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ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

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13F filer, CIK 1908404, New Cumberland, PA

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported $2,267,339 across 7 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-23.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001667731-25-000115

Period
2024-12-31
Reported value
$2.27M
Holdings
7
Top 10 weight
100%
New
2
Sold out
139

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BXnew+2,061$355K
RWLnew+2,919$286K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
QQQreduced-52,872-$27M
IWYreduced-83,060-$19.5M
OEFreduced-64,054-$18.5M
AAPLreduced-53,691-$13.5M
NVDAreduced-97,831-$13.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001667731-25-000115, largest first. % of portfolio is the value over $2,267,339, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 27,480 shares; 2023Q2: 30,661 shares; 2023Q3: 43,358 shares; 2023Q4: 46,495 shares; 2024Q1: 48,588 shares; 2024Q2: 50,224 shares; 2024Q3: 53,868 shares; 2024Q4: 996 shares 996$509K22.46%-52,872Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,061 shares 2,061$355K15.67%newTimeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 20,608 shares; 2023Q2: 27,599 shares; 2023Q3: 30,347 shares; 2023Q4: 29,690 shares; 2024Q1: 57,284 shares; 2024Q2: 74,002 shares; 2024Q3: 84,505 shares; 2024Q4: 1,445 shares 1,445$340K14.99%-83,060Timeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,919 shares 2,919$286K12.61%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,279 shares; 2023Q2: 9,331 shares; 2023Q3: 9,215 shares; 2023Q4: 9,518 shares; 2024Q1: 9,774 shares; 2024Q2: 97,043 shares; 2024Q3: 99,831 shares; 2024Q4: 2,000 shares 2,000$269K11.85%-97,831Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,970 shares; 2023Q2: 17,171 shares; 2023Q3: 50,844 shares; 2023Q4: 54,886 shares; 2024Q1: 59,091 shares; 2024Q2: 62,319 shares; 2024Q3: 64,978 shares; 2024Q4: 924 shares 924$267K11.77%-64,054Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 55,261 shares; 2023Q2: 55,433 shares; 2023Q3: 55,260 shares; 2023Q4: 55,263 shares; 2024Q1: 54,865 shares; 2024Q2: 54,239 shares; 2024Q3: 54,655 shares; 2024Q4: 964 shares 964$242K10.65%-53,691Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 139. All 139

SecurityShares beforeValue beforeType
FNDXSCHWAB STRATEGIC TR157,279$11.3Mshares
IWLISHARES TR72,026$10.1Mshares
JEPIJ P MORGAN EXCHANGE TRADED F163,220$9.71Mshares
SMHVANECK ETF TRUST36,360$8.92Mshares
BINCBLACKROCK ETF TRUST II158,073$8.46Mshares
PAVEGLOBAL X FDS180,263$7.42Mshares
GRPMINVESCO EXCHANGE TRADED FD T56,707$6.64Mshares
XMMOINVESCO EXCHANGE TRADED FD T55,071$6.63Mshares
BUGGLOBAL X FDS208,689$6.46Mshares
XMHQINVESCO EXCHANGE TRADED FD T58,331$5.98Mshares
KCESPDR SERIES TRUST47,773$5.97Mshares
AMZNAMAZON COM INC30,737$5.73Mshares
SHLDGLOBAL X FDS145,222$5.41Mshares
IOOISHARES TR51,422$5.1Mshares
FSEPFIRST TR EXCHNG TRADED FD VI111,724$5.02Mshares
GOOGLALPHABET INC30,105$4.99Mshares
IAGGISHARES TR90,601$4.69Mshares
XLBSELECT SECTOR SPDR TR44,169$4.26Mshares
IHDGWISDOMTREE TR87,871$4.02Mshares
MSFTMICROSOFT CORP8,829$3.8Mshares
FTGSFIRST TR EXCHANGE-TRADED FD115,148$3.59Mshares
AOHYANGEL OAK FUNDS TRUST294,245$3.29Mshares
IGHGPROSHARES TR40,844$3.15Mshares
NFTYFIRST TR EXCH TRD ALPHDX FD45,645$2.96Mshares
USTBVICTORY PORTFOLIOS II56,920$2.89Mshares
SCHGSCHWAB STRATEGIC TR26,976$2.81Mshares
AVGOBROADCOM INC15,964$2.75Mshares
TCAFT ROWE PRICE EXCHANGE-TRADED81,488$2.71Mshares
PANWPALO ALTO NETWORKS INC7,612$2.6Mshares
CALFPACER FDS TR54,247$2.52Mshares
IVEISHARES TR11,697$2.31Mshares
SCHXSCHWAB STRATEGIC TR32,995$2.24Mshares
MCKMCKESSON CORP4,361$2.16Mshares
DGRWWISDOMTREE TR25,240$2.1Mshares
JMEEJ P MORGAN EXCHANGE TRADED F33,911$2.07Mshares
COWZPACER FDS TR35,330$2.04Mshares
VFMOVANGUARD WELLINGTON FD12,527$2.02Mshares
COSTCOSTCO WHOLESALE CORPORATION2,240$1.99Mshares
ILFISHARES TR76,539$1.98Mshares
IUSINVESCO EXCH TRD SLF IDX FD38,922$1.96Mshares
KKRKKR & CO INC14,552$1.9Mshares
XARSPDR SERIES TRUST11,221$1.77Mshares
WMTWALMART INC21,402$1.73Mshares
JPMJPMORGAN CHASE & CO7,714$1.63Mshares
ANGLVANECK ETF TRUST52,751$1.55Mshares
LLYELI LILLY & CO1,684$1.49Mshares
XLVSELECT SECTOR SPDR TR9,594$1.48Mshares
EVTRMORGAN STANLEY ETF TRUST28,474$1.47Mshares
QWLDSPDR INDEX SHS FDS11,263$1.45Mshares
CWSADVISORSHARES TR20,986$1.44Mshares
KIESPDR SERIES TRUST22,873$1.3Mshares
TSLATESLA INC4,920$1.29Mshares
JEPQJ P MORGAN EXCHANGE TRADED F23,057$1.27Mshares
BOTZGLOBAL X FDS38,780$1.25Mshares
METAMETA PLATFORMS INC2,006$1.15Mshares
GLDSPDR GOLD TR4,056$986Kshares
ETNEATON CORP PLC2,866$950Kshares
SDVYFIRST TR EXCHANGE TRADED FD24,051$875Kshares
JULJINNOVATOR ETFS TRUST33,649$839Kshares
FCXFREEPORT MCMORAN INC15,564$777Kshares
XLCSELECT SECTOR SPDR TR8,360$756Kshares
VVISA INC2,727$750Kshares
JANJINNOVATOR ETFS TRUST29,685$734Kshares
INDAISHARES TR12,488$731Kshares
IRMIRON MTN INC DEL6,075$722Kshares
XLESELECT SECTOR SPDR TR8,211$721Kshares
QQEWFIRST TR EXCHANGE-TRADED FD5,727$718Kshares
FISVFISERV INC3,814$685Kshares
Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF113,203$637Kshares
ETENERGY TRANSFER L P38,973$626Kshares
NVONOVO-NORDISK A S5,249$625Kshares
USCIUNITED STS COMMODITY INDEX F9,622$600Kshares
SPSMSPDR SERIES TRUST13,049$594Kshares
IYFISHARES TR5,349$556Kshares
HSYHERSHEY CO2,890$554Kshares
BSTPINNOVATOR ETFS TRUST16,691$546Kshares
CRWDCROWDSTRIKE HLDGS INC1,873$525Kshares
CEGCONSTELLATION ENERGY CORP2,015$524Kshares
FAUGFIRST TR EXCHNG TRADED FD VI11,450$524Kshares
SPMOINVESCO EXCH TRADED FD TR II5,585$506Kshares
CLCOLGATE PALMOLIVE CO4,725$491Kshares
AXPAMERICAN EXPRESS CO1,807$490Kshares
XOMEXXON MOBIL CORP3,956$464Kshares
MDTMEDTRONIC PLC5,019$452Kshares
JCIJOHNSON CONTROLS INTERNATION5,732$445Kshares
OCTJINNOVATOR ETFS TRUST18,260$436Kshares
LMTLOCKHEED MARTIN CORP725$424Kshares
AORISHARES TR6,974$413Kshares
PTNQPACER FDS TR5,587$410Kshares
QJUNFIRST TR EXCHNG TRADED FD VI14,707$397Kshares
UNHUNITEDHEALTH GROUP INC667$390Kshares
GOOGALPHABET INC2,330$390Kshares
URAGLOBAL X FDS13,426$384Kshares
CRMSALESFORCE INC1,397$382Kshares
ONONON HLDG AG7,601$381Kshares
FJUNFIRST TR EXCHNG TRADED FD VI7,457$377Kshares
SCHWCHARLES SCHWAB CORP (THE)5,805$376Kshares
OCOWENS CORNING NEW2,108$372Kshares
APRJINNOVATOR ETFS TRUST14,974$369Kshares
JAAAJANUS DETROIT STR TR6,966$354Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001667731-25-000115 base2025-01-23acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001667731-25-000115 Quarter ended 2024-12-312025-01-23acceptance time not in the bulk data set
13F-HR 0001908404-24-000005 Quarter ended 2024-09-302024-10-24acceptance time not in the bulk data set
13F-HR 0001908404-24-000004 Quarter ended 2024-06-302024-07-26acceptance time not in the bulk data set
13F-HR 0001908404-24-000003 Quarter ended 2024-03-312024-04-23acceptance time not in the bulk data set
13F-HR 0001908404-24-000001 Quarter ended 2023-12-312024-01-22acceptance time not in the bulk data set
13F-HR 0001908404-23-000005 Quarter ended 2023-09-302023-10-31acceptance time not in the bulk data set
13F-HR 0001908404-23-000004 Quarter ended 2023-06-302023-07-13acceptance time not in the bulk data set
13F-HR 0001908404-23-000003 Quarter ended 2023-03-312023-04-25acceptance time not in the bulk data set
13F-HR 0001908404-23-000002 Quarter ended 2022-12-312023-01-20acceptance time not in the bulk data set
13F-HR 0001908404-22-000006 Quarter ended 2022-09-302022-11-01acceptance time not in the bulk data set
13F-HR 0001908404-22-000003 Quarter ended 2022-06-302022-07-28acceptance time not in the bulk data set
13F-HR 0001908404-22-000002 Quarter ended 2022-03-312022-04-18acceptance time not in the bulk data set
13F-HR 0001908404-22-000001 Quarter ended 2021-12-312022-02-03acceptance time not in the bulk data set