ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Q4 2024 13F Holdings

  • Location
    new cumberland, PA
  • Num holdings

    7

  • Value ($000)

    $2,267

  • Date Filed
    01/23/2025
  • Form type
    13F-HR
  • CIK
    0001908404
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$509.19K
23 %

996

BX
BX

BLACKSTONE INC

COM
09260D107
$355.36K
16 %

2,061

IWY
IWY

ISHARES TR

RUS TP200 GR ETF
464289438
$339.96K
15 %

1,445

RWL
RWL

INVESCO EXCH TRADED FD TR II

S&P 500 REVENUE
46138G698
$285.83K
13 %

2,919

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$268.58K
12 %

2,000

OEF
OEF

ISHARES TR

S&P 100 ETF
464287101
$266.90K
12 %

924

AAPL
AAPL

APPLE INC

COM
037833100
$241.53K
11 %

964

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