Zimmermann Investment Management & Planning LLC — Q3 2023 13F Holdings

Name: Zimmermann Investment Management & Planning LLC — 13F Holdings, Q3 2023
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	7.45%	—	+41.41%
2	OEF	Ishares S&p 100 ETF	ETF-Other	4.89%	—	+196.10%
3	AAPL	Apple INC	Stock-Tech	4.54%	—	-0.31%
4	JPST	Jpmorgan Ultra-short Income	ETF-Other	3.42%	—	-2.47%
5	IOO	Ishares Global 100 ETF	ETF-Other	3.19%	—	—
6	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	3.18%	—	+1.96%
7	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-Other	3.14%	—	+1504.66%
8	XMHQ	Invesco S&p Midcap Qual ETF	ETF-Other	3.01%	—	+805.51%
9	MOAT	Vaneck Morningstar Wide Moat	ETF-Other	2.92%	—	—
10	QQEW	First Tr Nasdaq-100 Sel Eq	ETF-Tech	2.72%	—	—
11	ILF	Ishares Latin America 40 ETF	ETF-Other	2.46%	—	+16.18%
12	FJUN	Ft Vest US Equity Buff Etf-j	ETF-Other	2.43%	—	+0.02%
13	SMH	Vaneck Semiconductor ETF	ETF-Other	2.27%	—	+19.92%
14	IWY	Ishares Russell Top 200 Grow	ETF-Other	2.24%	—	+9.96%
15	LIT	Global X Lithium & Battery T	ETF-Other	2.06%	—	+4.43%
16	PAVE	Global X US Infrastructure	ETF-Other	2.02%	—	+11.52%
17	BUG	Global X Cybersecurity ETF	ETF-Other	1.96%	—	+83.18%
18	NVDA	Nvidia CORP	Stock-Tech	1.92%	—	-1.24%
19	PTNQ	Pacer Trendpilot 100 ETF	ETF-Other	1.91%	—	—
20	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.89%	—	+0.49%
21	XAR	Ss Spdr S&p Aerospace Def	ETF-Other	1.83%	—	+9.60%
22	IAGG	Ishares Intl Aggregate Bond	ETF-Other	1.75%	—	+316.21%
23	AMZN	Amazon.com INC	Stock-Consumer Disc	1.74%	—	+9.70%
24	JMEE	JPM Sma & Mid Cap En Eq Et-u	ETF-Other	1.55%	—	+17.25%
25	KCE	Ss Spdr S&p Cap Mkts ETF	ETF-Other	1.53%	—	—
26	ANGL	Vaneck Fallen Angel High Yld	ETF-Other	1.48%	—	+9.83%
27	SCHO	Schwab Short-term US Treas	ETF-Other	1.40%	—	+66.88%
28	XLC	Ss Comm Select Sector Spdr	ETF-Other	1.35%	—	—
29	MSFT	Microsoft CORP	Stock-Tech	1.29%	—	+10.97%
30	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	1.28%	—	-76.26%
31	CALF	Pcr US Sm Cp Csh Cws Etf-usd	ETF-Other	1.05%	—	+3.13%
32	IWL	Ishares Russell Top 200 ETF	ETF-Other	1.04%	—	+1.20%
33	SCHX	Schwab US Large-cap ETF	ETF-Other	0.94%	—	-4.10%
34	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	0.89%	—	-82.15%
35	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.84%	—	-72.70%
36	IHDG	Wisdomtree International Hed	ETF-Other	0.82%	—	—
37	PANW	Palo Alto Networks INC	Stock-Tech	0.82%	—	+1.71%
38	MCK	Mckesson CORP	Stock-Healthcare	0.81%	—	+9.46%
39	SCHG	Schwab US Large-cap Growth	ETF-Other	0.81%	—	-16.52%
40	JOET	Virtus Terranova US Qual Mom	ETF-Other	0.73%	—	-84.18%
41	XLE	Ss Energy Select Sector	ETF-Other	0.70%	—	-61.51%
42	XLV	Ss Health Care Select Sector	ETF-Other	0.68%	—	-68.74%
43	QQQE	Dirx Nasdaq-100eq Wi Etf-usd	ETF-Tech	0.66%	—	-70.48%
44	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	0.62%	—	-64.08%
45	GCOW	Pacer Global Cash Cows Divid	ETF-Other	0.60%	—	-85.32%
46	TSLA	Tesla INC	Stock-Consumer Disc	0.58%	—	-0.49%
47	AVGO	Broadcom INC	Stock-Tech	0.56%	—	+1.30%
48	CWS	Advisorshares Equity Focused	ETF-Other	0.51%	—	+74.67%
49	BOTZ	Global X Robotics & Artifici	ETF-Other	0.44%	—	+4.24%
50	DIVI	Franklin International Core	ETF-Other	0.42%	—	-78.56%

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