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  Name: ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
  City: New Cumberland
  State: PA
  Zip: 17070
   
Achive data
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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 : 47     View All Holdings Currently Viewing:  Decreased 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
   (AAPL)1 Year Chart         AAPL Apple Inc 5 - $182.40 $9,408,000 54,865 3.39% -1,232,000 -398 0    Personal Computers
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 7 - $208.63 $7,824,000 34,776 2.82% 1,719,000 -136 0.039    N/A
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... 15 - $65.82 $5,261,000 78,070 1.9% -3,691,000 -66,450 0.007    N/A
   (IOO)1 Year Chart         IOO iShares S&P Global 100 Index 18 - $90.47 $4,915,000 54,972 1.77% -3,119,000 -44,804 0.114    Closed - End Fund - E...
   (ILF)1 Year Chart         ILF iShares Tr S&P LatAm 40 Indx 19 - $28.61 $4,877,000 171,501 1.76% -1,324,000 -41,894 0.046    Closed - End Fund - E...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 21 - $171.25 $4,629,000 30,673 1.67% 328,000 -115 0.001    Search Engines & Info...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 24 - $409.34 $3,616,000 8,596 1.3% 227,000 -417 0    Application Software
   (XLC)1 Year Chart         XLC Communication Services Sele... 25 - $81.39 $3,477,000 42,584 1.25% -15,000 -5,479 0.002    N/A
   (QQEW)1 Year Chart         QQEW First Trust NASDAQ-100 Equa... 29 - $119.96 $3,173,000 25,608 1.14% -3,766,000 -33,475 0.167    Closed - End Fund - Debt
   (PTNQ)1 Year Chart         PTNQ Pacer Trendpilot 100 Etf 30 - $0.00 $2,820,000 41,064 1.02% -3,073,000 -49,140 0.257    N/A
   (IWL)1 Year Chart         IWL iShares Trust 32 - $126.07 $2,528,000 19,884 0.91% 214,000 -218 0.188    Closed - End Fund - Debt
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 34 - $0.00 $2,461,000 42,347 0.89% 99,000 -3,082 0.005    N/A
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 36 - $61.34 $2,237,000 36,046 0.81% 71,000 -2,365 0.001    Closed - End Fund - Debt
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 39 - $53.88 $2,211,000 24,597 0.8% -5,352,000 -64,520 0.027    N/A
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 43 - $0.00 $1,950,000 38,657 0.7% -4,895,000 -97,619 0.004    N/A
   (SCHO)1 Year Chart         SCHO Schwab Short-Term U.S. Tre... 45 - $47.91 $1,869,000 38,763 0.67% -1,297,000 -26,589 0.003    N/A
   (KCE)1 Year Chart         KCE KBW Cap Markets KCE 46 - $109.89 $1,846,000 16,696 0.66% -2,473,000 -25,661 0.477    Closed - End Fund - E...
   (JMEE)1 Year Chart         JMEE Jpmorgan Market Expansion E... 50 - $0.00 $1,462,000 24,985 0.53% -1,644,000 -32,848 0.028    N/A
   (CWS)1 Year Chart         CWS Advisorshares Focused Equit... 53 - $0.00 $1,341,000 21,057 0.48% 60,000 -537 0.234    N/A
   (GCOW)1 Year Chart         GCOW Pacer Global Cash Cows Divi... 59 - $0.00 $1,012,000 29,170 0.36% -51,000 -1,850 0.064    N/A
   (QQQE)1 Year Chart         QQQE Direxion Nasdaq 100 Equal W... 60 - $86.30 $1,007,000 11,290 0.36% -72,000 -1,462 0.025    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector 65 - $93.21 $789,000 8,357 0.28% -280,000 -4,388 0    Closed - End Fund - E...
   (JULJ)1 Year Chart         JULJ Innovator Premium Income 30... 70 - $0.00 $681,000 27,331 0.25% -21,000 -863 0.304    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 72 - $214.21 $659,000 3,202 0.24% 25,000 -112 0.001    Closed - End Fund - E...
   (USCI)1 Year Chart         USCI United States Commodity Ind... 73 - $61.48 $630,000 10,332 0.23% 34,000 -253 0.295    Closed - End Fund - Debt
   (HSY)1 Year Chart         HSY Hershey Foods Corp 74 - $198.16 $594,000 3,054 0.21% 17,000 -40 0.002    Confectioners
   (XHB)1 Year Chart         XHB SPDR S&P Homebuilders 77 - $105.77 $555,000 4,977 0.2% 33,000 -483 0.002    Closed - End Fund - E...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 80 - $38.49 $538,000 12,403 0.19% -11,000 -113 0    CATV Systems
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 83 - $78.25 $494,000 6,123 0.18% -318,000 -4,547 0.002    N/A
   (LIT)1 Year Chart         LIT Global X Lithium ETF 86 - $46.07 $466,000 10,292 0.17% -3,252,000 -62,694 0.045    Closed - End Fund - E...
   (AOR)1 Year Chart         AOR iShares Core Growth Allocat... 89 - $55.12 $434,000 7,787 0.16% -71,000 -1,704 0.026    Closed - End Fund - Debt
   (BSTP)1 Year Chart         BSTP Innovator Buffer Step-up St... 98 - $0.00 $370,000 12,214 0.13% 16,000 -220 0.136    N/A
   (BA)1 Year Chart         BA Boeing Co 100 - $176.71 $343,000 1,775 0.12% -121,000 -5 0    Aerospace/Defense - M...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 101 - $572.87 $334,000 574 0.12% -78,000 -203 0    Medical Laboratories ...
   (QJUN)1 Year Chart         QJUN Ft Cboe Vest Growth100 Buff... 102 - $0.00 $333,000 13,064 0.12% -35,000 -2,204 0.015    N/A
   (IYF)1 Year Chart         IYF iShares Dow Jones US Financ... 103 - $93.74 $328,000 3,432 0.12% -93,000 -1,500 0.003    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 105 - $172.98 $317,000 2,082 0.11% 22,000 -10 0    Search Engines & Info...
   (TOT)1 Year Chart         TOT TOTAL S.A. (ADR) 107 - $71.94 $306,000 4,450 0.11% -104,000 -1,630 0    Integrated Oil & Gas
   (FNDB)1 Year Chart         FNDB Schwab Fundamental Us Broad... 110 - $64.66 $297,000 4,489 0.11% -13,000 -577 0    N/A
   (CVX)1 Year Chart         CVX Chevron Corp 109 - $162.67 $297,000 1,884 0.11% -90,000 -713 0.077    Integrated Oil & Gas
   (PRU)1 Year Chart         PRU Prudential Financial Inc 111 - $116.23 $285,000 2,426 0.1% 13,000 -198 0.001    Life & Health Insurance
   (HD)1 Year Chart         HD Home Depot Inc 113 - $340.69 $266,000 693 0.1% -12,000 -108 0    Home Improvement Stores
   (FTEC)1 Year Chart         FTEC Fidelity Msci Information T... 115 - $152.98 $263,000 1,687 0.09% 19,000 -13 0.003    N/A
   (XLF)1 Year Chart         XLF SPDR Financial Sector 122 - $41.21 $222,000 5,270 0.08% -13,000 -969 0    Closed - End Fund - E...
   (IBM)1 Year Chart         IBM International Business Mach... 123 - $168.38 $221,000 1,158 0.08% 7,000 -149 0    Diversified Computer ...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 124 - $204.26 $216,000 1,039 0.08% 2,000 -73 0    Closed - End Fund - E...
   (PJUL)1 Year Chart         PJUL Innovator S&p 500 Power Buf... 126 - $0.00 $211,000 5,549 0.08% -96,000 -2,930 0.007    N/A
      47 Records Found
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Page 1 of 1
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