ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC - Portfolio overview

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC has 7 reported holdings in this dataset, with the latest filing dated 2025-01-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 22.46%
2. BX - BLACKSTONE INC, 15.67%
3. IWY - ISHARES TR, 14.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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