⏳
Showing Q4 2024 data
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
•CIK: 1908404•Filing: Q4 2024
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC manages a $\$2$ million AUM across a concentrated portfolio of seven holdings. The fund exhibits notable allocations to technology and industrials, with the top positions including NDQ at $\$0.5$ million and BX at $\$0.4$ million. Further significant weight is placed on IWY, RWL, NVDA, OEF, and AAPL, each representing at least $\$0.2$ million of the total assets. This structure suggests a tactical, high-conviction approach targeting specific market sectors.
Total AUM
$2.3M
QoQ Performance
-99.3%
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q4 2024
Top Holdings Allocation
NDQ
BX
IWY
RWL
NVDA
OEF
AAPL
NDQ22.5%
BX15.7%
IWY15.0%
RWL12.6%
NVDA11.8%
OEF11.8%
AAPL10.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.5%
Technology22.5%
🚪 Exited Positionssold since Q3 2024
+134 more exited positions
Changes from Q3 2024
NEW2 new positions
↓5 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023