Institutional Manager · CIK 0001908404
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
New Cumberland, PA · File #028-21591
Latest AUM
$2.3M
Positions
7
Top-10 Concentration
100.0%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20247 pos · $2.3M
- 13F HOLDINGS REPORTQ/E Sep 2024144 pos · $325.9M
- 13F HOLDINGS REPORTQ/E Jun 2024131 pos · $299.3M
- 13F HOLDINGS REPORTQ/E Mar 2024134 pos · $277.6M
- 13F HOLDINGS REPORTQ/E Dec 2023102 pos · $208.6M
- 13F HOLDINGS REPORTQ/E Sep 2023105 pos · $215.1M
- 13F HOLDINGS REPORTQ/E Jun 2023112 pos · $191.4M
- 13F HOLDINGS REPORTQ/E Mar 202391 pos · $173.4M
Top 7 Holdings — Dec 2024
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |