Zimmermann Investment Management & Planning LLC 13F Holdings · last filed Q4 2024
Zimmermann Investment Management & Planning LLC reported 7 securities worth $2.27M in its SEC 13F filing for Q4 2024 (period ended 2024-12-31). Top holdings: QQQ (22.46%), BX (15.67%), IWY (14.99%). Among its top 25 positions this quarter: 2 new, 5 trimmed, 18 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $509,185 | 22.46% | 996 | Trimmed |
| 2 | BX | BLACKSTONE INC | $355,358 | 15.67% | 2,061 | New |
| 3 | IWY | ISHARES TR | $339,965 | 14.99% | 1,445 | Trimmed |
| 4 | RWL | INVESCO EXCH TRADED FD TR II | $285,828 | 12.61% | 2,919 | New |
| 5 | NVDA | NVIDIA CORPORATION | $268,580 | 11.85% | 2,000 | Trimmed |
| 6 | OEF | ISHARES TR | $266,897 | 11.77% | 924 | Trimmed |
| 7 | AAPL | APPLE INC | $241,526 | 10.65% | 964 | Trimmed |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | Exited |
| 9 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 10 | AN | AUTONATION INC | $0 | 0.00% | 0 | Exited |
| 11 | ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | Exited |
| 12 | AOHY | ANGEL OAK FUNDS TRUST | $0 | 0.00% | 0 | Exited |
| 13 | AOR | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 14 | APRJ | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | Exited |
| 15 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | Exited |
| 16 | AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | Exited |
| 17 | AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | Exited |
| 18 | BA | BOEING CO | $0 | 0.00% | 0 | Exited |
| 19 | BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | Exited |
| 20 | BOTZ | GLOBAL X FDS | $0 | 0.00% | 0 | Exited |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | Exited |
| 22 | BSTP | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | Exited |
| 23 | BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | Exited |
| 24 | BTC | GRAYSCALE BITCOIN MINI TR BT | $0 | 0.00% | 0 | Exited |
| 25 | BUG | GLOBAL X FDS | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2024-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR