13F HOLDINGS REPORT
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
Quarter ended Q4 2024 · Filed January 23, 2025 · Accession 0001667731-25-000115
Total Value
$2.3M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 996 | $509,185 | 22.46% |
| 2 | BLACKSTONE INC | BX | 2,061 | $355,358 | 15.67% |
| 3 | ISHARES TR | 464289438 | 1,445 | $339,965 | 14.99% |
| 4 | INVESCO EXCH TRADED FD TR II | IVZ | 2,919 | $285,828 | 12.61% |
| 5 | NVIDIA CORPORATION | NVDA | 2,000 | $268,580 | 11.85% |
| 6 | ISHARES TR | 464287101 | 924 | $266,897 | 11.77% |
| 7 | APPLE INC | AAPL | 964 | $241,526 | 10.65% |