StockDriftsStockDriftsTop 7 Zimmermann Investment Management & Planning Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 22.46% | 996 | $509K | -98.15%(-52.87K) | — | 2024-12-31 | |
| BX | BLACKSTONE INC | 15.67% | 2.1K | $355K | new | — | 2024-12-31 | |
| IWY | ISHARES TR | 14.99% | 1.4K | $340K | -98.29%(-83.06K) | — | 2024-12-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 12.61% | 2.9K | $286K | new | — | 2024-12-31 | |
| NVDA | NVIDIA CORPORATION | 11.85% | 2.0K | $269K | -98.00%(-97.83K) | — | 2024-12-31 | |
| OEF | ISHARES TR | 11.77% | 924 | $267K | -98.58%(-64.05K) | — | 2024-12-31 | |
| AAPL | APPLE INC | 10.65% | 964 | $242K | -98.24%(-53.69K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Zimmermann Investment Management & Planning Llc reports $2.27M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (22.5%), BX (15.7%) and IWY (15.0%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Zimmermann Investment Management & Planning Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908404). View Zimmermann Investment Management & Planning Llc’s 13F filings on SEC