Zimmermann Investment Management & Planning LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Zimmermann Investment Management & Planning LLC reported 7 stock positions worth $2.3 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 22.5% of the portfolio, followed by Blackstone (BX, 15.7%) and iShares Russell Top 200 Grow (IWY, 15.0%).
- Most Recent 13F
- Q4 2024
- Location
- New Cumberland, PA
- CIK
- 0001908404
- Portfolio Value
- $2.3M (Q4 2024)
- SEC Filing
- 0001667731-25-000115 ↗ filed Jan 23, 2025
Holdings Value
Holdings 7 stocks · $2.3M
| QQQ Invesco QQQ Trust Series 1 | 22.46% | 996 | $509K | — |
| BX Blackstone Inc. | 15.67% | 2,061 | $355K | — |
| IWY iShares Russell Top 200 Grow | 14.99% | 1,445 | $340K | — |
| RWL Invesco S&P 500 Revenue ETF | 12.61% | 2,919 | $286K | — |
| NVDA Nvidia Corp. | 11.85% | 2,000 | $269K | — |
| OEF iShares S&P 100 ETF | 11.77% | 924 | $267K | — |
| AAPL Apple Inc. | 10.65% | 964 | $242K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.