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ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
INVESCO QQQ TRUST, SERIES 1 QQQETF30,661-10,08511,326,829,000477,023,0005.27  Hist 06/30/2023
WisdomTree Trust DGRWCommon163,40019,79310,892,244,0002,224,125,0005.06  Hist 06/30/2023
Pacer Funds Trust COWZCommon227,0238,77610,867,591,000773,667,0005.05  Hist 06/30/2023
Apple Inc. AAPLCommon55,4339,14810,752,383,0004,738,628,0005.00  Hist 06/30/2023
Pacer Funds Trust GCOWCommon260,659-37,1658,640,846,000-812,088,0004.02  Hist 06/30/2023
JPS INDUSTRIES INC JPSTCommon145,905-11,5657,315,677,000-578,294,0003.40  Hist 06/30/2023
J P MORGAN EXCHANGE TRADED F JEPICommon121,536-7,4076,724,595,000-301,508,0003.13  Hist 06/30/2023
Schwab US Dividend Equity ETF SCHDcommon91,1128196,616,519,000-204,214,0003.08  Hist 06/30/2023
FIRST TR EXCHNG TRADED FD VI FJUNCommon125,06593,8965,182,694,0004,057,493,0002.41  Hist 06/30/2023
Global X Funds LITCommon74,651-3,8374,853,815,000253,663,0002.26  Hist 06/30/2023
DIREXION SHS ETF TR NAS100 EQL WGT QQQESTOCK62,70956,4414,827,339,0004,427,253,0002.24  Hist 06/30/2023
iSHARES TRUST ILFS&P LTN AM 40172,863161,6004,696,688,0004,438,878,0002.18  Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLVCommon35,258-424,679,794,000-115,711,0002.18  Hist 06/30/2023
EQUISHARES CORPORATION IWYExchange Traded Fund27,599-28,2654,376,097,000-2,357,191,0002.03  Hist 06/30/2023
Franklin Templeton ETF Trust FLQHCommon147,382147,3824,307,976,0004,307,976,0002.00  Hist 06/30/2023
VANECK VECTORS ETF TR SEMICONDUCTOR ET SMHSTOCK27,26927,2694,151,705,0004,151,705,0001.93  Hist 06/30/2023
NVIDIA CORP NVDACommon9,331-1,2333,947,277,0002,403,428,0001.840.00 Hist 06/30/2023
Global X Funds PAVECommon124,54093,7733,914,292,0003,099,274,0001.82  Hist 06/30/2023
SPDR SERIES TRUST AEROSPACE DEF XARSTOCK31,04628,4413,773,020,0003,486,340,0001.75  Hist 06/30/2023
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST DIA 10,7031,5313,680,227,000641,268,0001.71  Hist 06/30/2023
Victory Portfolios II VSDACommon79,30979,3093,669,112,0003,669,112,0001.71  Hist 06/30/2023
Alphabet Inc. GOOGLCOM29,9625,0583,586,451,0001,389,171,0001.67  Hist 06/30/2023
iSHARES TRUST OEFSTOCK17,171-15,0653,555,427,000-1,943,068,0001.65  Hist 06/30/2023
SELECT SECTOR SPDR TR SBI INT-ENERGY XLEOPTION42,18529,5393,424,156,0002,318,010,0001.59  Hist 06/30/2023
AMAZON COM INC AMZNCommon25,983-7563,387,185,0001,141,082,0001.57  Hist 06/30/2023
VanEck ETF Trust ANGLCommon104,034104,0342,889,020,0002,889,020,0001.34  Hist 06/30/2023
MICROSOFT CORP MSFTCommon7,663-3702,609,528,000683,049,0001.210.00 Hist 06/30/2023
SPDR SERIES TRUST MMTMCommon13,58613,5862,520,513,0002,520,513,0001.17  Hist 06/30/2023
SSGA FUNDS MANAGEMENT INC XLFCommon72,91372,9132,457,897,0002,457,897,0001.14  Hist 06/30/2023
Invesco Exchange-Traded Fund Trust II PGHYExchange Traded Fund120,537-8,0272,336,007,000-133,707,0001.09  Hist 06/30/2023
Global X Funds BUGCommon92,060-94,5482,233,376,000-1,638,740,0001.04  Hist 06/30/2023
EQUISHARES CORPORATION IWLCommon20,750-4,4152,212,780,000-51,315,0001.03  Hist 06/30/2023
SCHWAB US LC ETF SCHXEquities40,54720,5062,123,446,0001,218,595,0000.99  Hist 06/30/2023
SCHWAB STRATEGIC TRUST SCHGCommon27,69811,7102,075,965,0001,187,672,0000.97  Hist 06/30/2023
Pacer Funds Trust CALFCommon50,7624,9412,066,013,000418,748,0000.96  Hist 06/30/2023
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