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  Name: ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
  City: New Cumberland
  State: PA
  Zip: 17070
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $277,623,000
  Total Value Change : $33,162,000
  Securities Held Change : 14
   
All Securities Held : 134
  New Positions : 24
  Closed Positions : 10
  Increased Positions : 60
  Unchanged Positions : 3
  Decreased Positions : 47

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Holdings Found : 22     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (FFEB)1 Year Chart         FFEB Ft Cboe Vest Us Equity Buff... 12 New $0.00 $5,567,000 122,962 2.01% 5,567,000 122,962 1.732    N/A
   (IUS)1 Year Chart         IUS Invesco Rafi Strategic Us Etf 16 New $0.00 $5,243,000 110,470 1.89% 5,243,000 110,470 1.227    N/A
   (JQUA)1 Year Chart         JQUA Jpmorgan Us Quality Factor Etf 20 New $0.00 $4,772,000 90,252 1.72% 4,772,000 90,252 0.1    N/A
   (KIE)1 Year Chart         KIE streetTRACKS Series Trust -... 23 New $50.80 $4,168,000 80,041 1.5% 4,168,000 80,041 0.089    Closed - End Fund - E...
   (IGHG)1 Year Chart         IGHG PROSHARES INVESTMENT GRADE ... 26 New $0.00 $3,395,000 44,366 1.22% 3,395,000 44,366 0.359    N/A
   (SPMO)1 Year Chart         SPMO Powershares S&p 500 Momentu... 27 New $79.23 $3,314,000 41,313 1.19% 3,314,000 41,313 0.306    N/A
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 40 New $0.00 $2,197,000 41,872 0.79% 2,197,000 41,872 0.047    N/A
   (QWLD)1 Year Chart         QWLD Spdr Msci World Quality Mix 41 New $0.00 $1,994,000 16,627 0.72% 1,994,000 16,627 0.416    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 71 New $0.00 $660,000 10,455 0.24% 660,000 10,455 0.002    N/A
   (URA)1 Year Chart         URA Global X Uranium ETF 88 New $30.97 $446,000 15,457 0.16% 446,000 15,457 0    Closed - End Fund - E...
   (FTGS)1 Year Chart         FTGS First Trust Growth Strength... 106 New $0.00 $308,000 10,016 0.11% 308,000 10,016 0.111    N/A
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 108 New $157.21 $302,000 1,867 0.11% 302,000 1,867 0    Domestic Money Center...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 114 New $153.62 $265,000 1,467 0.1% 265,000 1,467 0    Semiconductor- Broad...
   (PH)1 Year Chart         PH Parker Hannifin Corp 116 New $554.91 $242,000 435 0.09% 242,000 435 0    Industrial Equipment ...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 117 New $164.46 $241,000 1,425 0.09% 241,000 1,425 0    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 119 New $406.37 $229,000 544 0.08% 229,000 544 0    Property & Casualty I...
   (MLPX)1 Year Chart         MLPX Global X Mlp And Energy Inf... 120 New $7.73 $224,000 4,574 0.08% 224,000 4,574 0.023    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 125 New $180.55 $213,000 1,260 0.08% 213,000 1,260 0    Communication Equipment
   (XLU)1 Year Chart         XLU SPDR Utilities Select 127 New $70.27 $211,000 3,211 0.08% 211,000 3,211 0    Closed - End Fund - E...
   (CAT)1 Year Chart         CAT Caterpillar Inc 128 New $344.50 $210,000 573 0.08% 210,000 573 0    Farm & Construction M...
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 129 New $0.00 $204,000 210 0.07% 204,000 210 0    Semiconductor Equipme...
   (PSN)1 Year Chart         PSN Parsons Corp 130 New $77.60 $201,000 2,427 0.07% 201,000 2,427 0.002    N/A

      22 Records Found
  1    
Page 1 of 1
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