ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

New Cumberland, PA · CIK 1908404 · 13F filing filed 2025-01-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNew Cumberland, PA

$2.3m reported value -99.3% vs Q3 2024

7positions

100.0%in top 10

2 new 0 added 5 reduced 139 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	996	$509.2k22.46%	22.46%	Reduced -52.9k	-52,872 -98.2%
2	BLACKSTONE INC COM BX	BX	2,061	$355.4k15.67%	15.67%	New
3	ISHARES TR RUS TP200 GR ETF IWY	IWY	1,445	$340.0k14.99%	14.99%	Reduced -83.1k	-83,060 -98.3%
4	INVESCO EXCH TRADED FD TR II S&P 500 REVENUE RWL	RWL	2,919	$285.8k12.61%	12.61%	New
5	NVIDIA CORPORATION COM NVDA	NVDA	2,000	$268.6k11.85%	11.85%	Reduced -97.8k	-97,831 -98.0%
6	ISHARES TR S&P 100 ETF OEF	OEF	924	$266.9k11.77%	11.77%	Reduced -64.1k	-64,054 -98.6%
7	APPLE INC COM AAPL	AAPL	964	$241.5k10.65%	10.65%	Reduced -53.7k	-53,691 -98.2%

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
SCHWAB STRATEGIC TR FNDX	FNDX	471,837	$11.3m471.8k shares
ISHARES TR IWL	IWL	72,026	$10.1m72.0k shares
J P MORGAN EXCHANGE TRADED F JEPI	JEPI	163,220	$9.7m163.2k shares
VANECK ETF TRUST SMH	SMH	36,360	$8.9m36.4k shares
BLACKROCK ETF TRUST II BINC	BINC	158,073	$8.5m158.1k shares
GLOBAL X FDS PAVE	PAVE	180,263	$7.4m180.3k shares
INVESCO EXCHANGE TRADED FD T GRPM	GRPM	56,707	$6.6m56.7k shares
INVESCO EXCHANGE TRADED FD T XMMO	XMMO	55,071	$6.6m55.1k shares
GLOBAL X FDS BUG	BUG	208,689	$6.5m208.7k shares
INVESCO EXCHANGE TRADED FD T XMHQ	XMHQ	58,331	$6.0m58.3k shares
SPDR SER TR KCE	KCE	47,773	$6.0m47.8k shares
AMAZON COM INC AMZN	AMZN	30,737	$5.7m30.7k shares
GLOBAL X FDS SHLD	SHLD	145,222	$5.4m145.2k shares
ISHARES TR IOO	IOO	51,422	$5.1m51.4k shares
FIRST TR EXCHNG TRADED FD VI FSEP	FSEP	111,724	$5.0m111.7k shares
ALPHABET INC GOOGL	GOOGL	30,105	$5.0m30.1k shares
ISHARES TR IAGG	IAGG	90,601	$4.7m90.6k shares
SELECT SECTOR SPDR TR XLB	XLB	44,169	$4.3m44.2k shares
WISDOMTREE TR IHDG	IHDG	87,871	$4.0m87.9k shares
MICROSOFT CORP MSFT	MSFT	8,829	$3.8m8.8k shares
FIRST TR EXCHANGE-TRADED FD FTGS	FTGS	115,148	$3.6m115.1k shares
ANGEL OAK FUNDS TRUST AOHY	AOHY	294,245	$3.3m294.2k shares
PROSHARES TR IGHG	IGHG	40,844	$3.1m40.8k shares
FIRST TR EXCH TRD ALPHDX FD NFTY	NFTY	45,645	$3.0m45.6k shares
VICTORY PORTFOLIOS II USTB	USTB	56,920	$2.9m56.9k shares