Zimmermann Investment Management & Planning LLC Portfolio Holdings by Sector
Zimmermann Investment Management & Planning LLC
- $2.27 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQ IWY RWL OEF 4 stocks |
$1.4 Million
61.83% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$355,358
15.67% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$268,580
11.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$241,526
10.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|