0001908404-23-000002.txt : 20230120 0001908404-23-000002.hdr.sgml : 20230120 20230120142636 ACCESSION NUMBER: 0001908404-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230120 DATE AS OF CHANGE: 20230120 EFFECTIVENESS DATE: 20230120 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: 23540414 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 12-31-2022 12-31-2022 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 01-20-2023 0 91 173350228 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 678339 4197 SH SOLE 4197 0 0 ALPHABET INC CAP STK CL A 02079K305 2197280 24904 SH SOLE 24904 0 0 AMAZON COM INC COM 023135106 2246103 26739 SH SOLE 26739 0 0 AMERICAN TOWER CORP NEW COM 03027X100 245060 1157 SH SOLE 1157 0 0 APPLE INC COM 037833100 6013755 46285 SH SOLE 46285 0 0 APPLIED MATLS INC COM 038222105 413281 4244 SH SOLE 4244 0 0 BOEING CO COM 097023105 251656 1321 SH SOLE 1321 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 400042 5560 SH SOLE 5560 0 0 BROADCOM INC COM 11135F101 639645 1144 SH SOLE 1144 0 0 CAMBRIA ETF TR SHSHLD YIELD ETF 132061201 711542 11997 SH SOLE 11997 0 0 CHEVRON CORP NEW COM 166764100 361914 2016 SH SOLE 2016 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 515552 32002 SH SOLE 32002 0 0 COSTCO WHSL CORP NEW COM 22160K105 586705 1285 SH SOLE 1285 0 0 CUMMINS INC COM 231021106 506808 2092 SH SOLE 2092 0 0 CVS HEALTH CORP COM 126650100 214165 2298 SH SOLE 2298 0 0 DANAHER CORPORATION COM 235851102 437678 1649 SH SOLE 1649 0 0 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 400086 6268 SH SOLE 6268 0 0 ELECTRONIC ARTS INC COM 285512109 222490 1821 SH SOLE 1821 0 0 EXXON MOBIL CORP COM 30231G102 389138 3528 SH SOLE 3528 0 0 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 2298656 93861 SH SOLE 93861 0 0 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 2094853 27950 SH SOLE 27950 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 250564 5705 SH SOLE 5705 0 0 FIRST TR EXCHNG TRADED FD VI FT CBOE EQTY BFR 33740U505 1590160 50068 SH SOLE 50068 0 0 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740U208 266646 7773 SH SOLE 7773 0 0 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F722 1125201 31169 SH SOLE 31169 0 0 FREEPORT-MCMORAN INC CL B 35671D857 745902 19629 SH SOLE 19629 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 206258 3960 SH SOLE 3960 0 0 GLOBAL X FDS CYBRSCURTY ETF 37954Y384 3872116 186608 SH SOLE 186608 0 0 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 4600152 78488 SH SOLE 78488 0 0 GLOBAL X FDS GLB X MLP ENRG I 37954Y293 246598 6050 SH SOLE 6050 0 0 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 602198 29304 SH SOLE 29304 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 815018 30767 SH SOLE 30767 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 974512 2838 SH SOLE 2838 0 0 HERSHEY CO COM 427866108 881449 3806 SH SOLE 3806 0 0 HOME DEPOT INC COM 437076102 446620 1414 SH SOLE 1414 0 0 INVESCO EXCH TRADED FD TR II GBL SRT TRM HY 46138E669 2469714 128564 SH SOLE 128564 0 0 INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 46137V480 5500326 120252 SH SOLE 120252 0 0 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 5318732 318106 SH SOLE 318106 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 10849806 40746 SH SOLE 40746 0 0 ISHARES TR CORE 1 5 YR USD 46432F859 579943 12488 SH SOLE 12488 0 0 ISHARES TR CORE DIV GRWTH 46434V621 494250 9885 SH SOLE 9885 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 447548 9490 SH SOLE 9490 0 0 ISHARES TR GLOBAL 100 ETF 464287572 551727 8614 SH SOLE 8614 0 0 ISHARES TR LATN AMER 40 ETF 464287390 257810 11263 SH SOLE 11263 0 0 ISHARES TR ISHARES SEMICDTR 464287523 3052829 8773 SH SOLE 8773 0 0 ISHARES TR RUS TOP 200 ETF 464289446 2264095 25165 SH SOLE 25165 0 0 ISHARES TR RUS TP200 GR ETF 464289438 6733288 55864 SH SOLE 55864 0 0 ISHARES TR S&P 100 ETF 464287101 5498495 32236 SH SOLE 32236 0 0 ISHARES TR U.S. FINLS ETF 464287788 938243 12432 SH SOLE 12432 0 0 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 296942 7278 SH SOLE 7278 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 7893971 157470 SH SOLE 157470 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 7026103 128943 SH SOLE 128943 0 0 JPMORGAN CHASE & CO COM 46625H100 284413 2121 SH SOLE 2121 0 0 LOCKHEED MARTIN CORP COM 539830109 336115 691 SH SOLE 691 0 0 MCKESSON CORP COM 58155Q103 1088973 2903 SH SOLE 2903 0 0 MICROSOFT CORP COM 594918104 1926479 8033 SH SOLE 8033 0 0 MORGAN STANLEY COM NEW 617446448 207619 2442 SH SOLE 2442 0 0 NVIDIA CORPORATION COM 67066G104 1543849 10564 SH SOLE 10564 0 0 OCCIDENTAL PETE CORP COM 674599105 247740 3933 SH SOLE 3933 0 0 OVINTIV INC COM 69047Q102 422059 8323 SH SOLE 8323 0 0 PACCAR INC COM 693718108 510784 5161 SH SOLE 5161 0 0 PACER FDS TR PACER US SMALL 69374H857 1647265 45821 SH SOLE 45821 0 0 PACER FDS TR US CASH COWS 100 69374H881 10093924 218247 SH SOLE 218247 0 0 PACER FDS TR GLOBL CASH ETF 69374H709 9452934 297824 SH SOLE 297824 0 0 PALO ALTO NETWORKS INC COM 697435105 764261 5477 SH SOLE 5477 0 0 PFIZER INC COM 717081103 362381 7072 SH SOLE 7072 0 0 PROSPECT CAP CORP COM 74348T102 119847 17145 SH SOLE 17145 0 0 PRUDENTIAL FINL INC COM 744320102 235494 2368 SH SOLE 2368 0 0 SCHWAB CHARLES CORP COM 808513105 833183 10007 SH SOLE 10007 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 6820733 90293 SH SOLE 90293 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 888293 15988 SH SOLE 15988 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 904851 20041 SH SOLE 20041 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 317113 5934 SH SOLE 5934 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 4146228 85950 SH SOLE 85950 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 966019 12958 SH SOLE 12958 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4795505 35300 SH SOLE 35300 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1106146 12646 SH SOLE 12646 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 3038959 9172 SH SOLE 9172 0 0 SPDR SER TR S&P METALS MNG 78464A755 243720 4893 SH SOLE 4893 0 0 SPDR SER TR AEROSPACE DEF 78464A631 286680 2605 SH SOLE 2605 0 0 SYSCO CORP COM 871829107 267346 3497 SH SOLE 3497 0 0 TAPESTRY INC COM 876030107 411797 10814 SH SOLE 10814 0 0 TESLA INC COM 88160R101 535094 4344 SH SOLE 4344 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 519851 944 SH SOLE 944 0 0 UNITED STS COMMODITY INDEX F COMM IDX FND 911717106 614634 10921 SH SOLE 10921 0 0 UNITEDHEALTH GROUP INC COM 91324P102 731574 1380 SH SOLE 1380 0 0 VICTORY PORTFOLIOS II VCSHS US EQ INCM 92647N824 4456564 71799 SH SOLE 71799 0 0 VIRTUS ETF TR II VIRTUS US QLTY 92790A504 3557554 133142 SH SOLE 133142 0 0 VISA INC COM CL A 92826C839 272860 1313 SH SOLE 1313 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 8668119 143607 SH SOLE 143607 0 0 WISDOMTREE TR US MULTIFACTOR 97717Y857 1101304 29290 SH SOLE 29290 0 0