Zimmermann Investment Management & Planning LLC — Q3 2022 13F Holdings

Name: Zimmermann Investment Management & Planning LLC — 13F Holdings, Q3 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	6.70%	—	+7.82%
2	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	5.24%	—	+40.40%
3	IWY	Ishares Russell Top 200 Grow	ETF-Other	5.10%	—	+13.07%
4	OEF	Ishares S&p 100 ETF	ETF-Other	4.88%	—	+6.71%
5	JPST	Jpmorgan Ultra-short Income	ETF-Other	4.45%	—	+178.03%
6	GCOW	Pacer Global Cash Cows Divid	ETF-Other	4.15%	—	+543.78%
7	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	4.01%	—	+13.57%
8	AAPL	Apple INC	Stock-Tech	3.98%	—	+0.98%
9	SCHD	Schwab US Dvd Equity ETF	ETF-Other	3.54%	—	+468.38%
10	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	3.40%	—	+1082.78%
11	CDC	Victoryshares US Eq Income E	ETF-Other	3.36%	—	—
12	LIT	Global X Lithium & Battery T	ETF-Other	3.07%	—	-0.00%
13	PID	Invesco International Divide	ETF-Other	2.86%	—	+849.90%
14	XSVM	Invesco S&p Smallcap Value W	ETF-Other	2.69%	—	+604.68%
15	BUG	Global X Cybersecurity ETF	ETF-Other	2.60%	—	+17.14%
16	XLV	Ss Health Care Select Sector	ETF-Other	2.46%	—	+41.03%
17	SCHO	Schwab Short-term US Treas	ETF-Other	2.39%	—	—
18	IWL	Ishares Russell Top 200 ETF	ETF-Other	2.10%	—	+1.12%
19	AMZN	Amazon.com INC	Stock-Consumer Disc	1.89%	—	+3.70%
20	✓	Emles Tr	Stock-Other	1.84%	—	—
21	SOXX	Ishares Semiconductor ETF	ETF-Other	1.58%	—	+250.04%
22	FTGC	First Trust Global Tactical	ETF-Other	1.50%	—	+214.19%
23	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.47%	—	+1991.88%
24	PGHY	Invesco Global Ex US High Yi	ETF-Other	1.31%	—	—
25	MSFT	Microsoft CORP	Stock-Tech	1.16%	—	+3.04%
26	SCHG	Schwab US Large-cap Growth	ETF-Other	1.00%	—	-5.74%
27	CALF	Pcr US Sm Cp Csh Cws Etf-usd	ETF-Other	0.83%	—	-1.70%
28	IOO	Ishares Global 100 ETF	ETF-Other	0.83%	—	-48.75%
29	NVDA	Nvidia CORP	Stock-Tech	0.82%	—	+2.94%
30	SCHX	Schwab US Large-cap ETF	ETF-Other	0.80%	—	-5.20%
31	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	0.79%	—	-11.69%
32	TSLA	Tesla INC	Stock-Consumer Disc	0.71%	—	+296.49%
33	FJUN	Ft Vest US Equity Buff Etf-j	ETF-Other	0.66%	—	+3.58%
34	IYF	Ishares US Financials ETF	ETF-Other	0.64%	—	-65.66%
35	PAVE	Global X US Infrastructure	ETF-Other	0.59%	—	-74.04%
36	BOTZ	Global X Robotics & Artifici	ETF-Other	0.57%	—	-65.15%
37	MCK	Mckesson CORP	Stock-Healthcare	0.53%	—	—
38	HSY	Hershey Co/the	Stock-Consumer Staples	0.52%	—	+1.33%
39	GS	Goldman Sachs Group INC	Stock-Financials	0.51%	—	+38.48%
40	RDVY	First Trust Rising Dividend	ETF-Other	0.49%	—	-84.64%
41	UNH	Unitedhealth Group INC	Stock-Healthcare	0.42%	—	+160.31%
42	XLE	Ss Energy Select Sector	ETF-Other	0.42%	—	+26.50%
43	PANW	Palo Alto Networks INC	Stock-Tech	0.42%	—	—
44	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.41%	—	+12.72%
45	SYLD	Cambria Shareholder Yield Et	ETF-Other	0.39%	—	-31.23%
46	SCHP	Schwab U.s. Tips ETF	ETF-Other	0.39%	—	-86.02%
47	USMF	Wisdomtree US Multifactor Fu	ETF-Other	0.38%	—	—
48	FCX	Freeport-mcmoran INC	Stock-Materials	0.37%	—	+0.28%
49	USCI	United States Commodity Inde	ETF-Commodities	0.36%	—	+1.98%
50	JOET	Virtus Terranova US Qual Mom	ETF-Other	0.35%	—	—

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