ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
502 Bridge St New Cumberland, PA 17070
As of the latest 13F report, the guru’s equity portfolio contained 90 stocks valued at a total of $172.00Mil. The top holdings were QQQ(6.32%), COWZ(5.88%), and GCOW(5.50%).
According to GuruFocus data, these were ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC’s top five trades of the quarter.
Virtus Terranova U.S. Quality Momentum ETF
During the quarter, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC bought 110,091 shares of NAS:JOET for a total holding of 133,142. The trade had a 1.71% impact on the equity portfolio. During the quarter, the stock traded for an average price of $26.58.
On 01/21/2023, Virtus Terranova U.S. Quality Momentum ETF traded for a price of $27.53 per share and a market cap of $107.17Mil. The stock has returned -5.72% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Virtus Terranova U.S. Quality Momentum ETF has a price-earnings ratio of 16.70 and a price-book ratio of 4.10.
iShares S&P 100 ETF
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reduced their investment in ARCA:OEF by 16,010 shares. The trade had a 1.65% impact on the equity portfolio. During the quarter, the stock traded for an average price of $172.08.
On 01/21/2023, iShares S&P 100 ETF traded for a price of $176.46 per share and a market cap of $7.30Bil. The stock has returned -13.29% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares S&P 100 ETF has a price-earnings ratio of 21.03 and a price-book ratio of 4.29.
SPDR Dow Jones Industrial Average ETF
During the quarter, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC bought 7,954 shares of ARCA:DIA for a total holding of 9,172. The trade had a 1.53% impact on the equity portfolio. During the quarter, the stock traded for an average price of $324.05.
On 01/21/2023, SPDR Dow Jones Industrial Average ETF traded for a price of $333.53 per share and a market cap of $29.41Bil. The stock has returned -2.09% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR Dow Jones Industrial Average ETF has a price-earnings ratio of 18.64 and a price-book ratio of 3.90.
WisdomTree U.S. Dividend Growth Fund
During the quarter, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC bought 42,337 shares of NAS:DGRW for a total holding of 143,607. The trade had a 1.49% impact on the equity portfolio. During the quarter, the stock traded for an average price of $59.4.
On 01/21/2023, WisdomTree U.S. Dividend Growth Fund traded for a price of $61.09 per share and a market cap of $7.64Bil. The stock has returned -1.21% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, WisdomTree U.S. Dividend Growth Fund has a price-earnings ratio of 20.90 and a price-book ratio of 5.37.
Federated Hermes U.S. Strategic Dividend ETF
The guru established a new position worth 27,950 shares in ARCA:FDV, giving the stock a 1.22% weight in the equity portfolio. Shares traded for an average price of $25.49 during the quarter.
On 01/21/2023, Federated Hermes U.S. Strategic Dividend ETF traded for a price of $25.62 per share and a market cap of $40.99Mil. The stock has returned 0.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Federated Hermes U.S. Strategic Dividend ETF has a price-earnings ratio of 15.81 and a price-book ratio of 2.42.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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