ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

PrivateCIK: 1908404
Location

NEW CUMBERLAND, PA

7
Positions
$2.27M
Total AUM (reported)
11.31K
Total Shares

Allocation by class

TOTAL AUM$2.27M7 positions
COM$865.5K38.2%
UNIT SER 1$509.2K22.5%
RUS TP200 GR ETF$340.0K15.0%
S&P 500 REVENUE$285.8K12.6%
S&P 100 ETF$266.9K11.8%

Portfolio Concentration

Top 353.1%4–1046.9%TOP 10100.0%0%100%
Top 3$1.20M53.1%
4–10$1.06M46.9%

Top 3 weight

53.1%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 11.31K

Sole

Full voting authority

11.31K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares996.00
TypeSH
Market value$509.2K
22.46%
Sole
996.00
Shared
0.00
None
0.00

BLACKSTONE INC

SOLE
COM
Shares2.06K
TypeSH
Market value$355.4K
15.67%
Sole
2.06K
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUS TP200 GR ETF
Shares1.45K
TypeSH
Market value$340.0K
14.99%
Sole
1.45K
Shared
0.00
None
0.00

INVESCO EXCH TRADED FD TR II

SOLE
S&P 500 REVENUE
Shares2.92K
TypeSH
Market value$285.8K
12.61%
Sole
2.92K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares2K
TypeSH
Market value$268.6K
11.85%
Sole
2K
Shared
0.00
None
0.00

ISHARES TR

SOLE
S&P 100 ETF
Shares924.00
TypeSH
Market value$266.9K
11.77%
Sole
924.00
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares964.00
TypeSH
Market value$241.5K
10.65%
Sole
964.00
Shared
0.00
None
0.00