Zimmermann Investment Management & Planning LLC — Q1 2022 13F Holdings

Name: Zimmermann Investment Management & Planning LLC — 13F Holdings, Q1 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001908404

Total reported value

$2.3M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	7.73%	—	+6.35%
2	RDVY	First Trust Rising Dividend	ETF-Other	5.45%	—	+15.84%
3	OEF	Ishares S&p 100 ETF	ETF-Other	5.40%	—	+4.70%
4	AAPL	Apple INC	Stock-Tech	4.69%	—	-0.57%
5	IWY	Ishares Russell Top 200 Grow	ETF-Other	4.66%	—	+104.37%
6	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	4.00%	—	+2.86%
7	LIT	Global X Lithium & Battery T	ETF-Other	3.29%	—	+1.65%
8	ANGL	Vaneck Fallen Angel High Yld	ETF-Other	3.27%	—	+1.18%
9	SCHP	Schwab U.s. Tips ETF	ETF-Other	3.27%	—	+4.80%
10	SUSA	Ishares Esg Optimized Msci U	ETF-Other	3.12%	—	+8.03%
11	BUG	Global X Cybersecurity ETF	ETF-Other	2.66%	—	+5.59%
12	BOTZ	Global X Robotics & Artifici	ETF-Other	2.62%	—	+6.20%
13	PAVE	Global X US Infrastructure	ETF-Other	2.59%	—	-5.03%
14	IWL	Ishares Russell Top 200 ETF	ETF-Other	2.49%	—	-1.25%
15	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	2.45%	—	—
16	AMZN	Amazon.com INC	Stock-Consumer Disc	2.24%	—	+4.41%
17	IYF	Ishares US Financials ETF	ETF-Other	2.08%	—	+6.24%
18	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.86%	—	+5.62%
19	RWJ	Invesco S&p Smallcap 600	ETF-Other	1.78%	—	+9.97%
20	✓	First Tr Exch Traded Fd Iii	Stock-Other	1.77%	—	-21.86%
21	NVDA	Nvidia CORP	Stock-Tech	1.64%	—	+4.98%
22	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-Other	1.54%	—	-54.76%
23	MLPX	Global X Mlp & Energy Infras	ETF-Other	1.51%	—	+146.33%
24	IOO	Ishares Global 100 ETF	ETF-Other	1.46%	—	+21.70%
25	MSFT	Microsoft CORP	Stock-Tech	1.37%	—	-1.03%
26	XLV	Ss Health Care Select Sector	ETF-Other	1.31%	—	—
27	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	1.13%	—	-18.80%
28	SCHG	Schwab US Large-cap Growth	ETF-Other	1.10%	—	+102.83%
29	XLG	Invesco S&p 500 Top 50 ETF	ETF-Large Cap & Growth	1.01%	—	-3.42%
30	CALF	Pcr US Sm Cp Csh Cws Etf-usd	ETF-Other	0.88%	—	+86.56%
31	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	0.85%	—	-69.54%
32	IQDY	Flexshares Int Qual Dvd Dyn	ETF-Other	0.82%	—	+146.16%
33	EMCB	Wisdomtree Em CORP Bond	ETF-Corp Bonds	0.82%	—	-44.18%
34	PFFD	Global X US Preferred ETF	ETF-Other	0.81%	—	-65.33%
35	PKW	Invesco Buyback Achievers Et	ETF-Other	0.80%	—	-58.24%
36	SOXX	Ishares Semiconductor ETF	ETF-Other	0.76%	—	-26.55%
37	SYLD	Cambria Shareholder Yield Et	ETF-Other	0.75%	—	-62.56%
38	JPST	Jpmorgan Ultra-short Income	ETF-Other	0.71%	—	+138.38%
39	TSLA	Tesla INC	Stock-Consumer Disc	0.66%	—	+0.49%
40	FCX	Freeport-mcmoran INC	Stock-Materials	0.62%	—	+8.70%
41	SKYY	First Trust Cloud Computing	ETF-Other	0.59%	—	-3.29%
42	CLF	Cleveland-cliffs INC	Stock-Materials	0.55%	—	—
43	JPM	Jpmorgan Chase & Co	Stock-Financials	0.54%	—	+4.99%
44	JECUSD	Jacobs Engineering Group INC	Stock-Other	0.54%	—	-0.49%
45	DHR	Danaher CORP	Stock-Healthcare	0.51%	—	+199.59%
46	HSY	Hershey Co/the	Stock-Consumer Staples	0.48%	—	+0.13%
47	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	0.47%	—	-2.97%
48	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	0.47%	—	-2.62%
49	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.41%	—	—
50	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.40%	—	+10.23%

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