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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 : 3     View All Holdings Currently Viewing:  Unchanged 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
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 87 - $116.15 $446,000 3,833 0.16% 63,000 0 0.012    Integrated Oil & Gas
   (PCAR)1 Year Chart         PCAR Paccar Inc 96 - $106.11 $391,000 3,159 0.14% 83,000 0 0.001    Trucks & Other Vehicles
   (XLG)1 Year Chart         XLG Invesco S&P 500 Top 50 ETF 112 - $42.11 $270,000 6,416 0.1% 28,000 0 0.007    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
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