ZI
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ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC13F | |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | |
| Last update 2025-01-23 | 7 Stocks (2 new) |
| Value $2.00 Mil | Turnover 28 % |
ZIMMERMANN INVESTMENT MANAGEME... Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 996 | 509.2 | -98.15% | 22.460 | -7.94% | 0.000 | +26.27% | +9.78% | 357,853.0 | ||
BX | Blackstone Inc | 2,061 | 355.4 | New Holding | 15.670 | +15.67% | 0.000 | +36.56% | -0.23% | 129,534.6 | Asset Management | |
IWY | iShares Russell Top 200 Growth ETF | 1,445 | 340.0 | -98.29% | 14.990 | -5.63% | 0.000 | +25.89% | +6.73% | 14,275.8 | ||
RWL | Invesco S&P 500 Revenue ETF | 2,919 | 285.8 | New Holding | 12.610 | +12.61% | 0.010 | +11.08% | +6.90% | 5,872.5 | ||
NVDA | NVIDIA Corp | 2,000 | 268.6 | -98.00% | 11.850 | -3.66% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
OEF | iShares S&P 100 ETF | 924 | 266.9 | -98.58% | 11.770 | -5.46% | 0.000 | +21.72% | +7.30% | 21,091.6 | ||
AAPL | Apple Inc | 964 | 241.5 | -98.24% | 10.650 | -3.85% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
ANGL |
VanEck Vectors Fallen Angel High Yield Bond ETF
VanEck Vectors Fallen Angel High Yield Bond ETF
| 0 | 0 | Sold Out | 0.000 | -0.48% | 0.000 | +4.63% | +1.71% | 2,946.5 | ||
AOR | iShares Core Growth Allocation ETF | 0 | 0 | Sold Out | 0.000 | -0.13% | 0.000 | +10.25% | +7.55% | 2,558.5 | ||
CWS | AdvisorShares Focused Equity ETF | 0 | 0 | Sold Out | 0.000 | -0.44% | 0.000 | +9.86% | +7.10% | 190.8 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Historical Top Holdings Breakdowns
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BX | Blackstone Inc | 2024-12-31 | New Buy New Buy | +15.67% | 148.42 ($174.59) 199.05 | $169.38 | -2.98% | New holding | 2,061 | 2,061 | |
RWL | Invesco S&P 500 Revenue ETF | 2024-12-31 | New Buy New Buy | +12.61% | 97.11 ($100.24) 104.1 | $104.68 | 4.43% | New holding | 2,919 | 2,919 | |
QQQ | INVESCO QQQ Trust | 2024-12-31 | Reduce Reduce | -7.94% | 481.59 ($506.19) 538.17 | $561.25 | 10.88% | Reduce -98.15% | 996 | -52,872 | |
IWY | iShares Russell Top 200 Growth ETF | 2024-12-31 | Reduce Reduce | -5.63% | 216.79 ($229.79) 244.71 | $251.11 | 9.28% | Reduce -98.29% | 1,445 | -83,060 | |
OEF | iShares S&P 100 ETF | 2024-12-31 | Reduce Reduce | -5.46% | 273.62 ($286.25) 298.1 | $309.94 | 8.28% | Reduce -98.58% | 924 | -64,054 | |
AAPL | Apple Inc | 2024-12-31 | Reduce Reduce | -3.85% | 221.69 ($235.83) 259.02 | $214.40 | -9.09% | Reduce -98.24% | 964 | -53,691 | |
NVDA | NVIDIA Corp | 2024-12-31 | Reduce Reduce | -3.66% | 118.85 ($138.16) 148.88 | $167.03 | 20.90% | Reduce -98% | 2,000 | -97,831 | |
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 2024-12-31 | Sold Out Sold Out | -3.48% | 23.49 ($24.25) 25.11 | $24.98 | 3.01% | Sold Out | 0 | -471,837 | |
IWL | iShares Russell Top 200 ETF | 2024-12-31 | Sold Out Sold Out | -3.11% | 138.92 ($144.79) 149.97 | $155.50 | 7.40% | Sold Out | 0 | -72,026 | |
JEPI | JPMorgan Equity Premium Income ETF | 2024-12-31 | Sold Out Sold Out | -2.99% | 57.53 ($59.38) 60.83 | $57.15 | -3.76% | Sold Out | 0 | -163,220 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC Total Holding History ($B)
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Asset Allocation
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Hypothetical Growth since 2024-12-31
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Holdings Heat Map
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ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Holdings Bubble Chart
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC News
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