Zimmermann Investment Management & Planning LLC — Q2 2022 13F Holdings

Name: Zimmermann Investment Management & Planning LLC — 13F Holdings, Q2 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	7.17%	—	+3.88%
2	OEF	Ishares S&p 100 ETF	ETF-Other	5.34%	—	+3.53%
3	IWY	Ishares Russell Top 200 Grow	ETF-Other	5.20%	—	+22.52%
4	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	4.31%	—	+76.06%
5	AAPL	Apple INC	Stock-Tech	4.30%	—	+1.15%
6	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	4.21%	—	+0.81%
7	RDVY	First Trust Rising Dividend	ETF-Other	3.73%	—	-29.06%
8	LIT	Global X Lithium & Battery T	ETF-Other	3.72%	—	+3.66%
9	SCHP	Schwab U.s. Tips ETF	ETF-Other	3.29%	—	-5.08%
10	ANGL	Vaneck Fallen Angel High Yld	ETF-Other	2.60%	—	-22.68%
11	BUG	Global X Cybersecurity ETF	ETF-Other	2.54%	—	+3.66%
12	PAVE	Global X US Infrastructure	ETF-Other	2.46%	—	+2.30%
13	IWL	Ishares Russell Top 200 ETF	ETF-Other	2.42%	—	+1.21%
14	IYF	Ishares US Financials ETF	ETF-Other	2.11%	—	+5.79%
15	XLV	Ss Health Care Select Sector	ETF-Other	2.03%	—	+43.33%
16	BOTZ	Global X Robotics & Artifici	ETF-Other	2.03%	—	-4.35%
17	SUSA	Ishares Esg Optimized Msci U	ETF-Other	1.99%	—	-33.54%
18	IOO	Ishares Global 100 ETF	ETF-Other	1.91%	—	+34.87%
19	AMZN	Amazon.com INC	Stock-Consumer Disc	1.89%	—	+2140.38%
20	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.77%	—	+4.79%
21	JPST	Jpmorgan Ultra-short Income	ETF-Other	1.76%	—	+113.86%
22	RWJ	Invesco S&p Smallcap 600	ETF-Other	1.70%	—	-2.40%
23	MLPX	Global X Mlp & Energy Infras	ETF-Other	1.46%	—	-6.21%
24	MSFT	Microsoft CORP	Stock-Tech	1.37%	—	+3.49%
25	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-Other	1.26%	—	-18.43%
26	SCHG	Schwab US Large-cap Growth	ETF-Other	1.22%	—	+24.03%
27	✓	First Tr Exch Traded Fd Iii	Stock-Other	1.13%	—	-32.70%
28	NVDA	Nvidia CORP	Stock-Tech	1.10%	—	+4.10%
29	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	1.02%	—	-20.66%
30	FTSL	First Trust Senior Loan ETF	ETF-Other	0.99%	—	+291.83%
31	SCHX	Schwab US Large-cap ETF	ETF-Other	0.98%	—	—
32	CALF	Pcr US Sm Cp Csh Cws Etf-usd	ETF-Other	0.97%	—	+13.47%
33	XLG	Invesco S&p 500 Top 50 ETF	ETF-Large Cap & Growth	0.92%	—	-2.92%
34	IQDY	Flexshares Int Qual Dvd Dyn	ETF-Other	0.83%	—	+6.54%
35	GCOW	Pacer Global Cash Cows Divid	ETF-Other	0.82%	—	—
36	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.74%	—	+353.33%
37	FJUN	Ft Vest US Equity Buff Etf-j	ETF-Other	0.72%	—	—
38	SYLD	Cambria Shareholder Yield Et	ETF-Other	0.65%	—	-11.67%
39	PKW	Invesco Buyback Achievers Et	ETF-Other	0.60%	—	-24.13%
40	DHR	Danaher CORP	Stock-Healthcare	0.57%	—	+12.00%
41	FTGC	First Trust Global Tactical	ETF-Other	0.56%	—	—
42	HSY	Hershey Co/the	Stock-Consumer Staples	0.55%	—	+0.13%
43	SOXX	Ishares Semiconductor ETF	ETF-Other	0.54%	—	-16.13%
44	JPM	Jpmorgan Chase & Co	Stock-Financials	0.53%	—	+2.17%
45	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.52%	—	+30.62%
46	JECUSD	Jacobs Engineering Group INC	Stock-Other	0.51%	—	-11.48%
47	TSLA	Tesla INC	Stock-Consumer Disc	0.50%	—	+4.94%
48	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	0.49%	—	-1.34%
49	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	0.48%	—	+0.35%
50	XSVM	Invesco S&p Smallcap Value W	ETF-Other	0.45%	—	—

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