POM Investment Strategies
Latest statistics and disclosures from POM Investment Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, XLG, EEM, IEV, QQQ, and represent 44.95% of POM Investment Strategies's stock portfolio.
- Added to shares of these 10 stocks: FOXY, AGGH, SPYM, IVV, MTUM, IEV, IEFA, QQQ, XLG, EEM.
- Started 171 new stock positions in FSSL, MCK, KR, APA, IBKR, RGA, EVRG, WMB, CASY, AMGN.
- Reduced shares in these 10 stocks: HIGH, SVOL, TSLA, BUCK, CTA, MSFT, AGG, VOO, AMZN, XMAG.
- Sold out of its positions in MSOS, BLK, BN, FAST, HSY, HDV, USMV, USHY, JIG, JEPI. JEPQ, KTB, MLM, OXY, PYPL, SHEL, TXN, UNP, VFC, VYM, VSS, VO, VV.
- POM Investment Strategies was a net buyer of stock by $7.0M.
- POM Investment Strategies has $195M in assets under management (AUM), dropping by 6.04%.
- Central Index Key (CIK): 0001906322
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Portfolio Holdings for POM Investment Strategies
POM Investment Strategies holds 349 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 13.7 | $27M | +4% | 333k | 80.22 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 7.9 | $15M | +4% | 258k | 59.28 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 7.9 | $15M | +4% | 279k | 54.71 |
|
| Ishares Tr Europe Etf (IEV) | 7.8 | $15M | +5% | 221k | 68.60 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.7 | $15M | +4% | 24k | 614.32 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 7.5 | $15M | +6% | 58k | 250.31 |
|
| Spdr Series Trust State Street Spd (SPYG) | 7.5 | $15M | +4% | 136k | 106.70 |
|
| Spdr Series Trust State Street Spd (SPYV) | 6.1 | $12M | +5% | 208k | 56.81 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.3 | $8.4M | +9% | 93k | 89.46 |
|
| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 3.6 | $6.9M | -5% | 292k | 23.70 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 3.3 | $6.5M | -5% | 239k | 27.26 |
|
| Simplify Exchange Traded Fun Aggregate Bond E (AGGH) | 2.6 | $5.0M | +38% | 243k | 20.70 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.9 | $3.8M | +4% | 49k | 77.02 |
|
| Simplify Exchange Traded Fun Volatility Prem (SVOL) | 1.9 | $3.6M | -34% | 205k | 17.56 |
|
| Simplify Exchange Traded Fun Barrier Income (SBAR) | 1.8 | $3.4M | -3% | 132k | 26.16 |
|
| Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) | 1.7 | $3.4M | -51% | 152k | 22.31 |
|
| Simplify Exchange Traded Fun Currency Strateg (FOXY) | 1.7 | $3.3M | NEW | 120k | 27.21 |
|
| Spdr Series Trust State Street Spd (SPMD) | 1.4 | $2.7M | +8% | 46k | 57.91 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.1 | $2.2M | +5% | 17k | 131.59 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.1 | $2.2M | +5% | 23k | 96.88 |
|
| Apple (AAPL) | 0.9 | $1.8M | +4% | 6.7k | 271.85 |
|
| Simplify Exchange Traded Fun Gamma Emerging (GAEM) | 0.9 | $1.7M | -5% | 64k | 26.63 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.0M | NEW | 1.5k | 684.75 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.4 | $753k | +5% | 16k | 46.86 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $753k | +5% | 7.4k | 101.98 |
|
| Tesla Motors (TSLA) | 0.3 | $653k | -57% | 1.5k | 449.72 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $490k | +59% | 2.6k | 186.51 |
|
| International Business Machines (IBM) | 0.2 | $481k | +71% | 1.6k | 296.22 |
|
| Johnson & Johnson (JNJ) | 0.2 | $441k | -17% | 2.1k | 206.96 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $284k | +140% | 4.5k | 62.47 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $239k | +14% | 475.00 | 502.65 |
|
| Microsoft Corporation (MSFT) | 0.1 | $195k | -65% | 403.00 | 483.71 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $190k | NEW | 2.8k | 67.22 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $182k | +4% | 211.00 | 862.40 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $174k | +164% | 555.00 | 312.77 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $155k | +5500% | 392.00 | 396.31 |
|
| American Healthcare Reit Com Shs (AHR) | 0.1 | $145k | +49% | 3.1k | 47.06 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $141k | NEW | 1.9k | 74.07 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $137k | +7% | 2.0k | 69.42 |
|
| M&T Bank Corporation (MTB) | 0.1 | $136k | NEW | 673.00 | 201.48 |
|
| Ionq Inc Pipe (IONQ) | 0.1 | $112k | +16% | 2.5k | 44.87 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $112k | -21% | 229.00 | 486.91 |
|
| UnitedHealth (UNH) | 0.1 | $111k | -5% | 335.00 | 330.58 |
|
| Amazon (AMZN) | 0.1 | $107k | -59% | 463.00 | 230.82 |
|
| Lowe's Companies (LOW) | 0.1 | $105k | 435.00 | 241.16 |
|
|
| Consolidated Edison (ED) | 0.1 | $102k | NEW | 1.0k | 99.32 |
|
| Southern Company (SO) | 0.0 | $92k | NEW | 1.1k | 87.20 |
|
| Home Depot (HD) | 0.0 | $91k | -18% | 265.00 | 344.56 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $87k | -72% | 138.00 | 627.36 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $85k | 1.2k | 68.36 |
|
|
| WSFS Financial Corporation (WSFS) | 0.0 | $83k | 1.5k | 55.24 |
|
|
| Spdr Series Trust State Street Spd (SPTI) | 0.0 | $81k | +2473% | 2.8k | 28.84 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $80k | -29% | 416.00 | 191.07 |
|
| Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) | 0.0 | $75k | 1.2k | 63.50 |
|
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.0 | $71k | 643.00 | 109.66 |
|
|
| Meta Platforms Cl A (META) | 0.0 | $68k | +194% | 103.00 | 661.25 |
|
| Abbvie (ABBV) | 0.0 | $63k | +2427% | 278.00 | 228.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $63k | -8% | 200.00 | 313.80 |
|
| Bank of America Corporation (BAC) | 0.0 | $62k | +12% | 1.1k | 55.00 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $60k | 933.00 | 64.79 |
|
|
| At&t (T) | 0.0 | $59k | +100% | 2.4k | 24.84 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $57k | +2550% | 53.00 | 1079.11 |
|
| Philip Morris International (PM) | 0.0 | $54k | NEW | 338.00 | 160.40 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $54k | 114.00 | 473.30 |
|
|
| Broadcom (AVGO) | 0.0 | $49k | +113% | 143.00 | 345.18 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $49k | NEW | 913.00 | 53.95 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $47k | -43% | 141.00 | 335.27 |
|
| Procter & Gamble Company (PG) | 0.0 | $46k | +151% | 320.00 | 143.35 |
|
| Visa Com Cl A (V) | 0.0 | $46k | +319% | 130.00 | 349.73 |
|
| Ford Motor Company (F) | 0.0 | $42k | +3029% | 3.2k | 13.12 |
|
| Teekay Corporation SHS (TK) | 0.0 | $42k | 4.6k | 9.03 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $41k | NEW | 768.00 | 53.79 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $40k | +45% | 86.00 | 468.76 |
|
| MGM Resorts International. (MGM) | 0.0 | $40k | 1.1k | 36.49 |
|
|
| Exchange Listed Fds Tr Bancreek Us Larg (BCUS) | 0.0 | $40k | +1407% | 1.2k | 32.28 |
|
| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $39k | 340.00 | 114.98 |
|
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $39k | NEW | 928.00 | 41.70 |
|
| Merck & Co (MRK) | 0.0 | $38k | +393% | 360.00 | 105.33 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $38k | NEW | 390.00 | 96.24 |
|
| Scorpio Tankers SHS (STNG) | 0.0 | $37k | 734.00 | 50.83 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $34k | NEW | 366.00 | 93.97 |
|
| Verizon Communications (VZ) | 0.0 | $34k | +86% | 831.00 | 40.73 |
|
| Servicenow (NOW) | 0.0 | $34k | +2344% | 220.00 | 153.19 |
|
| Spdr Series Trust State Street Spd (SPSB) | 0.0 | $33k | NEW | 1.1k | 30.20 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.0 | $33k | +919% | 1.2k | 26.48 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $32k | 197.00 | 162.49 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $32k | +11% | 286.00 | 111.44 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $31k | +26% | 96.00 | 323.83 |
|
| Cisco Systems (CSCO) | 0.0 | $31k | 400.00 | 77.03 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $31k | -59% | 45.00 | 681.91 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $29k | NEW | 589.00 | 49.21 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $28k | +107% | 81.00 | 349.99 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $28k | +659% | 319.00 | 88.60 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $28k | 100.00 | 278.92 |
|
|
| Key (KEY) | 0.0 | $26k | NEW | 1.3k | 20.64 |
|
| Global Payments (GPN) | 0.0 | $26k | 336.00 | 77.40 |
|
|
| Zscaler Incorporated (ZS) | 0.0 | $25k | 113.00 | 224.92 |
|
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| Fidelity Covington Trust Enhanced Large (FELV) | 0.0 | $25k | NEW | 721.00 | 34.66 |
|
| Tidal Trust Ii Defiance Large (XMAG) | 0.0 | $25k | -84% | 1.1k | 22.57 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $24k | NEW | 109.00 | 219.36 |
|
| General Dynamics Corporation (GD) | 0.0 | $24k | 71.00 | 336.66 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $24k | +191% | 283.00 | 83.80 |
|
| Altria (MO) | 0.0 | $24k | NEW | 411.00 | 57.66 |
|
| American Express Company (AXP) | 0.0 | $24k | +966% | 64.00 | 367.45 |
|
| Ge Aerospace Com New (GE) | 0.0 | $23k | +375% | 76.00 | 308.55 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $23k | +1418% | 243.00 | 95.35 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $23k | -8% | 454.00 | 50.88 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $23k | 417.00 | 54.84 |
|
|
| Doordash Cl A (DASH) | 0.0 | $23k | NEW | 100.00 | 226.48 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $22k | 106.00 | 210.34 |
|
|
| Kearny Finl Corp Md (KRNY) | 0.0 | $22k | 3.0k | 7.41 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $22k | 810.00 | 26.91 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $22k | 112.00 | 191.56 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $21k | NEW | 83.00 | 257.59 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $21k | +3% | 319.00 | 66.00 |
|
| Corning Incorporated (GLW) | 0.0 | $20k | 233.00 | 87.56 |
|
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| Sila Realty Trust Common Stock (SILA) | 0.0 | $20k | 836.00 | 23.31 |
|
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| Uber Technologies (UBER) | 0.0 | $19k | +913% | 233.00 | 81.71 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $18k | +212% | 147.00 | 120.44 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $18k | +37% | 150.00 | 117.36 |
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| Intel Corporation (INTC) | 0.0 | $17k | 470.00 | 36.90 |
|
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $17k | NEW | 213.00 | 81.17 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $15k | NEW | 89.00 | 171.75 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $15k | +3413% | 527.00 | 28.82 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $15k | 81.00 | 185.04 |
|
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| Parker-Hannifin Corporation (PH) | 0.0 | $14k | -20% | 16.00 | 902.56 |
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| Palo Alto Networks (PANW) | 0.0 | $14k | NEW | 76.00 | 184.20 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $14k | 180.00 | 77.68 |
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| Kodiak Sciences (KOD) | 0.0 | $14k | 500.00 | 27.96 |
|
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| Fidelity Covington Trust Disruptive Commu (FDCF) | 0.0 | $13k | 277.00 | 48.08 |
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| Evolus (EOLS) | 0.0 | $13k | 2.0k | 6.65 |
|
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $13k | 121.00 | 104.07 |
|
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| Mastercard Incorporated Cl A (MA) | 0.0 | $13k | +22% | 22.00 | 571.32 |
|
| Iqvia Holdings (IQV) | 0.0 | $12k | NEW | 55.00 | 225.42 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $12k | NEW | 106.00 | 115.86 |
|
| Pepsi (PEP) | 0.0 | $12k | 85.00 | 143.52 |
|
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| Amphenol Corp Cl A (APH) | 0.0 | $12k | NEW | 90.00 | 135.32 |
|
| Goldman Sachs (GS) | 0.0 | $12k | +333% | 13.00 | 886.00 |
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| TJX Companies (TJX) | 0.0 | $11k | +37% | 74.00 | 154.62 |
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| Fidelity Covington Trust Disruptive Autom (FBOT) | 0.0 | $11k | 343.00 | 33.34 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $11k | NEW | 266.00 | 42.69 |
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| Wells Fargo & Company (WFC) | 0.0 | $11k | NEW | 121.00 | 93.30 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $11k | 375.00 | 30.07 |
|
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $11k | +265% | 365.00 | 30.54 |
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| Analog Devices (ADI) | 0.0 | $11k | NEW | 40.00 | 271.62 |
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| Ishares Tr Cybersecurity (IHAK) | 0.0 | $11k | 221.00 | 48.12 |
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| Clorox Company (CLX) | 0.0 | $11k | NEW | 104.00 | 100.83 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $10k | NEW | 161.00 | 64.30 |
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| Linde SHS (LIN) | 0.0 | $10k | 24.00 | 428.67 |
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| Pfizer (PFE) | 0.0 | $9.9k | +44% | 398.00 | 24.90 |
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| Steris Shs Usd (STE) | 0.0 | $9.9k | NEW | 39.00 | 253.51 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $9.7k | +800% | 36.00 | 269.17 |
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| Fidelity Covington Trust Disruptive Fin E (FDFF) | 0.0 | $9.5k | 268.00 | 35.62 |
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| Prudential Financial (PRU) | 0.0 | $9.5k | NEW | 84.00 | 112.88 |
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| L3harris Technologies (LHX) | 0.0 | $9.5k | NEW | 32.00 | 296.00 |
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| American Tower Reit (AMT) | 0.0 | $9.3k | NEW | 53.00 | 175.57 |
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| McKesson Corporation (MCK) | 0.0 | $9.2k | NEW | 11.00 | 837.73 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $8.7k | +87% | 15.00 | 579.73 |
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| Pulte (PHM) | 0.0 | $8.4k | NEW | 72.00 | 116.54 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $8.0k | +30% | 30.00 | 267.23 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $8.0k | NEW | 117.00 | 68.17 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $7.8k | NEW | 48.00 | 162.15 |
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| Diamondback Energy (FANG) | 0.0 | $7.8k | NEW | 52.00 | 149.06 |
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.0 | $7.7k | NEW | 107.00 | 72.27 |
|
| Workday Cl A (WDAY) | 0.0 | $7.7k | NEW | 36.00 | 214.78 |
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| Avis Budget (CAR) | 0.0 | $7.7k | -40% | 60.00 | 128.32 |
|
| Netflix (NFLX) | 0.0 | $7.7k | +8100% | 82.00 | 93.76 |
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| SLB Com Stk (SLB) | 0.0 | $7.5k | NEW | 195.00 | 38.32 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $7.5k | +2000% | 42.00 | 177.76 |
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| Kyndryl Hldgs Common Stock (KD) | 0.0 | $7.4k | +63% | 279.00 | 26.56 |
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| Magyar Bancorp (MGYR) | 0.0 | $7.4k | 428.00 | 17.28 |
|
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $7.4k | NEW | 79.00 | 93.08 |
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| Casey's General Stores (CASY) | 0.0 | $7.2k | NEW | 13.00 | 553.31 |
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| Flexshares Tr Us Quality Cap (QLC) | 0.0 | $7.1k | NEW | 88.00 | 80.99 |
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| Kroger (KR) | 0.0 | $7.0k | NEW | 112.00 | 62.42 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $7.0k | NEW | 34.00 | 205.59 |
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| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.0 | $7.0k | NEW | 300.00 | 23.23 |
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| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.0 | $6.8k | NEW | 163.00 | 41.92 |
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| American Electric Power Company (AEP) | 0.0 | $6.8k | NEW | 59.00 | 115.31 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $6.7k | -93% | 70.00 | 96.03 |
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| Phillips 66 (PSX) | 0.0 | $6.7k | NEW | 52.00 | 129.19 |
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| Metropcs Communications (TMUS) | 0.0 | $6.6k | NEW | 32.00 | 205.50 |
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| Stryker Corporation (SYK) | 0.0 | $6.3k | NEW | 18.00 | 352.28 |
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| Walt Disney Company (DIS) | 0.0 | $6.3k | NEW | 55.00 | 113.76 |
|
| Coca-Cola Company (KO) | 0.0 | $6.1k | +42% | 87.00 | 70.22 |
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| Universal Health Rlty Income Sh Ben Int (UHT) | 0.0 | $5.9k | NEW | 151.00 | 39.21 |
|
| PPL Corporation (PPL) | 0.0 | $5.9k | NEW | 167.00 | 35.07 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $5.8k | NEW | 251.00 | 23.02 |
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| Baxter International (BAX) | 0.0 | $5.6k | NEW | 293.00 | 19.11 |
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| Ishares Tr Global Energ Etf (IXC) | 0.0 | $5.6k | +358% | 133.00 | 41.80 |
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| CenterPoint Energy (CNP) | 0.0 | $5.5k | NEW | 144.00 | 38.35 |
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| SYSCO Corporation (SYY) | 0.0 | $5.5k | NEW | 75.00 | 73.45 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $5.5k | NEW | 42.00 | 131.02 |
|
| Mongodb Cl A (MDB) | 0.0 | $5.5k | NEW | 13.00 | 419.69 |
|
| Wec Energy Group (WEC) | 0.0 | $5.4k | NEW | 51.00 | 105.45 |
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| Citizens Financial (CFG) | 0.0 | $5.3k | NEW | 90.00 | 58.41 |
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| Omni (OMC) | 0.0 | $5.2k | NEW | 65.00 | 80.75 |
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| Evergy (EVRG) | 0.0 | $5.2k | NEW | 72.00 | 72.49 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $5.1k | NEW | 182.00 | 27.95 |
|
| Armstrong World Industries (AWI) | 0.0 | $5.0k | NEW | 26.00 | 191.27 |
|
| AES Corporation (AES) | 0.0 | $4.9k | NEW | 344.00 | 14.34 |
|
| Hasbro (HAS) | 0.0 | $4.9k | NEW | 60.00 | 82.00 |
|
| Emcor (EME) | 0.0 | $4.9k | NEW | 8.00 | 612.00 |
|
| Host Hotels & Resorts (HST) | 0.0 | $4.8k | NEW | 273.00 | 17.73 |
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| Entergy Corporation (ETR) | 0.0 | $4.8k | NEW | 52.00 | 92.42 |
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| Dominion Resources (D) | 0.0 | $4.8k | NEW | 82.00 | 58.59 |
|
| Medtronic SHS (MDT) | 0.0 | $4.7k | NEW | 49.00 | 96.06 |
|
| S&p Global (SPGI) | 0.0 | $4.7k | NEW | 9.00 | 522.56 |
|
| Fifth Third Ban (FITB) | 0.0 | $4.6k | NEW | 99.00 | 46.81 |
|
| Allstate Corporation (ALL) | 0.0 | $4.6k | NEW | 22.00 | 208.14 |
|
| Apa Corporation (APA) | 0.0 | $4.6k | NEW | 187.00 | 24.46 |
|
| Franklin Resources (BEN) | 0.0 | $4.5k | NEW | 190.00 | 23.89 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $4.5k | NEW | 45.00 | 100.60 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $4.4k | NEW | 256.00 | 17.35 |
|
| Gilead Sciences (GILD) | 0.0 | $4.4k | NEW | 36.00 | 122.75 |
|
| Williams Companies (WMB) | 0.0 | $4.3k | NEW | 72.00 | 60.11 |
|
| Principal Financial (PFG) | 0.0 | $4.3k | NEW | 49.00 | 88.20 |
|
| Stanley Black & Decker (SWK) | 0.0 | $4.3k | NEW | 58.00 | 74.28 |
|
| Simon Property (SPG) | 0.0 | $4.3k | NEW | 23.00 | 185.13 |
|
| Amgen (AMGN) | 0.0 | $4.3k | NEW | 13.00 | 327.31 |
|
| Xcel Energy (XEL) | 0.0 | $4.1k | NEW | 56.00 | 73.86 |
|
| EOG Resources (EOG) | 0.0 | $4.1k | NEW | 39.00 | 106.03 |
|
| Cardinal Health (CAH) | 0.0 | $4.1k | NEW | 20.00 | 206.20 |
|
| AmerisourceBergen (COR) | 0.0 | $4.1k | NEW | 12.00 | 338.67 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $4.0k | NEW | 7.00 | 566.43 |
|
| Regency Centers Corporation (REG) | 0.0 | $3.9k | NEW | 57.00 | 69.04 |
|
| Nextera Energy (NEE) | 0.0 | $3.9k | NEW | 49.00 | 79.82 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $3.9k | NEW | 88.00 | 44.41 |
|
| Honeywell International (HON) | 0.0 | $3.9k | NEW | 20.00 | 195.10 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $3.9k | 50.00 | 77.36 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $3.8k | 42.00 | 90.93 |
|
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $3.8k | NEW | 268.00 | 14.14 |
|
| Deere & Company (DE) | 0.0 | $3.7k | +300% | 8.00 | 465.62 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $3.7k | NEW | 70.00 | 52.77 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $3.6k | 32.00 | 113.91 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $3.6k | NEW | 29.00 | 125.28 |
|
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $3.6k | 1.0k | 3.56 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $3.5k | +200% | 18.00 | 195.61 |
|
| Viatris (VTRS) | 0.0 | $3.5k | +3011% | 280.00 | 12.45 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $3.5k | 118.00 | 29.33 |
|
|
| Essex Property Trust (ESS) | 0.0 | $3.4k | NEW | 13.00 | 261.69 |
|
| Cintas Corporation (CTAS) | 0.0 | $3.4k | NEW | 18.00 | 188.72 |
|
| Howmet Aerospace (HWM) | 0.0 | $3.3k | NEW | 16.00 | 205.19 |
|
| Ross Stores (ROST) | 0.0 | $3.2k | NEW | 18.00 | 180.17 |
|
| Edison International (EIX) | 0.0 | $3.2k | NEW | 54.00 | 60.02 |
|
| HEICO Corporation (HEI) | 0.0 | $3.2k | NEW | 10.00 | 323.60 |
|
| T. Rowe Price (TROW) | 0.0 | $3.2k | NEW | 31.00 | 102.39 |
|
| Extra Space Storage (EXR) | 0.0 | $3.1k | NEW | 24.00 | 130.21 |
|
| Invesco SHS (IVZ) | 0.0 | $3.1k | NEW | 118.00 | 26.27 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $3.0k | NEW | 48.00 | 63.04 |
|
| International Paper Company (IP) | 0.0 | $3.0k | NEW | 76.00 | 39.39 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $3.0k | NEW | 31.00 | 95.23 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $2.9k | 19.00 | 155.16 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $2.9k | NEW | 18.00 | 162.78 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $2.9k | 43.00 | 67.65 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $2.9k | NEW | 16.00 | 178.62 |
|
| MetLife (MET) | 0.0 | $2.8k | NEW | 36.00 | 78.94 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $2.8k | -99% | 28.00 | 99.89 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $2.8k | NEW | 15.00 | 183.40 |
|
| Target Corporation (TGT) | 0.0 | $2.7k | NEW | 28.00 | 97.75 |
|
| Hubbell (HUBB) | 0.0 | $2.7k | 6.00 | 445.50 |
|
|
| Old Dominion Freight Line (ODFL) | 0.0 | $2.7k | NEW | 17.00 | 156.82 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $2.6k | NEW | 51.00 | 51.76 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $2.6k | NEW | 50.00 | 52.28 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $2.6k | NEW | 87.00 | 29.98 |
|
| Dell Technologies CL C (DELL) | 0.0 | $2.6k | NEW | 20.00 | 127.75 |
|
| Monster Beverage Corp (MNST) | 0.0 | $2.5k | NEW | 33.00 | 76.67 |
|
| Reddit Cl A (RDDT) | 0.0 | $2.5k | NEW | 11.00 | 229.91 |
|
| Roku Com Cl A (ROKU) | 0.0 | $2.5k | NEW | 23.00 | 108.48 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $2.5k | +1250% | 27.00 | 91.44 |
|
| FirstEnergy (FE) | 0.0 | $2.5k | NEW | 55.00 | 44.76 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $2.4k | NEW | 5.00 | 483.60 |
|
| Nano Nuclear Energy (NNE) | 0.0 | $2.4k | 100.00 | 24.01 |
|
|
| Cellectis S A Spon Ads (CLLS) | 0.0 | $2.4k | 495.00 | 4.84 |
|
|
| salesforce (CRM) | 0.0 | $2.4k | 9.00 | 265.33 |
|
|
| Exchange Listed Fds Tr Bancreek Int Lc (BCIL) | 0.0 | $2.4k | 85.00 | 27.94 |
|
|
| Sandisk Corp (SNDK) | 0.0 | $2.4k | NEW | 10.00 | 237.40 |
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $2.3k | NEW | 32.00 | 72.78 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $2.3k | NEW | 31.00 | 74.42 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $2.3k | NEW | 29.00 | 79.34 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $2.3k | NEW | 11.00 | 207.55 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $2.3k | -66% | 7.00 | 324.00 |
|
| Proshares Tr Sp500 Ex Enrgy (SPXE) | 0.0 | $2.2k | 30.00 | 74.67 |
|
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $2.2k | 100.00 | 22.32 |
|
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $2.2k | NEW | 48.00 | 46.29 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $2.2k | +2% | 41.00 | 54.17 |
|
| Hp (HPQ) | 0.0 | $2.1k | NEW | 94.00 | 22.28 |
|
| Danaher Corporation (DHR) | 0.0 | $2.1k | -80% | 9.00 | 229.22 |
|
| Campbell Soup Company (CPB) | 0.0 | $2.1k | NEW | 74.00 | 27.86 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $2.1k | NEW | 51.00 | 40.35 |
|
| CRH Ord (CRH) | 0.0 | $2.0k | NEW | 16.00 | 126.19 |
|
| Best Buy (BBY) | 0.0 | $1.9k | NEW | 29.00 | 66.93 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $1.9k | -85% | 61.00 | 30.85 |
|
| Comfort Systems USA (FIX) | 0.0 | $1.9k | NEW | 2.00 | 933.50 |
|
| Marsh & McLennan Companies | 0.0 | $1.9k | 10.00 | 186.40 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $1.8k | NEW | 13.00 | 136.00 |
|
| Waste Management (WM) | 0.0 | $1.8k | 8.00 | 220.50 |
|
|
| Boeing Company (BA) | 0.0 | $1.7k | 8.00 | 217.12 |
|
|
| J P Morgan Exchange Traded F Inflation Manage (JCPI) | 0.0 | $1.7k | NEW | 36.00 | 48.19 |
|
| Carvana Cl A (CVNA) | 0.0 | $1.7k | NEW | 4.00 | 422.00 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $1.7k | 22.00 | 76.23 |
|
|
| Pegasystems (PEGA) | 0.0 | $1.6k | NEW | 27.00 | 59.74 |
|
| First Tr Exchange-traded SHS (QTEC) | 0.0 | $1.6k | 7.00 | 230.14 |
|
|
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.0 | $1.5k | 9.00 | 168.33 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $1.5k | 16.00 | 91.19 |
|
|
| Viking Therapeutics (VKTX) | 0.0 | $1.4k | NEW | 41.00 | 35.17 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $1.3k | NEW | 14.00 | 96.14 |
|
| B&G Foods (BGS) | 0.0 | $1.3k | NEW | 300.00 | 4.30 |
|
| First Tr Exchange Traded Consumr Discre (FXD) | 0.0 | $1.2k | 17.00 | 68.35 |
|
|
| First Tr Exchange-traded Nasdaq 100 Ex (QQXT) | 0.0 | $1.1k | 11.00 | 99.36 |
|
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $1.0k | NEW | 105.00 | 9.97 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $1.0k | NEW | 15.00 | 69.73 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $1.0k | 5.00 | 208.80 |
|
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.0 | $999.001800 | 43.00 | 23.23 |
|
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $943.999500 | 15.00 | 62.93 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $720.000000 | NEW | 2.00 | 360.00 |
|
| Dbx Etf Tr Xtrackers Artifi (XAIX) | 0.0 | $643.999500 | NEW | 15.00 | 42.93 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $638.001000 | NEW | 45.00 | 14.18 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $613.000000 | 10.00 | 61.30 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $588.000000 | 12.00 | 49.00 |
|
|
| Cigna Corp (CI) | 0.0 | $550.000000 | 2.00 | 275.00 |
|
|
| Cheesecake Factory Incorporated (CAKE) | 0.0 | $505.000000 | 10.00 | 50.50 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $481.000000 | -99% | 4.00 | 120.25 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $408.000000 | 1.00 | 408.00 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $388.002000 | 60.00 | 6.47 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $347.000000 | NEW | 5.00 | 69.40 |
|
| Norfolk Southern (NSC) | 0.0 | $243.000000 | NEW | 1.00 | 243.00 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $243.000000 | NEW | 5.00 | 48.60 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $215.001000 | +328% | 30.00 | 7.17 |
|
| Haleon Spon Ads (HLN) | 0.0 | $151.999500 | 15.00 | 10.13 |
|
|
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $122.000000 | NEW | 1.00 | 122.00 |
|
| Prairie Oper (PROP) | 0.0 | $102.998500 | 61.00 | 1.69 |
|
|
| ConocoPhillips (COP) | 0.0 | $79.000000 | NEW | 1.00 | 79.00 |
|
| Ventas (VTR) | 0.0 | $77.000000 | -99% | 1.00 | 77.00 |
|
| Newsmax Com Shs Class B (NMAX) | 0.0 | $77.000000 | NEW | 10.00 | 7.70 |
|
| Iron Mountain (IRM) | 0.0 | $51.000000 | NEW | 1.00 | 51.00 |
|
| Janus Detroit Str Tr Hendersn Cap Etf (JSML) | 0.0 | $48.000000 | 1.00 | 48.00 |
|
|
| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $48.000000 | NEW | 1.00 | 48.00 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $46.000000 | NEW | 1.00 | 46.00 |
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $44.000000 | NEW | 1.00 | 44.00 |
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $15.000000 | NEW | 1.00 | 15.00 |
|
| Apollo Commercial Real Est. Finance (ARI) | 0.0 | $10.000000 | NEW | 1.00 | 10.00 |
|
| Revelation Biosciences *w Exp 01/10/202 (REVBW) | 0.0 | $8.040000 | 1.0k | 0.01 |
|
|
| Medical Properties Trust (MPT) | 0.0 | $5.000000 | NEW | 1.00 | 5.00 |
|
| Caterpillar (CAT) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by POM Investment Strategies
SEC 13F filings are viewable for POM Investment Strategies going back to 2024
- POM Investment Strategies 2025 Q4 filed Feb. 17, 2026
- POM Investment Strategies 2025 Q3 filed Nov. 12, 2025
- POM Investment Strategies 2025 Q2 filed Aug. 8, 2025
- POM Investment Strategies 2025 Q1 filed April 30, 2025
- POM Investment Strategies 2024 Q4 filed Jan. 29, 2025
- POM Investment Strategies 2024 Q3 filed Oct. 18, 2024
- POM Investment Strategies 2024 Q2 filed July 25, 2024
- POM Investment Strategies 2023 Q4 filed May 15, 2024
- POM Investment Strategies 2024 Q1 filed May 15, 2024