0001908404-22-000002.txt : 20220418 0001908404-22-000002.hdr.sgml : 20220418 20220418171205 ACCESSION NUMBER: 0001908404-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220418 DATE AS OF CHANGE: 20220418 EFFECTIVENESS DATE: 20220418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC CENTRAL INDEX KEY: 0001908404 IRS NUMBER: 830908691 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21591 FILM NUMBER: 22832769 BUSINESS ADDRESS: STREET 1: 502 BRIDGE ST CITY: NEW CUMBERLAND STATE: PA ZIP: 17070 BUSINESS PHONE: 717-403-6030 MAIL ADDRESS: STREET 1: 502 BRIDGE ST CITY: NEW CUMBERLAND STATE: PA ZIP: 17070 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001908404 XXXXXXXX 03-31-2022 03-31-2022 false ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

502 Bridge St New Cumberland PA 17070

13F HOLDINGS REPORT 028-21591 N Kimberly I. Swope 717-403-6030 /s/ Kimberly I. Swope New Cumberland PA 04-18-2022 0 82 168558 INFORMATION TABLE 2 infotable.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 467 1025 SH SOLE 1025 0 0 ALPHABET INC CAP STK CL A 02079K305 3137 1128 SH SOLE 1128 0 0 AMAZON COM INC COM 023135106 3778 1159 SH SOLE 1159 0 0 APPLE INC COM 037833100 7913 45321 SH SOLE 45321 0 0 APPLIED MATLS INC COM 038222105 495 3752 SH SOLE 3752 0 0 BOEING CO COM 097023105 241 1261 SH SOLE 1261 0 0 BROADCOM INC COM 11135F101 647 1028 SH SOLE 1028 0 0 CAMBRIA ETF TR SHSHLD YIELD ETF 132061201 1264 19782 SH SOLE 19782 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 931 28891 SH SOLE 28891 0 0 COSTCO WHSL CORP NEW COM 22160K105 676 1174 SH SOLE 1174 0 0 CVS HEALTH CORP COM 126650100 210 2077 SH SOLE 2077 0 0 DANAHER CORPORATION COM 235851102 866 2951 SH SOLE 2951 0 0 ESSENTIAL UTILS INC COM 29670G102 361 7051 SH SOLE 7051 0 0 EXXON MOBIL CORP COM 30231G102 277 3358 SH SOLE 3358 0 0 FEDEX CORP COM 31428X106 448 1937 SH SOLE 1937 0 0 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 284 2307 SH SOLE 2307 0 0 FIRST TR EXCH TRADED FD III RIVRFRNT DYN EUR 33739P806 2989 42700 SH SOLE 42700 0 0 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 1002 11066 SH SOLE 11066 0 0 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 393 8349 SH SOLE 8349 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 9185 187451 SH SOLE 187451 0 0 FLEXSHARES TR INT QLTDVDYNAM 33939L829 1384 48340 SH SOLE 48340 0 0 FREEPORT-MCMORAN INC CL B 35671D857 1044 20989 SH SOLE 20989 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 4364 154318 SH SOLE 154318 0 0 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 4411 152061 SH SOLE 152061 0 0 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 5544 72023 SH SOLE 72023 0 0 GLOBAL X FDS CYBRSCURTY ETF 37954Y384 4487 142808 SH SOLE 142808 0 0 GLOBAL X FDS GLB X MLP ENRG I 37954Y293 2548 59646 SH SOLE 59646 0 0 GLOBAL X FDS US PFD ETF 37954Y657 1371 58341 SH SOLE 58341 0 0 GLOBAL X FDS AUTONMOUS EV ETF 37954Y624 248 8988 SH SOLE 8988 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 646 1957 SH SOLE 1957 0 0 HERSHEY CO COM 427866108 812 3746 SH SOLE 3746 0 0 HOME DEPOT INC COM 437076102 413 1379 SH SOLE 1379 0 0 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 3002 25020 SH SOLE 25020 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 1695 4822 SH SOLE 4822 0 0 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 1349 14904 SH SOLE 14904 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 13033 35949 SH SOLE 35949 0 0 ISHARES TR CORE 1 5 YR USD 46432F859 1910 39404 SH SOLE 39404 0 0 ISHARES TR GLOBAL 100 ETF 464287572 2457 32307 SH SOLE 32307 0 0 ISHARES TR U.S. FINLS ETF 464287788 3512 41549 SH SOLE 41549 0 0 ISHARES TR MRGSTR MD CP GRW 464288307 572 8896 SH SOLE 8896 0 0 ISHARES TR MSCI USA ESG SLC 464288802 5253 54242 SH SOLE 54242 0 0 ISHARES TR RUS TP200 GR ETF 464289438 7858 49463 SH SOLE 49463 0 0 ISHARES TR RUS TOP 200 ETF 464289446 4197 38830 SH SOLE 38830 0 0 ISHARES TR S&P 100 ETF 464287101 9106 43671 SH SOLE 43671 0 0 ISHARES TR PHLX SEMICND ETF 464287523 1282 2709 SH SOLE 2709 0 0 ISHARES TR CORE S&P MCP ETF 464287507 695 2590 SH SOLE 2590 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 1203 23938 SH SOLE 23938 0 0 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 6750 109933 SH SOLE 109933 0 0 JACOBS ENGR GROUP INC COM 469814107 904 6558 SH SOLE 6558 0 0 JPMORGAN CHASE & CO COM 46625H100 918 6736 SH SOLE 6736 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 661 2507 SH SOLE 2507 0 0 LOCKHEED MARTIN CORP COM 539830109 301 681 SH SOLE 681 0 0 MICROSOFT CORP COM 594918104 2314 7505 SH SOLE 7505 0 0 MORGAN STANLEY COM NEW 617446448 591 6767 SH SOLE 6767 0 0 NVIDIA CORPORATION COM 67066G104 2768 10146 SH SOLE 10146 0 0 NVR INC COM 62944T105 219 49 SH SOLE 49 0 0 PACER FDS TR US CASH COWS 100 69374H881 4131 82986 SH SOLE 82986 0 0 PACER FDS TR PACER US SMALL 69374H857 1480 36900 SH SOLE 36900 0 0 PARSONS CORPORATION COM 70202L102 279 7199 SH SOLE 7199 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 593 5827 SH SOLE 5827 0 0 PIMCO ETF TR INV GRD CRP BD 72201R817 208 2002 SH SOLE 2002 0 0 PPL CORP COM 69351T106 237 8284 SH SOLE 8284 0 0 PROSPECT CAP CORP COM 74348T102 136 16395 SH SOLE 16395 0 0 PRUDENTIAL FINL INC COM 744320102 276 2332 SH SOLE 2332 0 0 ROBLOX CORP CL A 771049103 358 7750 SH SOLE 7750 0 0 ROCKWELL AUTOMATION INC COM 773903109 209 745 SH SOLE 745 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1848 24701 SH SOLE 24701 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 262 3321 SH SOLE 3321 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 5507 90704 SH SOLE 90704 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 2591 44288 SH SOLE 44288 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2208 16119 SH SOLE 16119 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 785 2263 SH SOLE 2263 0 0 TARGET CORP COM 87612E106 565 2662 SH SOLE 2662 0 0 TESLA INC COM 88160R101 1113 1033 SH SOLE 1033 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 792 1341 SH SOLE 1341 0 0 TJX COS INC NEW COM 872540109 338 5586 SH SOLE 5586 0 0 UNITED STS COMMODITY INDEX F COMM IDX FND 911717106 535 9697 SH SOLE 9697 0 0 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 5515 181400 SH SOLE 181400 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 1440 6118 SH SOLE 6118 0 0 VISA INC COM CL A 92826C839 380 1711 SH SOLE 1711 0 0 WAITR HLDGS INC COM 930752100 4 11000 SH SOLE 11000 0 0 WISDOMTREE TR WSDM EMKTBD FD 97717X784 1382 20925 SH SOLE 20925 0 0