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, BX, IWY, RWL, NVDA, and represent 77.58% of Zimmermann Investment Management & Planning's stock portfolio.
- Added to shares of these 2 stocks: BX, RWL.
- Started 2 new stock positions in RWL, BX.
- Reduced shares in these 10 stocks: QQQ (-$27M), IWY (-$20M), OEF (-$19M), AAPL (-$14M), NVDA (-$13M), FNDX (-$11M), IWL (-$10M), JEPI (-$9.7M), SMH (-$8.9M), BINC (-$8.5M).
- Sold out of its positions in CWS, AMD, GOOG, GOOGL, AMZN, AXP, AOHY, AN, AXON, BRK.B.
- Zimmermann Investment Management & Planning was a net seller of stock by $-329M.
- Zimmermann Investment Management & Planning has $2.3M in assets under management (AUM), dropping by -99.30%.
- Central Index Key (CIK): 0001908404
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Portfolio Holdings for Zimmermann Investment Management & Planning
Zimmermann Investment Management & Planning holds 7 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 22.5 | $509k | -98% | 996.00 | 511.23 |
|
| Blackstone Group Inc Com Cl A (BX) | 15.7 | $355k | NEW | 2.1k | 172.42 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 15.0 | $340k | -98% | 1.4k | 235.27 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 12.6 | $286k | NEW | 2.9k | 97.92 |
|
| NVIDIA Corporation (NVDA) | 11.8 | $269k | -97% | 2.0k | 134.29 |
|
| Ishares Tr S&p 100 Etf (OEF) | 11.8 | $267k | -98% | 924.00 | 288.85 |
|
| Apple (AAPL) | 10.7 | $242k | -98% | 964.00 | 250.55 |
|
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 Q4 filed Jan. 23, 2025
- 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