$146 Million is the total value of ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's 85 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $1,436,000 | – | 32,164 | +100.0% | 0.98% | – |
| GCOW | New | PACER FDS TRglobl cash etf | $1,192,000 | – | 38,690 | +100.0% | 0.82% | – |
| FJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $1,050,000 | – | 29,864 | +100.0% | 0.72% | – |
| FTGC | New | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $810,000 | – | 30,283 | +100.0% | 0.56% | – |
| XSVM | New | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $661,000 | – | 14,874 | +100.0% | 0.45% | – |
| PID | New | INVESCO EXCHANGE TRADED FD Tintl divi achi | $542,000 | – | 31,671 | +100.0% | 0.37% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $525,000 | – | 7,342 | +100.0% | 0.36% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $491,000 | – | 8,562 | +100.0% | 0.34% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $293,000 | – | 1,147 | +100.0% | 0.20% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $267,000 | – | 519 | +100.0% | 0.18% | – |
| CVX | New | CHEVRON CORP NEW | $265,000 | – | 1,832 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-28
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.