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ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
Period ended Dec 31, 2024 · Latest filing Jan 23, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2024: $2,267,339
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2024. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $509,185
- BLACKSTONE INC · COM · 09260D107 · shares: $355,358
- ISHARES TR · RUS TP200 GR ETF · 464289438 · shares: $339,965
- INVESCO EXCH TRADED FD TR II · S&P 500 REVENUE · 46138G698 · shares: $285,828
- NVIDIA CORPORATION · COM · 67066G104 · shares: $268,580
- ISHARES TR · S&P 100 ETF · 464287101 · shares: $266,897
- APPLE INC · COM · 037833100 · shares: $241,526
Reported holdings
7 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 996 shares | $509,185 |
| BLACKSTONE INC | COM | 09260D107 | — | 2,061 shares | $355,358 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 | — | 1,445 shares | $339,965 |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 46138G698 | — | 2,919 shares | $285,828 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,000 shares | $268,580 |
| ISHARES TR | S&P 100 ETF | 464287101 | — | 924 shares | $266,897 |
| APPLE INC | COM | 037833100 | — | 964 shares | $241,526 |