13F Filings History of ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Latest 13F report
Q4 2024 - 23 Jan 2025
Value $
$2,267,339
Signature - Title
Kimberly I. Swope - CCO
Location
New Cumberland, PA
Summary
This page shows a list of all the recent 13F filings made by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported 7 stock holdings with total value $2,267,339 as of Q4 2024. Top holdings included QQQ, BX, IWY, RWL, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2024 7 $2,267,339 +$641,186 -$329,852,084 -$329,210,898 QQQ, BX, IWY, RWL, NVDA 13F-HR 23 Jan 2025, 16:40
Q3 2024 144 $325,917,219 +$81,278,211 -$63,397,266 +$17,880,945 QQQ, IWY, OEF, AAPL, NVDA 13F-HR 24 Oct 2024, 14:51
Q2 2024 131 $299,348,469 +$44,671,802 -$23,186,035 +$21,485,767 QQQ, OEF, IWY, NVDA, AAPL 13F-HR 26 Jul 2024, 15:30
Q1 2024 134 $277,622,283 +$61,469,065 -$48,160,667 +$13,308,398 QQQ, OEF, IWY, XMHQ, AAPL 13F-HR 22 Apr 2024, 17:41
Q4 2023 120 $244,463,126 +$25,869,007 -$11,824,549 +$14,044,458 QQQ, OEF, AAPL, FNDX, IOO 13F-HR 22 Jan 2024, 12:57
Q3 2023 102 $208,567,858 +$70,441,565 -$70,939,298 -$497,733 QQQ, OEF, AAPL, JPST, IOO 13F-HR 31 Oct 2023, 14:24
Q2 2023 105 $215,074,802 +$28,901,442 -$16,486,050 +$12,415,392 QQQ, DGRW, COWZ, AAPL, JOET 13F-HR 13 Jul 2023, 16:37
Q1 2023 112 $191,445,959 +$50,898,253 -$44,539,584 +$6,358,669 COWZ, DGRW, AAPL, QQQ, GCOW 13F-HR 25 Apr 2023, 16:43
Q4 2022 91 $173,350,228 +$23,451,453 -$17,717,258 +$5,734,195 QQQ, COWZ, GCOW, DGRW, JPST 13F-HR 20 Jan 2023, 14:26
Q3 2022 91 $160,599,000 +$64,327,595 -$40,453,034 +$23,874,561 QQQ, COWZ, IWY, OEF, JPST 13F-HR 01 Nov 2022, 16:17
Q2 2022 85 $145,896,000 +$22,157,824 -$13,239,869 +$8,917,955 QQQ, OEF, IWY, COWZ, AAPL 13F-HR 28 Jul 2022, 15:26
Q1 2022 82 $168,558,000 +$25,354,243 -$24,064,419 +$1,289,824 QQQ, RDVY, OEF, AAPL, IWY 13F-HR 18 Apr 2022, 17:12
Q4 2021 88 $178,268,000 $0 $0 $0 QQQ, OEF, RDVY, AAPL, JEPI 13F-HR 03 Feb 2022, 16:31