ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    new cumberland, PA
  • CIK
    0001908404
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

7

$2.27M
NDQ, BX, IWY, RWL
13F-HR
Jan 23, 2025
000166773125000115

144

$325.92M
NDQ, IWY, OEF, AAPL
13F-HR
Oct 24, 2024
000190840424000005

131

$299.35M
NDQ, OEF, IWY, NVDA
13F-HR
Jul 26, 2024
000190840424000004

134

$277.62M
NDQ, OEF, IWY, XMHQ
13F-HR
Apr 23, 2024
000190840424000003

120

$244.46M
NDQ, OEF, AAPL, FNDX
13F-HR
Jan 22, 2024
000190840424000001

102

$208.57M
NDQ, OEF, AAPL, JPST
13F-HR
Oct 31, 2023
000190840423000005

105

$215.07M
NDQ, DGRW, COWZ, AAPL
13F-HR
Jul 13, 2023
000190840423000004

112

$191.45M
COWZ, DGRW, AAPL, NDQ
13F-HR
Apr 25, 2023
000190840423000003

91

$173.35M
NDQ, COWZ, GCOW, DGRW
13F-HR
Jan 20, 2023
000190840423000002

91

$160.60M
NDQ, COWZ, IWY, OEF
13F-HR
Nov 1, 2022
000190840422000006

85

$145.90M
NDQ, OEF, IWY, COWZ
13F-HR
Jul 28, 2022
000190840422000003

82

$168.56M
NDQ, RDVY, OEF, AAPL
13F-HR
Apr 18, 2022
000190840422000002

88

$178.27M
NDQ, OEF, RDVY, AAPL
13F-HR
Feb 3, 2022
000190840422000001
Zimmermann Investment Management & Planning Llc 13F Filings