0001908404-22-000006.txt : 20221101 0001908404-22-000006.hdr.sgml : 20221101 20221101161735 ACCESSION NUMBER: 0001908404-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221101 DATE AS OF CHANGE: 20221101 EFFECTIVENESS DATE: 20221101 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC CENTRAL INDEX KEY: 0001908404 IRS NUMBER: 830908691 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21591 FILM NUMBER: 221350472 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 09-30-2022 09-30-2022 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 11-01-2022 0 91 160601 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 538 4010 SH SOLE 4010 0 0 ALPHABET INC CAP STK CL A 02079K305 2365 24726 SH SOLE 24726 0 0 AMAZON COM INC COM 023135106 3043 26926 SH SOLE 26926 0 0 AMERICAN TOWER CORP NEW COM 03027X100 247 1151 SH SOLE 1151 0 0 APPLE INC COM 037833100 6397 46287 SH SOLE 46287 0 0 APPLIED MATLS INC COM 038222105 357 4356 SH SOLE 4356 0 0 BROADCOM INC COM 11135F101 443 998 SH SOLE 998 0 0 CAMBRIA ETF TR SHSHLD YIELD ETF 132061201 632 12017 SH SOLE 12017 0 0 CHEVRON CORP NEW COM 166764100 257 1788 SH SOLE 1788 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 443 32891 SH SOLE 32891 0 0 COSTCO WHSL CORP NEW COM 22160K105 657 1391 SH SOLE 1391 0 0 CUMMINS INC COM 231021106 423 2077 SH SOLE 2077 0 0 CVS HEALTH CORP COM 126650100 214 2242 SH SOLE 2242 0 0 DANAHER CORPORATION COM 235851102 483 1869 SH SOLE 1869 0 0 ELECTRONIC ARTS INC COM 285512109 225 1947 SH SOLE 1947 0 0 EMLES TR FEDERAL CONTRCTR 291361871 2948 124404 SH SOLE 124404 0 0 EXXON MOBIL CORP COM 30231G102 306 3508 SH SOLE 3508 0 0 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 2411 95146 SH SOLE 95146 0 0 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 217 3591 SH SOLE 3591 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 794 20425 SH SOLE 20425 0 0 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F722 1053 30934 SH SOLE 30934 0 0 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740U208 252 7773 SH SOLE 7773 0 0 FREEPORT-MCMORAN INC CL B 35671D857 590 21599 SH SOLE 21599 0 0 GLOBAL X FDS CYBRSCURTY ETF 37954Y384 4169 173405 SH SOLE 173405 0 0 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 4934 74658 SH SOLE 74658 0 0 GLOBAL X FDS GLB X MLP ENRG I 37954Y293 411 10953 SH SOLE 10953 0 0 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 917 50694 SH SOLE 50694 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 945 40985 SH SOLE 40985 0 0 GLOBAL X FDS US PFD ETF 37954Y657 345 16811 SH SOLE 16811 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 819 2796 SH SOLE 2796 0 0 HERSHEY CO COM 427866108 838 3801 SH SOLE 3801 0 0 HOME DEPOT INC COM 437076102 395 1431 SH SOLE 1431 0 0 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 372 3868 SH SOLE 3868 0 0 INVESCO EXCH TRADED FD TR II GBL SRT TRM HY 46138E669 2101 110910 SH SOLE 110910 0 0 INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 46137V480 4318 104814 SH SOLE 104814 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 399 1484 SH SOLE 1484 0 0 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 4588 300842 SH SOLE 300842 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 10761 40265 SH SOLE 40265 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 437 9763 SH SOLE 9763 0 0 ISHARES TR CORE DIV GRWTH 46434V621 214 4810 SH SOLE 4810 0 0 ISHARES TR GLOBAL 100 ETF 464287572 1329 22328 SH SOLE 22328 0 0 ISHARES TR CORE 1 5 YR USD 46432F859 1273 27608 SH SOLE 27608 0 0 ISHARES TR ISHARES SEMICDTR 464287523 2535 7953 SH SOLE 7953 0 0 ISHARES TR RUS TOP 200 ETF 464289446 3374 39739 SH SOLE 39739 0 0 ISHARES TR RUS TP200 GR ETF 464289438 8188 68522 SH SOLE 68522 0 0 ISHARES TR S&P 100 ETF 464287101 7840 48246 SH SOLE 48246 0 0 ISHARES TR U.S. FINLS ETF 464287788 1020 15096 SH SOLE 15096 0 0 ISHARES TR MRGSTR MD CP GRW 464288307 268 5324 SH SOLE 5324 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 6448 125855 SH SOLE 125855 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 7140 142336 SH SOLE 142336 0 0 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 240 5770 SH SOLE 5770 0 0 JPMORGAN CHASE & CO COM 46625H100 204 1949 SH SOLE 1949 0 0 LOCKHEED MARTIN CORP COM 539830109 267 690 SH SOLE 690 0 0 MCKESSON CORP COM 58155Q103 851 2505 SH SOLE 2505 0 0 MICROSOFT CORP COM 594918104 1864 8003 SH SOLE 8003 0 0 MORGAN STANLEY COM NEW 617446448 214 2711 SH SOLE 2711 0 0 NVIDIA CORPORATION COM 67066G104 1320 10873 SH SOLE 10873 0 0 OCCIDENTAL PETE CORP COM 674599105 241 3917 SH SOLE 3917 0 0 OVINTIV INC COM 69047Q102 376 8173 SH SOLE 8173 0 0 PACCAR INC COM 693718108 419 5008 SH SOLE 5008 0 0 PACER FDS TR US CASH COWS 100 69374H881 8415 205132 SH SOLE 205132 0 0 PACER FDS TR GLOBL CASH ETF 69374H709 6663 249077 SH SOLE 249077 0 0 PACER FDS TR PACER US SMALL 69374H857 1338 41156 SH SOLE 41156 0 0 PALO ALTO NETWORKS INC COM 697435105 668 4079 SH SOLE 4079 0 0 PARSONS CORP DEL COM 70202L102 282 7199 SH SOLE 7199 0 0 PFIZER INC COM 717081103 305 6968 SH SOLE 6968 0 0 PROSPECT CAP CORP COM 74348T102 105 16882 SH SOLE 16882 0 0 PRUDENTIAL FINL INC COM 744320102 202 2357 SH SOLE 2357 0 0 SCHWAB CHARLES CORP COM 808513105 348 4845 SH SOLE 4845 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5684 85569 SH SOLE 85569 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 3840 79573 SH SOLE 79573 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1291 30493 SH SOLE 30493 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 624 12037 SH SOLE 12037 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1612 28878 SH SOLE 28878 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 297 6216 SH SOLE 6216 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 669 9288 SH SOLE 9288 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3946 32583 SH SOLE 32583 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 350 1218 SH SOLE 1218 0 0 SYSCO CORP COM 871829107 260 3680 SH SOLE 3680 0 0 TAPESTRY INC COM 876030107 319 11206 SH SOLE 11206 0 0 TESLA INC COM 88160R101 1140 4298 SH SOLE 4298 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 484 954 SH SOLE 954 0 0 UNITED STS COMMODITY INDEX F COMM IDX FND 911717106 581 11305 SH SOLE 11305 0 0 UNITEDHEALTH GROUP INC COM 91324P102 682 1351 SH SOLE 1351 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 548 20880 SH SOLE 20880 0 0 VICTORY PORTFOLIOS II VCSHS US EQ INCM 92647N824 5402 91003 SH SOLE 91003 0 0 VIRTUS ETF TR II VIRTUS US QLTY 92790A504 566 23051 SH SOLE 23051 0 0 VISA INC COM CL A 92826C839 233 1313 SH SOLE 1313 0 0 WAITR HLDGS INC COM 930752100 2 11000 SH SOLE 11000 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 5459 101270 SH SOLE 101270 0 0 WISDOMTREE TR US MULTIFACTOR 97717Y857 617 18066 SH SOLE 18066 0 0