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CIK: 0001908404
Total reported value
$2.3M
$2.3M
134 檔
2935.5%
The Q1 2024 SEC filing reveals that Zimmermann Investment Management & Planning LLC held a total portfolio value of $2.3M, covering 134 public equity positions.
During Q1 2024, Zimmermann Investment Management & Planning LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.77% | — | +4.50% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-Other | 5.27% | — | +7.66% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 4.03% | — | +92.94% | |
| 4 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.52% | — | +4.24% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.39% | — | -0.72% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.18% | — | +2.69% | |
| 7 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.82% | — | -0.39% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.73% | — | +4.66% | |
| 9 | PAVE | Global X US Infrastructure | ETF-Other | 2.30% | — | +8.45% | |
| 10 | BUG | Global X Cybersecurity ETF | ETF-Other | 2.26% | — | +16.17% | |
| 11 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.17% | — | +13.12% | |
| 12 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 2.01% | — | — | |
| 13 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.96% | — | +100.36% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | — | +1.60% | |
| 15 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.90% | — | -45.98% | |
| 16 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 1.89% | — | — | |
| 17 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.86% | — | +37.14% | |
| 18 | IOO | Ishares Global 100 ETF | ETF-Other | 1.77% | — | -44.90% | |
| 19 | ILF | Ishares Latin America 40 ETF | ETF-Other | 1.76% | — | -19.63% | |
| 20 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.72% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | — | -0.37% | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.55% | — | +10.09% | |
| 23 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 1.50% | — | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | — | -4.63% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.25% | — | -11.40% | |
| 26 | IGHG | Proshares Ig Hedged | ETF-Other | 1.22% | — | — | |
| 27 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.19% | — | — | |
| 28 | IHDG | Wisdomtree International Hed | ETF-Other | 1.16% | — | +21.73% | |
| 29 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 1.14% | — | -56.66% | |
| 30 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 1.02% | — | -54.48% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.96% | — | +55.66% | |
| 32 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.91% | — | -1.08% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.91% | — | +122.59% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.89% | — | -6.78% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.82% | — | +1.89% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.81% | — | -6.16% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | — | +5.37% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.80% | — | +4.42% | |
| 39 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.80% | — | -72.40% | |
| 40 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.79% | — | — | |
| 41 | QWLD | State Street Spdr Msci World | ETF-Other | 0.72% | — | — | |
| 42 | BYLD | Ishares Yield Optimized Bond | ETF-Other | 0.71% | — | +231.07% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.70% | — | -71.63% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.68% | — | +10.96% | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.67% | — | -40.69% | |
| 46 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 0.66% | — | -60.58% | |
| 47 | MCK | Mckesson CORP | Stock-Healthcare | 0.66% | — | +2.44% | |
| 48 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.65% | — | +98.67% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | — | +15.76% | |
| 50 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.53% | — | -56.80% |
According to official SEC Form 13F filings, Zimmermann Investment Management & Planning LLC reported a total U.S. public equity portfolio value of $2.3M across 134 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, OEF, IWY) accounted for 2935.5% of total reported equity market value during Q1 2024.
During Q1 2024, Zimmermann Investment Management & Planning LLC's top holdings by market value included QQQ (7.8%)、OEF (5.3%)、IWY (4.0%). The largest single position, QQQ, represented 7.8% of total portfolio value.
In Q1 2024, Zimmermann Investment Management & Planning LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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