POM Investment Strategies

Latest statistics and disclosures from POM Investment Strategies's latest quarterly 13F-HR filing:

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Positions held by POM Investment Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for POM Investment Strategies

POM Investment Strategies holds 201 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 13.6 $25M +28% 319k 78.34
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Ishares Tr Msci Emg Mkt Etf (EEM) 7.8 $14M +26% 267k 53.40
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 7.7 $14M +22% 247k 57.52
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Ishares Tr Msci Usa Mmentm (MTUM) 7.6 $14M +28% 55k 256.45
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Invesco Qqq Tr Unit Ser 1 (QQQ) 7.6 $14M +24% 23k 600.37
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Ishares Tr Europe Etf (IEV) 7.5 $14M +33% 209k 65.48
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 7.4 $14M +55% 130k 104.51
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 6.0 $11M +20% 198k 55.33
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Ishares Tr Core Msci Eafe (IEFA) 4.1 $7.4M +36% 85k 87.31
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Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 4.0 $7.4M +12% 310k 23.85
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Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) 3.9 $7.2M +46% 312k 23.09
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Simplify Exchange Traded Fun Managed Futures (CTA) 3.9 $7.1M -15% 254k 27.97
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Simplify Exchange Traded Fun Volatility Prem (SVOL) 3.1 $5.7M -33% 315k 18.00
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Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 2.0 $3.6M NEW 176k 20.71
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Simplify Exchange Traded Fun Barrier Income (SBAR) 1.9 $3.6M NEW 136k 26.26
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American Centy Etf Tr Avantis Emgmkt (AVEM) 1.9 $3.5M +16% 47k 75.11
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Spdr Series Trust Portfolio S&p400 (SPMD) 1.3 $2.4M -42% 43k 57.19
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Ishares Tr S&p Mc 400vl Etf (IJJ) 1.1 $2.1M -28% 16k 129.72
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Ishares Tr S&p Mc 400gr Etf (IJK) 1.1 $2.1M -13% 22k 95.89
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Simplify Exchange Traded Fun Gamma Emerging (GAEM) 1.0 $1.8M NEW 68k 26.36
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Apple (AAPL) 0.9 $1.6M +2% 6.4k 254.63
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Spdr Series Trust Portfolio S&p600 (SPSM) 0.4 $706k -39% 15k 46.32
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $698k -39% 7.0k 99.52
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Microsoft Corporation (MSFT) 0.3 $601k +504% 1.2k 517.95
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Johnson & Johnson (JNJ) 0.3 $479k 2.6k 185.42
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $324k NEW 3.2k 100.25
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NVIDIA Corporation (NVDA) 0.2 $308k -2% 1.7k 186.58
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $305k +12350% 498.00 612.41
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International Business Machines (IBM) 0.1 $267k 945.00 282.16
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $209k 415.00 502.74
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Costco Wholesale Corporation (COST) 0.1 $187k 202.00 925.63
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Tesla Motors (TSLA) 0.1 $180k +8000% 3.4k 52.83
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Tidal Trust Ii Defiance Large (XMAG) 0.1 $157k 7.1k 22.15
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Vanguard Index Fds Growth Etf (VUG) 0.1 $139k NEW 290.00 479.61
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Home Depot (HD) 0.1 $132k +48% 326.00 405.19
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Ionq Inc Pipe (IONQ) 0.1 $132k 2.1k 61.50
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UnitedHealth (UNH) 0.1 $122k +1861% 353.00 345.30
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $113k +92% 1.9k 59.92
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $111k 1.2k 89.77
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Lowe's Companies (LOW) 0.1 $109k 435.00 251.31
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Vanguard Index Fds Value Etf (VTV) 0.1 $109k +5227% 586.00 186.49
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $108k NEW 369.00 293.74
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Delta Air Lines Inc Del Com New (DAL) 0.1 $104k 1.8k 56.75
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $100k +1428% 1.1k 93.37
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $95k NEW 1.0k 95.14
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Ishares Tr Core High Dv Etf (HDV) 0.1 $92k NEW 750.00 122.45
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American Healthcare Reit Com Shs (AHR) 0.0 $87k 2.1k 42.01
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $83k NEW 269.00 307.86
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $82k NEW 250.00 328.17
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WSFS Financial Corporation (WSFS) 0.0 $81k 1.5k 53.93
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Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 0.0 $77k 1.2k 65.04
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J P Morgan Exchange Traded F Internl Gwt (JIG) 0.0 $75k NEW 1.0k 75.34
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $75k NEW 112.00 666.18
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $71k NEW 500.00 142.55
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Etf Ser Solutions Defiance Quantum (QTUM) 0.0 $68k 643.00 104.91
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Global X Fds Defense Tech Etf (SHLD) 0.0 $66k 933.00 70.24
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $59k NEW 500.00 118.83
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Ishares Tr Broad Usd High (USHY) 0.0 $54k NEW 1.4k 37.78
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $53k 114.00 468.41
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Alphabet Cap Stk Cl C (GOOG) 0.0 $53k 218.00 243.61
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Bank of America Corporation (BAC) 0.0 $52k 1.0k 51.59
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $51k +5% 210.00 243.10
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Scorpio Tankers SHS (STNG) 0.0 $41k 734.00 56.05
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Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $39k 340.00 114.28
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MGM Resorts International. (MGM) 0.0 $38k 1.1k 34.66
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Teekay Corporation SHS (TK) 0.0 $38k 4.6k 8.18
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Marathon Petroleum Corp (MPC) 0.0 $38k 196.00 192.74
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Zscaler Incorporated (ZS) 0.0 $34k 113.00 299.66
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At&t (T) 0.0 $34k NEW 1.2k 28.24
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Royal Caribbean Cruises (RCL) 0.0 $32k 100.00 323.58
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $29k 59.00 490.37
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Global Payments (GPN) 0.0 $28k 336.00 83.08
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Novo-nordisk A S Adr (NVO) 0.0 $27k 494.00 55.49
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Cisco Systems (CSCO) 0.0 $27k 400.00 68.42
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Wal-Mart Stores (WMT) 0.0 $26k 256.00 103.09
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Meta Platforms Cl A (META) 0.0 $26k +12% 35.00 734.37
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General Dynamics Corporation (GD) 0.0 $24k 71.00 341.00
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JPMorgan Chase & Co. (JPM) 0.0 $24k +216% 76.00 315.43
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Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.0 $22k 417.00 53.66
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Broadcom (AVGO) 0.0 $22k -98% 67.00 330.48
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $22k 106.00 203.59
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $21k 810.00 26.34
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $21k NEW 112.00 189.70
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Sila Realty Trust Common Stock (SILA) 0.0 $21k 836.00 25.10
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $20k NEW 309.00 65.26
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $20k NEW 350.00 57.52
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $20k NEW 350.00 57.10
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Kearny Finl Corp Md (KRNY) 0.0 $20k 3.0k 6.57
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Verizon Communications (VZ) 0.0 $20k NEW 445.00 43.95
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Procter & Gamble Company (PG) 0.0 $20k NEW 127.00 153.65
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $20k 284.00 68.58
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Corning Incorporated (GLW) 0.0 $19k NEW 233.00 82.03
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Fastenal Company (FAST) 0.0 $17k NEW 336.00 49.04
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Avis Budget (CAR) 0.0 $16k 100.00 160.58
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Intel Corporation (INTC) 0.0 $16k NEW 470.00 33.55
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Vanguard World Utilities Etf (VPU) 0.0 $15k 81.00 189.41
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Parker-Hannifin Corporation (PH) 0.0 $15k NEW 20.00 758.15
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $14k NEW 180.00 78.37
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Adobe Systems Incorporated (ADBE) 0.0 $14k +105% 39.00 352.74
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Fidelity Covington Trust Disruptive Commu (FDCF) 0.0 $14k 277.00 49.55
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $14k NEW 432.00 31.62
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Amazon (AMZN) 0.0 $14k +952% 1.1k 11.90
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Duke Energy Corp Com New (DUK) 0.0 $14k NEW 109.00 123.75
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $13k NEW 121.00 103.07
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Evolus (EOLS) 0.0 $12k 2.0k 6.14
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Pepsi (PEP) 0.0 $12k +13% 85.00 140.44
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Blackrock (BLK) 0.0 $12k NEW 10.00 1165.90
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Ishares Tr Cybersecurity (IHAK) 0.0 $12k 221.00 52.33
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Linde SHS (LIN) 0.0 $11k NEW 24.00 475.00
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Fidelity Covington Trust Disruptive Autom (FBOT) 0.0 $11k 343.00 32.76
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $11k 375.00 29.64
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Visa Com Cl A (V) 0.0 $11k +29% 31.00 341.39
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Mastercard Incorporated Cl A (MA) 0.0 $10k 18.00 568.83
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Hershey Company (HSY) 0.0 $10k NEW 54.00 187.06
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Fidelity Covington Trust Disruptive Fin E (FDFF) 0.0 $9.7k 268.00 36.18
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Martin Marietta Materials (MLM) 0.0 $9.5k 15.00 630.27
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Shell Spon Ads (SHEL) 0.0 $9.1k NEW 127.00 71.53
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Danaher Corporation (DHR) 0.0 $8.9k +25% 45.00 198.27
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Anavex Life Sciences Corp Com New (AVXL) 0.0 $8.9k NEW 1.0k 8.90
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Ventas (VTR) 0.0 $8.6k NEW 123.00 69.99
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Servicenow (NOW) 0.0 $8.3k 9.00 920.33
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Kodiak Sciences (KOD) 0.0 $8.2k 500.00 16.37
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $8.2k NEW 97.00 84.11
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Kontoor Brands (KTB) 0.0 $8.1k NEW 101.00 79.77
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $7.9k NEW 56.00 140.95
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TJX Companies (TJX) 0.0 $7.8k 54.00 144.54
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Magyar Bancorp (MGYR) 0.0 $7.4k 428.00 17.27
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Sherwin-Williams Company (SHW) 0.0 $7.3k 21.00 346.24
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Pfizer (PFE) 0.0 $7.0k NEW 275.00 25.48
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Merck & Co (MRK) 0.0 $6.1k +217% 73.00 83.93
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $5.7k 23.00 246.61
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Exxon Mobil Corporation (XOM) 0.0 $5.3k +27% 47.00 112.74
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Kyndryl Hldgs Common Stock (KD) 0.0 $5.1k 171.00 30.03
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Ge Aerospace Com New (GE) 0.0 $4.8k 16.00 301.62
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Union Pacific Corporation (UNP) 0.0 $4.7k 20.00 236.35
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Texas Instruments Incorporated (TXN) 0.0 $4.6k NEW 25.00 183.72
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Coca-Cola Company (KO) 0.0 $4.0k NEW 61.00 66.33
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Thermo Fisher Scientific (TMO) 0.0 $3.9k NEW 8.00 485.00
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Nano Nuclear Energy (NNE) 0.0 $3.9k 100.00 38.56
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $3.8k NEW 42.00 91.43
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $3.6k 32.00 113.88
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National Grid Sponsored Adr Ne (NGG) 0.0 $3.6k NEW 50.00 72.68
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $3.6k NEW 42.00 84.69
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $3.4k NEW 116.00 29.73
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Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.0 $3.3k NEW 121.00 26.95
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Blackstone Group Inc Com Cl A (BX) 0.0 $3.2k +280% 19.00 170.84
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Spdr Series Trust Portfli Intrmdit (SPTI) 0.0 $3.2k NEW 109.00 28.90
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Carnival Corp Unit 99/99/9999 (CCL) 0.0 $2.9k 100.00 28.91
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Exchange Listed Fds Tr Bancreek Us Larg (BCUS) 0.0 $2.7k NEW 82.00 32.80
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Hubbell (HUBB) 0.0 $2.6k NEW 6.00 430.33
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Abbvie (ABBV) 0.0 $2.5k NEW 11.00 231.55
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Spdr Gold Tr Gold Shs (GLD) 0.0 $2.5k NEW 7.00 355.43
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Norwegian Cruise Line Hldg L SHS (NCLH) 0.0 $2.5k NEW 100.00 24.63
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Exchange Listed Fds Tr Bancreek Int Lc (BCIL) 0.0 $2.5k NEW 85.00 28.93
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Goldman Sachs (GS) 0.0 $2.4k NEW 3.00 796.33
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Uber Technologies (UBER) 0.0 $2.3k NEW 23.00 97.96
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $2.2k 22.00 99.82
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Proshares Tr Sp500 Ex Enrgy (SPXE) 0.0 $2.2k 30.00 72.73
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Select Sector Spdr Tr Financial (XLF) 0.0 $2.2k 40.00 54.42
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salesforce (CRM) 0.0 $2.1k NEW 9.00 237.00
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Marsh & McLennan Companies (MMC) 0.0 $2.0k NEW 10.00 201.50
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American Express Company (AXP) 0.0 $2.0k NEW 6.00 332.17
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Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $1.9k NEW 43.00 44.49
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V.F. Corporation (VFC) 0.0 $1.8k NEW 127.00 14.43
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Waste Management (WM) 0.0 $1.8k NEW 8.00 220.88
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Boeing Company (BA) 0.0 $1.7k NEW 8.00 215.88
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O'reilly Automotive (ORLY) 0.0 $1.7k NEW 16.00 107.81
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Oracle Corporation (ORCL) 0.0 $1.7k +20% 6.00 282.67
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First Tr Exchange-traded SHS (QTEC) 0.0 $1.6k 7.00 229.57
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Boston Scientific Corporation (BSX) 0.0 $1.6k NEW 16.00 97.62
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Eli Lilly & Co. (LLY) 0.0 $1.5k NEW 2.00 763.00
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First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $1.5k 9.00 168.00
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Cellectis S A Spon Ads (CLLS) 0.0 $1.4k 495.00 2.85
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Charter Communications Inc N Cl A (CHTR) 0.0 $1.4k NEW 5.00 275.20
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Ford Motor Company (F) 0.0 $1.2k 103.00 11.94
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Ishares Tr Global Energ Etf (IXC) 0.0 $1.2k NEW 29.00 41.76
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Netflix (NFLX) 0.0 $1.2k NEW 1.00 1199.00
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Advisorshares Tr Pure Us Cannabis (MSOS) 0.0 $1.2k NEW 250.00 4.79
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First Tr Exchange Traded Consumr Discre (FXD) 0.0 $1.2k 17.00 68.24
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $1.1k 4.00 279.75
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $1.1k 43.00 25.91
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First Tr Exchange-traded Nasdaq 100 Ex (QQXT) 0.0 $1.1k 11.00 98.91
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Paypal Holdings (PYPL) 0.0 $1.0k NEW 15.00 67.07
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First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $928.999500 -6% 15.00 61.93
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Deere & Company (DE) 0.0 $915.000000 2.00 457.50
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Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $627.000000 NEW 10.00 62.70
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Cigna Corp (CI) 0.0 $577.000000 NEW 2.00 288.50
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Cheesecake Factory Incorporated (CAKE) 0.0 $546.000000 10.00 54.60
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GSK Sponsored Adr (GSK) 0.0 $518.000400 NEW 12.00 43.17
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Occidental Petroleum Corporation (OXY) 0.0 $475.000000 10.00 47.50
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Vanguard World Mega Grwth Ind (MGK) 0.0 $397.000000 -99% 1.00 397.00
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Palantir Technologies Cl A (PLTR) 0.0 $365.000000 +100% 2.00 182.50
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Warner Bros Discovery Com Ser A (WBD) 0.0 $292.999500 NEW 15.00 19.53
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Nokia Corp Sponsored Adr (NOK) 0.0 $289.002000 NEW 60.00 4.82
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Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $184.000000 NEW 2.00 92.00
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Haleon Spon Ads (HLN) 0.0 $135.000000 NEW 15.00 9.00
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Prairie Oper (PROP) 0.0 $120.999600 61.00 1.98
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Viatris (VTRS) 0.0 $89.000100 NEW 9.00 9.89
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Organon & Co Common Stock (OGN) 0.0 $75.000100 +250% 7.00 10.71
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Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.0 $49.000000 -98% 1.00 49.00
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Revelation Biosciences *w Exp 01/10/202 (REVBW) 0.0 $10.954500 1.0k 0.01
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Past Filings by POM Investment Strategies

SEC 13F filings are viewable for POM Investment Strategies going back to 2024