POM Investment Strategies
Latest statistics and disclosures from POM Investment Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BUFR, MGK, QQQ, XLG, IWV, and represent 45.88% of POM Investment Strategies's stock portfolio.
- Added to shares of these 10 stocks: IWV (+$11M), SCHH (+$11M), SEPW, SIVR, Elevation Series Trust, FTGS, BILZ, F, QQEW, DECZ.
- Started 56 new stock positions in FMB, SKF, LDP, SWBI, IEFA, MLM, AEM, BND, FTGC, NVRI.
- Reduced shares in these 10 stocks: IJH, XLG, MGK, QQQ, JULW, IBDP, GJUN, IVW, , AAPL.
- Sold out of its positions in SMTH, JULW, JUNW, AVLV, AVDE, AXP, UYLD, BUD, BP, BBVA.
- POM Investment Strategies was a net buyer of stock by $6.8M.
- POM Investment Strategies has $128M in assets under management (AUM), dropping by 2.41%.
- Central Index Key (CIK): 0001906322
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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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POM Investment Strategies holds 313 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 9.8 | $13M | 419k | 29.89 |
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Vanguard World Mega Grwth Ind (MGK) | 9.2 | $12M | -20% | 37k | 321.95 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.1 | $12M | -19% | 24k | 488.06 |
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 9.0 | $12M | -23% | 242k | 47.53 |
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Ishares Tr Russell 3000 Etf (IWV) | 8.9 | $11M | NEW | 35k | 326.73 |
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Schwab Strategic Tr Us Reit Etf (SCHH) | 8.8 | $11M | NEW | 484k | 23.17 |
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First Tr Exchange-traded Risng Divd Achiv (RDVY) | 6.3 | $8.0M | 135k | 59.21 |
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First Tr Exchange-traded Dow 30 Eql Wgt (EDOW) | 6.2 | $8.0M | 221k | 35.97 |
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First Tr Exchange Traded Growth Strength (FTGS) | 5.9 | $7.5M | 241k | 31.22 |
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 4.1 | $5.2M | 90k | 58.27 |
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First Tr Nas100 Eq Weighted SHS (QQEW) | 4.0 | $5.1M | 41k | 125.45 |
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First Tr Exchange-traded Smid Risng Etf (SDVY) | 2.1 | $2.7M | 74k | 36.38 |
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First Tr Exchange-traded Dj Internt Idx (FDN) | 2.1 | $2.6M | 12k | 211.83 |
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Ishares Tr Ibonds Dec24 Etf (IBDP) | 2.0 | $2.6M | -12% | 103k | 25.21 |
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Apple (AAPL) | 1.7 | $2.1M | -6% | 9.2k | 233.00 |
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Microsoft Corporation (MSFT) | 1.1 | $1.3M | 3.1k | 430.36 |
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Pimco Etf Tr Ultra Short Govt (BILZ) | 0.9 | $1.2M | +10% | 12k | 101.22 |
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Home Depot (HD) | 0.7 | $848k | 2.1k | 405.15 |
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Aim Etf Products Trust Allianzim Us Lrg (SEPW) | 0.5 | $647k | NEW | 23k | 28.53 |
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Ishares Tr High Yld Systm B (HYDB) | 0.4 | $484k | 10k | 48.06 |
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $477k | 5.9k | 80.31 |
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Air Products & Chemicals (APD) | 0.4 | $458k | 1.5k | 297.74 |
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Johnson & Johnson (JNJ) | 0.3 | $416k | -2% | 2.6k | 162.06 |
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JPMorgan Chase & Co. (JPM) | 0.3 | $412k | -3% | 2.0k | 210.86 |
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Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.3 | $323k | 14k | 23.29 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $301k | 1.2k | 243.06 |
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Proshares Tr Short Qqq (PSQ) | 0.2 | $229k | 5.8k | 39.44 |
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NVIDIA Corporation (NVDA) | 0.2 | $227k | -32% | 1.9k | 121.44 |
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $213k | 2.1k | 100.69 |
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GSK Sponsored Adr (GSK) | 0.2 | $212k | -6% | 5.2k | 40.88 |
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MercadoLibre (MELI) | 0.2 | $205k | 100.00 | 2051.96 |
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Costco Wholesale Corporation (COST) | 0.1 | $183k | -13% | 206.00 | 886.52 |
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Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.1 | $176k | 4.5k | 39.02 |
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Raytheon Technologies Corp (RTX) | 0.1 | $173k | -11% | 1.4k | 121.16 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $172k | +4% | 374.00 | 460.26 |
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Eli Lilly & Co. (LLY) | 0.1 | $165k | -19% | 186.00 | 885.94 |
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Amazon (AMZN) | 0.1 | $164k | -21% | 879.00 | 186.33 |
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Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $164k | NEW | 5.5k | 29.75 |
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Elevation Series Trust Trueshares Quart | 0.1 | $158k | NEW | 6.3k | 25.01 |
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Boeing Company (BA) | 0.1 | $152k | -6% | 1.0k | 152.04 |
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International Business Machines (IBM) | 0.1 | $148k | +4% | 671.00 | 221.08 |
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Eaton Corp SHS (ETN) | 0.1 | $148k | 446.00 | 331.44 |
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Kellogg Company (K) | 0.1 | $145k | 1.8k | 80.71 |
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Intel Corporation (INTC) | 0.1 | $138k | +4% | 5.9k | 23.46 |
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Coca-Cola Company (KO) | 0.1 | $132k | +14% | 1.8k | 71.86 |
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Lowe's Companies (LOW) | 0.1 | $130k | 480.00 | 270.85 |
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Carrier Global Corporation (CARR) | 0.1 | $115k | -3% | 1.4k | 80.49 |
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Shopify Cl A (SHOP) | 0.1 | $111k | 1.4k | 80.14 |
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $108k | 5.2k | 20.65 |
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Wal-Mart Stores (WMT) | 0.1 | $107k | -20% | 1.3k | 80.73 |
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Alphabet Cap Stk Cl C (GOOG) | 0.1 | $100k | 600.00 | 167.19 |
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Delta Air Lines Inc Del Com New (DAL) | 0.1 | $93k | 1.8k | 50.79 |
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WSFS Financial Corporation (WSFS) | 0.1 | $77k | 1.5k | 50.99 |
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Ford Motor Company (F) | 0.1 | $76k | +956% | 7.2k | 10.56 |
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Otis Worldwide Corp (OTIS) | 0.1 | $74k | -6% | 712.00 | 103.94 |
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Wolfspeed (WOLF) | 0.1 | $74k | 7.6k | 9.70 |
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Netflix (NFLX) | 0.1 | $71k | -35% | 100.00 | 709.27 |
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Haleon Spon Ads (HLN) | 0.1 | $71k | -11% | 6.7k | 10.58 |
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Qualcomm (QCOM) | 0.1 | $65k | 383.00 | 169.99 |
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Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $64k | 883.00 | 72.49 |
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Abbvie (ABBV) | 0.0 | $63k | +54% | 321.00 | 197.41 |
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At&t (T) | 0.0 | $63k | 2.9k | 22.00 |
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Novo-nordisk A S Adr (NVO) | 0.0 | $59k | +8% | 494.00 | 119.07 |
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Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $59k | 651.00 | 90.17 |
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Essex Property Trust (ESS) | 0.0 | $56k | 190.00 | 295.11 |
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Listed Fd Tr Trueshares Dec (DECZ) | 0.0 | $55k | NEW | 1.5k | 37.14 |
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American Healthcare Reit Com Shs (AHR) | 0.0 | $54k | NEW | 2.1k | 26.10 |
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Elevation Series Trust Trushares Bull | 0.0 | $53k | NEW | 2.1k | 25.33 |
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Scorpio Tankers SHS (STNG) | 0.0 | $52k | 734.00 | 71.30 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $52k | 982.00 | 52.81 |
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Philip Morris International (PM) | 0.0 | $51k | 422.00 | 121.41 |
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Truist Financial Corp equities (TFC) | 0.0 | $47k | -33% | 1.1k | 42.78 |
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MGM Resorts International. (MGM) | 0.0 | $43k | -7% | 1.1k | 39.09 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $43k | 114.00 | 375.38 |
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Teekay Shipping Marshall Isl (TK) | 0.0 | $43k | 4.6k | 9.20 |
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Adobe Systems Incorporated (ADBE) | 0.0 | $41k | -36% | 80.00 | 517.77 |
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T Rowe Price Etf Price Blue Chip (TCHP) | 0.0 | $40k | +10% | 1.0k | 39.64 |
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Altria (MO) | 0.0 | $40k | 786.00 | 51.01 |
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Royal Caribbean Cruises (RCL) | 0.0 | $40k | +81% | 223.00 | 177.36 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $39k | 159.00 | 245.45 |
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Diamondback Energy (FANG) | 0.0 | $38k | 221.00 | 172.19 |
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Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $38k | 340.00 | 111.30 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $37k | -72% | 220.00 | 165.85 |
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Dr Reddys Labs Adr (RDY) | 0.0 | $36k | 455.00 | 79.45 |
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Tesla Motors (TSLA) | 0.0 | $36k | 136.00 | 261.63 |
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Fmc Corp Com New (FMC) | 0.0 | $35k | NEW | 524.00 | 65.94 |
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Global Payments (GPN) | 0.0 | $34k | 336.00 | 102.42 |
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Verizon Communications (VZ) | 0.0 | $34k | 758.00 | 44.94 |
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Evolus (EOLS) | 0.0 | $32k | 2.0k | 16.20 |
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Marathon Petroleum Corp (MPC) | 0.0 | $32k | 196.00 | 162.91 |
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Chevron Corporation (CVX) | 0.0 | $30k | -55% | 206.00 | 147.24 |
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Marvell Technology (MRVL) | 0.0 | $30k | +2% | 410.00 | 72.12 |
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Ishares Tr Expanded Tech (IGV) | 0.0 | $26k | 290.00 | 89.37 |
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Western Digital (WDC) | 0.0 | $26k | 377.00 | 68.29 |
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Meta Platforms Cl A (META) | 0.0 | $25k | -42% | 43.00 | 572.44 |
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Cisco Systems (CSCO) | 0.0 | $25k | -17% | 462.00 | 53.22 |
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Newmont Mining Corporation (NEM) | 0.0 | $24k | 440.00 | 53.42 |
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Hershey Company (HSY) | 0.0 | $23k | NEW | 120.00 | 191.78 |
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T Rowe Price Etf Cap Appreciation (TCAF) | 0.0 | $22k | +21% | 664.00 | 33.25 |
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General Dynamics Corporation (GD) | 0.0 | $22k | 71.00 | 302.20 |
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Sila Realty Trust Common Stock (SILA) | 0.0 | $21k | 836.00 | 25.29 |
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Advanced Micro Devices (AMD) | 0.0 | $21k | -57% | 126.00 | 164.08 |
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Kearny Finl Corp Md (KRNY) | 0.0 | $21k | 3.0k | 6.87 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $20k | 106.00 | 189.80 |
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First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.0 | $19k | 769.00 | 24.64 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $19k | +76% | 53.00 | 353.47 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $19k | 223.00 | 83.63 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $18k | 270.00 | 67.85 |
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Visa Com Cl A (V) | 0.0 | $18k | -38% | 66.00 | 274.95 |
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First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $18k | +3% | 195.00 | 90.80 |
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salesforce (CRM) | 0.0 | $17k | -59% | 61.00 | 273.70 |
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American Tower Reit (AMT) | 0.0 | $17k | -13% | 71.00 | 232.06 |
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Freeport-mcmoran CL B (FCX) | 0.0 | $16k | -48% | 326.00 | 49.92 |
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Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $15k | NEW | 284.00 | 53.15 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $15k | -93% | 155.00 | 95.75 |
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Cohen & Steers REIT/P (RNP) | 0.0 | $15k | NEW | 625.00 | 23.67 |
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Nexstar Media Group Common Stock (NXST) | 0.0 | $14k | 86.00 | 165.60 |
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Ishares Silver Tr Ishares (SLV) | 0.0 | $14k | 500.00 | 28.41 |
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Vanguard World Utilities Etf (VPU) | 0.0 | $14k | 81.00 | 174.05 |
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UnitedHealth (UNH) | 0.0 | $14k | -41% | 24.00 | 584.67 |
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Revance Therapeutics (RVNC) | 0.0 | $13k | 2.6k | 5.19 |
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Danaher Corporation (DHR) | 0.0 | $13k | -14% | 46.00 | 278.02 |
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Pepsi (PEP) | 0.0 | $13k | -58% | 75.00 | 170.05 |
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Kinder Morgan (KMI) | 0.0 | $13k | 572.00 | 22.10 |
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Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $13k | 137.00 | 91.93 |
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Marriott Intl Cl A (MAR) | 0.0 | $12k | 50.00 | 248.60 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $12k | -32% | 63.00 | 197.17 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $12k | -85% | 21.00 | 576.81 |
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Hilton Worldwide Holdings (HLT) | 0.0 | $12k | 50.00 | 230.50 |
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $11k | NEW | 101.00 | 112.94 |
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Devon Energy Corporation (DVN) | 0.0 | $11k | 290.00 | 39.16 |
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Citizens Financial (CFG) | 0.0 | $11k | 263.00 | 41.05 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $10k | 125.00 | 83.09 |
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TJX Companies (TJX) | 0.0 | $10k | +168% | 86.00 | 117.53 |
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Duke Energy Corp Com New (DUK) | 0.0 | $9.8k | 85.00 | 115.60 |
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Lumen Technologies (LUMN) | 0.0 | $9.2k | 1.3k | 7.10 |
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First Tr Exchange-traded Intl Dev Strngth (FICS) | 0.0 | $9.1k | 243.00 | 37.48 |
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Corning Incorporated (GLW) | 0.0 | $9.0k | 200.00 | 45.15 |
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $9.0k | 101.00 | 89.07 |
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Mastercard Incorporated Cl A (MA) | 0.0 | $8.9k | -50% | 18.00 | 493.78 |
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Intuitive Surgical Com New (ISRG) | 0.0 | $8.8k | -50% | 18.00 | 491.28 |
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Avis Budget (CAR) | 0.0 | $8.8k | 100.00 | 87.59 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $8.6k | 57.00 | 151.61 |
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T Rowe Price Etf Us Equity Resear (TSPA) | 0.0 | $8.6k | 239.00 | 36.11 |
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Booking Holdings (BKNG) | 0.0 | $8.4k | -71% | 2.00 | 4212.00 |
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Merck & Co (MRK) | 0.0 | $8.2k | -56% | 72.00 | 113.56 |
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Martin Marietta Materials (MLM) | 0.0 | $8.1k | NEW | 15.00 | 538.27 |
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Servicenow (NOW) | 0.0 | $8.0k | -47% | 9.00 | 894.44 |
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Sherwin-Williams Company (SHW) | 0.0 | $8.0k | NEW | 21.00 | 381.67 |
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Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $8.0k | +2% | 168.00 | 47.55 |
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Wk Kellogg Com Shs (KLG) | 0.0 | $7.7k | 450.00 | 17.11 |
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Stellar Bancorp Ord (STEL) | 0.0 | $7.7k | 297.00 | 25.92 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $7.2k | NEW | 92.00 | 78.05 |
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Southwest Airlines (LUV) | 0.0 | $7.1k | 240.00 | 29.63 |
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Goldman Sachs (GS) | 0.0 | $6.9k | -75% | 14.00 | 495.14 |
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Union Pacific Corporation (UNP) | 0.0 | $6.9k | -67% | 28.00 | 246.46 |
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Broadcom (AVGO) | 0.0 | $6.9k | +29% | 40.00 | 172.50 |
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Toyota Motor Corp Ads (TM) | 0.0 | $6.8k | -74% | 38.00 | 178.58 |
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Shell Spon Ads (SHEL) | 0.0 | $6.6k | -67% | 100.00 | 65.95 |
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Cohen & Steers Ltd Dur Pfd I (LDP) | 0.0 | $6.5k | NEW | 300.00 | 21.75 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $6.3k | NEW | 84.00 | 75.11 |
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Iridium Communications (IRDM) | 0.0 | $6.2k | 205.00 | 30.46 |
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Thermo Fisher Scientific (TMO) | 0.0 | $6.2k | -74% | 10.00 | 618.60 |
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Wheaton Precious Metals Corp (WPM) | 0.0 | $6.1k | NEW | 100.00 | 61.08 |
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CVS Caremark Corporation (CVS) | 0.0 | $5.9k | 94.00 | 62.88 |
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Progressive Corporation (PGR) | 0.0 | $5.8k | 23.00 | 253.74 |
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Cintas Corporation (CTAS) | 0.0 | $5.8k | +300% | 28.00 | 205.89 |
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Warner Bros Discovery Com Ser A (WBD) | 0.0 | $5.7k | 689.00 | 8.25 |
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Medtronic SHS (MDT) | 0.0 | $5.7k | +3% | 63.00 | 90.03 |
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Magyar Bancorp (MGYR) | 0.0 | $5.3k | 428.00 | 12.32 |
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Walgreen Boots Alliance (WBA) | 0.0 | $5.3k | +2% | 588.00 | 8.97 |
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Aon Shs Cl A (AON) | 0.0 | $5.2k | 15.00 | 346.00 |
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Baxter International (BAX) | 0.0 | $4.9k | NEW | 130.00 | 37.97 |
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Marathon Oil Corporation (MRO) | 0.0 | $4.6k | 173.00 | 26.63 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $4.6k | NEW | 58.00 | 79.41 |
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Enbridge (ENB) | 0.0 | $4.6k | 113.00 | 40.61 |
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Realty Income (O) | 0.0 | $4.6k | 72.00 | 63.49 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $4.5k | -89% | 26.00 | 173.65 |
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Select Sector Spdr Tr Technology (XLK) | 0.0 | $4.5k | NEW | 20.00 | 225.75 |
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Paypal Holdings (PYPL) | 0.0 | $4.4k | 56.00 | 78.04 |
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Exxon Mobil Corporation (XOM) | 0.0 | $4.3k | -90% | 37.00 | 117.22 |
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HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $4.3k | NEW | 95.00 | 45.19 |
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First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) | 0.0 | $4.3k | 104.00 | 41.08 |
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Novartis Sponsored Adr (NVS) | 0.0 | $4.1k | 36.00 | 115.03 |
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Trane Technologies SHS (TT) | 0.0 | $3.9k | -81% | 10.00 | 388.70 |
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Miniso Group Hldg Sponsored Ads (MNSO) | 0.0 | $3.9k | 220.00 | 17.54 |
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Construction Partners Com Cl A (ROAD) | 0.0 | $3.8k | 55.00 | 69.80 |
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Rivian Automotive Com Cl A (RIVN) | 0.0 | $3.8k | 342.00 | 11.22 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $3.7k | 8.00 | 465.12 |
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Bce Com New (BCE) | 0.0 | $3.5k | 100.00 | 34.80 |
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Illinois Tool Works (ITW) | 0.0 | $3.4k | -71% | 13.00 | 262.08 |
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Innovative Industria A (IIPR) | 0.0 | $3.4k | 25.00 | 134.60 |
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Arcadium Lithium Com Shs (ALTM) | 0.0 | $3.4k | NEW | 1.2k | 2.85 |
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Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $3.2k | NEW | 32.00 | 100.72 |
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Lexington Realty Trust (LXP) | 0.0 | $3.2k | 319.00 | 10.05 |
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Butterfly Network Com Cl A (BFLY) | 0.0 | $3.2k | 1.8k | 1.77 |
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Zoetis Cl A (ZTS) | 0.0 | $3.1k | 16.00 | 195.38 |
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Oatly Group Ab Sponsored Ads (OTLY) | 0.0 | $3.1k | 3.6k | 0.85 |
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Bank of America Corporation (BAC) | 0.0 | $3.1k | -89% | 77.00 | 39.68 |
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Casey's General Stores (CASY) | 0.0 | $3.0k | 8.00 | 375.75 |
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Icici Bank Adr (IBN) | 0.0 | $3.0k | 100.00 | 29.85 |
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Sap Se Spon Adr (SAP) | 0.0 | $3.0k | -89% | 13.00 | 229.08 |
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PNC Financial Services (PNC) | 0.0 | $3.0k | 16.00 | 184.88 |
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Cdw (CDW) | 0.0 | $2.9k | 13.00 | 226.31 |
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Upstart Hldgs (UPST) | 0.0 | $2.9k | 73.00 | 40.01 |
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Evergy (EVRG) | 0.0 | $2.9k | +2% | 47.00 | 61.68 |
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Stryker Corporation (SYK) | 0.0 | $2.9k | -84% | 8.00 | 361.25 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $2.8k | 68.00 | 41.76 |
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Kyndryl Hldgs Common Stock (KD) | 0.0 | $2.8k | +4% | 123.00 | 22.98 |
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Canadian Natl Ry (CNI) | 0.0 | $2.8k | 24.00 | 117.17 |
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Roper Industries (ROP) | 0.0 | $2.8k | 5.00 | 556.40 |
|
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $2.8k | -58% | 18.00 | 154.00 |
|
Armstrong World Industries (AWI) | 0.0 | $2.8k | 21.00 | 131.43 |
|
|
Sanofi Sponsored Adr (SNY) | 0.0 | $2.6k | -91% | 45.00 | 57.62 |
|
Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $2.6k | 7.7k | 0.33 |
|
|
Ecolab (ECL) | 0.0 | $2.6k | 10.00 | 255.30 |
|
|
Ansys (ANSS) | 0.0 | $2.5k | 8.00 | 318.62 |
|
|
Texas Instruments Incorporated (TXN) | 0.0 | $2.5k | 12.00 | 206.58 |
|
|
Cannae Holdings (CNNE) | 0.0 | $2.5k | 130.00 | 19.06 |
|
|
Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $2.4k | NEW | 34.00 | 71.03 |
|
Fiserv (FI) | 0.0 | $2.3k | 13.00 | 179.62 |
|
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $2.2k | -68% | 11.00 | 200.36 |
|
Morgan Stanley Com New (MS) | 0.0 | $2.2k | -91% | 21.00 | 104.24 |
|
Acushnet Holdings Corp (GOLF) | 0.0 | $2.2k | 34.00 | 63.76 |
|
|
Select Sector Spdr Tr Indl (XLI) | 0.0 | $2.2k | -89% | 16.00 | 135.44 |
|
Abbott Laboratories (ABT) | 0.0 | $2.2k | -85% | 19.00 | 114.00 |
|
Astrazeneca Sponsored Adr (AZN) | 0.0 | $2.1k | -82% | 27.00 | 77.93 |
|
Anthem (ELV) | 0.0 | $2.1k | 4.00 | 520.00 |
|
|
Caterpillar (CAT) | 0.0 | $2.0k | -95% | 5.00 | 391.20 |
|
eBay (EBAY) | 0.0 | $2.0k | 30.00 | 65.10 |
|
|
Prudential Financial (PRU) | 0.0 | $1.9k | 16.00 | 121.12 |
|
|
Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.8k | 100.00 | 18.48 |
|
|
Harsco Corporation (NVRI) | 0.0 | $1.8k | NEW | 174.00 | 10.34 |
|
Cme (CME) | 0.0 | $1.8k | 8.00 | 220.62 |
|
|
Nasdaq Omx (NDAQ) | 0.0 | $1.8k | 24.00 | 73.00 |
|
|
Allstate Corporation (ALL) | 0.0 | $1.7k | 9.00 | 189.67 |
|
|
Honeywell International (HON) | 0.0 | $1.7k | 8.00 | 206.75 |
|
|
Clorox Company (CLX) | 0.0 | $1.6k | 10.00 | 162.90 |
|
|
Mfs Inter Income Tr Sh Ben Int (MIN) | 0.0 | $1.6k | NEW | 595.00 | 2.72 |
|
Digitalocean Hldgs (DOCN) | 0.0 | $1.6k | 40.00 | 40.40 |
|
|
Bhp Group Sponsored Ads (BHP) | 0.0 | $1.6k | -90% | 26.00 | 62.12 |
|
Novocure Ord Shs (NVCR) | 0.0 | $1.6k | 100.00 | 15.63 |
|
|
Crown Castle Intl (CCI) | 0.0 | $1.5k | -79% | 13.00 | 118.62 |
|
Pubmatic Com Cl A (PUBM) | 0.0 | $1.5k | 100.00 | 14.87 |
|
|
Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $1.5k | NEW | 36.00 | 41.17 |
|
Chargepoint Holdings Com Cl A (CHPT) | 0.0 | $1.4k | 1.0k | 1.37 |
|
|
Xcel Energy (XEL) | 0.0 | $1.4k | 21.00 | 65.29 |
|
|
First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.0 | $1.3k | NEW | 7.00 | 191.29 |
|
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $1.3k | -95% | 18.00 | 71.11 |
|
First Tr Exchange Traded Tech Alphadex (FXL) | 0.0 | $1.2k | NEW | 9.00 | 138.67 |
|
Select Sector Spdr Tr Communication (XLC) | 0.0 | $1.2k | NEW | 13.00 | 90.38 |
|
American Airls (AAL) | 0.0 | $1.1k | 100.00 | 11.24 |
|
|
Diageo Spon Adr New (DEO) | 0.0 | $1.1k | 8.00 | 140.38 |
|
|
First Tr Exchange Traded Consumr Discre (FXD) | 0.0 | $1.1k | NEW | 17.00 | 63.29 |
|
Cellectis S A Spon Ads (CLLS) | 0.0 | $1.0k | 495.00 | 2.12 |
|
|
First Tr Exchange-traded Nasdaq 100 Ex (QQXT) | 0.0 | $1.0k | NEW | 11.00 | 93.09 |
|
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.0 | $1.0k | NEW | 43.00 | 23.70 |
|
Fidelity National Information Services (FIS) | 0.0 | $1.0k | 12.00 | 83.75 |
|
|
Lauder Estee Cos Cl A (EL) | 0.0 | $997.000000 | 10.00 | 99.70 |
|
|
Emerson Electric (EMR) | 0.0 | $983.999700 | 9.00 | 109.33 |
|
|
Moody's Corporation (MCO) | 0.0 | $949.000000 | 2.00 | 474.50 |
|
|
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.0 | $939.000900 | NEW | 19.00 | 49.42 |
|
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.0 | $881.000400 | NEW | 21.00 | 41.95 |
|
Evgo Cl A Com (EVGO) | 0.0 | $849.007500 | 205.00 | 4.14 |
|
|
Inmode SHS (INMD) | 0.0 | $848.000000 | 50.00 | 16.96 |
|
|
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $830.000000 | -85% | 10.00 | 83.00 |
|
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $814.999900 | NEW | 13.00 | 62.69 |
|
Fastly Cl A (FSLY) | 0.0 | $757.000000 | 100.00 | 7.57 |
|
|
NetApp (NTAP) | 0.0 | $741.000000 | 6.00 | 123.50 |
|
|
First Tr Value Line Divid In SHS (FVD) | 0.0 | $728.000000 | NEW | 16.00 | 45.50 |
|
Alcon Ord Shs (ALC) | 0.0 | $700.000000 | -74% | 7.00 | 100.00 |
|
Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.0 | $694.999200 | 42.00 | 16.55 |
|
|
Nextera Energy Partners Com Unit Part In (NEP) | 0.0 | $691.000000 | NEW | 25.00 | 27.64 |
|
Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $675.000200 | NEW | 7.00 | 96.43 |
|
Pan American Silver Corp Can (PAAS) | 0.0 | $647.001000 | NEW | 31.00 | 20.87 |
|
Vanguard World Comm Srvc Etf (VOX) | 0.0 | $582.000000 | NEW | 4.00 | 145.50 |
|
Agnico (AEM) | 0.0 | $563.999800 | NEW | 7.00 | 80.57 |
|
Stoneco Com Cl A (STNE) | 0.0 | $563.000000 | NEW | 50.00 | 11.26 |
|
Veritone (VERI) | 0.0 | $538.995000 | 150.00 | 3.59 |
|
|
Verisk Analytics (VRSK) | 0.0 | $536.000000 | 2.00 | 268.00 |
|
|
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $531.000000 | 5.00 | 106.20 |
|
|
Dollar General (DG) | 0.0 | $507.000000 | 6.00 | 84.50 |
|
|
Walt Disney Company (DIS) | 0.0 | $481.000000 | -95% | 5.00 | 96.20 |
|
Cheesecake Factory Incorporated (CAKE) | 0.0 | $406.000000 | 10.00 | 40.60 |
|
|
Prothena Corp SHS (PRTA) | 0.0 | $402.000000 | 24.00 | 16.75 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $384.000000 | 1.00 | 384.00 |
|
|
Prologis (PLD) | 0.0 | $378.999900 | NEW | 3.00 | 126.33 |
|
Genmab A/s Sponsored Ads (GMAB) | 0.0 | $340.999400 | 14.00 | 24.36 |
|
|
Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $337.003400 | 74.00 | 4.55 |
|
|
Veralto Corp Com Shs (VLTO) | 0.0 | $336.000000 | -80% | 3.00 | 112.00 |
|
Smith & Wesson Brands (SWBI) | 0.0 | $325.000000 | NEW | 25.00 | 13.00 |
|
Charter Communications Inc N Cl A (CHTR) | 0.0 | $324.000000 | 1.00 | 324.00 |
|
|
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.0 | $316.999900 | NEW | 7.00 | 45.29 |
|
Fubotv (FUBO) | 0.0 | $284.000000 | 200.00 | 1.42 |
|
|
Blink Charging (BLNK) | 0.0 | $278.996400 | 162.00 | 1.72 |
|
|
Blackberry (BB) | 0.0 | $262.000000 | NEW | 100.00 | 2.62 |
|
First Tr Exchange-traded Managd Mun Etf (FMB) | 0.0 | $260.000000 | NEW | 5.00 | 52.00 |
|
Siriusxm Holdings Common Stock | 0.0 | $237.000000 | NEW | 10.00 | 23.70 |
|
First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.0 | $229.000000 | NEW | 5.00 | 45.80 |
|
Ishares Tr Mbs Etf (MBB) | 0.0 | $192.000000 | NEW | 2.00 | 96.00 |
|
Ge Aerospace Com New (GE) | 0.0 | $189.000000 | 1.00 | 189.00 |
|
|
Tilray (TLRY) | 0.0 | $176.000000 | 100.00 | 1.76 |
|
|
Clearpoint Neuro (CLPT) | 0.0 | $168.000000 | 15.00 | 11.20 |
|
|
Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $154.999800 | -87% | 9.00 | 17.22 |
|
Digital Turbine Com New (APPS) | 0.0 | $154.000000 | 50.00 | 3.08 |
|
|
Uniti Group Inc Com reit (UNIT) | 0.0 | $113.000000 | NEW | 20.00 | 5.65 |
|
Proshares Tr Ultst Nasd Nw20 (BIS) | 0.0 | $75.000000 | NEW | 5.00 | 15.00 |
|
Proshares Tr Ultsht Finls New (SKF) | 0.0 | $61.000200 | NEW | 6.00 | 10.17 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $43.000000 | -99% | 1.00 | 43.00 |
|
Organon & Co Common Stock (OGN) | 0.0 | $38.000000 | 2.00 | 19.00 |
|
|
Revelation Biosciences *w Exp 01/10/202 (REVBW) | 0.0 | $14.974500 | 1.0k | 0.01 |
|
|
Revelation Biosciences Com New (REVB) | 0.0 | $1.000000 | 1.00 | 1.00 |
|
|
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.0 | $0 | 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 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