Zimmermann Investment Management & Planning LLC Incresed Positions in Q3 2024

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWL
Ishares Tr Russell 200 ETF

ETFs
51.8K
+ 256.65%
$126.32 - $140.44 $6.55M - $7.28M
72K $10.1M
FNDX
Schwab Fundamental U S Large C

ETFs
88.8K
+ 129.8%
$65.36 - $71.76 $5.81M - $6.38M
157K $11.3M
KCE
Spdr S&P Capital Markets ETF

ETFs
34K
+ 246.63%
$110.03 - $126.01 $3.74M - $4.28M
47.8K $5.97M
IWY
Ishares Tr Russell 200 Growth

ETFs
10.5K
+ 14.19%
$194.66 - $225.97 $2.04M - $2.37M
84.5K $18.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.64K
+ 7.26%
$434.77 - $502.96 $1.58M - $1.83M
53.9K $26.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
21.6K
+ 15.24%
$54.98 - $59.51 $1.19M - $1.28M
163K $9.71M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
9.45K
+ 306.72%
$141.31 - $161.48 $1.33M - $1.53M
12.5K $2.02M
AAPL
Apple Inc.

Technology
416
+ 0.77%
$207.23 - $234.82 $86.2K - $97.7K
54.7K $12.7M
PAVE
Global X Fds Us Infrastructure

ETFs
7.52K
+ 4.35%
$36.39 - $41.16 $274K - $310K
180K $7.42M
OEF
Ishares S&P 100 ETF

ETFs
2.66K
+ 4.27%
$266.03 - $266.03 $707K - $707K
65K $17.3M
USTB
Victory Portfolios Ii Victorys

ETFs
9.37K
+ 19.7%
$49.79 - $50.91 $466K - $477K
56.9K $2.89M
KKR
Kkr & Co. Inc.

Financial Services
1.41K
+ 10.7%
$104.51 - $133.23 $147K - $187K
14.6K $1.9M
IHDG
Wisdomtree Tr

ETFs
9.12K
+ 11.58%
$42.42 - $46.78 $387K - $427K
87.9K $4.02M
PANW
Palo Alto Networks Inc

Technology
1.17K
+ 18.18%
$294.18 - $368.01 $344K - $431K
7.61K $2.6M
WMT
Walmart Inc.

Consumer Defensive
2.01K
+ 10.35%
$66.91 - $81.4 $134K - $163K
21.4K $1.73M
TSLA
Tesla, Inc.

Consumer Cyclical
176
+ 3.71%
$191.76 - $263.26 $33.7K - $46.3K
4.92K $1.29M
ETN
Eaton Corp PLC

Industrials
930
+ 48.04%
$272.52 - $333.02 $253K - $310K
2.87K $949K
JMEE
J P Morgan Exchange Traded Fd

ETFs
3.06K
+ 9.92%
$55.81 - $61.01 $171K - $187K
33.9K $2.07M
GLD
Spdr Gold Trust

ETFs
545
+ 15.52%
$215.56 - $246.98 $117K - $135K
4.06K $986K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.29K
+ 5.4%
$75.88 - $83.21 $98.2K - $108K
25.2K $2.1M
META
Meta Platforms, Inc.

Communication Services
119
+ 6.31%
$453.41 - $572.44 $54K - $68.1K
2.01K $1.15M
IRM
Iron Mountain Inc

Real Estate
75
+ 1.25%
$89.69 - $119.32 $6.73K - $8.95K
6.08K $721K
ET
Energy Transfer LP

Energy
11.1K
+ 39.69%
$15.43 - $16.44 $171K - $182K
39K $625K
SCHG
Schwab Strategic Tr Us Large C

ETFs
717
+ 2.73%
$92.63 - $105.69 $66.4K - $75.8K
27K $2.81M
JPM
Jpmorgan Chase & CO

Financial Services
462
+ 6.37%
$194.9 - $224.8 $90K - $104K
7.71K $1.63M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
3.97K
+ 31.22%
$30.24 - $32.72 $120K - $130K
16.7K $546K
COST
Costco Wholesale Corp

Consumer Defensive
75
+ 3.46%
$801.83 - $917.05 $60.1K - $68.8K
2.24K $1.99M
NVDA
Nvidia Corp

Technology
2.79K
+ 2.87%
$98.91 - $134.91 $276K - $376K
99.8K $12.1M
AXP
American Express CO

Financial Services
160
+ 9.71%
$225.92 - $271.17 $36.1K - $43.4K
1.81K $490K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.91K
+ 37.72%
$50.52 - $50.95 $96.4K - $97.2K
6.97K $354K
QJUN
First Tr ETF
3.29K
+ 28.76%
$24.85 - $27.22 $81.6K - $89.4K
14.7K $397K
XLV
Select Sector Spdr Fund Health

ETFs
99
+ 1.04%
$143.3 - $157.24 $14.2K - $15.6K
9.59K $1.48M
CL
Colgate Palmolive CO

Consumer Defensive
583
+ 14.08%
$95.54 - $108.77 $55.7K - $63.4K
4.73K $490K
LMT
Lockheed Martin Corp

Industrials
4
+ 0.55%
$460.3 - $584.56 $1.84K - $2.34K
725 $423K
IYF
Ishares Tr

ETFs
374
+ 7.52%
$93.83 - $105.05 $35.1K - $39.3K
5.35K $555K
PH
Parker Hannifin Corp

Industrials
40
+ 8.71%
$501.01 - $635.92 $20K - $25.4K
499 $315K
LLY
Eli Lilly & CO

Healthcare
119
+ 7.6%
$772.14 - $960.02 $91.9K - $114K
1.68K $1.49M
TMO
Thermo Fisher Scientific Inc.

Healthcare
36
+ 7.88%
$531.86 - $624.21 $19.1K - $22.5K
493 $304K
RSP
Invesco S&P 500 Equal Weight E

ETFs
60
+ 3.41%
$162.83 - $179.16 $9.77K - $10.7K
1.82K $325K
FISV
Fiserv Inc

Technology
287
+ 8.14%
N/A
3.81K $477K
AMD
Advanced Micro Devices Inc

Technology
172
+ 11.35%
$128.67 - $183.96 $22.1K - $31.6K
1.69K $276K
XLF
Financial Sector Spdr

ETFs
51
+ 0.92%
$40.84 - $45.74 $2.08K - $2.33K
5.59K $253K
GOOG
Alphabet Inc.

Communication Services
328
+ 16.38%
$149.54 - $192.66 $49K - $63.2K
2.33K $389K
FNDB
Schwab Fundamental U S Broad M

ETFs
6
+ 0.19%
$64.17 - $70.37 $385 - $422
3.24K $227K
PRU
Prudential Financial Inc

Financial Services
11
+ 0.46%
$105.53 - $127.32 $1.16K - $1.4K
2.4K $290K
XLK
Technology Sector Spdr

ETFs
36
+ 3.36%
$197.34 - $237.68 $7.1K - $8.56K
1.11K $249K
EPD
Enterprise Products Partners L.P.

Energy
51
+ 0.64%
$27.88 - $30.0 $1.42K - $1.53K
8.05K $234K
T Rowe Price ETF Inc
15.4K
+ 23.39%
N/A
81.5K $0
Innovator Etfs Trust
6.67K
+ 24.7%
N/A
33.6K $0
Activity Summary
Buys All Purchases 85 New Holdings 25 Increased Positions 60 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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