Zimmermann Investment Management & Planning LLC Portfolio Holdings

Zimmermann Investment Management & Planning LLC

  • $2.27 Billion
  • Q4 2024

Zimmermann Investment Management & Planning LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.27 Billion distributed in 7 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 $509M, Blackstone Inc. with a value of $355M, Ishares Tr Russell 200 Growth with a value of $340M, Invesco Exchange Traded Fd Tr with a value of $286M, and Nvidia Corp with a value of $269M.

Examining the 13F form we can see an increase of $1.98B in the current position value, from $287M to 2.27B.

Below you can find more details about Zimmermann Investment Management & Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.27 Billion
ETFs: $1.4 Billion
Technology: $510 Million
Financial Services: $355 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$132B
$355 Million 15.67% of portfolio
2,061
Q4 2024 New
$355B
$269 Million 11.85% of portfolio
2,000
Q4 2024 Reduced 98.0%
$3.58T
$242 Million 10.65% of portfolio
964
Q4 2024 Reduced 98.24%

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $2.27 Billion
  • Prior Value $287 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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