Grundlæggende statistik
Porteføljeværdi $ 2.267.339
Nuværende stillinger 7
Seneste beholdninger, ydeevne, AUM (fra 13F, 13D)

Zimmermann Investment Management & Planning Llc har afsløret 7 samlede besiddelser i deres seneste SEC-arkivering. Den seneste porteføljeværdi er beregnet til at være $ 2.267.339 USD. Faktiske aktiver under forvaltning (AUM) er denne værdi plus kontanter (som ikke er oplyst). Zimmermann Investment Management & Planning Llcs største beholdninger er Invesco QQQ Trust, Series 1 (US:QQQ) , Blackstone Inc. (US:BX) , iShares Trust - iShares Russell Top 200 Growth ETF (US:IWY) , Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (US:RWL) , and NVIDIA Corporation (US:NVDA) . Zimmermann Investment Management & Planning Llcs nye stillinger omfatter Blackstone Inc. (US:BX) , Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (US:RWL) , .

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Vi bruger ændringen i porteføljeallokeringen, fordi dette er den mest meningsfulde metrik. Ændringer kan skyldes handler eller ændringer i aktiekurser.

Sikkerhed Aktier
(MM)		 Værdi
(MM$)		 Portefølje % ΔPortefølje %
0,00 0,36 15,6729 15,6729
0,00 0,51 22,4574 14,3905
0,00 0,29 12,6063 12,6063
0,00 0,34 14,9940 9,2885
0,00 0,27 11,8456 8,1258
0,00 0,24 10,6524 6,7451
0,00 0,27 11,7714 6,2536
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Vi bruger ændringen i porteføljeallokeringen, fordi dette er den mest meningsfulde metrik. Ændringer kan skyldes handler eller ændringer i aktiekurser.

Sikkerhed Aktier
(MM)		 Værdi
(MM$)		 Portefølje % ΔPortefølje %
0,00 0,00 -3,4629
0,00 0,00 -3,1037
0,00 0,00 -2,9803
0,00 0,00 -2,7383
0,00 0,00 -2,5963
0,00 0,00 -2,2765
0,00 0,00 -2,0332
0,00 0,00 -1,9818
0,00 0,00 -1,8359
0,00 0,00 -1,7573
13F og Fondsarkivering

Denne formular blev indsendt den 2025-01-23 for rapporteringsperioden 2024-12-31. Klik på linkikonet for at se den fulde transaktionshistorik.

Opgrader for at låse op for premium-data og eksportere til Excel .

2022-07-28: Vigtig note - Vi har ændret behandlingen af kolonnen Δ Portefølje % i denne tabel. Tidligere rapporterede vi det som den procentvise ændring i porteføljeallokeringen. Vi rapporterer det nu som den rå ændring i porteføljeallokeringen (stadig rapporteret som en procent). I formeltermer rapporterede vi det tidligere som 100 * (aktuel allokering - forudgående tildeling) / forudgående tildeling. Vi indberetter det nu som (nuværende tildeling - forudgående tildeling).
Sikkerhed Type Gennemsnitlig aktiekurs Aktier
(MM)		 Δ Aktier
(%)		 Δ Aktier
(%)		 Værdi
($MM)		 Portefølje
(%)		 ΔPortefølje
(%)
QQQ / Invesco QQQ Trust, Series 1 0,00 -98,15 0,51 -98,06 22,4574 14,3905
BX / Blackstone Inc. 0,00 0,36 15,6729 15,6729
IWY / iShares Trust - iShares Russell Top 200 Growth ETF 0,00 -98,29 0,34 -98,18 14,9940 9,2885
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 0,00 0,29 12,6063 12,6063
NVDA / NVIDIA Corporation 0,00 -98,00 0,27 -97,79 11,8456 8,1258
OEF / iShares Trust - iShares S&P 100 ETF 0,00 -98,58 0,27 -98,52 11,7714 6,2536
AAPL / Apple Inc. 0,00 -98,24 0,24 -98,11 10,6524 6,7451
JULJ / Innovator ETFs Trust - Innovator Premium Income 30 Barrier ETF - July 0,00 -100,00 0,00 -100,00 -0,2575
OC / Owens Corning 0,00 -100,00 0,00 -100,00 -0,1142
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF 0,00 -100,00 0,00 0,0000
PSN / Parsons Corporation 0,00 -100,00 0,00 0,0000
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August 0,00 -100,00 0,00 -100,00 -0,1607
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 0,00 -100,00 0,00 0,0000
BUG / Global X Funds - Global X Cybersecurity ETF 0,00 -100,00 0,00 -100,00 -1,9818
SMH / VanEck ETF Trust - VanEck Semiconductor ETF 0,00 -100,00 0,00 -100,00 -2,7383
ILF / iShares Trust - iShares Latin America 40 ETF 0,00 -100,00 0,00 -100,00 -0,6085
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund 0,00 -100,00 0,00 -100,00 -0,2319
HSY / The Hershey Company 0,00 -100,00 0,00 -100,00 -0,1700
CRWD / CrowdStrike Holdings, Inc. 0,00 -100,00 0,00 -100,00 -0,1612
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0,00 -100,00 0,00 -100,00 -0,6869
ETN / Eaton Corporation plc 0,00 -100,00 0,00 0,0000
XPRO / Expro Group Holdings N.V. 0,00 -100,00 0,00 -100,00 -0,2102
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0,00 -100,00 0,00 -100,00 -0,2212
IGHG / ProShares Trust - ProShares Investment Grade - Interest Rate Hedged 0,00 -100,00 0,00 0,0000
SCHW / The Charles Schwab Corporation 0,00 -100,00 0,00 0,0000
IVE / iShares Trust - iShares S&P 500 Value ETF 0,00 -100,00 0,00 -100,00 -0,7076
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF 0,00 -100,00 0,00 0,0000
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF 0,00 -100,00 0,00 -100,00 -0,1268
VFMO / Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF 0,00 -100,00 0,00 0,0000
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 0,00 -100,00 0,00 -100,00 -0,3886
BSTP / Innovator ETFs Trust - Innovator Buffer Step-Up Strategy ETF 0,00 -100,00 0,00 -100,00 -0,1676
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF 0,00 -100,00 0,00 -100,00 -0,8874
FJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June 0,00 -100,00 0,00 -100,00 -0,1156
BRK.B / Berkshire Hathaway Inc. 0,00 -100,00 0,00 0,0000
AXON / Axon Enterprise, Inc. 0,00 -100,00 0,00 0,0000
KKR / KKR & Co. Inc. 0,00 -100,00 0,00 -100,00 -0,5830
PANW / Palo Alto Networks, Inc. 0,00 -100,00 0,00 -100,00 -0,7983
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund 0,00 -100,00 0,00 -100,00 -0,6444
PRU / Prudential Financial, Inc. 0,00 -100,00 0,00 -100,00 -0,0892
NFTY / First Trust Exchange-Traded AlphaDEX Fund II - First Trust India NIFTY 50 Equal Weight ETF 0,00 -100,00 0,00 -100,00 -0,9081
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF 0,00 -100,00 0,00 -100,00 -0,2685
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund 0,00 -100,00 0,00 0,0000
FSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September 0,00 -100,00 0,00 -100,00 -1,5405
GLD / SPDR Gold Trust 0,00 -100,00 0,00 -100,00 -0,3025
WMT / Walmart Inc. 0,00 -100,00 0,00 -100,00 -0,5303
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF 0,00 -100,00 0,00 -100,00 -0,0992
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0,00 -100,00 0,00 -100,00 -0,0916
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0,00 -100,00 0,00 -100,00 -2,9803
AMD / Advanced Micro Devices, Inc. 0,00 -100,00 0,00 -100,00 -0,0849
CL / Colgate-Palmolive Company 0,00 -100,00 0,00 -100,00 -0,1505
CAT / Caterpillar Inc. 0,00 -100,00 0,00 -100,00 -0,0688
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 0,00 -100,00 0,00 -100,00 -0,0879
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July 0,00 -100,00 0,00 -100,00 -0,0615
AMZN / Amazon.com, Inc. 0,00 -100,00 0,00 -100,00 -1,7573
JPM / JPMorgan Chase & Co. 0,00 -100,00 0,00 -100,00 -0,4991
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF 0,00 -100,00 0,00 -100,00 -0,7743
URA / Global X Funds - Global X Uranium ETF 0,00 -100,00 0,00 -100,00 -0,1179
META / Meta Platforms, Inc. 0,00 -100,00 0,00 -100,00 -0,3522
QCOM / QUALCOMM Incorporated 0,00 -100,00 0,00 -100,00 -0,0645
CRM / Salesforce, Inc. 0,00 -100,00 0,00 -100,00 -0,1173
PCAR / PACCAR Inc 0,00 -100,00 0,00 -100,00 -0,0781
PLTR / Palantir Technologies Inc. 0,00 -100,00 0,00 -100,00 -0,0797
MSFT / Microsoft Corporation 0,00 -100,00 0,00 -100,00 -1,1657
APRJ / Innovator ETFs Trust - Innovator Premium Income 30 Barrier ETF - April 0,00 -100,00 0,00 -100,00 -0,1132
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0,00 -100,00 0,00 -100,00 -0,0777
ET / Energy Transfer LP - Limited Partnership 0,00 -100,00 0,00 -100,00 -0,1919
FTGS / First Trust Exchange-Traded Fund - First Trust Growth Strength ETF 0,00 -100,00 0,00 -100,00 -1,1030
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF 0,00 -100,00 0,00 -100,00 -2,2765
LLY / Eli Lilly and Company 0,00 -100,00 0,00 -100,00 -0,4578
JCI / Johnson Controls International plc 0,00 -100,00 0,00 -100,00 -0,1365
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares 0,00 -100,00 0,00 -100,00 -0,0853
TMO / Thermo Fisher Scientific Inc. 0,00 -100,00 0,00 -100,00 -0,0936
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF 0,00 -100,00 0,00 -100,00 -2,0332
IRM / Iron Mountain Incorporated 0,00 -100,00 0,00 -100,00 -0,2215
KIE / SPDR Series Trust - SPDR S&P Insurance ETF 0,00 -100,00 0,00 -100,00 -0,3983
PSEC / Prospect Capital Corporation 0,00 -100,00 0,00 -100,00 -0,0350
EVTR / Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 0,00 -100,00 0,00 -100,00 -0,4526
SHLD / Global X Funds - Global X Defense Tech ETF 0,00 -100,00 0,00 0,0000
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund 0,00 -100,00 0,00 -100,00 -1,2321
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0,00 -100,00 0,00 -100,00 -0,4534
PH / Parker-Hannifin Corporation 0,00 -100,00 0,00 0,0000
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 0,00 -100,00 0,00 0,0000
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF 0,00 -100,00 0,00 -100,00 -3,4629
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF 0,00 -100,00 0,00 -100,00 -0,6269
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0,00 -100,00 0,00 -100,00 -0,1918
AN / AutoNation, Inc. 0,00 -100,00 0,00 -100,00 -0,0962
PNC / The PNC Financial Services Group, Inc. 0,00 -100,00 0,00 -100,00 -0,0853
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF 0,00 -100,00 0,00 0,0000
COST / Costco Wholesale Corporation 0,00 -100,00 0,00 0,0000
MCK / McKesson Corporation 0,00 -100,00 0,00 0,0000
JANJ / Innovator ETFs Trust - Innovator Premium Income 30 Barrier ETF - January 0,00 -100,00 0,00 -100,00 -0,2251
FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July 0,00 -100,00 0,00 -100,00 -0,0708
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF 0,00 -100,00 0,00 -100,00 -0,1087
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF 0,00 -100,00 0,00 -100,00 -1,4405
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund 0,00 -100,00 0,00 0,0000
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF 0,00 -100,00 0,00 -100,00 -0,1000
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0,00 -100,00 0,00 -100,00 -0,0941
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF 0,00 -100,00 0,00 -100,00 -0,6343
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF 0,00 -100,00 0,00 -100,00 -0,1257
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF 0,00 -100,00 0,00 -100,00 -0,0745
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0,00 -100,00 0,00 -100,00 -0,0767
XFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - February 0,00 -100,00 0,00 -100,00 -0,0675
IWL / iShares Trust - iShares Russell Top 200 ETF 0,00 -100,00 0,00 -100,00 -3,1037
TTE / TotalEnergies SE - Depositary Receipt (Common Stock) 0,00 -100,00 0,00 -100,00 -0,0733
UNH / UnitedHealth Group Incorporated 0,00 -100,00 0,00 0,0000
EPD / Enterprise Products Partners L.P. - Limited Partnership 0,00 -100,00 0,00 -100,00 -0,0719
V / Visa Inc. 0,00 -100,00 0,00 -100,00 -0,2301
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF 0,00 -100,00 0,00 0,0000
FCX / Freeport-McMoRan Inc. 0,00 -100,00 0,00 0,0000
QJUN / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - June 0,00 -100,00 0,00 -100,00 -0,1219
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF 0,00 -100,00 0,00 -100,00 -0,0976
KCE / SPDR Series Trust - SPDR S&P Capital Markets ETF 0,00 -100,00 0,00 0,0000
HD / The Home Depot, Inc. 0,00 -100,00 0,00 -100,00 -0,0722
MDT / Medtronic plc 0,00 -100,00 0,00 -100,00 -0,1386
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0,00 -100,00 0,00 0,0000
AOHY / Angel Oak Funds Trust - Angel Oak High Yield Opportunities ETF 0,00 -100,00 0,00 0,0000
GRPM / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 GARP ETF 0,00 -100,00 0,00 0,0000
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0,00 -100,00 0,00 0,0000
BTC / Grayscale Bitcoin Mini Trust 0,00 -100,00 0,00 0,0000
GOOG / Alphabet Inc. 0,00 -100,00 0,00 -100,00 -0,1195
AXP / American Express Company 0,00 -100,00 0,00 -100,00 -0,1504
BA / The Boeing Company 0,00 -100,00 0,00 -100,00 -0,0731
XOM / Exxon Mobil Corporation 0,00 -100,00 0,00 -100,00 -0,1423
IOO / iShares Trust - iShares Global 100 ETF 0,00 -100,00 0,00 -100,00 -1,5645
QWLD / SPDR Index Shares Funds - SPDR MSCI World StrategicFactors ETF 0,00 -100,00 0,00 -100,00 -0,4451
CWS / AdvisorShares Trust - AdvisorShares Focused Equity ETF 0,00 -100,00 0,00 -100,00 -0,4425
LVS / Las Vegas Sands Corp. 0,00 -100,00 0,00 -100,00 -0,0824
CEG / Constellation Energy Corporation 0,00 -100,00 0,00 -100,00 -0,1608
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF 0,00 -100,00 0,00 -100,00 -0,0899
INDA / iShares Trust - iShares MSCI India ETF 0,00 -100,00 0,00 -100,00 -0,2243
IYF / iShares Trust - iShares U.S. Financials ETF 0,00 -100,00 0,00 -100,00 -0,1705
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF 0,00 -100,00 0,00 -100,00 -2,5963
AVGO / Broadcom Inc. 0,00 -100,00 0,00 -100,00 -0,8449
IUS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI Strategic US ETF 0,00 -100,00 0,00 -100,00 -0,6007
USCI / United States Commodity Index Funds Trust - United States Commodity Index Fund 0,00 -100,00 0,00 -100,00 -0,1842
OCTJ / Innovator ETFs Trust - Innovator Premium Income 30 Barrier ETF - October 0,00 -100,00 0,00 -100,00 -0,1337
LMT / Lockheed Martin Corporation 0,00 -100,00 0,00 -100,00 -0,1300
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF 0,00 -100,00 0,00 -100,00 -1,8359
ORCL / Oracle Corporation 0,00 -100,00 0,00 -100,00 -0,0675
TSLA / Tesla, Inc. 0,00 -100,00 0,00 -100,00 -0,3950
BSX / Boston Scientific Corporation 0,00 -100,00 0,00 -100,00 -0,0674
GOOGL / Alphabet Inc. 0,00 -100,00 0,00 -100,00 -1,5320
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF 0,00 -100,00 0,00 -100,00 -0,3825
IBM / International Business Machines Corporation 0,00 -100,00 0,00 -100,00 -0,0799
ONON / On Holding AG 0,00 -100,00 0,00 0,0000
ROK / Rockwell Automation, Inc. 0,00 -100,00 0,00 -100,00 -0,0638