Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
  City: New Cumberland
  State: PA
  Zip: 17070
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $244,461,000
  Total Value Change : $35,894,000
  Securities Held Change : 18
   
All Securities Held : 120
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

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

      100 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results