0001908404-24-000003.txt : 20240423 0001908404-24-000003.hdr.sgml : 20240423 20240422174100 ACCESSION NUMBER: 0001908404-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240423 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC CENTRAL INDEX KEY: 0001908404 ORGANIZATION NAME: 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: 24862214 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 03-31-2024 03-31-2024 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 03-31-2024 0 134 277622283 INFORMATION TABLE 2 infotable.xml ADOBE INC COM 00724F101 397625 788 SH SOLE 788 0 0 ADVANCED MICRO DEVICES INC COM 007903107 264779 1467 SH SOLE 1467 0 0 ADVISORSHARES TR ADVISORSHS ETF 00768Y560 1341137 21057 SH SOLE 21057 0 0 ALPHABET INC CAP STK CL A 02079K305 4629476 30673 SH SOLE 30673 0 0 ALPHABET INC CAP STK CL C 02079K107 317005 2082 SH SOLE 2082 0 0 ALPS ETF TR RIVRFRNT STR INC 00162Q783 747970 32691 SH SOLE 32691 0 0 AMAZON COM INC COM 023135106 5448435 30205 SH SOLE 30205 0 0 APPLE INC COM 037833100 9408334 54865 SH SOLE 54865 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 203799 210 SH SOLE 210 0 0 AUTONATION INC COM 05329W102 697754 4214 SH SOLE 4214 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 228763 544 SH SOLE 544 0 0 BLACKROCK ETF TRUST II FLEXIBLE INCOME 092528603 2196605 41872 SH SOLE 41872 0 0 BOEING CO COM 097023105 342576 1775 SH SOLE 1775 0 0 BROADCOM INC COM 11135F101 2235967 1687 SH SOLE 1687 0 0 CATERPILLAR INC COM 149123101 209964 573 SH SOLE 573 0 0 CHEVRON CORP NEW COM 166764100 297237 1884 SH SOLE 1884 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 755400 33219 SH SOLE 33219 0 0 COMCAST CORP NEW CL A 20030N101 537682 12403 SH SOLE 12403 0 0 COSTCO WHSL CORP NEW COM 22160K105 1490964 2035 SH SOLE 2035 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 409073 1276 SH SOLE 1276 0 0 D R HORTON INC COM 23331A109 422235 2566 SH SOLE 2566 0 0 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 1007030 11290 SH SOLE 11290 0 0 EDISON INTL COM 281020107 376354 5321 SH SOLE 5321 0 0 ELI LILLY & CO COM 532457108 575690 740 SH SOLE 740 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 232646 7973 SH SOLE 7973 0 0 EXACT SCIENCES CORP COM 30063P105 423200 6128 SH SOLE 6128 0 0 EXXON MOBIL CORP COM 30231G102 445548 3833 SH SOLE 3833 0 0 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 262902 1687 SH SOLE 1687 0 0 FIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH 33733E823 307591 10016 SH SOLE 10016 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F763 5567043 122962 SH SOLE 122962 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST NAS 33740F557 333263 13064 SH SOLE 13064 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST EQ ENHAN 33740U638 437278 14307 SH SOLE 14307 0 0 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 3172853 25608 SH SOLE 25608 0 0 FISERV INC COM 337738108 470031 2941 SH SOLE 2941 0 0 FREEPORT-MCMORAN INC CL B 35671D857 582390 12386 SH SOLE 12386 0 0 GLOBAL X FDS GLB X MLP ENRG I 37954Y293 224080 4574 SH SOLE 4574 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 6397706 160706 SH SOLE 160706 0 0 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 1241143 39017 SH SOLE 39017 0 0 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 445625 15457 SH SOLE 15457 0 0 GLOBAL X FDS CYBRSCURTY ETF 37954Y384 6286145 211299 SH SOLE 211299 0 0 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 466131 10292 SH SOLE 10292 0 0 GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109 660442 10455 SH SOLE 10455 0 0 HERSHEY CO COM 427866108 593946 3054 SH SOLE 3054 0 0 HOME DEPOT INC COM 437076102 265837 693 SH SOLE 693 0 0 INNOVATOR ETFS TRUST BUFFER STEP UP S 45783Y731 369544 12214 SH SOLE 12214 0 0 INNOVATOR ETFS TRUST INNOV PRM INC 30 45783Y376 826481 33454 SH SOLE 33454 0 0 INNOVATOR ETFS TRUST PREM INCM 30 BAR 45783Y616 369101 15050 SH SOLE 15050 0 0 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C813 210751 5549 SH SOLE 5549 0 0 INNOVATOR ETFS TRUST PREMIUM INC 30 B 45783Y491 536147 22293 SH SOLE 22293 0 0 INNOVATOR ETFS TRUST PREM INC 30 BARR 45783Y566 680542 27331 SH SOLE 27331 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 221100 1158 SH SOLE 1158 0 0 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 3314129 41313 SH SOLE 41313 0 0 INVESCO EXCH TRD SLF IDX FD RAFI STRATGIC US 46138J742 5242906 110470 SH SOLE 110470 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 241352 1425 SH SOLE 1425 0 0 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 9781051 88878 SH SOLE 88878 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 270306 6416 SH SOLE 6416 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 21573434 48588 SH SOLE 48588 0 0 IRON MTN INC DEL COM 46284V101 505965 6308 SH SOLE 6308 0 0 ISHARES INC MSCI MEXICO ETF 464286822 1171963 16909 SH SOLE 16909 0 0 ISHARES TR LATN AMER 40 ETF 464287390 4877488 171501 SH SOLE 171501 0 0 ISHARES TR S&P 500 VAL ETF 464287408 2516518 13471 SH SOLE 13471 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 433502 7787 SH SOLE 7787 0 0 ISHARES TR RUS TP200 GR ETF 464289438 11176108 57284 SH SOLE 57284 0 0 ISHARES TR RUS TOP 200 ETF 464289446 2527654 19884 SH SOLE 19884 0 0 ISHARES TR CORE INTL AGGR 46435G672 4302094 86128 SH SOLE 86128 0 0 ISHARES TR GLOBAL 100 ETF 464287572 4915047 54972 SH SOLE 54972 0 0 ISHARES TR YLD OPTIM BD 46434V787 1964665 87864 SH SOLE 87864 0 0 ISHARES TR U.S. FINLS ETF 464287788 328271 3432 SH SOLE 3432 0 0 ISHARES TR S&P 100 ETF 464287101 14619760 59091 SH SOLE 59091 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1950246 38657 SH SOLE 38657 0 0 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 540122 9958 SH SOLE 9958 0 0 J P MORGAN EXCHANGE TRADED F MKT EXPN ENHNCD 46641Q118 1462372 24985 SH SOLE 24985 0 0 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 4771623 90252 SH SOLE 90252 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 7580511 131015 SH SOLE 131015 0 0 JOHNSON CTLS INTL PLC SHS G51502105 740141 11331 SH SOLE 11331 0 0 JPMORGAN CHASE & CO COM 46625H100 957537 4781 SH SOLE 4781 0 0 KKR & CO INC COM 48251W104 1228484 12214 SH SOLE 12214 0 0 LOCKHEED MARTIN CORP COM 539830109 324521 713 SH SOLE 713 0 0 MCKESSON CORP COM 58155Q103 1844617 3436 SH SOLE 3436 0 0 MEDTRONIC PLC SHS G5960L103 409605 4700 SH SOLE 4700 0 0 META PLATFORMS INC CL A 30303M102 477959 984 SH SOLE 984 0 0 MICROSOFT CORP COM 594918104 3616458 8596 SH SOLE 8596 0 0 NOVO-NORDISK A S ADR 670100205 546470 4256 SH SOLE 4256 0 0 NVIDIA CORPORATION COM 67066G104 8831570 9774 SH SOLE 9774 0 0 PACCAR INC COM 693718108 391369 3159 SH SOLE 3159 0 0 PACER FDS TR PACER US SMALL 69374H857 5449239 110847 SH SOLE 110847 0 0 PACER FDS TR US CASH COWS 100 69374H881 2460784 42347 SH SOLE 42347 0 0 PACER FDS TR GLOBL CASH ETF 69374H709 1012199 29170 SH SOLE 29170 0 0 PACER FDS TR TRENDPILOT 100 69374H303 2820276 41064 SH SOLE 41064 0 0 PALO ALTO NETWORKS INC COM 697435105 2215362 7797 SH SOLE 7797 0 0 PARKER-HANNIFIN CORP COM 701094104 241769 435 SH SOLE 435 0 0 PARSONS CORP DEL COM 70202L102 201320 2427 SH SOLE 2427 0 0 PNC FINL SVCS GROUP INC COM 693475105 301767 1867 SH SOLE 1867 0 0 PROSHARES TR INVT INT RT HG 74347B607 3394598 44366 SH SOLE 44366 0 0 PROSPECT CAP CORP COM 74348T102 112931 20458 SH SOLE 20458 0 0 PRUDENTIAL FINL INC COM 744320102 284792 2426 SH SOLE 2426 0 0 QUALCOMM INC COM 747525103 213400 1260 SH SOLE 1260 0 0 ROCKWELL AUTOMATION INC COM 773903109 223673 768 SH SOLE 768 0 0 SCHLUMBERGER LTD COM STK 806857108 427847 7806 SH SOLE 7806 0 0 SCHWAB CHARLES CORP COM 808513105 811221 11214 SH SOLE 11214 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 297441 4489 SH SOLE 4489 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1868764 38763 SH SOLE 38763 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2237015 36046 SH SOLE 36046 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2286661 24662 SH SOLE 24662 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 5261137 78070 SH SOLE 78070 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 493692 6123 SH SOLE 6123 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 216393 1039 SH SOLE 1039 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 788984 8357 SH SOLE 8357 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 3477442 42584 SH SOLE 42584 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 210777 3211 SH SOLE 3211 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1352616 9156 SH SOLE 9156 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 221972 5270 SH SOLE 5270 0 0 SPDR GOLD TR GOLD SHS 78463V107 658715 3202 SH SOLE 3202 0 0 SPDR INDEX SHS FDS MSCI WRLD STRGIC 78463X418 1993986 16627 SH SOLE 16627 0 0 SPDR SER TR S&P INS ETF 78464A789 4167735 80041 SH SOLE 80041 0 0 SPDR SER TR S&P CAP MKTS 78464A771 1845774 16696 SH SOLE 16696 0 0 SPDR SER TR AEROSPACE DEF 78464A631 6035326 42953 SH SOLE 42953 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 2658266 61763 SH SOLE 61763 0 0 SPDR SER TR S&P HOMEBUILD 78464A888 555383 4977 SH SOLE 4977 0 0 T ROWE PRICE ETF INC CAP APPRECIATION 87283Q867 1799138 59515 SH SOLE 59515 0 0 TESLA INC COM 88160R101 852406 4849 SH SOLE 4849 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 333615 574 SH SOLE 574 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 306294 4450 SH SOLE 4450 0 0 UNITED STS COMMODITY INDEX F COMM IDX FND 911717106 629715 10332 SH SOLE 10332 0 0 UNITEDHEALTH GROUP INC COM 91324P102 837110 1692 SH SOLE 1692 0 0 VALE S A SPONSORED ADS 91912E105 123594 10139 SH SOLE 10139 0 0 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 2211270 24597 SH SOLE 24597 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 5166339 178027 SH SOLE 178027 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 7824252 34776 SH SOLE 34776 0 0 VICTORY PORTFOLIOS II SHORT TRM BD ETF 92647N535 1373165 27557 SH SOLE 27557 0 0 VISA INC COM CL A 92826C839 1168841 4188 SH SOLE 4188 0 0 WALMART INC COM 931142103 1075118 17868 SH SOLE 17868 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 1896521 24892 SH SOLE 24892 0 0 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 3218510 70059 SH SOLE 70059 0 0