191 is the total number of securities ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC has owned. The longest ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| QQQ | INVESCO QQQ TR | 8 | 8 | 4.61% | 6.59% | 7.73% | Q4 2021 | Q3 2023 | 8 |
| AAPL | APPLE INC | 8 | 8 | 3.47% | 4.41% | 5.00% | Q4 2021 | Q3 2023 | 8 |
| OEF | ISHARES TR | 8 | 8 | 0.88% | 3.92% | 5.40% | Q4 2021 | Q3 2023 | 8 |
| JEPI | J P MORGAN EXCHANGE-TR... | 8 | 8 | 3.13% | 3.73% | 4.21% | Q4 2021 | Q3 2023 | 8 |
| IWY | ISHARES TR | 8 | 8 | 1.50% | 3.37% | 5.20% | Q4 2021 | Q3 2023 | 8 |
| LIT | GLOBAL X FDS | 8 | 8 | 2.06% | 2.86% | 3.72% | Q4 2021 | Q3 2023 | 8 |
| JPST | J P MORGAN EXCHANGE-TR... | 8 | 8 | 0.28% | 2.79% | 4.55% | Q4 2021 | Q3 2023 | 8 |
| BUG | GLOBAL X FDS | 8 | 8 | 1.04% | 2.09% | 2.66% | Q4 2021 | Q3 2023 | 8 |
| SCHD | SCHWAB STRATEGIC TR | 8 | 8 | 0.16% | 2.02% | 3.94% | Q4 2021 | Q3 2023 | 8 |
| PAVE | GLOBAL X FDS | 8 | 8 | 0.47% | 1.78% | 2.62% | Q4 2021 | Q3 2023 | 8 |
| AMZN | AMAZON COM INC | 8 | 8 | 1.30% | 1.76% | 2.24% | Q4 2021 | Q3 2023 | 8 |
| IWL | ISHARES TR | 8 | 8 | 1.03% | 1.74% | 2.51% | Q4 2021 | Q3 2023 | 8 |
| GOOGL | ALPHABET INC | 8 | 8 | 1.27% | 1.66% | 1.89% | Q4 2021 | Q3 2023 | 8 |
| NVDA | NVIDIA CORPORATION | 8 | 8 | 0.82% | 1.39% | 1.92% | Q4 2021 | Q3 2023 | 8 |
| MSFT | MICROSOFT CORP | 8 | 8 | 1.11% | 1.26% | 1.43% | Q4 2021 | Q3 2023 | 8 |
| FNDX | SCHWAB STRATEGIC TR | 8 | 8 | 0.17% | 1.24% | 3.22% | Q4 2021 | Q3 2023 | 8 |
| BOTZ | GLOBAL X FDS | 8 | 8 | 0.35% | 1.23% | 2.89% | Q4 2021 | Q3 2023 | 8 |
| IYF | ISHARES TR | 8 | 8 | 0.21% | 1.02% | 2.11% | Q4 2021 | Q3 2023 | 8 |
| SCHG | SCHWAB STRATEGIC TR | 8 | 8 | 0.44% | 0.90% | 1.22% | Q4 2021 | Q3 2023 | 8 |
| DIA | SPDR DOW JONES INDL AV... | 8 | 8 | 0.22% | 0.89% | 1.75% | Q4 2021 | Q3 2023 | 8 |
| CALF | PACER FDS TR | 8 | 8 | 0.48% | 0.88% | 1.05% | Q4 2021 | Q3 2023 | 8 |
| ISTB | ISHARES TR | 8 | 8 | 0.19% | 0.67% | 1.37% | Q4 2021 | Q3 2023 | 8 |
| TSLA | TESLA INC | 8 | 8 | 0.31% | 0.56% | 0.71% | Q4 2021 | Q3 2023 | 8 |
| HSY | HERSHEY CO | 8 | 8 | 0.31% | 0.46% | 0.55% | Q4 2021 | Q3 2023 | 8 |
| AVGO | BROADCOM INC | 8 | 8 | 0.28% | 0.42% | 0.56% | Q4 2021 | Q3 2023 | 8 |
| COST | COSTCO WHSL CORP NEW | 8 | 8 | 0.34% | 0.36% | 0.41% | Q4 2021 | Q3 2023 | 8 |
| TMO | THERMO FISHER SCIENTIF... | 8 | 8 | 0.22% | 0.35% | 0.52% | Q4 2021 | Q3 2023 | 8 |
| JPM | JPMORGAN CHASE & CO | 8 | 8 | 0.13% | 0.33% | 0.57% | Q4 2021 | Q3 2023 | 8 |
| USCI | UNITED STS COMMODITY I... | 8 | 8 | 0.22% | 0.32% | 0.42% | Q4 2021 | Q3 2023 | 8 |
| HD | HOME DEPOT INC | 8 | 8 | 0.12% | 0.28% | 0.39% | Q4 2021 | Q3 2023 | 8 |
| V | VISA INC | 8 | 8 | 0.14% | 0.22% | 0.40% | Q4 2021 | Q3 2023 | 8 |
| XOM | EXXON MOBIL CORP | 8 | 8 | 0.12% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
| LMT | LOCKHEED MARTIN CORP | 8 | 8 | 0.14% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
| PRU | PRUDENTIAL FINL INC | 8 | 8 | 0.11% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
| PSEC | PROSPECT CAP CORP | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
| COWZ | PACER FDS TR | 7 | 7 | 1.28% | 4.23% | 5.82% | Q1 2022 | Q3 2023 | 7 |
| XLV | SELECT SECTOR SPDR TR | 7 | 7 | 0.68% | 1.97% | 2.77% | Q1 2022 | Q3 2023 | 7 |
| ANGL | VANECK VECTORS ETF TR | 4 | 3 | 0.34% | 1.94% | 3.32% | Q4 2021 | Q3 2023 | 7 |
| SOXX | ISHARES TR | 7 | 7 | 0.09% | 0.91% | 1.76% | Q4 2021 | Q2 2023 | 7 |
| XLG | INVESCO EXCHANGE TRADE... | 4 | 3 | 0.12% | 0.51% | 1.03% | Q4 2021 | Q3 2023 | 7 |
| FCX | FREEPORT-MCMORAN INC | 7 | 7 | 0.14% | 0.37% | 0.62% | Q4 2021 | Q2 2023 | 7 |
| CLF | CLEVELAND-CLIFFS INC NEW | 7 | 7 | 0.25% | 0.33% | 0.55% | Q1 2022 | Q3 2023 | 7 |
| DHR | DANAHER CORPORATION | 7 | 7 | 0.11% | 0.30% | 0.57% | Q4 2021 | Q2 2023 | 7 |
| MS | MORGAN STANLEY | 7 | 7 | 0.12% | 0.23% | 0.38% | Q4 2021 | Q2 2023 | 7 |
| DGRW | WISDOMTREE TR | 6 | 6 | 0.34% | 3.31% | 5.18% | Q2 2022 | Q3 2023 | 6 |
| GCOW | PACER FDS TR | 6 | 6 | 0.60% | 3.27% | 5.45% | Q2 2022 | Q3 2023 | 6 |
| RDVY | FIRST TR EXCHANGE-TRAD... | 6 | 6 | 0.13% | 2.44% | 5.45% | Q4 2021 | Q1 2023 | 6 |
| IOO | ISHARES TR | 5 | 1 | 0.32% | 1.48% | 3.19% | Q4 2021 | Q3 2023 | 6 |
| FJUN | FIRST TR EXCHNG TRADED... | 6 | 6 | 0.62% | 1.25% | 2.43% | Q2 2022 | Q3 2023 | 6 |
| XLE | SELECT SECTOR SPDR TR | 6 | 6 | 0.36% | 0.89% | 1.62% | Q2 2022 | Q3 2023 | 6 |
| SCHX | SCHWAB STRATEGIC TR | 6 | 6 | 0.52% | 0.80% | 0.99% | Q2 2022 | Q3 2023 | 6 |
| SYLD | CAMBRIA ETF TR | 6 | 6 | 0.35% | 0.74% | 1.92% | Q4 2021 | Q1 2023 | 6 |
| MLPX | GLOBAL X FDS | 6 | 6 | 0.11% | 0.66% | 1.51% | Q4 2021 | Q1 2023 | 6 |
| GS | GOLDMAN SACHS GROUP INC | 6 | 6 | 0.18% | 0.41% | 0.56% | Q4 2021 | Q1 2023 | 6 |
| UNH | UNITEDHEALTH GROUP INC | 6 | 6 | 0.18% | 0.35% | 0.42% | Q2 2022 | Q3 2023 | 6 |
| CVX | CHEVRON CORP NEW | 6 | 6 | 0.16% | 0.19% | 0.21% | Q2 2022 | Q3 2023 | 6 |
| BA | BOEING CO | 4 | 2 | 0.14% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 6 |
| JOET | VIRTUS ETF TR II | 5 | 5 | 0.35% | 2.39% | 4.62% | Q3 2022 | Q3 2023 | 5 |
| SCHO | SCHWAB STRATEGIC TR | 5 | 5 | 0.82% | 1.58% | 2.39% | Q3 2022 | Q3 2023 | 5 |
| XSVM | INVESCO EXCHANGE TRADE... | 5 | 5 | 0.14% | 1.46% | 3.17% | Q2 2022 | Q2 2023 | 5 |
| PGHY | INVESCO EXCH TRADED FD... | 5 | 5 | 0.11% | 1.07% | 1.43% | Q3 2022 | Q3 2023 | 5 |
| MCK | MCKESSON CORP | 5 | 5 | 0.53% | 0.66% | 0.81% | Q3 2022 | Q3 2023 | 5 |
| PANW | PALO ALTO NETWORKS INC | 5 | 5 | 0.42% | 0.65% | 0.85% | Q3 2022 | Q3 2023 | 5 |
| SCHW | SCHWAB CHARLES CORP | 5 | 5 | 0.22% | 0.35% | 0.48% | Q3 2022 | Q3 2023 | 5 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 3 | 2 | 0.23% | 0.27% | 0.33% | Q4 2021 | Q2 2023 | 5 |
| AOR | ISHARES TR | 5 | 5 | 0.24% | 0.26% | 0.28% | Q3 2022 | Q3 2023 | 5 |
| DGRO | ISHARES TR | 4 | 1 | 0.13% | 0.25% | 0.37% | Q4 2021 | Q2 2023 | 5 |
| ABBV | ABBVIE INC | 5 | 5 | 0.10% | 0.24% | 0.39% | Q3 2022 | Q3 2023 | 5 |
| PCAR | PACCAR INC | 5 | 5 | 0.13% | 0.19% | 0.30% | Q3 2022 | Q3 2023 | 5 |
| J P MORGAN EXCHANGE TR... | 5 | 5 | 0.15% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 | |
| AMT | AMERICAN TOWER CORP NEW | 4 | 1 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q1 2023 | 5 |
| FTEC | FIDELITY COVINGTON TRUST | 3 | 2 | 0.10% | 0.14% | 0.20% | Q4 2021 | Q3 2023 | 5 |
| CVS | CVS HEALTH CORP | 5 | 5 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q4 2022 | 5 |
| ROK | ROCKWELL AUTOMATION INC | 3 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 5 |
| SCHP | SCHWAB STRATEGIC TR | 4 | 4 | 0.39% | 2.50% | 3.29% | Q4 2021 | Q3 2022 | 4 |
| PID | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.37% | 1.72% | 3.07% | Q2 2022 | Q1 2023 | 4 |
| ILF | ISHARES TR | 4 | 4 | 0.15% | 1.66% | 2.46% | Q4 2022 | Q3 2023 | 4 |
| QQQE | DIREXION SHS ETF TR | 4 | 4 | 0.23% | 1.33% | 2.24% | Q4 2022 | Q3 2023 | 4 |
| RWJ | INVESCO EXCH TRADED FD... | 4 | 4 | 0.23% | 1.32% | 1.78% | Q4 2021 | Q3 2022 | 4 |
| XAR | SPDR SER TR | 4 | 4 | 0.16% | 1.29% | 1.83% | Q4 2022 | Q3 2023 | 4 |
| PFFD | GLOBAL X FDS | 4 | 4 | 0.22% | 0.95% | 2.43% | Q4 2021 | Q3 2022 | 4 |
| FTGC | FIRST TR EXCHANGE TRAD... | 4 | 4 | 0.32% | 0.93% | 1.50% | Q2 2022 | Q1 2023 | 4 |
| SKYY | FIRST TR EXCHANGE TRAD... | 4 | 4 | 0.14% | 0.40% | 0.67% | Q4 2021 | Q3 2022 | 4 |
| IMCG | ISHARES TR | 4 | 4 | 0.17% | 0.34% | 0.58% | Q4 2021 | Q3 2022 | 4 |
| CMI | CUMMINS INC | 4 | 4 | 0.24% | 0.27% | 0.29% | Q3 2022 | Q2 2023 | 4 |
| AMAT | APPLIED MATLS INC | 4 | 4 | 0.22% | 0.25% | 0.29% | Q1 2022 | Q4 2022 | 4 |
| XME | SPDR SER TR | 4 | 4 | 0.10% | 0.20% | 0.28% | Q4 2022 | Q3 2023 | 4 |
| OVV | OVINTIV INC | 4 | 4 | 0.12% | 0.19% | 0.24% | Q3 2022 | Q2 2023 | 4 |
| PFE | PFIZER INC | 4 | 4 | 0.15% | 0.19% | 0.21% | Q3 2022 | Q2 2023 | 4 |
| PSN | PARSONS CORPORATION | 4 | 4 | 0.14% | 0.17% | 0.20% | Q4 2021 | Q3 2022 | 4 |
| SUSA | ISHARES TR | 3 | 3 | 1.99% | 2.70% | 3.12% | Q4 2021 | Q2 2022 | 3 |
| CDC | VICTORY PORTFOLIOS II | 3 | 3 | 0.48% | 2.14% | 3.36% | Q3 2022 | Q1 2023 | 3 |
| SMH | VANECK ETF TRUST | 3 | 3 | 1.36% | 1.85% | 2.27% | Q1 2023 | Q3 2023 | 3 |
| RFEU | FIRST TR EXCH TRADED F... | 3 | 3 | 1.12% | 1.77% | 2.40% | Q4 2021 | Q2 2022 | 3 |
| FLQH | FRANKLIN TEMPLETON ETF TR | 3 | 3 | 0.42% | 1.36% | 2.00% | Q1 2023 | Q3 2023 | 3 |
| MGK | VANGUARD WORLD FD | 3 | 3 | 0.14% | 1.31% | 2.94% | Q4 2021 | Q2 2022 | 3 |
| J P MORGAN EXCHANGE TR... | 3 | 3 | 0.78% | 1.22% | 1.55% | Q1 2023 | Q3 2023 | 3 | |
| PKW | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.60% | 1.11% | 1.93% | Q4 2021 | Q2 2022 | 3 |
| EMCB | WISDOMTREE TR | 3 | 3 | 0.35% | 0.91% | 1.56% | Q4 2021 | Q2 2022 | 3 |
| XLF | SELECT SECTOR SPDR TR | 3 | 3 | 0.25% | 0.81% | 1.14% | Q1 2023 | Q3 2023 | 3 |
| FTCS | FIRST TR EXCHANGE-TRAD... | 3 | 3 | 0.10% | 0.72% | 1.21% | Q4 2022 | Q2 2023 | 3 |
| IQDY | FLEXSHARES TR | 3 | 3 | 0.33% | 0.66% | 0.83% | Q4 2021 | Q2 2022 | 3 |
| J | JACOBS ENGR GROUP INC | 3 | 3 | 0.51% | 0.52% | 0.54% | Q4 2021 | Q2 2022 | 3 |
| USMF | WISDOMTREE TR | 3 | 3 | 0.27% | 0.43% | 0.64% | Q3 2022 | Q1 2023 | 3 |
| LH | LABORATORY CORP AMER H... | 3 | 3 | 0.27% | 0.38% | 0.49% | Q4 2021 | Q2 2022 | 3 |
| WMT | WALMART INC | 3 | 3 | 0.30% | 0.35% | 0.41% | Q1 2023 | Q3 2023 | 3 |
| FDX | FEDEX CORP | 3 | 3 | 0.27% | 0.29% | 0.32% | Q4 2021 | Q2 2022 | 3 |
| ALB | ALBEMARLE CORP | 3 | 3 | 0.25% | 0.28% | 0.29% | Q1 2023 | Q3 2023 | 3 |
| AN | AUTONATION INC | 3 | 3 | 0.21% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 3 |
| CMCSA | COMCAST CORP NEW | 3 | 3 | 0.21% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
| FJUL | FIRST TR EXCHNG TRADED... | 3 | 3 | 0.15% | 0.15% | 0.16% | Q3 2022 | Q1 2023 | 3 |
| GOOG | ALPHABET INC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
| VALE | VALE S A | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
| WTRH | WAITR HLDGS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
| VSDA | VICTORY PORTFOLIOS II | 2 | 2 | 1.71% | 2.00% | 2.30% | Q1 2023 | Q2 2023 | 2 |
| XMHQ | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.32% | 1.67% | 3.01% | Q2 2023 | Q3 2023 | 2 |
| MMTM | SPDR SER TR | 2 | 2 | 1.17% | 1.32% | 1.47% | Q1 2023 | Q2 2023 | 2 |
| IAGG | ISHARES TR | 2 | 2 | 0.41% | 1.08% | 1.75% | Q2 2023 | Q3 2023 | 2 |
| FDEC | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.92% | 0.94% | 0.97% | Q4 2022 | Q1 2023 | 2 |
| FTSL | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.23% | 0.61% | 0.99% | Q1 2022 | Q2 2022 | 2 |
| XLP | SELECT SECTOR SPDR TR | 2 | 2 | 0.39% | 0.48% | 0.56% | Q4 2022 | Q1 2023 | 2 |
| IJH | ISHARES TR | 2 | 2 | 0.41% | 0.47% | 0.52% | Q1 2022 | Q2 2022 | 2 |
| CWS | ADVISORSHARES TR | 2 | 2 | 0.29% | 0.40% | 0.51% | Q2 2023 | Q3 2023 | 2 |
| BOND | PIMCO ETF TR | 2 | 2 | 0.35% | 0.38% | 0.41% | Q4 2021 | Q1 2022 | 2 |
| TGT | TARGET CORP | 2 | 2 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q2 2022 | 2 |
| GLD | SPDR GOLD TR | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
| CSCO | CISCO SYS INC | 2 | 2 | 0.22% | 0.24% | 0.25% | Q1 2023 | Q2 2023 | 2 |
| NVR | NVR INC | 2 | 2 | 0.13% | 0.23% | 0.32% | Q4 2021 | Q1 2022 | 2 |
| DHI | D R HORTON INC | 1 | 1 | 0.13% | 0.22% | 0.32% | Q4 2021 | Q3 2023 | 2 |
| TSM | TAIWAN SEMICONDUCTOR M... | 2 | 2 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q2 2023 | 2 |
| TPR | TAPESTRY INC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q3 2022 | Q4 2022 | 2 |
| FIRST TR EXCHNG TRADED... | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 | |
| TJX | TJX COS INC NEW | 2 | 2 | 0.19% | 0.20% | 0.20% | Q1 2022 | Q2 2022 | 2 |
| CZA | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q2 2023 | 2 |
| RBLX | ROBLOX CORP | 2 | 2 | 0.16% | 0.19% | 0.21% | Q1 2022 | Q2 2022 | 2 |
| MRNA | MODERNA INC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q1 2023 | Q2 2023 | 2 |
| UAL | UNITED AIRLS HLDGS INC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q2 2023 | 2 |
| INNOVATOR ETFS TR | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 | |
| SYY | SYSCO CORP | 2 | 2 | 0.15% | 0.16% | 0.16% | Q3 2022 | Q4 2022 | 2 |
| QJUN | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
| DRIV | GLOBAL X FDS | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2021 | Q1 2022 | 2 |
| EOG | EOG RES INC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q2 2023 | 2 |
| OXY | OCCIDENTAL PETE CORP | 2 | 2 | 0.14% | 0.15% | 0.15% | Q3 2022 | Q4 2022 | 2 |
| EA | ELECTRONIC ARTS INC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q3 2022 | Q4 2022 | 2 |
| PPL | PPL CORP | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
| PXD | PIONEER NAT RES CO | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q2 2023 | 2 |
| INNOVATOR ETFS TR | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 | |
| CORP | PIMCO ETF TR | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
| GLPI | GAMING & LEISURE PPTYS... | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q1 2023 | 2 |
| FB | META PLATFORMS INC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
| LNG | CHENIERE ENERGY INC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
| MOAT | VANECK ETF TRUST | 1 | 1 | 2.92% | 2.92% | 2.92% | Q3 2023 | Q3 2023 | 1 |
| QQEW | FIRST TR NAS100 EQ WEI... | 1 | 1 | 2.72% | 2.72% | 2.72% | Q3 2023 | Q3 2023 | 1 |
| PTNQ | PACER FDS TR | 1 | 1 | 1.91% | 1.91% | 1.91% | Q3 2023 | Q3 2023 | 1 |
| FEDX | EMLES TR | 1 | 1 | 1.84% | 1.84% | 1.84% | Q3 2022 | Q3 2022 | 1 |
| KCE | SPDR SER TR | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2023 | Q3 2023 | 1 |
| XLC | SELECT SECTOR SPDR TR | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2023 | Q3 2023 | 1 |
| IHDG | WISDOMTREE TR | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 |
| R | RYDER SYS INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
| INNOVATOR ETFS TR | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 | |
| TTE | TOTALENERGIES SE | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
| BMRN | BIOMARIN PHARMACEUTICA... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
| GXO LOGISTICS INCORPOR... | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 | |
| PICB | INVESCO EXCH TRADED FD... | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
| NOC | NORTHROP GRUMMAN CORP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
| CTVA | CORTEVA INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
| KKR | KKR & CO INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
| WRK | WESTROCK CO | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
| BMY | BRISTOL-MYERS SQUIBB CO | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
| VPN | GLOBAL X FDS | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
| INGR | INGREDION INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
| XHB | SPDR SER TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
| WTRG | ESSENTIAL UTILS INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
| PYPL | PAYPAL HLDGS INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
| FJAN | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
| BAC | BANK AMERICA CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
| UBER | UBER TECHNOLOGIES INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
| REGI | RENEWABLE ENERGY GROUP... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
| DIOD | DIODES INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
| HST | HOST HOTELS & RESORTS INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
| SANM | SANMINA CORPORATION | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
| PJUL | INNOVATOR ETFS TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
| FINX | GLOBAL X FDS | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
| META | LISTED FD TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
| FBND | FIDELITY MERRIMACK STR TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
| FMAR | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
| SHOP | SHOPIFY INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
| XMMO | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
| NVO | NOVO-NORDISK A S | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
| MRK | MERCK & CO INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
| EPD | ENTERPRISE PRODS PARTN... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
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The securities at the top of the list , including INVESCO QQQ TR, APPLE INC, and ISHARES TR, are the highest-conviction holdings of ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC.
The conviction is calculated by counting the number of quarters a security has been reported by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC owns currently or has owned in the past.