0001908404-23-000005.txt : 20231031 0001908404-23-000005.hdr.sgml : 20231031 20231031142458 ACCESSION NUMBER: 0001908404-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231031 DATE AS OF CHANGE: 20231031 EFFECTIVENESS DATE: 20231031 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: 231363962 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 X0202 13F-HR LIVE false false false 0001908404 XXXXXXXX 09-30-2023 09-30-2023 false ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

502 Bridge St New Cumberland PA 17070

13F HOLDINGS REPORT 028-21591 000297516 801-113579 N Kimberly I. Swope 717-403-6030 /s/ Kimberly I. Swope New Cumberland PA 10-31-2023 0 102 208567858 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 216415 1452 SH SOLE 1452 0 0 ADVISORSHARES TR ADVISORSHS ETF 00768Y560 1061140 20340 SH SOLE 20340 0 0 ALBEMARLE CORP COM 012653101 526274 3095 SH SOLE 3095 0 0 ALPHABET INC CAP STK CL C 02079K107 275830 2092 SH SOLE 2092 0 0 ALPHABET INC CAP STK CL A 02079K305 3940195 30110 SH SOLE 30110 0 0 AMAZON COM INC COM 023135106 3623342 28503 SH SOLE 28503 0 0 APPLE INC COM 037833100 9461071 55260 SH SOLE 55260 0 0 AUTONATION INC COM 05329W102 632095 4175 SH SOLE 4175 0 0 BANK AMERICA CORP COM 060505104 354845 12960 SH SOLE 12960 0 0 BOEING CO COM 097023105 345042 1800 SH SOLE 1800 0 0 BROADCOM INC COM 11135F101 1168626 1407 SH SOLE 1407 0 0 CHEVRON CORP NEW COM 166764100 408794 2424 SH SOLE 2424 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 529029 33847 SH SOLE 33847 0 0 COMCAST CORP NEW CL A 20030N101 548796 12377 SH SOLE 12377 0 0 CORTEVA INC COM 22052L104 578927 11316 SH SOLE 11316 0 0 COSTCO WHSL CORP NEW COM 22160K105 735251 1301 SH SOLE 1301 0 0 D R HORTON INC COM 23331A109 263946 2456 SH SOLE 2456 0 0 DIODES INC COM 254543101 327423 4153 SH SOLE 4153 0 0 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 1384217 18513 SH SOLE 18513 0 0 EXXON MOBIL CORP COM 30231G102 430696 3663 SH SOLE 3663 0 0 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 208981 1700 SH SOLE 1700 0 0 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F722 5071068 125088 SH SOLE 125088 0 0 FIRST TR EXCHNG TRADED FD VI CBOE VEST NAS100 33740F557 334414 15291 SH SOLE 15291 0 0 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US 33740U844 428342 12931 SH SOLE 12931 0 0 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 5677438 54596 SH SOLE 54596 0 0 FRANKLIN TEMPLETON ETF TR INTL COR DIV TIL 35473P108 881900 31598 SH SOLE 31598 0 0 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 918134 37141 SH SOLE 37141 0 0 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 4301006 77959 SH SOLE 77959 0 0 GLOBAL X FDS CYBRSCURTY ETF 37954Y384 4096168 168636 SH SOLE 168636 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 4219509 138891 SH SOLE 138891 0 0 HERSHEY CO COM 427866108 646111 3229 SH SOLE 3229 0 0 HOME DEPOT INC COM 437076102 248948 824 SH SOLE 824 0 0 INGREDION INC COM 457187102 459922 4674 SH SOLE 4674 0 0 INNOVATOR ETFS TR PREM INC 30 BARR 45783Y566 678960 27466 SH SOLE 27466 0 0 INNOVATOR ETFS TR PREM INCM 30 BAR 45783Y616 360917 14708 SH SOLE 14708 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C813 299020 8873 SH SOLE 8873 0 0 INNOVATOR ETFS TR BUFFER STEP UP S 45783Y731 295694 11199 SH SOLE 11199 0 0 INVESCO EXCH TRADED FD TR II GLOBAL EX US HGH 46138E669 229532 12151 SH SOLE 12151 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 246855 7269 SH SOLE 7269 0 0 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 6285825 78046 SH SOLE 78046 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 15533970 43358 SH SOLE 43358 0 0 ISHARES TR CORE 1 5 YR USD 46432F859 399146 8606 SH SOLE 8606 0 0 ISHARES TR CORE INTL AGGR 46435G672 3654110 74910 SH SOLE 74910 0 0 ISHARES TR LATN AMER 40 ETF 464287390 5133215 200830 SH SOLE 200830 0 0 ISHARES TR GLOBAL 100 ETF 464287572 6644553 90723 SH SOLE 90723 0 0 ISHARES TR RUS TOP 200 ETF 464289446 2170563 20998 SH SOLE 20998 0 0 ISHARES TR RUS TP200 GR ETF 464289438 4668279 30347 SH SOLE 30347 0 0 ISHARES TR S&P 100 ETF 464287101 10201340 50844 SH SOLE 50844 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 533430 10796 SH SOLE 10796 0 0 ISHARES TR U.S. FINLS ETF 464287788 443402 5931 SH SOLE 5931 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 6637162 123920 SH SOLE 123920 0 0 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 395526 8428 SH SOLE 8428 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 7140865 142305 SH SOLE 142305 0 0 J P MORGAN EXCHANGE TRADED F MKT EXPN ENHNCD 46641Q118 3226710 66589 SH SOLE 66589 0 0 JPMORGAN CHASE & CO COM 46625H100 611465 4216 SH SOLE 4216 0 0 KKR & CO INC COM 48251W104 554646 9004 SH SOLE 9004 0 0 LOCKHEED MARTIN CORP COM 539830109 289850 709 SH SOLE 709 0 0 MCKESSON CORP COM 58155Q103 1685479 3876 SH SOLE 3876 0 0 META PLATFORMS INC CL A 30303M102 235096 783 SH SOLE 783 0 0 MICROSOFT CORP COM 594918104 2685220 8504 SH SOLE 8504 0 0 NOVO-NORDISK A S ADR 670100205 238899 2627 SH SOLE 2627 0 0 NVIDIA CORPORATION COM 67066G104 4008516 9215 SH SOLE 9215 0 0 PACCAR INC COM 693718108 286772 3373 SH SOLE 3373 0 0 PACER FDS TR GLOBL CASH ETF 69374H709 1245208 38267 SH SOLE 38267 0 0 PACER FDS TR TRENDPILOT 100 69374H303 3977073 64731 SH SOLE 64731 0 0 PACER FDS TR US CASH COWS 100 69374H881 2663585 53886 SH SOLE 53886 0 0 PACER FDS TR PACER US SMALL 69374H857 2183120 52353 SH SOLE 52353 0 0 PALO ALTO NETWORKS INC COM 697435105 1701800 7259 SH SOLE 7259 0 0 PROSPECT CAP CORP COM 74348T102 109221 18053 SH SOLE 18053 0 0 PRUDENTIAL FINL INC COM 744320102 247990 2613 SH SOLE 2613 0 0 ROCKWELL AUTOMATION INC COM 773903109 217807 762 SH SOLE 762 0 0 SANMINA CORPORATION COM 801056102 302285 5569 SH SOLE 5569 0 0 SCHWAB CHARLES CORP COM 808513105 675050 12296 SH SOLE 12296 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1760129 24875 SH SOLE 24875 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2925073 61079 SH SOLE 61079 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1681505 23123 SH SOLE 23123 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1967632 38886 SH SOLE 38886 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 6558117 117172 SH SOLE 117172 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1418972 11022 SH SOLE 11022 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 519077 15649 SH SOLE 15649 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 2809084 42841 SH SOLE 42841 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1467753 16238 SH SOLE 16238 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1287548 3844 SH SOLE 3844 0 0 SPDR GOLD TR GOLD SHS 78463V107 496519 2896 SH SOLE 2896 0 0 SPDR SER TR S&P HOMEBUILD 78464A888 454060 5930 SH SOLE 5930 0 0 SPDR SER TR S&P METALS MNG 78464A755 218453 4161 SH SOLE 4161 0 0 SPDR SER TR AEROSPACE DEF 78464A631 3814315 34026 SH SOLE 34026 0 0 SPDR SER TR S&P CAP MKTS 78464A771 3197346 36854 SH SOLE 36854 0 0 TESLA INC COM 88160R101 1208312 4829 SH SOLE 4829 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 460109 909 SH SOLE 909 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 673777 10246 SH SOLE 10246 0 0 UNITED STS COMMODITY INDEX F COMM IDX FND 911717106 582643 9848 SH SOLE 9848 0 0 UNITEDHEALTH GROUP INC COM 91324P102 837210 1661 SH SOLE 1661 0 0 VALE S A SPONSORED ADS 91912E105 135193 10089 SH SOLE 10089 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 4740991 32701 SH SOLE 32701 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 3091868 114260 SH SOLE 114260 0 0 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 6095033 80367 SH SOLE 80367 0 0 VIRTUS ETF TR II VIRTUS US QLTY 92790A504 1523463 54624 SH SOLE 54624 0 0 VISA INC COM CL A 92826C839 835023 3630 SH SOLE 3630 0 0 WALMART INC COM 931142103 846669 5294 SH SOLE 5294 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 1851305 29159 SH SOLE 29159 0 0 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 1708628 44105 SH SOLE 44105 0 0