ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
Follow13F 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
| Security | Shares change | Approx. 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
| Security | Shares change | Approx. 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.
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| FNDXSCHWAB STRATEGIC TR | 157,279 | $11.3M | shares |
| IWLISHARES TR | 72,026 | $10.1M | shares |
| JEPIJ P MORGAN EXCHANGE TRADED F | 163,220 | $9.71M | shares |
| SMHVANECK ETF TRUST | 36,360 | $8.92M | shares |
| BINCBLACKROCK ETF TRUST II | 158,073 | $8.46M | shares |
| PAVEGLOBAL X FDS | 180,263 | $7.42M | shares |
| GRPMINVESCO EXCHANGE TRADED FD T | 56,707 | $6.64M | shares |
| XMMOINVESCO EXCHANGE TRADED FD T | 55,071 | $6.63M | shares |
| BUGGLOBAL X FDS | 208,689 | $6.46M | shares |
| XMHQINVESCO EXCHANGE TRADED FD T | 58,331 | $5.98M | shares |
| KCESPDR SERIES TRUST | 47,773 | $5.97M | shares |
| AMZNAMAZON COM INC | 30,737 | $5.73M | shares |
| SHLDGLOBAL X FDS | 145,222 | $5.41M | shares |
| IOOISHARES TR | 51,422 | $5.1M | shares |
| FSEPFIRST TR EXCHNG TRADED FD VI | 111,724 | $5.02M | shares |
| GOOGLALPHABET INC | 30,105 | $4.99M | shares |
| IAGGISHARES TR | 90,601 | $4.69M | shares |
| XLBSELECT SECTOR SPDR TR | 44,169 | $4.26M | shares |
| IHDGWISDOMTREE TR | 87,871 | $4.02M | shares |
| MSFTMICROSOFT CORP | 8,829 | $3.8M | shares |
| FTGSFIRST TR EXCHANGE-TRADED FD | 115,148 | $3.59M | shares |
| AOHYANGEL OAK FUNDS TRUST | 294,245 | $3.29M | shares |
| IGHGPROSHARES TR | 40,844 | $3.15M | shares |
| NFTYFIRST TR EXCH TRD ALPHDX FD | 45,645 | $2.96M | shares |
| USTBVICTORY PORTFOLIOS II | 56,920 | $2.89M | shares |
| SCHGSCHWAB STRATEGIC TR | 26,976 | $2.81M | shares |
| AVGOBROADCOM INC | 15,964 | $2.75M | shares |
| TCAFT ROWE PRICE EXCHANGE-TRADED | 81,488 | $2.71M | shares |
| PANWPALO ALTO NETWORKS INC | 7,612 | $2.6M | shares |
| CALFPACER FDS TR | 54,247 | $2.52M | shares |
| IVEISHARES TR | 11,697 | $2.31M | shares |
| SCHXSCHWAB STRATEGIC TR | 32,995 | $2.24M | shares |
| MCKMCKESSON CORP | 4,361 | $2.16M | shares |
| DGRWWISDOMTREE TR | 25,240 | $2.1M | shares |
| JMEEJ P MORGAN EXCHANGE TRADED F | 33,911 | $2.07M | shares |
| COWZPACER FDS TR | 35,330 | $2.04M | shares |
| VFMOVANGUARD WELLINGTON FD | 12,527 | $2.02M | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 2,240 | $1.99M | shares |
| ILFISHARES TR | 76,539 | $1.98M | shares |
| IUSINVESCO EXCH TRD SLF IDX FD | 38,922 | $1.96M | shares |
| KKRKKR & CO INC | 14,552 | $1.9M | shares |
| XARSPDR SERIES TRUST | 11,221 | $1.77M | shares |
| WMTWALMART INC | 21,402 | $1.73M | shares |
| JPMJPMORGAN CHASE & CO | 7,714 | $1.63M | shares |
| ANGLVANECK ETF TRUST | 52,751 | $1.55M | shares |
| LLYELI LILLY & CO | 1,684 | $1.49M | shares |
| XLVSELECT SECTOR SPDR TR | 9,594 | $1.48M | shares |
| EVTRMORGAN STANLEY ETF TRUST | 28,474 | $1.47M | shares |
| QWLDSPDR INDEX SHS FDS | 11,263 | $1.45M | shares |
| CWSADVISORSHARES TR | 20,986 | $1.44M | shares |
| KIESPDR SERIES TRUST | 22,873 | $1.3M | shares |
| TSLATESLA INC | 4,920 | $1.29M | shares |
| JEPQJ P MORGAN EXCHANGE TRADED F | 23,057 | $1.27M | shares |
| BOTZGLOBAL X FDS | 38,780 | $1.25M | shares |
| METAMETA PLATFORMS INC | 2,006 | $1.15M | shares |
| GLDSPDR GOLD TR | 4,056 | $986K | shares |
| ETNEATON CORP PLC | 2,866 | $950K | shares |
| SDVYFIRST TR EXCHANGE TRADED FD | 24,051 | $875K | shares |
| JULJINNOVATOR ETFS TRUST | 33,649 | $839K | shares |
| FCXFREEPORT MCMORAN INC | 15,564 | $777K | shares |
| XLCSELECT SECTOR SPDR TR | 8,360 | $756K | shares |
| VVISA INC | 2,727 | $750K | shares |
| JANJINNOVATOR ETFS TRUST | 29,685 | $734K | shares |
| INDAISHARES TR | 12,488 | $731K | shares |
| IRMIRON MTN INC DEL | 6,075 | $722K | shares |
| XLESELECT SECTOR SPDR TR | 8,211 | $721K | shares |
| QQEWFIRST TR EXCHANGE-TRADED FD | 5,727 | $718K | shares |
| FISVFISERV INC | 3,814 | $685K | shares |
| Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF | 113,203 | $637K | shares |
| ETENERGY TRANSFER L P | 38,973 | $626K | shares |
| NVONOVO-NORDISK A S | 5,249 | $625K | shares |
| USCIUNITED STS COMMODITY INDEX F | 9,622 | $600K | shares |
| SPSMSPDR SERIES TRUST | 13,049 | $594K | shares |
| IYFISHARES TR | 5,349 | $556K | shares |
| HSYHERSHEY CO | 2,890 | $554K | shares |
| BSTPINNOVATOR ETFS TRUST | 16,691 | $546K | shares |
| CRWDCROWDSTRIKE HLDGS INC | 1,873 | $525K | shares |
| CEGCONSTELLATION ENERGY CORP | 2,015 | $524K | shares |
| FAUGFIRST TR EXCHNG TRADED FD VI | 11,450 | $524K | shares |
| SPMOINVESCO EXCH TRADED FD TR II | 5,585 | $506K | shares |
| CLCOLGATE PALMOLIVE CO | 4,725 | $491K | shares |
| AXPAMERICAN EXPRESS CO | 1,807 | $490K | shares |
| XOMEXXON MOBIL CORP | 3,956 | $464K | shares |
| MDTMEDTRONIC PLC | 5,019 | $452K | shares |
| JCIJOHNSON CONTROLS INTERNATION | 5,732 | $445K | shares |
| OCTJINNOVATOR ETFS TRUST | 18,260 | $436K | shares |
| LMTLOCKHEED MARTIN CORP | 725 | $424K | shares |
| AORISHARES TR | 6,974 | $413K | shares |
| PTNQPACER FDS TR | 5,587 | $410K | shares |
| QJUNFIRST TR EXCHNG TRADED FD VI | 14,707 | $397K | shares |
| UNHUNITEDHEALTH GROUP INC | 667 | $390K | shares |
| GOOGALPHABET INC | 2,330 | $390K | shares |
| URAGLOBAL X FDS | 13,426 | $384K | shares |
| CRMSALESFORCE INC | 1,397 | $382K | shares |
| ONONON HLDG AG | 7,601 | $381K | shares |
| FJUNFIRST TR EXCHNG TRADED FD VI | 7,457 | $377K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 5,805 | $376K | shares |
| OCOWENS CORNING NEW | 2,108 | $372K | shares |
| APRJINNOVATOR ETFS TRUST | 14,974 | $369K | shares |
| JAAAJANUS DETROIT STR TR | 6,966 | $354K | shares |
| RSPINVESCO EXCHANGE TRADED FD T | 1,819 | $326K | shares |
| XHBSPDR SERIES TRUST | 2,596 | $323K | shares |
| XLGINVESCO EXCHANGE TRADED FD T | 6,695 | $318K | shares |
| PHPARKER-HANNIFIN CORP | 499 | $315K | shares |
| ANAUTONATION INC | 1,752 | $313K | shares |
| SCHOSCHWAB STRATEGIC TR | 6,259 | $307K | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 493 | $305K | shares |
| JPSTJ P MORGAN EXCHANGE TRADED F | 5,885 | $299K | shares |
| FTECFIDELITY COVINGTON TRUST | 1,680 | $293K | shares |
| PRUPRUDENTIAL FINL INC | 2,401 | $291K | shares |
| JQUAJ P MORGAN EXCHANGE TRADED F | 5,067 | $287K | shares |
| QQQEDIREXION SHARES ETF TRUST | 3,081 | $278K | shares |
| PNCPNC FINL SVCS GROUP INC | 1,503 | $278K | shares |
| AMDADVANCED MICRO DEVICES INC | 1,687 | $277K | shares |
| SPYMSPDR SERIES TRUST | 4,052 | $274K | shares |
| LVSLAS VEGAS SANDS CORP | 5,332 | $268K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 1,177 | $260K | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 6,983 | $260K | shares |
| PCARPACCAR INC | 2,581 | $255K | shares |
| XLFSELECT SECTOR SPDR TR | 5,587 | $253K | shares |
| PSNPARSONS CORP DEL | 2,427 | $252K | shares |
| XLKSELECT SECTOR SPDR TR | 1,107 | $250K | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 541 | $249K | shares |
| MLPXGLOBAL X FDS | 4,463 | $243K | shares |
| AXONAXON ENTERPRISE INC | 600 | $240K | shares |
| TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR | 3,696 | $239K | shares |
| BABOEING CO | 1,567 | $238K | shares |
| HDHOME DEPOT INC | 580 | $235K | shares |
| EPDENTERPRISE PRODS PARTNERS L | 8,049 | $234K | shares |
| FJULFIRST TR EXCHNG TRADED FD VI | 4,799 | $231K | shares |
| FNDBSCHWAB STRATEGIC TR | 3,238 | $228K | shares |
| CATCATERPILLAR INC | 573 | $224K | shares |
| ORCLORACLE CORP | 1,292 | $220K | shares |
| XFEBFIRST TR EXCHNG TRADED FD VI | 6,852 | $220K | shares |
| BSXBOSTON SCIENTIFIC CORP | 2,621 | $220K | shares |
| QCOMQUALCOMM INC | 1,237 | $210K | shares |
| ROKROCKWELL AUTOMATION INC | 774 | $208K | shares |
| PJULINNOVATOR ETFS TRUST | 4,955 | $201K | shares |
| PSECPROSPECT CAP CORP | 21,299 | $114K | shares |
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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001667731-25-000115 | base | 2025-01-23 | acceptance 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.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001667731-25-000115 | Quarter ended 2024-12-31 | 2025-01-23 | acceptance time not in the bulk data set | |
| 13F-HR 0001908404-24-000005 | Quarter ended 2024-09-30 | 2024-10-24 | acceptance time not in the bulk data set | |
| 13F-HR 0001908404-24-000004 | Quarter ended 2024-06-30 | 2024-07-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001908404-24-000003 | Quarter ended 2024-03-31 | 2024-04-23 | acceptance time not in the bulk data set | |
| 13F-HR 0001908404-24-000001 | Quarter ended 2023-12-31 | 2024-01-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001908404-23-000005 | Quarter ended 2023-09-30 | 2023-10-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001908404-23-000004 | Quarter ended 2023-06-30 | 2023-07-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001908404-23-000003 | Quarter ended 2023-03-31 | 2023-04-25 | acceptance time not in the bulk data set | |
| 13F-HR 0001908404-23-000002 | Quarter ended 2022-12-31 | 2023-01-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001908404-22-000006 | Quarter ended 2022-09-30 | 2022-11-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001908404-22-000003 | Quarter ended 2022-06-30 | 2022-07-28 | acceptance time not in the bulk data set | |
| 13F-HR 0001908404-22-000002 | Quarter ended 2022-03-31 | 2022-04-18 | acceptance time not in the bulk data set | |
| 13F-HR 0001908404-22-000001 | Quarter ended 2021-12-31 | 2022-02-03 | acceptance time not in the bulk data set |