$173 Million is the total value of ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's 91 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WTRH | Exit | WAITR HLDGS INC | $0 | – | -11,000 | -100.0% | -0.00% | – |
| SKYY | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -3,591 | -100.0% | -0.14% | – |
| IMCG | Exit | ISHARES TRmrgstr md cp grw | $0 | – | -5,324 | -100.0% | -0.17% | – |
| PSN | Exit | PARSONS CORP DEL | $0 | – | -7,199 | -100.0% | -0.18% | – |
| PFFD | Exit | GLOBAL X FDSus pfd etf | $0 | – | -16,811 | -100.0% | -0.22% | – |
| RWJ | Exit | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $0 | – | -3,868 | -100.0% | -0.23% | – |
| XLG | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $0 | – | -1,484 | -100.0% | -0.25% | – |
| ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -20,880 | -100.0% | -0.34% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -12,037 | -100.0% | -0.39% | – |
| FEDX | Exit | EMLES TRfederal contrctr | $0 | – | -124,404 | -100.0% | -1.84% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-20
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.