Zimmermann Investment Management & Planning

Zimmermann Investment Management & Planning as of March 31, 2023

Portfolio Holdings for Zimmermann Investment Management & Planning

Zimmermann Investment Management & Planning holds 112 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.4 $10M 221k 46.95
Wisdomtree Tr Us Qtly Div Grt (DGRW) 5.2 $9.9M 159k 62.34
Apple (AAPL) 4.8 $9.1M 55k 164.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.6 $8.8M 28k 320.92
Pacer Fds Tr Globl Cash Etf (GCOW) 4.6 $8.8M 261k 33.63
Virtus Etf Tr Ii Virtus Us Qlty (JOET) 4.2 $8.0M 292k 27.51
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 3.7 $7.1M 142k 50.32
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.7 $7.1M 97k 73.16
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.4 $6.5M 120k 54.60
Global X Fds Lithium Btry Etf (LIT) 2.5 $4.7M 75k 63.55
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.3 $4.5M 35k 129.46
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 2.3 $4.4M 97k 45.25
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 2.2 $4.2M 57k 72.55
Ishares Tr Latn Amer 40 Etf (ILF) 1.8 $3.5M 148k 23.87
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 1.6 $3.1M 110k 28.75
Global X Fds Us Infr Dev Etf (PAVE) 1.6 $3.1M 110k 28.35
Select Sector Spdr Tr Energy (XLE) 1.6 $3.1M 37k 82.83
Alphabet Cap Stk Cl A (GOOGL) 1.6 $3.1M 29k 103.73
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.5 $2.9M 21k 138.93
Spdr Ser Tr S&p1500momtilt (MMTM) 1.5 $2.8M 17k 168.94
Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY) 1.4 $2.7M 143k 19.23
Spdr Ser Tr Aerospace Def (XAR) 1.4 $2.7M 23k 116.91
Amazon (AMZN) 1.4 $2.7M 26k 103.29
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.4 $2.6M 7.9k 332.62
Vaneck Etf Trust Semiconductr Etf (SMH) 1.4 $2.6M 9.9k 263.19
NVIDIA Corporation (NVDA) 1.3 $2.6M 9.3k 277.78
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.3 $2.4M 86k 28.02
Global X Fds Cybrscurty Etf (BUG) 1.3 $2.4M 102k 23.45
Microsoft Corporation (MSFT) 1.1 $2.2M 7.5k 288.28
Ishares Tr Rus Top 200 Etf (IWL) 1.0 $2.0M 21k 97.31
Select Sector Spdr Tr Financial (XLF) 1.0 $2.0M 62k 32.15
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 1.0 $1.9M 55k 33.67
Pacer Fds Tr Pacer Us Small (CALF) 1.0 $1.8M 48k 38.06
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $1.7M 36k 48.79
Ishares Tr S&p 100 Etf (OEF) 0.9 $1.7M 9.0k 187.04
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.8 $1.6M 22k 72.94
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.8 $1.6M 35k 45.53
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE) 0.8 $1.5M 31k 47.96
Palo Alto Networks (PANW) 0.7 $1.4M 7.0k 199.74
McKesson Corporation (MCK) 0.6 $1.2M 3.4k 356.05
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) 0.6 $1.2M 31k 38.28
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.6 $1.1M 61k 17.83
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $1.0M 21k 48.37
Ishares Tr Ishares Semicdtr (SOXX) 0.5 $1.0M 2.3k 444.67
Tesla Motors (TSLA) 0.5 $1.0M 4.8k 207.46
Hershey Company (HSY) 0.5 $923k 3.6k 254.38
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.5 $918k 15k 60.62
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.5 $899k 35k 25.50
Broadcom (AVGO) 0.5 $877k 1.4k 641.54
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $848k 13k 65.17
Charles Schwab Corporation (SCHW) 0.4 $788k 15k 52.38
Ishares Tr U.s. Finls Etf (IYF) 0.4 $780k 11k 71.14
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $754k 10k 74.71
Home Depot (HD) 0.4 $744k 2.5k 295.17
Ishares Tr Core Div Grwth (DGRO) 0.4 $701k 14k 49.99
UnitedHealth (UNH) 0.3 $662k 1.4k 472.66
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.3 $662k 11k 58.70
Costco Wholesale Corporation (COST) 0.3 $649k 1.3k 496.72
United Sts Commodity Index F Comm Idx Fnd (USCI) 0.3 $626k 12k 54.26
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.3 $623k 27k 23.49
Cleveland-cliffs (CLF) 0.3 $617k 34k 18.33
Wal-Mart Stores (WMT) 0.3 $584k 4.0k 147.45
Albemarle Corporation (ALB) 0.3 $562k 2.5k 221.04
Thermo Fisher Scientific (TMO) 0.3 $542k 940.00 576.37
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.3 $541k 12k 47.16
Spdr Ser Tr S&p Metals Mng (XME) 0.3 $537k 10k 53.16
Wisdomtree Tr Us Multifactor (USMF) 0.3 $525k 14k 37.55
Cummins (CMI) 0.3 $514k 2.2k 238.87
Cisco Systems (CSCO) 0.3 $482k 9.2k 52.27
Abbvie (ABBV) 0.2 $475k 3.0k 159.38
Comcast Corp Cl A (CMCSA) 0.2 $465k 12k 37.91
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $461k 9.2k 50.03
Adobe Systems Incorporated (ADBE) 0.2 $444k 1.2k 385.37
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $417k 4.5k 93.02
AutoNation (AN) 0.2 $410k 3.1k 134.36
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN) 0.2 $396k 11k 34.88
Visa Com Cl A (V) 0.2 $394k 1.7k 225.42
Exxon Mobil Corporation (XOM) 0.2 $392k 3.6k 109.66
Chevron Corporation (CVX) 0.2 $384k 2.4k 163.18
Moderna (MRNA) 0.2 $376k 2.4k 153.58
Boeing Company (BA) 0.2 $374k 1.8k 212.44
Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) 0.2 $364k 4.2k 87.30
Pfizer (PFE) 0.2 $363k 8.9k 40.80
Goldman Sachs (GS) 0.2 $346k 1.1k 327.11
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $339k 7.5k 45.09
Hldgs (UAL) 0.2 $336k 7.6k 44.25
Danaher Corporation (DHR) 0.2 $335k 1.3k 252.04
Lockheed Martin Corporation (LMT) 0.2 $331k 699.00 472.95
Freeport-mcmoran CL B (FCX) 0.2 $327k 8.0k 40.91
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $325k 5.9k 54.92
Encana Corporation (OVV) 0.2 $325k 9.0k 36.08
JPMorgan Chase & Co. (JPM) 0.2 $298k 2.3k 130.33
EOG Resources (EOG) 0.2 $296k 2.6k 114.63
Host Hotels & Resorts (HST) 0.2 $289k 18k 16.49
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) 0.1 $281k 7.8k 36.17
Pioneer Natural Resources (PXD) 0.1 $277k 1.4k 204.24
Paccar (PCAR) 0.1 $254k 3.5k 73.20
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $249k 5.6k 44.87
Morgan Stanley Com New (MS) 0.1 $248k 2.8k 87.80
First Tr Exchng Traded Fd Vi Ft Cboe Vest Mar (FMAR) 0.1 $239k 7.1k 33.62
American Tower Reit (AMT) 0.1 $238k 1.2k 204.35
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $226k 3.0k 75.50
Rockwell Automation (ROK) 0.1 $222k 757.00 293.37
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $221k 712.00 310.52
Alphabet Cap Stk Cl C (GOOG) 0.1 $218k 2.1k 104.00
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $217k 5.4k 39.95
Cheniere Energy Com New (LNG) 0.1 $215k 1.4k 157.60
Prudential Financial (PRU) 0.1 $214k 2.6k 82.75
Gaming & Leisure Pptys (GLPI) 0.1 $212k 4.1k 52.06
Enterprise Products Partners (EPD) 0.1 $203k 7.8k 25.90
Vale S A Sponsored Ads (VALE) 0.1 $158k 10k 15.78
Prospect Capital Corporation (PSEC) 0.1 $121k 17k 6.96