0001908404-22-000003.txt : 20220728
0001908404-22-000003.hdr.sgml : 20220728
20220728152654
ACCESSION NUMBER: 0001908404-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220728
DATE AS OF CHANGE: 20220728
EFFECTIVENESS DATE: 20220728
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: 221114878
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
06-30-2022
06-30-2022
false
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
502 Bridge St
New Cumberland
PA
17070
13F HOLDINGS REPORT
028-21591
N
Kimberly I. Swope
CCO
717-403-6030
/s/ Kimberly I. Swope
New Cumberland
PA
07-28-2022
0
85
145898
INFORMATION TABLE
2
infotable.xml
ADOBE SYSTEMS INCORPORATED
COM
00724F101
330
901
SH
SOLE
901
0
0
ALPHABET INC
CAP STK CL A
02079K305
2576
1182
SH
SOLE
1182
0
0
AMAZON COM INC
COM
023135106
2758
25966
SH
SOLE
25966
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
293
1147
SH
SOLE
1147
0
0
APPLE INC
COM
037833100
6267
45840
SH
SOLE
45840
0
0
APPLIED MATLS INC
COM
038222105
345
3795
SH
SOLE
3795
0
0
BROADCOM INC
COM
11135F101
480
989
SH
SOLE
989
0
0
CAMBRIA ETF TR
SHSHLD YIELD ETF
132061201
951
17473
SH
SOLE
17473
0
0
CHEVRON CORP NEW
COM
166764100
265
1832
SH
SOLE
1832
0
0
CLEVELAND-CLIFFS INC NEW
COM
185899101
460
29949
SH
SOLE
29949
0
0
COSTCO WHSL CORP NEW
COM
22160K105
591
1234
SH
SOLE
1234
0
0
CVS HEALTH CORP
COM
126650100
208
2242
SH
SOLE
2242
0
0
DANAHER CORPORATION
COM
235851102
838
3305
SH
SOLE
3305
0
0
EXXON MOBIL CORP
COM
30231G102
300
3508
SH
SOLE
3508
0
0
FEDEX CORP
COM
31428X106
474
2090
SH
SOLE
2090
0
0
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
212
2193
SH
SOLE
2193
0
0
FIRST TR EXCH TRADED FD III
RIVRFRNT DYN EUR
33739P806
1642
28738
SH
SOLE
28738
0
0
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
33739H101
810
30283
SH
SOLE
30283
0
0
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
33734X192
323
4898
SH
SOLE
4898
0
0
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
5441
132974
SH
SOLE
132974
0
0
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
1443
32714
SH
SOLE
32714
0
0
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQT
33740F722
1050
29864
SH
SOLE
29864
0
0
FLEXSHARES TR
INT QLTDVDYNAM
33939L829
1212
51503
SH
SOLE
51503
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
630
21539
SH
SOLE
21539
0
0
GLOBAL X FDS
US PFD ETF
37954Y657
490
23117
SH
SOLE
23117
0
0
GLOBAL X FDS
US INFR DEV ETF
37954Y673
3595
157869
SH
SOLE
157869
0
0
GLOBAL X FDS
RBTCS ARTFL INTE
37954Y715
2955
145443
SH
SOLE
145443
0
0
GLOBAL X FDS
GLB X MLP ENRG I
37954Y293
2132
55940
SH
SOLE
55940
0
0
GLOBAL X FDS
LITHIUM BTRY ETF
37954Y855
5422
74661
SH
SOLE
74661
0
0
GLOBAL X FDS
CYBRSCURTY ETF
37954Y384
3701
148034
SH
SOLE
148034
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
600
2019
SH
SOLE
2019
0
0
HERSHEY CO
COM
427866108
807
3751
SH
SOLE
3751
0
0
HOME DEPOT INC
COM
437076102
409
1493
SH
SOLE
1493
0
0
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
46138G664
2487
24420
SH
SOLE
24420
0
0
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
46137V233
1341
4681
SH
SOLE
4681
0
0
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
46137V480
661
14874
SH
SOLE
14874
0
0
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
877
11307
SH
SOLE
11307
0
0
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
46137V548
542
31671
SH
SOLE
31671
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
10467
37344
SH
SOLE
37344
0
0
ISHARES TR
CORE 1 5 YR USD
46432F859
1482
31262
SH
SOLE
31262
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
765
3383
SH
SOLE
3383
0
0
ISHARES TR
GLOBAL 100 ETF
464287572
2792
43571
SH
SOLE
43571
0
0
ISHARES TR
MRGSTR MD CP GRW
464288307
391
7522
SH
SOLE
7522
0
0
ISHARES TR
MSCI USA ESG SLC
464288802
2909
36048
SH
SOLE
36048
0
0
ISHARES TR
ISHARES SEMICDTR
464287523
794
2272
SH
SOLE
2272
0
0
ISHARES TR
RUS TOP 200 ETF
464289446
3529
39299
SH
SOLE
39299
0
0
ISHARES TR
RUS TP200 GR ETF
464289438
7590
60600
SH
SOLE
60600
0
0
ISHARES TR
S&P 100 ETF
464287101
7798
45213
SH
SOLE
45213
0
0
ISHARES TR
U.S. FINLS ETF
464287788
3076
43954
SH
SOLE
43954
0
0
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
2564
51195
SH
SOLE
51195
0
0
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
6145
110821
SH
SOLE
110821
0
0
JACOBS ENGR GROUP INC
COM
469814107
738
5805
SH
SOLE
5805
0
0
JPMORGAN CHASE & CO
COM
46625H100
775
6882
SH
SOLE
6882
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
390
1666
SH
SOLE
1666
0
0
LOCKHEED MARTIN CORP
COM
539830109
295
685
SH
SOLE
685
0
0
MICROSOFT CORP
COM
594918104
1995
7767
SH
SOLE
7767
0
0
MORGAN STANLEY
COM NEW
617446448
561
7370
SH
SOLE
7370
0
0
NVIDIA CORPORATION
COM
67066G104
1601
10562
SH
SOLE
10562
0
0
PACER FDS TR
GLOBL CASH ETF
69374H709
1192
38690
SH
SOLE
38690
0
0
PACER FDS TR
US CASH COWS 100
69374H881
6293
146105
SH
SOLE
146105
0
0
PACER FDS TR
PACER US SMALL
69374H857
1411
41869
SH
SOLE
41869
0
0
PARSONS CORP DEL
COM
70202L102
291
7199
SH
SOLE
7199
0
0
PROSPECT CAP CORP
COM
74348T102
116
16634
SH
SOLE
16634
0
0
PRUDENTIAL FINL INC
COM
744320102
225
2347
SH
SOLE
2347
0
0
ROBLOX CORP
CL A
771049103
239
7268
SH
SOLE
7268
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
4804
86096
SH
SOLE
86096
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1436
32164
SH
SOLE
32164
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
1777
30637
SH
SOLE
30637
0
0
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
1839
36124
SH
SOLE
36124
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1078
15055
SH
SOLE
15055
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
2963
23104
SH
SOLE
23104
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
525
7342
SH
SOLE
7342
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
699
2271
SH
SOLE
2271
0
0
TARGET CORP
COM
87612E106
503
3562
SH
SOLE
3562
0
0
TESLA INC
COM
88160R101
730
1084
SH
SOLE
1084
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
719
1323
SH
SOLE
1323
0
0
TJX COS INC NEW
COM
872540109
281
5036
SH
SOLE
5036
0
0
UNITED STS COMMODITY INDEX F
COMM IDX FND
911717106
608
11086
SH
SOLE
11086
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
267
519
SH
SOLE
519
0
0
VANECK ETF TRUST
FALLEN ANGEL HG
92189F437
3790
140259
SH
SOLE
140259
0
0
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
206
1134
SH
SOLE
1134
0
0
VISA INC
COM CL A
92826C839
325
1650
SH
SOLE
1650
0
0
WAITR HLDGS INC
COM
930752100
2
11000
SH
SOLE
11000
0
0
WISDOMTREE TR
US QTLY DIV GRT
97717X669
491
8562
SH
SOLE
8562
0
0
WISDOMTREE TR
WSDM EMKTBD FD
97717X784
513
8450
SH
SOLE
8450
0
0