ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$326M
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 144 stock holdings with total value $326M as of Q3 2024. Top holdings included QQQ, IWY, OEF, AAPL, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 144 $326M +$81.3M -$63.4M +$17.9M QQQ, IWY, OEF, AAPL, NVDA 13F-HR 10/24/2024, 02:51 PM
Q2 2024 131 $299M +$44.7M -$23.2M +$21.5M QQQ, OEF, IWY, NVDA, AAPL 13F-HR 7/26/2024, 03:30 PM
Q1 2024 134 $278M +$61.5M -$48.2M +$13.3M QQQ, OEF, IWY, XMHQ, AAPL 13F-HR 4/22/2024, 05:41 PM
Q4 2023 120 $244M +$25.9M -$11.8M +$14M QQQ, OEF, AAPL, FNDX, IOO 13F-HR 1/22/2024, 12:57 PM
Q3 2023 102 $209M +$70.4M -$70.9M -$498K QQQ, OEF, AAPL, JPST, IOO 13F-HR 10/31/2023, 02:24 PM
Q2 2023 105 $215M +$28.9M -$16.5M +$12.4M QQQ, DGRW, COWZ, AAPL, JOET 13F-HR 7/13/2023, 04:37 PM
Q1 2023 112 $191M +$50.9M -$44.5M +$6.36M COWZ, DGRW, AAPL, QQQ, GCOW 13F-HR 4/25/2023, 04:43 PM
Q4 2022 91 $173M +$23.5M -$17.7M +$5.73M QQQ, COWZ, GCOW, DGRW, JPST 13F-HR 1/20/2023, 02:26 PM
Q3 2022 91 $161M +$64.3M -$40.5M +$23.9M QQQ, COWZ, IWY, OEF, JPST 13F-HR 11/1/2022, 04:17 PM
Q2 2022 85 $146M +$22.2M -$13.2M +$8.92M QQQ, OEF, IWY, COWZ, AAPL 13F-HR 7/28/2022, 03:26 PM
Q1 2022 82 $169M +$25.4M -$24.1M +$1.29M QQQ, RDVY, OEF, AAPL, IWY 13F-HR 4/18/2022, 05:12 PM
Q4 2021 88 $178M $0 $0 QQQ, OEF, RDVY, AAPL, JEPI 13F-HR 2/3/2022, 04:31 PM