ZI

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

13F
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
Last update 2024-10-24 142 Stocks (24 new)
Value $325.00 Mil Turnover 25 %
Countries:
Top Holdings: QQQ(8.09%)IWY(5.73%)OEF(5.54%)AAPL(3.92%)NVDA(3.73%)
Portfolio Report
Summary Stock Picks Current Portfolio
ZIMMERMANN INVESTMENT MANAGEME... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QQQ 		INVESCO QQQ Trust
53,868
26291.390
+7.26%
8.090
+0.55%
0.010
+9.10%
+21.89%
301104.544
 
IWY 		iShares Russell Top 200 Growth ETF
84,505
18595.330
+14.19%
5.730
+0.71%
0.160
+11.03%
+29.38%
12349.246
 
OEF 		iShares S&P 100 ETF
64,978
17983.310
+4.27%
5.540
+0.23%
0.130
+8.58%
+26.55%
14217.407
 
AAPL 		Apple Inc
54,655
12734.640
+0.77%
3.920
+0.03%
0.000
+5.80%
+20.55%
3512765.334
Hardware
NVDA 		NVIDIA Corp
99,831
12123.480
+2.87%
3.730
+0.10%
0.000
+34.55%
+181.86%
3435794.450
Semiconductors
FNDX 		Schwab Fundamental U.S. Large Company ETF
471,837
11286.340
+589.41%
3.480
+2.98%
0.020
+3.92%
+16.05%
17220.976
 
IWL 		iShares Russell Top 200 ETF
72,026
10115.330
+256.65%
3.110
+2.24%
0.670
+8.13%
+24.26%
1544.250
 
JEPI 		JPMorgan Equity Premium Income ETF
163,220
9713.210
+15.24%
2.990
+0.40%
0.030
+3.95%
+7.84%
35952.384
 
SMH 		VanEck Vectors Semiconductor ETF
36,360
8924.560
+1.99%
2.750
+0.05%
0.040
+9.52%
+43.72%
24901.236
 
BINC 		iShares Flexible Income Active ETF
158,073
8461.650
+55.57%
2.610
+0.93%
0.140
+0.14%
+0.99%
6020.803
 

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Historical Top Holdings Breakdowns

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FNDX 		Schwab Fundamental U.S. Large Company ETF2024-09-30Add
+2.98%
●
21.79 ($23.01) 23.92
$23.94
4.05%
Add 589.41%
471,837
134,465
IWL 		iShares Russell Top 200 ETF2024-09-30Add
+2.24%
●
126.32 ($135.57) 140.44
$142.99
5.47%
Add 256.65%
72,026
51,831
JQUA 		JPMorgan U.S. Quality Factor ETF2024-09-30Reduce
-2.21%
●
51.29 ($54.28) 56.57
$56.83
4.70%
Reduce -96.1%
5,067
-124,775
EWMC 		EWMC2024-09-30New Buy
+2.04%
●
109.46 ($115.62) 123.17
$90.08
-22.09%
New holding
56,707
56,707
XMMO 		Invesco S&P MidCap Momentum ETF2024-09-30New Buy
+2.04%
●
110.22 ($115.97) 120.89
$123.07
6.12%
New holding
55,071
55,071
IUS 		Invesco RAFI Strategic US ETF2024-09-30Reduce
-1.75%
●
46.07 ($48.49) 50.3
$50.00
3.11%
Reduce -73.94%
38,922
-110,437
SHLD 		Global X Defense Tech ETF2024-09-30New Buy
+1.66%
●
32.9 ($35.57) 37.39
$38.45
8.10%
New holding
145,222
145,222
XAR 		SPDR S&P Aerospace & Defense ETF2024-09-30Reduce
-1.60%
●
139.03 ($148.91) 157.34
$159.24
6.94%
Reduce -75.22%
11,221
-34,064
ANGL 		VanEck Vectors Fallen Angel High Yield Bond ETF2024-09-30Reduce
-1.51%
●
28.11 ($28.91) 29.42
$29.00
0.31%
Reduce -75.06%
52,751
-158,748
CALF 		Pacer US Small Cap Cash Cows 100 ETF2024-09-30Reduce
-1.37%
●
42.22 ($45.16) 48.62
$45.20
0.09%
Reduce -63.37%
54,247
-93,837

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC Total Holding History ($B)

To

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Asset Allocation

To

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Hypothetical Growth since 2024-09-30

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Holdings Heat Map

Size field:

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Holdings Bubble Chart

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC News

  • 1

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