ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC at 2023-06-30

Filling information for ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC as Treemap, investor disclosed 105 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings

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Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
45783Y616 45783Y616 INNOVATOR ETFS TR PREM INCM 30 BAR 362843 14708
185899101 185899101 CLEVELAND-CLIFFS INC NEW COM 566505 33801
25459Y207 25459Y207 DIREXION SHS ETF TR NAS100 EQL WGT 4827339 62709
46137V480 46137V480 INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 311148 6700
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 11326829 30661
30231G102 30231G102 EXXON MOBIL CORP COM 392857 3663
20030N101 20030N101 COMCAST CORP NEW CL A 460251 11077
46434V621 46434V621 ISHARES TR CORE DIV GRWTH 646289 12542
464287523 464287523 ISHARES TR ISHARES SEMICDTR 202397 399
35671D857 35671D857 FREEPORT-MCMORAN INC CL B 304240 7606
58155Q103 58155Q103 MCKESSON CORP COM 1513105 3541
46641Q837 46641Q837 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 7315677 145905
37954Y715 37954Y715 GLOBAL X FDS RBTCS ARTFL INTE 1024035 35631
02079K107 02079K107 ALPHABET INC CAP STK CL C 254279 2102
33740F722 33740F722 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 5182694 125065
693718108 693718108 PACCAR INC COM 311680 3726
60770K107 60770K107 MODERNA INC COM 370454 3049
464289446 464289446 ISHARES TR RUS TOP 200 ETF 2212780 20750
26875P101 26875P101 EOG RES INC COM 306699 2680
78464A755 78464A755 SPDR SER TR S&P METALS MNG 553989 10901
00768Y560 00768Y560 ADVISORSHARES TR ADVISORSHS ETF 628248 11645
69374H881 69374H881 PACER FDS TR US CASH COWS 100 10867591 227023
37954Y384 37954Y384 GLOBAL X FDS CYBRSCURTY ETF 2233376 92060
35473P108 35473P108 FRANKLIN TEMPLETON ETF TR INTL COR DIV TIL 4307976 147382
235851102 235851102 DANAHER CORPORATION COM 242880 1012
874039100 874039100 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 479269 4749
67066G104 67066G104 NVIDIA CORPORATION COM 3947277 9331
46137V472 46137V472 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 695639 8619
46432F859 46432F859 ISHARES TR CORE 1 5 YR USD 524887 11254
808524300 808524300 SCHWAB STRATEGIC TR US LCAP GR ETF 2075965 27698
617446448 617446448 MORGAN STANLEY COM NEW 347151 4065
037833100 037833100 APPLE INC COM 10752383 55433
30303M102 30303M102 META PLATFORMS INC CL A 221005 770
05329W102 05329W102 AUTONATION INC COM 601320 3653
92790A504 92790A504 VIRTUS ETF TR II VIRTUS US QLTY 9933332 345267
46641Q332 46641Q332 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 6724595 121536
594918104 594918104 MICROSOFT CORP COM 2609528 7663
11135F101 11135F101 BROADCOM INC COM 1204860 1389
231021106 231021106 CUMMINS INC COM 523977 2137
00724F101 00724F101 ADOBE SYSTEMS INCORPORATED COM 580431 1187
697435105 697435105 PALO ALTO NETWORKS INC COM 1823575 7137
17275R102 17275R102 CISCO SYS INC COM 484175 9358
81369Y209 81369Y209 SELECT SECTOR SPDR TR SBI HEALTHCARE 4679794 35258
33740F557 33740F557 FIRST TR EXCHNG TRADED FD VI CBOE VEST NAS100 315572 14183
097023105 097023105 BOEING CO COM 376941 1785
45783Y731 45783Y731 INNOVATOR ETFS TR BUFFER STEP UP S 257936 9522
437076102 437076102 HOME DEPOT INC COM 765017 2463
92189F437 92189F437 VANECK ETF TRUST FALLEN ANGEL HG 2889020 104034
22160K105 22160K105 COSTCO WHSL CORP NEW COM 720910 1339
92647N667 92647N667 VICTORY PORTFOLIOS II VICSHS DV AC ETF 3669112 79309
69047Q102 69047Q102 OVINTIV INC COM 266871 7010
78467X109 78467X109 SPDR DOW JONES INDL AVERAGE UT SER 1 3680227 10703
744320102 744320102 PRUDENTIAL FINL INC COM 229796 2605
166764100 166764100 CHEVRON CORP NEW COM 423169 2689
02079K305 02079K305 ALPHABET INC CAP STK CL A 3586451 29962
723787107 723787107 PIONEER NAT RES CO COM 255453 1233
92189F676 92189F676 VANECK ETF TRUST SEMICONDUCTR ETF 4151705 27269
81369Y506 81369Y506 SELECT SECTOR SPDR TR ENERGY 3424156 42185
808513105 808513105 SCHWAB CHARLES CORP COM 631188 11136
883556102 883556102 THERMO FISHER SCIENTIFIC INC COM 514967 987
78463V107 78463V107 SPDR GOLD TR GOLD SHS 566899 3180
808524797 808524797 SCHWAB STRATEGIC TR US DIVIDEND EQ 6616519 91112
464289438 464289438 ISHARES TR RUS TP200 GR ETF 4376097 27599
91912E105 91912E105 VALE S A SPONSORED ADS 139836 10420
74348T102 74348T102 PROSPECT CAP CORP COM 109885 17723
91324P102 91324P102 UNITEDHEALTH GROUP INC COM 757789 1577
464287788 464287788 ISHARES TR U.S. FINLS ETF 642317 8609
539830109 539830109 LOCKHEED MARTIN CORP COM 326781 710
46137V233 46137V233 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 253205 724
46137Y401 46137Y401 INVESCO EXCHANGE TRADED FD T ZACKS MID CAP 405365 4542
88160R101 88160R101 TESLA INC COM 1270370 4853
427866108 427866108 HERSHEY CO COM 905261 3625
69374H709 69374H709 PACER FDS TR GLOBL CASH ETF 8640846 260659
33733E104 33733E104 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 205869 2742
16411R208 16411R208 CHENIERE ENERGY INC COM NEW 207514 1362
911717106 911717106 UNITED STS COMMODITY INDEX F COMM IDX FND 589604 10998
46641Q118 46641Q118 J P MORGAN EXCHANGE TRADED F MKT EXPN ENHNCD 2848637 56791
46138E669 46138E669 INVESCO EXCH TRADED FD TR II GBL SRT TRM HY 2336007 120537
37954Y855 37954Y855 GLOBAL X FDS LITHIUM BTRY ETF 4853815 74651
97717X669 97717X669 WISDOMTREE TR US QTLY DIV GRT 10892244 163400
464287101 464287101 ISHARES TR S&P 100 ETF 3555427 17171
37954Y673 37954Y673 GLOBAL X FDS US INFR DEV ETF 3914292 124540
46625H100 46625H100 JPMORGAN CHASE & CO COM 609671 4192
464287390 464287390 ISHARES TR LATN AMER 40 ETF 4696688 172863
78464A631 78464A631 SPDR SER TR AEROSPACE DEF 3773020 31046
808524862 808524862 SCHWAB STRATEGIC TR SHT TM US TRES 1758996 36600
023135106 023135106 AMAZON COM INC COM 3387185 25983
910047109 910047109 UNITED AIRLS HLDGS INC COM 379810 6922
717081103 717081103 PFIZER INC COM 326018 8888
46654Q203 46654Q203 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 376996 7794
58933Y105 58933Y105 MERCK & CO INC COM 238052 2063
773903109 773903109 ROCKWELL AUTOMATION INC COM 250141 759
012653101 012653101 ALBEMARLE CORP COM 609259 2731
00287Y109 00287Y109 ABBVIE INC COM 255193 1894
81369Y605 81369Y605 SELECT SECTOR SPDR TR FINANCIAL 2457897 72913
69374H857 69374H857 PACER FDS TR PACER US SMALL 2066013 50762
464289867 464289867 ISHARES TR GRWT ALLOCAT ETF 598364 11630
33740U844 33740U844 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US 425451 12719
808524771 808524771 SCHWAB STRATEGIC TR SCHWAB FDT US LG 420376 7302
78468R705 78468R705 SPDR SER TR S&P1500MOMTILT 2520513 13586
931142103 931142103 WALMART INC COM 708882 4510
92826C839 92826C839 VISA INC COM CL A 465953 1962
316092808 316092808 FIDELITY COVINGTON TRUST MSCI INFO TECH I 231363 1771
808524201 808524201 SCHWAB STRATEGIC TR US LRG CAP ETF 2123446 40547
46435G672 46435G672 ISHARES TR CORE INTL AGGR 887121 17998

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