	1.8	$5.7M		31k	186.33	View chart
Global X Fds Defense Tech Etf (SHLD)	1.7	$5.4M	NEW	145k	37.23	View chart
Ishares Tr Global 100 Etf (IOO)	1.6	$5.1M		51k	99.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	1.5	$5.0M	NEW	112k	44.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$5.0M		30k	165.85	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.4	$4.7M	-2%	91k	51.82	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	1.3	$4.3M	NEW	44k	96.38	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	1.2	$4.0M	+11%	88k	45.70	View chart
Microsoft Corporation (MSFT)	1.2	$3.8M		8.8k	430.31	View chart
First Tr Exchange Traded Growth Strength (FTGS)	1.1	$3.6M	+139%	115k	31.22	View chart
Angel Oak Funds Trust High Yield Oppor (AOHY)	1.0	$3.3M	NEW	294k	11.17	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	1.0	$3.1M	-41%	41k	77.02	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.9	$3.0M	NEW	46k	64.84	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.9	$2.9M	+19%	57k	50.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$2.8M	+2%	27k	104.18	View chart
Broadcom (AVGO)	0.8	$2.8M	+809%	16k	172.50	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.8	$2.7M	+23%	82k	33.25	View chart
Palo Alto Networks (PANW)	0.8	$2.6M	+18%	7.6k	341.80	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.8	$2.5M	-63%	54k	46.52	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$2.3M	-3%	12k	197.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$2.2M		33k	67.85	View chart
McKesson Corporation (MCK)	0.7	$2.2M	+3%	4.4k	494.42	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$2.1M	+5%	25k	83.21	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.6	$2.1M	+9%	34k	60.96	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$2.0M	-3%	35k	57.83	View chart
Vanguard Wellington Us Momentum (VFMO)	0.6	$2.0M	+306%	13k	160.95	View chart
Costco Wholesale Corporation (COST)	0.6	$2.0M	+3%	2.2k	886.40	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.6	$2.0M	-56%	77k	25.91	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.6	$2.0M	-73%	39k	50.30	View chart
Kkr & Co (KKR)	0.6	$1.9M	+10%	15k	130.58	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.5	$1.8M	-75%	11k	157.34	View chart
Wal-Mart Stores (WMT)	0.5	$1.7M	+10%	21k	80.75	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.6M	+6%	7.7k	210.87	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.5	$1.6M	-75%	53k	29.41	View chart
Eli Lilly & Co. (LLY)	0.5	$1.5M	+7%	1.7k	885.94	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$1.5M		9.6k	154.02	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.5	$1.5M	NEW	29k	51.80	View chart
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)	0.4	$1.5M	-54%	11k	128.79	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.4	$1.4M	-5%	21k	68.72	View chart
Spdr Ser Tr S&p Ins Etf (KIE)	0.4	$1.3M	-75%	23k	56.75	View chart
Tesla Motors (TSLA)	0.4	$1.3M	+3%	4.9k	261.63	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$1.3M	+75%	23k	54.93	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.4	$1.2M		39k	32.15	View chart
Meta Platforms Cl A (META)	0.4	$1.1M	+6%	2.0k	572.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$986k	+15%	4.1k	243.06	View chart
Eaton Corp SHS (ETN)	0.3	$950k	+48%	2.9k	331.44	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$875k	NEW	24k	36.38	View chart
Innovator Etfs Trust Prem Inc 30 Barr (JULJ)	0.3	$839k	+24%	34k	24.95	View chart
Freeport-mcmoran CL B (FCX)	0.2	$777k		16k	49.92	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$756k	-79%	8.4k	90.40	View chart
Visa Com Cl A (V)	0.2	$750k	-4%	2.7k	274.96	View chart
Innovator Etfs Trust Innov Prm Inc 30 (JANJ)	0.2	$734k	-2%	30k	24.71	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$731k	NEW	13k	58.53	View chart
Iron Mountain (IRM)	0.2	$722k		6.1k	118.83	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$721k	-3%	8.2k	87.80	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.2	$719k	-52%	5.7k	125.45	View chart
Fiserv (FI)	0.2	$685k	+8%	3.8k	179.65	View chart
Grayscale Bitcoin Mini Tr Bt SHS	0.2	$637k	NEW	113k	5.63	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$626k	+39%	39k	16.05	View chart
Novo-nordisk A S Adr (NVO)	0.2	$625k	+2%	5.2k	119.07	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.2	$601k	-4%	9.6k	62.41	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$594k	-46%	13k	45.51	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$556k	+7%	5.3k	103.90	View chart
Hershey Company (HSY)	0.2	$554k		2.9k	191.76	View chart
Innovator Etfs Trust Buffer Step Up S (BSTP)	0.2	$546k	+31%	17k	32.72	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$525k	-29%	1.9k	280.47	View chart
Constellation Energy (CEG)	0.2	$524k	NEW	2.0k	260.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.2	$524k	NEW	12k	45.75	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$506k	-87%	5.6k	90.64	View chart
Colgate-Palmolive Company (CL)	0.2	$491k	+14%	4.7k	103.81	View chart
American Express Company (AXP)	0.2	$490k	+9%	1.8k	271.20	View chart
Exxon Mobil Corporation (XOM)	0.1	$464k	-3%	4.0k	117.22	View chart
Medtronic SHS (MDT)	0.1	$452k	-2%	5.0k	90.03	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$445k	-5%	5.7k	77.61	View chart
Innovator Etfs Trust Premium Inc 30 B (OCTJ)	0.1	$436k	-15%	18k	23.87	View chart
Lockheed Martin Corporation (LMT)	0.1	$424k		725.00	584.30	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$413k		7.0k	59.24	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$410k	-42%	5.6k	73.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$397k	+28%	15k	27.01	View chart
UnitedHealth (UNH)	0.1	$390k	-18%	667.00	584.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$390k	+16%	2.3k	167.22	View chart
Global X Fds Global X Uranium (URA)	0.1	$384k	-18%	13k	28.61	View chart
salesforce (CRM)	0.1	$382k	-16%	1.4k	273.71	View chart
On Hldg Namen Akt A (ONON)	0.1	$381k	NEW	7.6k	50.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$377k	NEW	7.5k	50.52	View chart
Charles Schwab Corporation (SCHW)	0.1	$376k	-16%	5.8k	64.81	View chart
Owens Corning (OC)	0.1	$372k	-2%	2.1k	176.52	View chart
Innovator Etfs Trust Prem Incm 30 Bar (APRJ)	0.1	$369k	-5%	15k	24.64	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$354k	+37%	7.0k	50.88	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$326k	+3%	1.8k	179.16	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.1	$323k	-19%	2.6k	124.56	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$318k		6.7k	47.53	View chart
Parker-Hannifin Corporation (PH)	0.1	$315k	+8%	499.00	631.82	View chart
AutoNation (AN)	0.1	$314k	-58%	1.8k	178.92	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$307k	-48%	6.3k	48.98	View chart
Thermo Fisher Scientific (TMO)	0.1	$305k	+7%	493.00	618.57	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$299k	-45%	5.9k	50.74	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$293k		1.7k	174.50	View chart
Prudential Financial (PRU)	0.1	$291k		2.4k	121.08	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$287k	-96%	5.1k	56.57	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$278k	-52%	3.1k	90.20	View chart
PNC Financial Services (PNC)	0.1	$278k	-20%	1.5k	184.87	View chart
Advanced Micro Devices (AMD)	0.1	$277k	+11%	1.7k	164.08	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$274k	NEW	4.1k	67.51	View chart
Las Vegas Sands (LVS)	0.1	$268k	-42%	5.3k	50.34	View chart
International Business Machines (IBM)	0.1	$260k	NEW	1.2k	221.15	View chart
Palantir Technologies Cl A (PLTR)	0.1	$260k	NEW	7.0k	37.20	View chart
Paccar (PCAR)	0.1	$255k	-13%	2.6k	98.68	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$253k		5.6k	45.32	View chart
Parsons Corporation (PSN)	0.1	$252k	NEW	2.4k	103.68	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$250k	+3%	1.1k	225.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$249k		541.00	460.26	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$243k		4.5k	54.43	View chart
Axon Enterprise (AXON)	0.1	$240k	NEW	600.00	399.60	View chart
Totalenergies Se Sponsored Ads (TTE)	0.1	$239k	-9%	3.7k	64.62	View chart
Boeing Company (BA)	0.1	$238k	-8%	1.6k	152.05	View chart
Home Depot (HD)	0.1	$235k	NEW	580.00	405.49	View chart
Enterprise Products Partners (EPD)	0.1	$234k		8.0k	29.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$231k	NEW	4.8k	48.11	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.1	$228k		3.2k	70.37	View chart
Caterpillar (CAT)	0.1	$224k	NEW	573.00	391.12	View chart
Oracle Corporation (ORCL)	0.1	$220k	NEW	1.3k	170.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.1	$220k	-42%	6.9k	32.11	View chart
Boston Scientific Corporation (BSX)	0.1	$220k		2.6k	83.80	View chart
Qualcomm (QCOM)	0.1	$210k		1.2k	170.01	View chart
Rockwell Automation (ROK)	0.1	$208k		774.00	268.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$201k	NEW	5.0k	40.48	View chart
Prospect Capital Corporation (PSEC)	0.0	$114k	+2%	21k	5.35	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 Q3 filed Oct. 24, 2024
Zimmermann Investment Management & Planning 2024 Q2 filed July 26, 2024
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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