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Name: |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
City: |
New Cumberland |
State: |
PA |
Zip: |
17070 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
QQQ |
Invesco QQQ Trust Series I |
|
- |
$424.45 |
$19,041,000 |
46,495 |
% |
3,507,000 |
3,137 |
0 |
N/A |
|
OEF |
iShares S&P 100 Index |
|
- |
$238.34 |
$12,261,000 |
54,886 |
% |
2,060,000 |
4,042 |
0 |
N/A |
|
AAPL |
Apple Inc |
|
- |
$169.89 |
$10,640,000 |
55,263 |
% |
1,179,000 |
3 |
0 |
N/A |
|
FNDX |
Schwab Fundamental US Large... |
|
- |
$64.87 |
$8,952,000 |
144,520 |
% |
2,394,000 |
27,348 |
0 |
N/A |
|
IOO |
iShares S&P Global 100 Index |
|
- |
$87.10 |
$8,034,000 |
99,776 |
% |
1,389,000 |
9,053 |
0 |
N/A |
|
MOAT |
VANECK VECTORS ETF TR |
|
- |
$53.88 |
$7,563,000 |
89,117 |
% |
1,468,000 |
8,750 |
0 |
N/A |
|
EQWM |
Invesco Russell Midcap Equa... |
|
- |
$104.25 |
$7,563,000 |
85,260 |
% |
1,277,000 |
7,214 |
0 |
N/A |
|
QQEW |
First Trust NASDAQ-100 Equa... |
|
- |
$118.18 |
$6,939,000 |
59,083 |
% |
1,262,000 |
4,487 |
0 |
N/A |
|
JEPI |
Jpmorgan Equity Premium Inc... |
|
- |
$0.00 |
$6,883,000 |
125,184 |
% |
246,000 |
1,264 |
0 |
N/A |
|
JPST |
Jp Morgan Ultra Short Incom... |
|
- |
$0.00 |
$6,845,000 |
136,276 |
% |
-296,000 |
-6,029 |
0 |
N/A |
|
ILF |
iShares Tr S&P LatAm 40 Indx |
|
- |
$27.25 |
$6,201,000 |
213,395 |
% |
1,068,000 |
12,565 |
0 |
N/A |
|
SMH |
Vaneck Vectors Semiconducto... |
|
- |
$208.63 |
$6,105,000 |
34,912 |
% |
1,364,000 |
2,211 |
0.039 |
N/A |
|
PTNQ |
Pacer Trendpilot 100 Etf |
|
- |
$0.00 |
$5,893,000 |
90,204 |
% |
1,916,000 |
25,473 |
0 |
N/A |
|
FJUN |
Ft Cboe Vest Us Equity Buff... |
|
- |
$0.00 |
$5,392,000 |
122,128 |
% |
321,000 |
-2,960 |
0 |
N/A |
|
BUG |
Global X Cybersecurity Etf |
|
- |
$0.00 |
$5,331,000 |
181,890 |
% |
1,235,000 |
13,254 |
0 |
N/A |
|
IWY |
iShares Trust |
|
- |
$186.84 |
$5,202,000 |
29,690 |
% |
534,000 |
-657 |
0 |
N/A |
|
XAR |
SPDR S&P Aerospace & Defens... |
|
- |
$134.60 |
$5,142,000 |
37,972 |
% |
1,328,000 |
3,946 |
0 |
N/A |
|
PAVE |
Global X Us Infrastructure ... |
|
- |
$0.00 |
$5,107,000 |
148,187 |
% |
887,000 |
9,296 |
0 |
N/A |
|
NVDA |
NVIDIA Corporation |
|
- |
$826.32 |
$4,714,000 |
9,518 |
% |
705,000 |
303 |
0 |
N/A |
|
AMZN |
Amazon.com Inc |
|
- |
$173.67 |
$4,517,000 |
29,729 |
% |
894,000 |
1,226 |
0 |
N/A |
|
KCE |
KBW Cap Markets KCE |
|
- |
$107.40 |
$4,319,000 |
42,357 |
% |
1,122,000 |
5,503 |
0 |
N/A |
|
GOOGL |
Alphabet Inc |
|
- |
$156.00 |
$4,301,000 |
30,788 |
% |
361,000 |
678 |
0 |
N/A |
|
IAGG |
Ishares International Aggre... |
|
- |
$0.00 |
$3,896,000 |
78,232 |
% |
242,000 |
3,322 |
0 |
N/A |
|
ANGL |
Vaneck Vectors Fallen Angel... |
|
- |
$28.24 |
$3,736,000 |
129,816 |
% |
644,000 |
15,556 |
0 |
N/A |
|
LIT |
Global X Lithium ETF |
|
- |
$42.20 |
$3,718,000 |
72,986 |
% |
-583,000 |
-4,973 |
0 |
N/A |
|
XLC |
Communication Services Sele... |
|
- |
$77.96 |
$3,492,000 |
48,063 |
% |
683,000 |
5,222 |
0 |
N/A |
|
MSFT |
Microsoft Corp |
|
- |
$399.04 |
$3,389,000 |
9,013 |
% |
704,000 |
509 |
0 |
N/A |
|
SCHO |
Schwab Short-Term U.S. Tre... |
|
- |
$47.88 |
$3,166,000 |
65,352 |
% |
241,000 |
4,273 |
0 |
N/A |
|
JMEE |
Jpmorgan Market Expansion E... |
|
- |
$0.00 |
$3,106,000 |
57,833 |
% |
-121,000 |
-8,756 |
0 |
N/A |
|
CALF |
Pacer Us Small Cap Cash Cow... |
|
- |
$0.00 |
$2,657,000 |
55,324 |
% |
474,000 |
2,971 |
0 |
N/A |
|
IHDG |
Widsom Tree International H... |
|
- |
$44.42 |
$2,417,000 |
57,551 |
% |
708,000 |
13,446 |
0 |
N/A |
|
COWZ |
Pacer Us Cash Cows 100 Etf |
|
- |
$0.00 |
$2,362,000 |
45,429 |
% |
-302,000 |
-8,457 |
0 |
N/A |
|
IWL |
iShares Trust |
|
- |
$122.39 |
$2,314,000 |
20,102 |
% |
143,000 |
-896 |
0 |
N/A |
|
PANW |
Palo Alto Networks Inc |
|
- |
$288.79 |
$2,202,000 |
7,467 |
% |
500,000 |
208 |
0 |
N/A |
|
SCHX |
Schwab Strategic Trust |
|
- |
$59.73 |
$2,166,000 |
38,411 |
% |
198,000 |
-475 |
0 |
N/A |
|
SCHG |
Schwab Strategic Trust |
|
- |
$88.85 |
$2,008,000 |
24,204 |
% |
326,000 |
1,081 |
0 |
N/A |
|
AVGO |
Broadcom Limited |
|
- |
$1,294.42 |
$1,787,000 |
1,601 |
% |
618,000 |
194 |
0 |
N/A |
|
TWOK |
Spdr Russell 2000 |
|
New |
$40.86 |
$1,674,000 |
39,678 |
% |
1,674,000 |
39,678 |
0 |
N/A |
|
DGRW |
Wisdomtree Us Dividend Grow... |
|
- |
$73.41 |
$1,577,000 |
22,434 |
% |
-274,000 |
-6,725 |
0 |
N/A |
|
MCK |
McKesson Corp |
|
- |
$539.94 |
$1,553,000 |
3,354 |
% |
-132,000 |
-522 |
0 |
N/A |
|
CWS |
Advisorshares Focused Equit... |
|
- |
$0.00 |
$1,281,000 |
21,594 |
% |
220,000 |
1,254 |
0.24 |
N/A |
|
XLV |
SPDR Select Sector Health |
|
- |
$139.92 |
$1,225,000 |
8,981 |
% |
-194,000 |
-2,041 |
0 |
N/A |
|
TSLA |
Tesla Motors Inc |
|
- |
$170.18 |
$1,201,000 |
4,834 |
% |
-7,000 |
5 |
0 |
N/A |
|
COST |
Costco Wholesale Corp |
|
- |
$721.86 |
$1,160,000 |
1,758 |
% |
425,000 |
457 |
0 |
N/A |
|
BOTZ |
Global X Robotics & Artific... |
|
- |
$29.34 |
$1,089,000 |
38,205 |
% |
171,000 |
1,064 |
0 |
N/A |
|
QQQE |
Direxion Nasdaq 100 Equal W... |
|
- |
$84.99 |
$1,079,000 |
12,752 |
% |
-305,000 |
-5,761 |
0 |
N/A |
|
XLE |
SPDR Energy Sector |
|
- |
$96.63 |
$1,069,000 |
12,745 |
% |
-399,000 |
-3,493 |
0 |
N/A |
|
GCOW |
Pacer Global Cash Cows Divi... |
|
- |
$0.00 |
$1,063,000 |
31,020 |
% |
-182,000 |
-7,247 |
0 |
N/A |
|
IVE |
iShares S&P 500/BARRA Value |
|
New |
$180.45 |
$1,052,000 |
6,052 |
% |
1,052,000 |
6,052 |
0 |
N/A |
|
V |
Visa Inc |
|
- |
$275.16 |
$1,014,000 |
3,894 |
% |
179,000 |
264 |
0 |
N/A |
|
KKR |
KKR Financial Holdings LLC |
|
- |
$94.87 |
$939,000 |
11,328 |
% |
384,000 |
2,324 |
0 |
N/A |
|
WMT |
Wal-Mart Stores Inc |
|
- |
$60.21 |
$903,000 |
5,728 |
% |
56,000 |
434 |
0 |
N/A |
|
UNH |
Unitedhealth Group Inc |
|
- |
$493.86 |
$888,000 |
1,686 |
% |
51,000 |
25 |
0 |
N/A |
|
TCAF |
T Rowe Price Capital Apprec... |
|
New |
$0.00 |
$828,000 |
29,956 |
% |
828,000 |
29,956 |
0 |
N/A |
|
SCHD |
Schwab US Dividend Equity ETF |
|
- |
$77.56 |
$812,000 |
10,670 |
% |
-948,000 |
-14,205 |
0 |
N/A |
|
SCHW |
Charles Schwab Corp |
|
- |
$74.89 |
$765,000 |
11,125 |
% |
90,000 |
-1,171 |
0 |
N/A |
|
JPM |
JP Morgan Chase & Co |
|
- |
$193.37 |
$730,000 |
4,291 |
% |
119,000 |
75 |
0 |
N/A |
|
JULJ |
Innovator Premium Income 30... |
|
- |
$0.00 |
$702,000 |
28,194 |
% |
23,000 |
728 |
0 |
N/A |
|
CLF |
Cleveland-Cliffs Inc |
|
- |
$18.23 |
$662,000 |
32,429 |
% |
133,000 |
-1,418 |
0 |
N/A |
|
USTB |
Victoryshares Usaa Core Sho... |
|
New |
$0.00 |
$651,000 |
13,133 |
% |
651,000 |
13,133 |
0 |
N/A |
|
GLD |
streetTRACKS Gold Trust |
|
- |
$215.92 |
$634,000 |
3,314 |
% |
137,000 |
418 |
0 |
N/A |
|
AN |
AutoNation Inc |
|
- |
$160.38 |
$620,000 |
4,130 |
% |
-12,000 |
-45 |
0 |
N/A |
|
USCI |
United States Commodity Ind... |
|
- |
$63.22 |
$596,000 |
10,585 |
% |
13,000 |
737 |
0 |
N/A |
|
BYLD |
Ishares Yield Optimized Bond |
|
New |
$0.00 |
$595,000 |
26,539 |
% |
595,000 |
26,539 |
0 |
N/A |
|
HSY |
Hershey Foods Corp |
|
- |
$187.15 |
$577,000 |
3,094 |
% |
-69,000 |
-135 |
0 |
N/A |
|
CMCSA |
Comcast Corp |
|
- |
$37.87 |
$549,000 |
12,516 |
% |
0 |
139 |
0 |
N/A |
|
OCTJ |
Innovator Premium Income 30... |
|
New |
$0.00 |
$526,000 |
21,807 |
% |
526,000 |
21,807 |
0.242 |
N/A |
|
XHB |
SPDR S&P Homebuilders |
|
- |
$102.47 |
$522,000 |
5,460 |
% |
68,000 |
-470 |
0 |
N/A |
|
AOR |
iShares Core Growth Allocat... |
|
- |
$53.81 |
$505,000 |
9,491 |
% |
-28,000 |
-1,305 |
0 |
N/A |
|
FCX |
Freeport McMoRan Copper & G... |
|
- |
$49.40 |
$485,000 |
11,404 |
% |
485,000 |
11,404 |
0 |
N/A |
|
JOET |
Virtus Terranova Us Quality... |
|
- |
$0.00 |
$477,000 |
15,549 |
% |
-1,046,000 |
-39,075 |
0 |
N/A |
|
BA |
Boeing Co |
|
- |
$166.81 |
$464,000 |
1,780 |
% |
119,000 |
-20 |
0 |
N/A |
|
ADBE |
Adobe Systems Inc |
|
- |
$473.44 |
$440,000 |
738 |
% |
440,000 |
738 |
0 |
N/A |
|
XJUN |
Ft Cboe Vest Us Eq Enh & Mo... |
|
- |
$0.00 |
$422,000 |
12,023 |
% |
-6,000 |
-908 |
0 |
N/A |
|
IYF |
iShares Dow Jones US Financ... |
|
- |
$92.49 |
$421,000 |
4,932 |
% |
-22,000 |
-999 |
0 |
N/A |
|
IRM |
Iron Mountain Inc |
|
New |
$77.26 |
$420,000 |
6,000 |
% |
420,000 |
6,000 |
0 |
N/A |
|
TMO |
Thermo Fisher Scientific |
|
- |
$571.73 |
$412,000 |
777 |
% |
-48,000 |
-132 |
0 |
N/A |
|
RIGS |
Riverfront Strategic Income... |
|
New |
$22.43 |
$412,000 |
17,796 |
% |
412,000 |
17,796 |
0 |
N/A |
|
TOT |
TOTAL S.A. (ADR) |
|
- |
$73.75 |
$410,000 |
6,080 |
% |
-264,000 |
-4,166 |
0 |
N/A |
|
DIA |
Diamonds Trust |
|
- |
$380.92 |
$410,000 |
1,089 |
% |
-878,000 |
-2,755 |
0 |
N/A |
|
JEPQ |
Jpmorgan Nasdaq Equity Prem... |
|
- |
$0.00 |
$401,000 |
8,041 |
% |
5,000 |
-387 |
0 |
N/A |
|
CVX |
Chevron Corp |
|
- |
$165.28 |
$387,000 |
2,597 |
% |
-22,000 |
173 |
0 |
N/A |
|
XOM |
Exxon Mobil Corp |
|
- |
$121.33 |
$383,000 |
3,833 |
% |
-48,000 |
170 |
0 |
N/A |
|
DHI |
DR Horton Inc |
|
- |
$144.20 |
$382,000 |
2,514 |
% |
118,000 |
58 |
0 |
N/A |
|
QJUN |
Ft Cboe Vest Growth100 Buff... |
|
- |
$0.00 |
$368,000 |
15,268 |
% |
34,000 |
-23 |
0 |
N/A |
|
NVO |
Novo Nordisk A/S (ADR) |
|
- |
$125.79 |
$365,000 |
3,528 |
% |
126,000 |
901 |
0 |
N/A |
|
APRJ |
Innovator Premium Income 30... |
|
- |
$0.00 |
$361,000 |
14,708 |
% |
0 |
0 |
0 |
N/A |
|
BSTP |
Innovator Buffer Step-up St... |
|
- |
$0.00 |
$354,000 |
12,434 |
% |
58,000 |
1,235 |
0 |
N/A |
|
JCI |
Johnson Controls Internatio... |
|
New |
$64.45 |
$351,000 |
6,093 |
% |
351,000 |
6,093 |
0 |
N/A |
|
LMT |
Lockheed Martin Corp |
|
- |
$464.78 |
$321,000 |
709 |
% |
31,000 |
0 |
0 |
N/A |
|
EXAS |
Exact Sciences Corp |
|
New |
$58.79 |
$319,000 |
4,315 |
% |
319,000 |
4,315 |
0 |
N/A |
|
FISV |
Fiserv Inc |
|
New |
$153.29 |
$314,000 |
2,364 |
% |
314,000 |
2,364 |
0 |
N/A |
|
FNDB |
Schwab Fundamental Us Broad... |
|
New |
$63.66 |
$310,000 |
5,066 |
% |
310,000 |
5,066 |
0 |
N/A |
|
PCAR |
Paccar Inc |
|
- |
$112.62 |
$308,000 |
3,159 |
% |
21,000 |
-214 |
0 |
N/A |
|
PJUL |
Innovator S&p 500 Power Buf... |
|
- |
$0.00 |
$307,000 |
8,479 |
% |
8,000 |
-394 |
0 |
N/A |
|
GOOG |
Alphabet Inc |
|
- |
$157.95 |
$295,000 |
2,092 |
% |
19,000 |
0 |
0 |
N/A |
|
CRWD |
Crowdstrike Holdings, Inc. |
|
New |
$298.02 |
$293,000 |
1,149 |
% |
293,000 |
1,149 |
0 |
N/A |
|
ALB |
Albemarle Corp |
|
- |
$114.98 |
$293,000 |
2,025 |
% |
-233,000 |
-1,070 |
0 |
N/A |
|
HD |
Home Depot Inc |
|
- |
$331.98 |
$278,000 |
801 |
% |
29,000 |
-23 |
0 |
N/A |
|
LLY |
Eli Lilly & Co |
|
New |
$724.87 |
$277,000 |
475 |
% |
277,000 |
475 |
0 |
N/A |
|