Zimmermann Investment Management & Planning LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $287 Million distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $26.3M, Ishares Tr Russell 200 Growth with a value of $18.6M, Ishares S&P 100 ETF with a value of $17.3M, Apple Inc. with a value of $12.7M, and Nvidia Corp with a value of $12.1M.
Examining the 13F form we can see an increase of $5.56M in the current position value, from $282M to 287M.
Below you can find more details about Zimmermann Investment Management & Planning LLC portfolio as well as his latest detailed transactions.
Portfolio value
$287 Million
ETFs: $211 Million
Technology: $36.6 Million
Consumer Cyclical: $8.21 Million
Communication Services: $6.53 Million
Financial Services: $6.07 Million
Healthcare: $5.63 Million
Consumer Defensive: $4.76 Million
Industrials: $3.92 Million
Other: $3.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
