ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC [Rocket]

Holdings

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Apple Inc.	AAPL	Common	55,433	9,148	10,752,383,000	4,738,628,000	5.00		Hist	06/30/2023
iSHARES TRUST	ILF	S&P LTN AM 40	172,863	161,600	4,696,688,000	4,438,878,000	2.18		Hist	06/30/2023
DIREXION SHS ETF TR NAS100 EQL WGT	QQQE	STOCK	62,709	56,441	4,827,339,000	4,427,253,000	2.24		Hist	06/30/2023
FIRST TR EXCHNG TRADED FD VI	FJUN	Common	125,065	93,896	5,182,694,000	4,057,493,000	2.41		Hist	06/30/2023
SPDR SERIES TRUST AEROSPACE DEF	XAR	STOCK	31,046	28,441	3,773,020,000	3,486,340,000	1.75		Hist	06/30/2023
Global X Funds	PAVE	Common	124,540	93,773	3,914,292,000	3,099,274,000	1.82		Hist	06/30/2023
SELECT SECTOR SPDR TR SBI INT-ENERGY	XLE	OPTION	42,185	29,539	3,424,156,000	2,318,010,000	1.59		Hist	06/30/2023
WisdomTree Trust	DGRW	Common	163,400	19,793	10,892,244,000	2,224,125,000	5.06		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	29,962	5,058	3,586,451,000	1,389,171,000	1.67		Hist	06/30/2023
SCHWAB US LC ETF	SCHX	Equities	40,547	20,506	2,123,446,000	1,218,595,000	0.99		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHG	Common	27,698	11,710	2,075,965,000	1,187,672,000	0.97		Hist	06/30/2023
Palo Alto Networks Inc	PANW	COM	7,137	1,660	1,823,575,000	1,059,314,000	0.85	0.00	Hist	06/30/2023
Pacer Funds Trust	COWZ	Common	227,023	8,776	10,867,591,000	773,667,000	5.05		Hist	06/30/2023
Tesla, Inc.	TSLA	COM	4,853	509	1,270,370,000	735,276,000	0.59		Hist	06/30/2023
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	DIA		10,703	1,531	3,680,227,000	641,268,000	1.71		Hist	06/30/2023
Broadcom Ltd	AVGO	COM	1,389	245	1,204,860,000	565,215,000	0.56		Hist	06/30/2023
MCKESSON CORP	MCK	Common	3,541	638	1,513,105,000	424,132,000	0.70		Hist	06/30/2023
Global X Funds	BOTZ	Common	35,631	6,327	1,024,035,000	421,837,000	0.48		Hist	06/30/2023
Pacer Funds Trust	CALF	Common	50,762	4,941	2,066,013,000	418,748,000	0.96		Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	4,192	2,071	609,671,000	325,258,000	0.28		Hist	06/30/2023
HOME DEPOT, INC.	HD	Common	2,463	1,049	765,017,000	318,397,000	0.36	0.00	Hist	06/30/2023
SPDR SERIES TRUST SANDP METALS MNG	XME	OPTION	10,901	6,008	553,989,000	310,269,000	0.26		Hist	06/30/2023
VISA INC.	V	CL A	1,962	649	465,953,000	193,093,000	0.22		Hist	06/30/2023
DGROYAL, LLC	DGRO	ETF	12,542	2,657	646,289,000	152,039,000	0.30		Hist	06/30/2023
EQUISHARES CORPORATION	AOR	Common	11,630	2,140	598,364,000	150,816,000	0.28		Hist	06/30/2023
MORGAN STANLEY	MS	Common	4,065	1,623	347,151,000	139,532,000	0.16		Hist	06/30/2023
COSTCO WHOLESALE CORP /NEW	COST	Common	1,339	54	720,910,000	134,205,000	0.34		Hist	06/30/2023
BOEING CO	BA	Common	1,785	464	376,941,000	125,285,000	0.18	0.00	Hist	06/30/2023
SCHWAB STRATEGIC TRUST	FNDX	Common	7,302	1,368	420,376,000	103,263,000	0.20		Hist	06/30/2023
CHEVRON CORP	CVX	Common	2,689	673	423,169,000	61,255,000	0.20	0.00	Hist	06/30/2023
CLEVELAND-CLIFFS INC.	CLF	Stock	33,801	1,799	566,505,000	50,953,000	0.26	0.01	Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	1,577	197	757,789,000	26,215,000	0.35	0.00	Hist	06/30/2023
CUMMINS INC	CMI	Common	2,137	45	523,977,000	17,169,000	0.24	0.00	Hist	06/30/2023
EXXON MOBIL CORP	XOM	Common	3,663	135	392,857,000	3,719,000	0.18	0.00	Hist	06/30/2023
THERMO FISHER SCIENTIFIC INC.	TMO	Common	987	43	514,967,000	-4,884,000	0.24	0.00	Hist	06/30/2023
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