POM Investment Strategies
Latest statistics and disclosures from POM Investment Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MAYW, JANW, JUNW, FEBW, GMAY, and represent 49.02% of POM Investment Strategies's stock portfolio.
- Added to shares of these 10 stocks: MAYW (+$12M), JUNW (+$8.0M), FEBW (+$7.2M), GMAY (+$7.2M), ONEZ, BILZ, SIXD, VTI, NVDA, FBCG.
- Started 49 new stock positions in LEN, First Tr Exchange-traded, UPST, CSTM, SIXZ, VXUS, SIXD, VIK, DD, M.
- Reduced shares in these 10 stocks: GSEP (-$9.5M), DECU (-$7.8M), OCTW (-$7.7M), SEPW (-$7.0M), JULU, SIXO, JPM, JANZ, OCTZ, SEPU.
- Sold out of its positions in FLJJ, ARLP, ALL, ARI, AIZ, BGS, BWXT, BE, BLBD, CDNS.
- POM Investment Strategies was a net buyer of stock by $1.3M.
- POM Investment Strategies has $88M in assets under management (AUM), dropping by 9.64%.
- Central Index Key (CIK): 0001906322
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Portfolio Holdings for POM Investment Strategies
POM Investment Strategies holds 350 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Aim Etf Products Trust Allia Us May Etf (MAYW) | 14.1 | $12M | +11816% | 358k | 34.77 |
|
| Aim Etf Products Trust Allia Us Jan Etf (JANW) | 9.5 | $8.4M | +4% | 217k | 38.67 |
|
| Aim Etf Products Trust Allia Us Jun Etf (JUNW) | 9.1 | $8.0M | NEW | 233k | 34.39 |
|
| Aim Etf Products Trust Allia Us Feb Etf (FEBW) | 8.2 | $7.2M | NEW | 203k | 35.54 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) | 8.2 | $7.2M | NEW | 168k | 43.04 |
|
| Aim Etf Products Trust Allianzim Us Eqt (DECW) | 7.5 | $6.6M | +3% | 185k | 35.65 |
|
| Elevation Series Trust True Se Buff Etf (ONEZ) | 6.7 | $5.9M | +358% | 216k | 27.59 |
|
| Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ) | 5.2 | $4.6M | +154% | 46k | 100.93 |
|
| Aim Etf Products Trust Allianzim Us Eqt (SIXD) | 2.2 | $2.0M | NEW | 64k | 30.84 |
|
| Elevation Series Trust True Qu Bear Etf (QBER) | 2.2 | $1.9M | +11% | 82k | 23.80 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.0 | $1.8M | NEW | 4.7k | 370.04 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $1.4M | +182% | 6.9k | 200.08 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 1.5 | $1.3M | +107% | 21k | 62.11 |
|
| Apple (AAPL) | 1.4 | $1.3M | -32% | 4.4k | 289.36 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 1.1 | $1.0M | 11k | 87.88 |
|
|
| Ishares Tr Cybersecurity (IHAK) | 1.0 | $910k | +102% | 15k | 60.71 |
|
| International Business Machines (IBM) | 1.0 | $863k | +59% | 3.1k | 281.23 |
|
| Elevation Series Trust S&p Au De In Etf (PAYM) | 1.0 | $842k | +32% | 34k | 25.12 |
|
| Fidelity Covington Trust Disru Commu Etf (FDCF) | 0.9 | $765k | +113% | 15k | 49.96 |
|
| Fidelity Covington Trust Disru Autom Etf (FBOT) | 0.8 | $676k | +112% | 17k | 39.60 |
|
| Tesla Motors (TSLA) | 0.7 | $641k | -16% | 1.5k | 420.60 |
|
| Fidelity Covington Trust Disruptive Fin E (FDFF) | 0.7 | $637k | +119% | 19k | 33.09 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.5 | $464k | 3.9k | 118.98 |
|
|
| Caterpillar (CAT) | 0.5 | $429k | 403.00 | 1064.90 |
|
|
| Spdr Series Trust St Str P500val (SPYV) | 0.5 | $409k | 6.7k | 60.79 |
|
|
| Abbvie (ABBV) | 0.4 | $376k | +1454% | 1.5k | 251.68 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $359k | +148% | 975.00 | 368.38 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.4 | $337k | +39% | 3.5k | 96.50 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $291k | +4% | 3.0k | 96.59 |
|
| Amazon (AMZN) | 0.3 | $291k | +223% | 1.2k | 238.34 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $284k | -10% | 827.00 | 342.83 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $270k | -16% | 366.00 | 736.43 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $267k | -9% | 3.9k | 68.41 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $236k | +117% | 1.9k | 124.43 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $228k | -9% | 3.7k | 61.23 |
|
| Ishares Tr Europe Etf (IEV) | 0.2 | $199k | -21% | 2.7k | 72.85 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $194k | -3% | 207.00 | 935.72 |
|
| Oracle Corporation (ORCL) | 0.2 | $176k | +1014% | 1.2k | 146.55 |
|
| American Healthcare Reit Com Shs (AHR) | 0.2 | $161k | 3.1k | 52.15 |
|
|
| M&T Bank Corporation (MTB) | 0.2 | $160k | 673.00 | 238.01 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $159k | -26% | 231.00 | 687.21 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.2 | $156k | +5% | 2.3k | 67.57 |
|
| Ionq Inc Pipe (IONQ) | 0.2 | $152k | +14% | 2.9k | 53.26 |
|
| Microsoft Corporation (MSFT) | 0.2 | $135k | -13% | 363.00 | 373.08 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $117k | 994.00 | 117.53 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $114k | -68% | 304.00 | 373.87 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $113k | +4% | 766.00 | 147.80 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $112k | +124% | 2.2k | 51.05 |
|
| Intel Corporation (INTC) | 0.1 | $108k | +2403% | 776.00 | 139.63 |
|
| Bank of America Corporation (BAC) | 0.1 | $108k | -72% | 1.9k | 56.98 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $107k | -66% | 849.00 | 126.51 |
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.1 | $106k | -4% | 643.00 | 165.38 |
|
| Aim Etf Products Trust Allianzim Us Eqt (NVBW) | 0.1 | $106k | 3.0k | 35.62 |
|
|
| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 0.1 | $104k | -57% | 4.5k | 23.42 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $104k | NEW | 609.00 | 169.88 |
|
| Citigroup Com New (C) | 0.1 | $102k | -40% | 730.00 | 139.96 |
|
| Southern Company (SO) | 0.1 | $102k | 1.1k | 95.71 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $100k | +7240% | 1.1k | 90.74 |
|
| Lowe's Companies (LOW) | 0.1 | $96k | 435.00 | 220.49 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $94k | +2% | 831.00 | 113.28 |
|
| Consolidated Edison (ED) | 0.1 | $94k | 845.00 | 110.63 |
|
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.1 | $92k | -63% | 3.5k | 25.94 |
|
| First Tr Exchange-traded Vest Lad Aut Etf | 0.1 | $82k | NEW | 4.0k | 20.54 |
|
| Spdr Series Trust St Inter Etf (SPTI) | 0.1 | $81k | 2.9k | 28.39 |
|
|
| Exchange Traded Concepts Tru Rang Nucl Re Etf (NUKZ) | 0.1 | $81k | 1.2k | 68.16 |
|
|
| Ge Vernova (GEV) | 0.1 | $80k | -73% | 68.00 | 1174.85 |
|
| Simplify Exchange Traded Fun Barrier Income (SBAR) | 0.1 | $80k | -55% | 3.1k | 25.60 |
|
| At&t (T) | 0.1 | $79k | -49% | 3.8k | 20.70 |
|
| Innovator Etfs Trust Inde Aut Inc Etf (ACII) | 0.1 | $79k | NEW | 3.1k | 25.45 |
|
| Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH) | 0.1 | $77k | -56% | 3.8k | 20.17 |
|
| Procter & Gamble Company (PG) | 0.1 | $77k | -5% | 523.00 | 146.71 |
|
| Simplify Exchange Traded Fun Curre Strat Etf (FOXY) | 0.1 | $77k | -58% | 2.6k | 29.79 |
|
| Pfizer (PFE) | 0.1 | $72k | -48% | 3.0k | 24.08 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $70k | NEW | 868.00 | 81.00 |
|
| Merck & Co (MRK) | 0.1 | $70k | -50% | 541.00 | 128.50 |
|
| Philip Morris International (PM) | 0.1 | $66k | +2% | 362.00 | 180.91 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $60k | -3% | 736.00 | 81.06 |
|
| Corning Incorporated (GLW) | 0.1 | $60k | 233.00 | 255.43 |
|
|
| Ford Motor Company (F) | 0.1 | $59k | -48% | 4.2k | 13.90 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $58k | -78% | 48.00 | 1199.67 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $57k | 161.00 | 353.33 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $56k | +2% | 112.00 | 500.39 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $56k | -2% | 1.2k | 45.52 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.1 | $56k | 933.00 | 59.71 |
|
|
| Wec Energy Group (WEC) | 0.1 | $55k | 474.00 | 116.77 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) | 0.1 | $54k | -99% | 1.3k | 40.96 |
|
| Cisco Systems (CSCO) | 0.1 | $53k | -61% | 455.00 | 117.46 |
|
| First Tr Exchange-traded Dow 30 Eql Wgt (EDOW) | 0.1 | $53k | +227% | 1.2k | 44.09 |
|
| Simplify Exchange Traded Fun Volatility Prem (SVOL) | 0.1 | $53k | -55% | 3.3k | 16.04 |
|
| Chevron Corporation (CVX) | 0.1 | $53k | -81% | 317.00 | 165.76 |
|
| Williams Companies (WMB) | 0.1 | $51k | 691.00 | 74.34 |
|
|
| First Tr Exchange-traded Growth Strength (FTGS) | 0.1 | $51k | +226% | 1.4k | 37.00 |
|
| Verizon Communications (VZ) | 0.1 | $51k | -82% | 1.2k | 42.34 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $50k | 196.00 | 255.67 |
|
|
| Aim Etf Products Trust Allia Us Oct Etf (OCTW) | 0.1 | $49k | -99% | 1.2k | 40.91 |
|
| Public Service Enterprise (PEG) | 0.1 | $49k | 600.00 | 81.16 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $47k | +46% | 174.00 | 270.31 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.1 | $46k | +2% | 796.00 | 57.68 |
|
| Exchange Listed Fds Tr Banc Us Larg Etf (BCUS) | 0.1 | $46k | 1.2k | 37.05 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $45k | 59.00 | 763.14 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $45k | +3% | 359.00 | 124.60 |
|
| Elevation Series Trust Trueshares S&p (PAYH) | 0.0 | $44k | NEW | 1.8k | 24.78 |
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $41k | 928.00 | 43.75 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $39k | NEW | 230.00 | 170.86 |
|
| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.0 | $37k | +231% | 229.00 | 159.60 |
|
| Home Depot (HD) | 0.0 | $34k | 97.00 | 352.68 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $34k | -2% | 45.00 | 750.82 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $34k | -97% | 103.00 | 327.93 |
|
| New Jersey Resources Corporation (NJR) | 0.0 | $34k | 600.00 | 56.04 |
|
|
| FirstEnergy (FE) | 0.0 | $34k | 705.00 | 47.54 |
|
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.0 | $33k | 1.3k | 26.22 |
|
|
| Constellium Se Cl A Shs (CSTM) | 0.0 | $32k | NEW | 1.0k | 31.87 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $32k | 100.00 | 317.53 |
|
|
| ConocoPhillips (COP) | 0.0 | $31k | -76% | 300.00 | 103.96 |
|
| Zscaler Incorporated (ZS) | 0.0 | $31k | +92% | 218.00 | 141.15 |
|
| Altria (MO) | 0.0 | $30k | 411.00 | 71.95 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $30k | -50% | 513.00 | 57.62 |
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| Key (KEY) | 0.0 | $29k | -29% | 1.3k | 23.05 |
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| Fidelity Covington Trust Enhanced Large (FELV) | 0.0 | $29k | 721.00 | 40.09 |
|
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| Tidal Trust Ii Defiance Large (XMAG) | 0.0 | $28k | 1.1k | 26.08 |
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| Simplify Exchange Traded Fun Gamma Emerging (GAEM) | 0.0 | $27k | -57% | 986.00 | 26.90 |
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| Manulife Finl Corp (MFC) | 0.0 | $26k | NEW | 632.00 | 40.51 |
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| Sila Realty Trust Common Stock | 0.0 | $25k | 836.00 | 30.36 |
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| Global Payments (GPN) | 0.0 | $24k | 336.00 | 72.56 |
|
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| CenterPoint Energy (CNP) | 0.0 | $24k | -80% | 543.00 | 44.04 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $24k | 810.00 | 29.43 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $24k | -8% | 112.00 | 212.77 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $24k | -78% | 309.00 | 77.11 |
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| UnitedHealth (UNH) | 0.0 | $24k | -83% | 57.00 | 415.63 |
|
| Morgan Stanley Com New (MS) | 0.0 | $23k | +761% | 112.00 | 209.04 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $23k | -50% | 874.00 | 26.66 |
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| Sandisk Corp (SNDK) | 0.0 | $23k | 10.00 | 2273.70 |
|
|
| Moderna (MRNA) | 0.0 | $22k | NEW | 320.00 | 70.03 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $22k | 454.00 | 47.94 |
|
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| Aim Etf Products Trust Allianzim Us Equ (DECU) | 0.0 | $22k | -99% | 734.00 | 29.23 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $20k | 242.00 | 82.61 |
|
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| First Tr Exchange-traded Vest Laddered (ACYN) | 0.0 | $20k | NEW | 960.00 | 20.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $20k | -70% | 55.00 | 357.49 |
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| Aim Etf Products Trust Allianzim Us Eqt (SEPW) | 0.0 | $19k | -99% | 572.00 | 33.39 |
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| Broadcom (AVGO) | 0.0 | $18k | +37% | 48.00 | 378.29 |
|
| Coca-Cola Company (KO) | 0.0 | $18k | 220.00 | 81.27 |
|
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| Walt Disney Company (DIS) | 0.0 | $17k | +1093% | 179.00 | 96.25 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $15k | 180.00 | 83.07 |
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| Corteva (CTVA) | 0.0 | $14k | -66% | 166.00 | 84.69 |
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| Micron Technology (MU) | 0.0 | $14k | +71% | 12.00 | 1154.25 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $14k | 375.00 | 36.87 |
|
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $14k | +100% | 242.00 | 56.16 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $14k | -66% | 83.00 | 163.31 |
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| Meta Platforms Cl A (META) | 0.0 | $14k | -55% | 24.00 | 563.54 |
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| Advanced Micro Devices (AMD) | 0.0 | $13k | -82% | 22.00 | 580.91 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $12k | 270.00 | 45.26 |
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| SYSCO Corporation (SYY) | 0.0 | $11k | NEW | 135.00 | 83.58 |
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| Viking Holdings Ord Shs (VIK) | 0.0 | $11k | NEW | 100.00 | 104.67 |
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| Viatris (VTRS) | 0.0 | $10k | -26% | 643.00 | 15.88 |
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| American Electric Power Company (AEP) | 0.0 | $10k | 74.00 | 136.81 |
|
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| Elevation Series Trust Trueshares Eqty (ONEH) | 0.0 | $10k | NEW | 408.00 | 24.68 |
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| Simplify Exchange Traded Fun Bond Bull Etf (RFIX) | 0.0 | $9.7k | NEW | 247.00 | 39.11 |
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| Johnson & Johnson (JNJ) | 0.0 | $9.4k | +76% | 37.00 | 255.05 |
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| Goldman Sachs (GS) | 0.0 | $9.1k | +28% | 9.00 | 1016.22 |
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| Prudential Financial (PRU) | 0.0 | $9.1k | 84.00 | 107.93 |
|
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| Aim Etf Products Trust Allianzim Eq Buf (JULU) | 0.0 | $9.0k | -99% | 281.00 | 32.09 |
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| Simplify Exchange Traded Fun Simplify Interst (PFIX) | 0.0 | $9.0k | +17% | 207.00 | 43.36 |
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| Avis Budget (CAR) | 0.0 | $8.9k | 60.00 | 147.83 |
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| Visa Com Cl A (V) | 0.0 | $8.6k | +56% | 25.00 | 343.68 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $7.5k | +25% | 15.00 | 502.00 |
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| Dupont De Nemours Common Stock (DD) | 0.0 | $7.5k | NEW | 55.00 | 135.64 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $7.4k | 750.00 | 9.81 |
|
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| Aim Etf Products Trust Allianzim Us Equ (SIXZ) | 0.0 | $7.0k | NEW | 223.00 | 31.52 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $6.9k | 26.00 | 264.73 |
|
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| Ishares Tr Global Energ Etf (IXC) | 0.0 | $6.6k | 135.00 | 48.96 |
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| Host Hotels & Resorts (HST) | 0.0 | $6.5k | 273.00 | 23.71 |
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| Franklin Resources (BEN) | 0.0 | $6.3k | 190.00 | 33.27 |
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| Citizens Financial (CFG) | 0.0 | $6.3k | 90.00 | 70.07 |
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| Baxter International (BAX) | 0.0 | $6.2k | 293.00 | 21.32 |
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| Evergy (EVRG) | 0.0 | $6.2k | 72.00 | 86.43 |
|
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $6.2k | 34.00 | 181.15 |
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| Apa Corporation (APA) | 0.0 | $6.1k | 187.00 | 32.57 |
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| Entergy Corporation (ETR) | 0.0 | $6.0k | 52.00 | 114.87 |
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| Phillips 66 (PSX) | 0.0 | $5.9k | -89% | 35.00 | 169.06 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $5.8k | -69% | 91.00 | 64.01 |
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| salesforce (CRM) | 0.0 | $5.8k | -7% | 37.00 | 156.89 |
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| Applied Materials (AMAT) | 0.0 | $5.8k | +60% | 8.00 | 723.00 |
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| Boeing Company (BA) | 0.0 | $5.6k | -16% | 26.00 | 216.46 |
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| Dominion Resources (D) | 0.0 | $5.6k | 82.00 | 68.29 |
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| Fifth Third Ban (FITB) | 0.0 | $5.6k | 99.00 | 56.37 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $5.5k | +37% | 33.00 | 167.45 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $5.5k | 29.00 | 189.72 |
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| Stanley Black & Decker (SWK) | 0.0 | $5.5k | 58.00 | 94.12 |
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| Enbridge (ENB) | 0.0 | $5.3k | -77% | 98.00 | 54.21 |
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| Principal Financial (PFG) | 0.0 | $5.3k | 49.00 | 107.78 |
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| Aim Etf Products Trust Allianzim Us Eqt (SIXO) | 0.0 | $5.2k | -99% | 145.00 | 35.87 |
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| Simon Property (SPG) | 0.0 | $5.1k | 23.00 | 223.65 |
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| American Express Company (AXP) | 0.0 | $5.1k | +36% | 15.00 | 339.27 |
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| Kyndryl Hldgs Common Stock (KD) | 0.0 | $5.1k | -19% | 447.00 | 11.31 |
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| AES Corporation (AES) | 0.0 | $5.0k | 344.00 | 14.66 |
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| Hasbro (HAS) | 0.0 | $5.0k | -75% | 60.00 | 82.58 |
|
| Doordash Cl A (DASH) | 0.0 | $4.8k | NEW | 26.00 | 184.54 |
|
| MGM Resorts International. (MGM) | 0.0 | $4.8k | 100.00 | 47.81 |
|
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| Omni (OMC) | 0.0 | $4.7k | 65.00 | 72.83 |
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| Gilead Sciences (GILD) | 0.0 | $4.5k | 36.00 | 126.33 |
|
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| Regency Centers Corporation (REG) | 0.0 | $4.5k | 57.00 | 79.74 |
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| Dow (DOW) | 0.0 | $4.5k | -66% | 166.00 | 27.36 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $4.5k | 256.00 | 17.73 |
|
|
| Xcel Energy (XEL) | 0.0 | $4.5k | 56.00 | 80.30 |
|
|
| Booking Holdings (BKNG) | 0.0 | $4.5k | +2400% | 25.00 | 178.24 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $4.4k | -84% | 89.00 | 49.82 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $4.3k | 10.00 | 433.30 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $4.3k | -90% | 43.00 | 98.91 |
|
| Hubbell (HUBB) | 0.0 | $4.2k | +33% | 8.00 | 526.75 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $4.2k | 43.00 | 96.91 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $4.1k | +60% | 8.00 | 513.62 |
|
| Edison International (EIX) | 0.0 | $4.0k | 54.00 | 74.44 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $4.0k | 2.00 | 1982.00 |
|
|
| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.0 | $3.9k | NEW | 35.00 | 112.09 |
|
| Dream Finders Homes Com Cl A (DFH) | 0.0 | $3.9k | NEW | 225.00 | 17.26 |
|
| Essex Property Trust (ESS) | 0.0 | $3.8k | 13.00 | 291.62 |
|
|
| Upstart Hldgs (UPST) | 0.0 | $3.7k | NEW | 105.00 | 35.43 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $3.7k | NEW | 36.00 | 102.83 |
|
| Target Corporation (TGT) | 0.0 | $3.7k | 28.00 | 130.61 |
|
|
| Linde SHS (LIN) | 0.0 | $3.7k | +75% | 7.00 | 521.86 |
|
| Elevation Series Trust Trueshares Strcd (JANZ) | 0.0 | $3.6k | -99% | 87.00 | 40.95 |
|
| HEICO Corporation (HEI) | 0.0 | $3.6k | 10.00 | 356.20 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $3.6k | NEW | 46.00 | 77.26 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $3.5k | 121.00 | 29.26 |
|
|
| T. Rowe Price (TROW) | 0.0 | $3.5k | -64% | 31.00 | 113.68 |
|
| Columbia Sportswear Company (COLM) | 0.0 | $3.5k | +18% | 57.00 | 61.82 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $3.5k | NEW | 60.00 | 58.42 |
|
| Extra Space Storage (EXR) | 0.0 | $3.5k | 24.00 | 145.29 |
|
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $3.5k | NEW | 35.00 | 99.60 |
|
| Lumentum Hldgs (LITE) | 0.0 | $3.4k | 4.00 | 858.00 |
|
|
| Netflix (NFLX) | 0.0 | $3.4k | +33% | 48.00 | 71.40 |
|
| Elevation Series Trust Trueshares Oct (OCTZ) | 0.0 | $3.4k | -99% | 75.00 | 45.69 |
|
| MercadoLibre (MELI) | 0.0 | $3.4k | NEW | 2.00 | 1697.50 |
|
| Wells Fargo & Company (WFC) | 0.0 | $3.4k | -76% | 41.00 | 82.63 |
|
| Proshares Tr Sp500 Ex Enrgy (SPXE) | 0.0 | $3.3k | +2% | 41.00 | 79.76 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $3.3k | 48.00 | 67.94 |
|
|
| Coherent Corp (COHR) | 0.0 | $3.2k | 8.00 | 394.50 |
|
|
| Invesco SHS (IVZ) | 0.0 | $3.1k | 118.00 | 26.39 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $3.0k | +106% | 33.00 | 92.09 |
|
| Uber Technologies (UBER) | 0.0 | $3.0k | +82% | 42.00 | 72.17 |
|
| Kla Corp Com New (KLAC) | 0.0 | $3.0k | +900% | 10.00 | 301.70 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $3.0k | -70% | 29.00 | 103.45 |
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $3.0k | 268.00 | 11.15 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $3.0k | -73% | 11.00 | 269.64 |
|
| Werner Enterprises (WERN) | 0.0 | $2.9k | 67.00 | 43.61 |
|
|
| International Paper Company (IP) | 0.0 | $2.9k | 76.00 | 38.11 |
|
|
| Danaher Corporation (DHR) | 0.0 | $2.9k | +66% | 15.00 | 191.07 |
|
| Carnival Corp Common Shares (CCL) | 0.0 | $2.9k | NEW | 100.00 | 28.57 |
|
| Spdr Series Trust St Str Sp400val (MDYV) | 0.0 | $2.8k | NEW | 30.00 | 94.87 |
|
| Pepsi (PEP) | 0.0 | $2.7k | +5% | 20.00 | 137.45 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $2.7k | 8.00 | 335.00 |
|
|
| Ametek (AME) | 0.0 | $2.7k | 11.00 | 241.91 |
|
|
| Intuit (INTU) | 0.0 | $2.6k | +100% | 10.00 | 261.00 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $2.6k | +3% | 28.00 | 93.00 |
|
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $2.6k | 1.0k | 2.59 |
|
|
| Exchange Listed Fds Tr Bancreek Int Lc (BCIL) | 0.0 | $2.6k | 85.00 | 30.15 |
|
|
| Vanguard World Materials Etf (VAW) | 0.0 | $2.5k | 11.00 | 230.36 |
|
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $2.5k | 32.00 | 79.19 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $2.5k | +10% | 21.00 | 120.05 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $2.5k | +48% | 58.00 | 42.67 |
|
| Commerce Bancshares (CBSH) | 0.0 | $2.4k | 42.00 | 57.76 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $2.4k | 43.00 | 56.21 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $2.4k | -62% | 22.00 | 109.77 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $2.4k | NEW | 41.00 | 58.51 |
|
| Avnet (AVT) | 0.0 | $2.4k | 27.00 | 88.81 |
|
|
| Macy's (M) | 0.0 | $2.4k | NEW | 100.00 | 23.55 |
|
| Republic Services (RSG) | 0.0 | $2.3k | 11.00 | 213.09 |
|
|
| First Tr Exchange-traded SHS (QTEC) | 0.0 | $2.3k | 7.00 | 334.71 |
|
|
| CSX Corporation (CSX) | 0.0 | $2.3k | 48.00 | 47.52 |
|
|
| Tko Group Holdings Cl A (TKO) | 0.0 | $2.2k | NEW | 11.00 | 203.91 |
|
| Concentra Group Holdings Par Common Stock (CON) | 0.0 | $2.2k | 74.00 | 29.76 |
|
|
| Best Buy (BBY) | 0.0 | $2.2k | 29.00 | 75.90 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $2.2k | 41.00 | 53.46 |
|
|
| Amgen (AMGN) | 0.0 | $2.2k | +100% | 6.00 | 362.17 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $2.2k | -62% | 15.00 | 144.60 |
|
| Cummins (CMI) | 0.0 | $2.1k | 3.00 | 713.33 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $2.1k | 12.00 | 176.33 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $2.1k | +70% | 17.00 | 124.41 |
|
| Nano Nuclear Energy (NNE) | 0.0 | $2.1k | 100.00 | 21.14 |
|
|
| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.0 | $2.1k | 100.00 | 21.11 |
|
|
| Flex Ord (FLEX) | 0.0 | $2.1k | -89% | 13.00 | 162.08 |
|
| Marvell Technology (MRVL) | 0.0 | $2.1k | -96% | 7.00 | 297.86 |
|
| AvalonBay Communities (AVB) | 0.0 | $2.1k | 11.00 | 188.73 |
|
|
| Hp (HPQ) | 0.0 | $2.1k | 94.00 | 21.94 |
|
|
| Tripadvisor (TRIP) | 0.0 | $2.1k | NEW | 150.00 | 13.71 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $2.1k | 48.00 | 42.77 |
|
|
| Dover Corporation (DOV) | 0.0 | $2.0k | 9.00 | 224.33 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $2.0k | -10% | 17.00 | 116.65 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $2.0k | 3.00 | 656.00 |
|
|
| Marten Transport (MRTN) | 0.0 | $2.0k | 113.00 | 17.35 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $2.0k | -87% | 2.00 | 978.00 |
|
| First Tr Exchange-traded Tech Alphadex (FXL) | 0.0 | $2.0k | 9.00 | 217.22 |
|
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $1.9k | 23.00 | 84.22 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $1.9k | 62.00 | 30.52 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $1.8k | 8.00 | 229.62 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $1.8k | 9.00 | 201.56 |
|
|
| Moody's Corporation (MCO) | 0.0 | $1.8k | 4.00 | 453.00 |
|
|
| Waste Management (WM) | 0.0 | $1.8k | 8.00 | 225.62 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $1.8k | 100.00 | 17.93 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $1.8k | 5.00 | 354.20 |
|
|
| Choice Hotels International (CHH) | 0.0 | $1.8k | 16.00 | 110.25 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $1.8k | 12.00 | 146.08 |
|
|
| Aim Etf Products Trust Allianzim Us Equ (SEPU) | 0.0 | $1.7k | -99% | 56.00 | 31.07 |
|
| Exelon Corporation (EXC) | 0.0 | $1.7k | 37.00 | 46.62 |
|
|
| CRH Ord (CRH) | 0.0 | $1.7k | 16.00 | 107.00 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $1.7k | NEW | 94.00 | 18.09 |
|
| Elevation Series Trust Trueshares Dec (DECZ) | 0.0 | $1.7k | -99% | 39.00 | 43.23 |
|
| Elevation Series Trust True St Sept Etf (SEPZ) | 0.0 | $1.7k | -99% | 37.00 | 45.43 |
|
| Travelers Companies (TRV) | 0.0 | $1.7k | 5.00 | 330.20 |
|
|
| S&p Global (SPGI) | 0.0 | $1.6k | 4.00 | 407.25 |
|
|
| Capital One Financial (COF) | 0.0 | $1.6k | 8.00 | 200.62 |
|
|
| Servicenow (NOW) | 0.0 | $1.6k | 16.00 | 99.25 |
|
|
| Watts Water Technologies Cl A (WTS) | 0.0 | $1.6k | NEW | 4.00 | 391.50 |
|
| Carter's (CRI) | 0.0 | $1.6k | 38.00 | 41.16 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $1.5k | -72% | 15.00 | 101.67 |
|
| TJX Companies (TJX) | 0.0 | $1.5k | 10.00 | 151.50 |
|
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $1.5k | 34.00 | 44.53 |
|
|
| Cellectis S A Spon Ads (CLLS) | 0.0 | $1.5k | 495.00 | 3.00 |
|
|
| CBOE Holdings (CBOE) | 0.0 | $1.5k | 6.00 | 242.67 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.4k | -95% | 45.00 | 31.71 |
|
| Carvana Cl A (CVNA) | 0.0 | $1.3k | +400% | 20.00 | 65.85 |
|
| Armstrong World Industries (AWI) | 0.0 | $1.3k | 8.00 | 160.38 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $1.3k | NEW | 14.00 | 90.50 |
|
| Verisk Analytics (VRSK) | 0.0 | $1.3k | NEW | 7.00 | 179.57 |
|
| Gra (GGG) | 0.0 | $1.2k | NEW | 16.00 | 75.62 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.2k | NEW | 14.00 | 84.43 |
|
| First Tr Exchange-traded Consumr Discre (FXD) | 0.0 | $1.2k | 17.00 | 69.18 |
|
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.0 | $1.2k | 43.00 | 27.05 |
|
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $1.1k | 15.00 | 75.87 |
|
|
| AmerisourceBergen (COR) | 0.0 | $1.1k | 4.00 | 283.00 |
|
|
| First Tr Exchange-traded Nasdaq 100 Ex (QQXT) | 0.0 | $1.1k | 11.00 | 97.64 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.0k | NEW | 42.00 | 24.55 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $1.0k | NEW | 10.00 | 100.70 |
|
| Intercontinental Exchange (ICE) | 0.0 | $985.000000 | 8.00 | 123.12 |
|
|
| Blackrock (BLK) | 0.0 | $962.000000 | 1.00 | 962.00 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $934.000000 | 10.00 | 93.40 |
|
|
| Cheesecake Factory Incorporated (CAKE) | 0.0 | $795.000000 | 10.00 | 79.50 |
|
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $762.000000 | 10.00 | 76.20 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $704.002000 | -49% | 52.00 | 13.54 |
|
| Aptar (ATR) | 0.0 | $626.000000 | NEW | 5.00 | 125.20 |
|
| Proshares Tr Ultra Pltr Etf (PLTA) | 0.0 | $483.000000 | 50.00 | 9.66 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $367.000000 | 5.00 | 73.40 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $352.000000 | -96% | 1.00 | 352.00 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $143.000000 | 2.00 | 71.50 |
|
|
| Chargepoint Holdings Com Shs (CHPT) | 0.0 | $88.999500 | NEW | 15.00 | 5.93 |
|
| Prairie Oper (PROP) | 0.0 | $83.995600 | +90% | 116.00 | 0.72 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $80.000000 | NEW | 1.00 | 80.00 |
|
| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.0 | $76.000000 | 1.00 | 76.00 |
|
|
| Jinkosolar Hldg Sponsored Adr (JKS) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Reddit Cl A (RDDT) | 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 2026 Q2 filed July 31, 2026
- POM Investment Strategies 2026 Q1 filed May 11, 2026
- 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