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ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
WatchNo.9937 Data as of 2025Q1Latest AUM (Q1 2025)
$2.3M
QoQ Change Q4 2024
$0+0.0%
Holdings Value Trend
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q1 2025 Value | Q1 2025 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|
| VVANGUARD INDEX FDSVOO |
| 22.46% | 22.46% | $509,185 | 996 | $509,185 | 996 | 00.00% | Unchanged |
 BLACKSTONE INCBX |
| 15.67% | 15.67% | $355,358 | 2,061 | $355,358 | 2,061 | 00.00% | Unchanged |
| IISHARES TRIWY |
| 14.99% | 14.99% | $339,965 | 1,445 | $339,965 | 1,445 | 00.00% | Unchanged |
| IINVESCO S&PRWL |
| 12.61% | 12.61% | $285,828 | 2,919 | $285,828 | 2,919 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 11.85% | 11.85% | $268,580 | 2,000 | $268,580 | 2,000 | 00.00% | Unchanged |
| IISHARES S&P 100 ETFIWO |
| 11.77% | 11.77% | $266,897 | 924 | $266,897 | 924 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 10.65% | 10.65% | $241,526 | 964 | $241,526 | 964 | 00.00% | Unchanged |
🧭 Institutional Sector Flow Heatmap
Net Outflow Net Inflow
