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CIK: 0001908404
Total reported value
$2.3M
$2.3M
144 檔
3869.2%
During the Q3 2024 filing period, Zimmermann Investment Management & Planning LLC (CIK: 0001908404) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.3M across 144 reported positions.
During Q3 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 | 8.07% | — | +7.26% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 5.71% | — | +14.19% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-Other | 5.52% | — | +4.27% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.91% | — | +0.77% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.72% | — | +2.87% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.46% | — | +129.80% | |
| 7 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 3.10% | — | +256.65% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.98% | — | +15.24% | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.74% | — | +1.99% | |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.60% | — | +55.57% | |
| 11 | PAVE | Global X US Infrastructure | ETF-Other | 2.28% | — | +4.35% | |
| 12 | GRPM | Invesco S&p Midcap 400 Garp | ETF-Other | 2.04% | — | — | |
| 13 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.03% | — | — | |
| 14 | BUG | Global X Cybersecurity ETF | ETF-Other | 1.98% | — | -6.93% | |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.84% | — | -37.60% | |
| 16 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 1.83% | — | +246.63% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | — | +1.13% | |
| 18 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.66% | — | — | |
| 19 | IOO | Ishares Global 100 ETF | ETF-Other | 1.56% | — | -0.11% | |
| 20 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.54% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.53% | — | -0.84% | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.44% | — | -2.85% | |
| 23 | XLB | Ss Materials Select Sector | ETF-Other | 1.31% | — | — | |
| 24 | IHDG | Wisdomtree International Hed | ETF-Other | 1.23% | — | +11.58% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | — | +1.70% | |
| 26 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.10% | — | +140.00% | |
| 27 | AOHY | Angel Oak High Yild Oppo ETF | ETF-Other | 1.01% | — | — | |
| 28 | IGHG | Proshares Ig Hedged | ETF-Other | 0.97% | — | -41.92% | |
| 29 | NFTY | First Trust India Nifty 50 E | ETF-Other | 0.91% | — | — | |
| 30 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.89% | — | +19.70% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.86% | — | +2.73% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | — | +809.63% | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.83% | — | +23.39% | |
| 34 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.80% | — | +18.18% | |
| 35 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.77% | — | -63.37% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | — | -3.82% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.69% | — | -0.49% | |
| 38 | MCK | Mckesson CORP | Stock-Healthcare | 0.66% | — | +3.46% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.64% | — | +5.40% | |
| 40 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.63% | — | +9.92% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.63% | — | -3.15% | |
| 42 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.62% | — | +306.72% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | — | +3.46% | |
| 44 | ILF | Ishares Latin America 40 ETF | ETF-Other | 0.61% | — | -56.43% | |
| 45 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 0.60% | — | -73.94% | |
| 46 | KKR | Kkr & Co Inc | Stock-Financials | 0.58% | — | +10.70% | |
| 47 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.54% | — | -75.22% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | — | +10.35% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | — | +6.37% | |
| 50 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.48% | — | -75.06% |
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 144 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, IWY, OEF) accounted for 3869.2% of total reported equity market value during Q3 2024.
During Q3 2024, Zimmermann Investment Management & Planning LLC's top holdings by market value included QQQ (8.1%)、IWY (5.7%)、OEF (5.5%). The largest single position, QQQ, represented 8.1% of total portfolio value.
In Q3 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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