Zimmermann Investment Management & Planning

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

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Positions held by Zimmermann Investment Management & Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Zimmermann Investment Management & Planning

Zimmermann Investment Management & Planning holds 120 positions in its portfolio as reported in the December 2023 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 $19M +7% 47k 409.52
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Ishares Tr S&p 100 Etf (OEF) 5.0 $12M +7% 55k 223.39
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Apple (AAPL) 4.4 $11M 55k 192.53
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 3.7 $9.0M +23% 145k 61.94
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Ishares Tr Global 100 Etf (IOO) 3.3 $8.0M +9% 100k 80.52
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 3.1 $7.6M +9% 85k 88.71
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.1 $7.6M +10% 89k 84.87
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First Tr Nas100 Eq Weighted SHS (QQEW) 2.8 $6.9M +8% 59k 117.45
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J P Morgan Exchange Traded F Equity Premium (JEPI) 2.8 $6.9M 125k 54.98
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.8 $6.8M -4% 136k 50.23
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Ishares Tr Latn Amer 40 Etf (ILF) 2.5 $6.2M +6% 213k 29.06
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Vaneck Etf Trust Semiconductr Etf (SMH) 2.5 $6.1M +6% 35k 174.87
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Pacer Fds Tr Trendpilot 100 (PTNQ) 2.4 $5.9M +39% 90k 65.33
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) 2.2 $5.4M -2% 122k 44.15
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Global X Fds Cybrscurty Etf (BUG) 2.2 $5.3M +7% 182k 29.31
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Ishares Tr Rus Tp200 Gr Etf (IWY) 2.1 $5.2M -2% 30k 175.22
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Spdr Ser Tr Aerospace Def (XAR) 2.1 $5.1M +11% 38k 135.42
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Global X Fds Us Infr Dev Etf (PAVE) 2.1 $5.1M +6% 148k 34.46
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NVIDIA Corporation (NVDA) 1.9 $4.7M +3% 9.5k 495.23
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Amazon (AMZN) 1.8 $4.5M +4% 30k 151.94
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Spdr Ser Tr S&p Cap Mkts (KCE) 1.8 $4.3M +14% 42k 101.97
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Alphabet Cap Stk Cl A (GOOGL) 1.8 $4.3M +2% 31k 139.69
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Ishares Tr Core Intl Aggr (IAGG) 1.6 $3.9M +4% 78k 49.80
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.5 $3.7M +13% 130k 28.78
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Global X Fds Lithium Btry Etf (LIT) 1.5 $3.7M -6% 73k 50.94
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Select Sector Spdr Tr Communication (XLC) 1.4 $3.5M +12% 48k 72.66
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Microsoft Corporation (MSFT) 1.4 $3.4M +5% 9.0k 376.02
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.3 $3.2M +6% 65k 48.45
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J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE) 1.3 $3.1M -13% 58k 53.71
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Pacer Fds Tr Pacer Us Small (CALF) 1.1 $2.7M +5% 55k 48.03
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 1.0 $2.4M +30% 58k 41.99
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.0 $2.4M -15% 45k 51.99
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Ishares Tr Rus Top 200 Etf (IWL) 0.9 $2.3M -4% 20k 115.09
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Palo Alto Networks (PANW) 0.9 $2.2M +2% 7.5k 294.88
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $2.2M 38k 56.40
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $2.0M +4% 24k 82.96
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Broadcom (AVGO) 0.7 $1.8M +13% 1.6k 1116.25
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $1.7M NEW 40k 42.18
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.6 $1.6M -23% 22k 70.28
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McKesson Corporation (MCK) 0.6 $1.6M -13% 3.4k 462.98
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Advisorshares Tr Advisorshs Etf (CWS) 0.5 $1.3M +6% 22k 59.32
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $1.2M -18% 9.0k 136.38
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Tesla Motors (TSLA) 0.5 $1.2M 4.8k 248.48
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Costco Wholesale Corporation (COST) 0.5 $1.2M +35% 1.8k 660.00
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.4 $1.1M +2% 38k 28.50
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Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.4 $1.1M -31% 13k 84.64
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Select Sector Spdr Tr Energy (XLE) 0.4 $1.1M -21% 13k 83.84
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Pacer Fds Tr Globl Cash Etf (GCOW) 0.4 $1.1M -18% 31k 34.27
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Ishares Tr S&p 500 Val Etf (IVE) 0.4 $1.1M NEW 6.1k 173.89
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Visa Com Cl A (V) 0.4 $1.0M +7% 3.9k 260.33
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Kkr & Co (KKR) 0.4 $939k +25% 11k 82.85
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Wal-Mart Stores (WMT) 0.4 $903k +8% 5.7k 157.65
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UnitedHealth (UNH) 0.4 $888k 1.7k 526.56
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T Rowe Price Etf Cap Appreciation (TCAF) 0.3 $828k NEW 30k 27.63
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $812k -57% 11k 76.13
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Charles Schwab Corporation (SCHW) 0.3 $765k -9% 11k 68.80
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JPMorgan Chase & Co. (JPM) 0.3 $730k 4.3k 170.10
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Innovator Etfs Tr Prem Inc 30 Barr (JULJ) 0.3 $702k +2% 28k 24.90
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Cleveland-cliffs (CLF) 0.3 $662k -4% 32k 20.42
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Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.3 $651k NEW 13k 49.59
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Spdr Gold Tr Gold Shs (GLD) 0.3 $634k +14% 3.3k 191.17
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AutoNation (AN) 0.3 $620k 4.1k 150.18
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United Sts Commodity Index F Comm Idx Fnd (USCI) 0.2 $596k +7% 11k 56.28
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Ishares Tr Yld Optim Bd (BYLD) 0.2 $595k NEW 27k 22.43
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Hershey Company (HSY) 0.2 $577k -4% 3.1k 186.46
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Comcast Corp Cl A (CMCSA) 0.2 $549k 13k 43.85
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Innovator Etfs Tr Premium Inc 30 B 0.2 $526k NEW 22k 24.12
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Spdr Ser Tr S&p Homebuild (XHB) 0.2 $522k -7% 5.5k 95.66
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Ishares Tr Grwt Allocat Etf (AOR) 0.2 $505k -12% 9.5k 53.19
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Freeport-mcmoran CL B (FCX) 0.2 $486k NEW 11k 42.57
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Virtus Etf Tr Ii Virtus Us Qlty (JOET) 0.2 $477k -71% 16k 30.68
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Boeing Company (BA) 0.2 $464k 1.8k 260.67
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Adobe Systems Incorporated (ADBE) 0.2 $440k NEW 738.00 596.60
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XJUN) 0.2 $422k -7% 12k 35.13
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Ishares Tr U.s. Finls Etf (IYF) 0.2 $421k -16% 4.9k 85.41
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Iron Mountain (IRM) 0.2 $420k NEW 6.0k 69.98
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Thermo Fisher Scientific (TMO) 0.2 $412k -14% 777.00 530.79
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Alps Etf Tr Rivrfrnt Str Inc (RIGS) 0.2 $412k NEW 18k 23.16
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $410k -71% 1.1k 376.87
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Totalenergies Se Sponsored Ads (TTE) 0.2 $410k -40% 6.1k 67.38
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $402k -4% 8.0k 49.93
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Chevron Corporation (CVX) 0.2 $387k +7% 2.6k 149.18
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Exxon Mobil Corporation (XOM) 0.2 $383k +4% 3.8k 99.98
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D.R. Horton (DHI) 0.2 $382k +2% 2.5k 151.98
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First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN) 0.2 $368k 15k 24.09
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Novo-nordisk A S Adr (NVO) 0.1 $365k +34% 3.5k 103.45
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Innovator Etfs Tr Prem Incm 30 Bar (APRJ) 0.1 $361k 15k 24.57
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Innovator Etfs Tr Buffer Step Up S (BSTP) 0.1 $354k +11% 12k 28.46
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Johnson Ctls Intl SHS (JCI) 0.1 $351k NEW 6.1k 57.64
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Lockheed Martin Corporation (LMT) 0.1 $321k 709.00 453.08
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EXACT Sciences Corporation (EXAS) 0.1 $319k NEW 4.3k 73.98
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Fiserv (FI) 0.1 $314k NEW 2.4k 132.84
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Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.1 $310k NEW 5.1k 61.10
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Paccar (PCAR) 0.1 $309k -6% 3.2k 97.65
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.1 $307k -4% 8.5k 36.19
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Alphabet Cap Stk Cl C (GOOG) 0.1 $295k 2.1k 140.93
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $293k NEW 1.1k 255.32
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Albemarle Corporation (ALB) 0.1 $293k -34% 2.0k 144.48
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Home Depot (HD) 0.1 $278k -2% 801.00 346.76
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Eli Lilly & Co. (LLY) 0.1 $277k NEW 475.00 582.92
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Edison International (EIX) 0.1 $274k NEW 3.8k 71.49
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Prudential Financial (PRU) 0.1 $272k 2.6k 103.71
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Meta Platforms Cl A (META) 0.1 $269k -3% 759.00 354.01
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Schlumberger Com Stk (SLB) 0.1 $264k NEW 5.1k 52.04
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Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.1 $264k -72% 8.6k 30.74
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Medtronic SHS (MDT) 0.1 $258k NEW 3.1k 82.38
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American Tower Reit (AMT) 0.1 $255k NEW 1.2k 215.96
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $244k 1.7k 143.64
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $242k -11% 6.4k 37.72
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Corteva (CTVA) 0.1 $241k -55% 5.0k 47.92
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Rockwell Automation (ROK) 0.1 $238k 765.00 310.42
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Select Sector Spdr Tr Financial (XLF) 0.1 $235k -60% 6.2k 37.60
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Abbvie (ABBV) 0.1 $224k 1.4k 154.99
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Ishares Msci Mexico Etf (EWW) 0.1 $222k NEW 3.3k 67.85
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Select Sector Spdr Tr Technology (XLK) 0.1 $214k NEW 1.1k 192.48
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International Business Machines (IBM) 0.1 $214k NEW 1.3k 163.57
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Enterprise Products Partners (EPD) 0.1 $207k NEW 7.8k 26.35
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Gaming & Leisure Pptys (GLPI) 0.1 $203k NEW 4.1k 49.35
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Vale S A Sponsored Ads (VALE) 0.1 $160k 10k 15.86
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Prospect Capital Corporation (PSEC) 0.0 $120k +11% 20k 5.99
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Past Filings by Zimmermann Investment Management & Planning

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