Zimmermann Investment Management & Planning as of Dec. 31, 2024
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 | 996.00 | 511.23 | |
| Blackstone Group Inc Com Cl A (BX) | 15.7 | $355k | 2.1k | 172.42 | |
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 15.0 | $340k | 1.4k | 235.27 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 12.6 | $286k | 2.9k | 97.92 | |
| NVIDIA Corporation (NVDA) | 11.8 | $269k | 2.0k | 134.29 | |
| Ishares Tr S&p 100 Etf (OEF) | 11.8 | $267k | 924.00 | 288.85 | |
| Apple (AAPL) | 10.7 | $242k | 964.00 | 250.55 |
