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CIK: 0001908404
Total reported value
$2.3M
$2.3M
131 檔
3520.5%
At the close of Q2 2024, Zimmermann Investment Management & Planning LLC disclosed equity holdings valued at approximately $2.3M, spread across 131 reported holdings.
During Q2 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 | 8.04% | — | +3.37% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-Other | 5.50% | — | +5.46% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 5.30% | — | +29.18% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.00% | — | +892.87% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.82% | — | -1.14% | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.10% | — | +2.51% | |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.03% | — | +5.18% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.68% | — | +8.10% | |
| 9 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 2.37% | — | +35.20% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.30% | — | +43.87% | |
| 11 | BUG | Global X Cybersecurity ETF | ETF-Other | 2.22% | — | +6.12% | |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.15% | — | +33.59% | |
| 13 | PAVE | Global X US Infrastructure | ETF-Other | 2.14% | — | +7.49% | |
| 14 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.12% | — | +5.43% | |
| 15 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.00% | — | +18.80% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | — | +0.63% | |
| 17 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 1.86% | — | -3.26% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.85% | — | -1.02% | |
| 19 | IGHG | Proshares Ig Hedged | ETF-Other | 1.79% | — | +58.51% | |
| 20 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.77% | — | +142.66% | |
| 21 | IOO | Ishares Global 100 ETF | ETF-Other | 1.66% | — | -6.36% | |
| 22 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 1.58% | — | +18.91% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.56% | — | +8.28% | |
| 24 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.53% | — | -12.33% | |
| 25 | ILF | Ishares Latin America 40 ETF | ETF-Other | 1.45% | — | +2.42% | |
| 26 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.35% | — | +11.69% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | — | +0.99% | |
| 28 | IHDG | Wisdomtree International Hed | ETF-Other | 1.20% | — | +12.41% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.17% | — | -3.95% | |
| 30 | QWLD | State Street Spdr Msci World | ETF-Other | 0.99% | — | +48.06% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | — | +4.03% | |
| 32 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.90% | — | +1.56% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.88% | — | +6.48% | |
| 34 | MCK | Mckesson CORP | Stock-Healthcare | 0.82% | — | +22.67% | |
| 35 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.79% | — | +72.56% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.74% | — | -9.72% | |
| 37 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.73% | — | -17.39% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.71% | — | -8.02% | |
| 39 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.69% | — | +10.97% | |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.66% | — | -13.86% | |
| 41 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.62% | — | -3.80% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | — | +6.39% | |
| 43 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.58% | — | +23.47% | |
| 44 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 0.51% | — | -17.45% | |
| 45 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.49% | — | -53.39% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | — | +51.68% | |
| 47 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.49% | — | +379.02% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | — | +111.49% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.46% | — | +3.70% | |
| 50 | KKR | Kkr & Co Inc | Stock-Financials | 0.46% | — | +7.63% |
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 131 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, OEF, IWY) accounted for 3520.5% of total reported equity market value during Q2 2024.
During Q2 2024, Zimmermann Investment Management & Planning LLC's top holdings by market value included QQQ (8.0%)、OEF (5.5%)、IWY (5.3%). The largest single position, QQQ, represented 8.0% of total portfolio value.
In Q2 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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