$169 Million is the total value of ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's 82 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COWZ | New | PACER FDS TRus cash cows 100 | $4,131,000 | – | 82,986 | +100.0% | 2.45% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $2,208,000 | – | 16,119 | +100.0% | 1.31% | – |
| CLF | New | CLEVELAND-CLIFFS INC NEW | $931,000 | – | 28,891 | +100.0% | 0.55% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $695,000 | – | 2,590 | +100.0% | 0.41% | – |
| TGT | New | TARGET CORP | $565,000 | – | 2,662 | +100.0% | 0.34% | – |
| AMAT | New | APPLIED MATLS INC | $495,000 | – | 3,752 | +100.0% | 0.29% | – |
| FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $393,000 | – | 8,349 | +100.0% | 0.23% | – |
| WTRG | New | ESSENTIAL UTILS INC | $361,000 | – | 7,051 | +100.0% | 0.21% | – |
| RBLX | New | ROBLOX CORPcl a | $358,000 | – | 7,750 | +100.0% | 0.21% | – |
| TJX | New | TJX COS INC NEW | $338,000 | – | 5,586 | +100.0% | 0.20% | – |
| WTRH | New | WAITR HLDGS INC | $4,000 | – | 11,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 8 | Q3 2023 | 7.7% |
| APPLE INC | 8 | Q3 2023 | 5.0% |
| ISHARES TR | 8 | Q3 2023 | 5.4% |
| J P MORGAN EXCHANGE-TRADED F | 8 | Q3 2023 | 4.2% |
| ISHARES TR | 8 | Q3 2023 | 5.2% |
| GLOBAL X FDS | 8 | Q3 2023 | 3.7% |
| J P MORGAN EXCHANGE-TRADED F | 8 | Q3 2023 | 4.6% |
| GLOBAL X FDS | 8 | Q3 2023 | 2.7% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.9% |
| GLOBAL X FDS | 8 | Q3 2023 | 2.6% |
View ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-02-03 |
View ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.