POM Investment Strategies

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

Tip: Access up to 7 years of quarterly data

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 433 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) 11.1 $8.9M NEW 234k 38.11
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Aim Etf Products Trust Allianzim Us Equ (JANW) 9.5 $7.6M NEW 209k 36.48
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Aim Etf Products Trust Allianzim Us Equ (OCTW) 9.1 $7.3M NEW 190k 38.47
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Aim Etf Products Trust Allianzim Us Equ (DECU) 8.8 $7.1M NEW 268k 26.58
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Aim Etf Products Trust Allianzim Us Eqt (SEPW) 8.2 $6.6M NEW 209k 31.59
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Aim Etf Products Trust Allianzim Us Eqt (DECW) 7.4 $6.0M NEW 178k 33.41
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Aim Etf Products Trust Allianzim Eq Buf (JULU) 3.7 $3.0M NEW 104k 28.55
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Pimco Etf Tr Ultra Short Govt (BILZ) 2.2 $1.8M NEW 18k 100.97
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Aim Etf Products Trust Allianzim Us Eqt (SIXO) 2.2 $1.8M NEW 53k 33.78
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Elevation Series Trust Trueshares Quart (QBER) 2.2 $1.8M NEW 73k 24.13
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Apple (AAPL) 2.1 $1.7M -2% 6.5k 253.79
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JPMorgan Chase & Co. (JPM) 1.5 $1.2M +4158% 4.1k 294.17
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Elevation Series Trust Trueshares Seaso (ONEZ) 1.5 $1.2M NEW 47k 25.04
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Elevation Series Trust Trueshares Strcd (JANZ) 1.5 $1.2M NEW 32k 36.76
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Elevation Series Trust Trueshares Oct (OCTZ) 1.4 $1.2M NEW 28k 41.10
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Spdr Series Trust State Street Spd (SPYM) 1.1 $859k -96% 11k 76.54
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Tesla Motors (TSLA) 0.8 $683k +26% 1.8k 371.75
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Aim Etf Products Trust Allianzim Us Equ (SEPU) 0.7 $583k NEW 21k 28.00
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Elevation Series Trust Trueshares Struc (AUGZ) 0.7 $582k NEW 14k 40.64
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Aim Etf Products Trust Allianzim U S Eq (FLJJ) 0.7 $580k NEW 19k 31.38
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Elevation Series Trust Trueshares Dec (DECZ) 0.7 $572k NEW 15k 38.83
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Elevation Series Trust Trueshares Struc (SEPZ) 0.7 $571k NEW 14k 40.61
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Elevation Series Trust S&p Autocallable (PAYM) 0.7 $555k NEW 25k 21.95
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Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.6 $500k +2292% 10k 50.12
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International Business Machines (IBM) 0.6 $468k +18% 1.9k 242.40
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NVIDIA Corporation (NVDA) 0.5 $425k -7% 2.4k 174.40
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Spdr Series Trust State Street Spd (SPYV) 0.5 $388k -96% 6.9k 56.58
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Spdr Series Trust State Street Spd (SPYG) 0.5 $386k -97% 3.9k 97.92
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Chevron Corporation (CVX) 0.4 $357k NEW 1.7k 206.90
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Verizon Communications (VZ) 0.4 $352k +744% 7.0k 50.20
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Bank of America Corporation (BAC) 0.4 $333k +504% 6.8k 48.75
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Duke Energy Corp Com New (DUK) 0.4 $330k +1582% 2.5k 130.96
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Ishares Tr Cybersecurity (IHAK) 0.4 $323k +3243% 7.4k 43.65
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Fidelity Covington Trust Disruptive Commu (FDCF) 0.4 $309k +2494% 7.2k 43.04
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Simplify Exchange Traded Fun Managed Futures (CTA) 0.4 $289k -95% 9.6k 30.22
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Caterpillar (CAT) 0.4 $286k 403.00 708.46
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Ge Aerospace Com New (GE) 0.3 $276k +1181% 974.00 283.79
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Fidelity Covington Trust Disruptive Fin E (FDFF) 0.3 $274k +3168% 8.8k 31.27
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Fidelity Covington Trust Disruptive Autom (FBOT) 0.3 $267k +2248% 8.1k 33.11
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $261k -96% 2.9k 90.52
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $252k -98% 436.00 577.64
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $245k -98% 4.3k 56.80
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Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.3 $244k -96% 10k 23.50
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Ishares Tr Europe Etf (IEV) 0.3 $236k -98% 3.5k 67.94
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $224k -98% 4.1k 54.55
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Ge Vernova (GEV) 0.3 $222k NEW 254.00 872.90
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Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $221k -98% 922.00 239.86
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At&t (T) 0.3 $219k +217% 7.6k 28.99
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Costco Wholesale Corporation (COST) 0.3 $214k 215.00 996.52
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Eli Lilly & Co. (LLY) 0.3 $207k +324% 225.00 919.80
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $202k -94% 2.5k 80.58
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $189k +128% 316.00 597.69
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Simplify Exchange Traded Fun Currency Strateg (FOXY) 0.2 $181k -94% 6.2k 29.24
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Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 0.2 $179k -96% 8.8k 20.35
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Simplify Exchange Traded Fun Barrier Income (SBAR) 0.2 $173k -94% 7.1k 24.54
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ConocoPhillips (COP) 0.2 $172k +129900% 1.3k 132.00
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Spdr Gold Tr Gold Shs (GLD) 0.2 $169k 393.00 430.29
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Pfizer (PFE) 0.2 $162k +1350% 5.8k 28.08
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Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $157k NEW 2.0k 77.19
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Microsoft Corporation (MSFT) 0.2 $156k +4% 420.00 370.20
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American Healthcare Reit Com Shs (AHR) 0.2 $145k 3.1k 47.16
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M&T Bank Corporation (MTB) 0.2 $139k 673.00 206.72
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Citigroup Com New (C) 0.2 $139k NEW 1.2k 113.41
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GSK Sponsored Adr (GSK) 0.2 $138k +20741% 2.5k 55.19
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Merck & Co (MRK) 0.2 $131k +203% 1.1k 120.29
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Spdr Series Trust State Street Spd (SPMD) 0.2 $130k -95% 2.2k 59.22
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CenterPoint Energy (CNP) 0.2 $123k +1874% 2.8k 43.16
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $115k NEW 2.0k 58.55
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Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.1 $114k -96% 7.4k 15.34
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $109k -88% 167.00 653.96
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Lowe's Companies (LOW) 0.1 $103k 435.00 236.28
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Southern Company (SO) 0.1 $102k 1.1k 96.52
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $102k NEW 552.00 184.28
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Aim Etf Products Trust Allianzim Us Equ (MAYW) 0.1 $101k NEW 3.0k 33.79
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Wal-Mart Stores (WMT) 0.1 $101k +183% 811.00 124.29
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $100k -95% 991.00 100.57
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Aim Etf Products Trust Allianzim Us Eqt (NVBW) 0.1 $99k NEW 3.0k 33.28
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $97k +350% 1.4k 67.51
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $97k -95% 732.00 132.42
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $97k +2615% 869.00 111.37
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Consolidated Edison (ED) 0.1 $96k -17% 845.00 113.18
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $95k NEW 1.2k 82.46
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Ford Motor Company (F) 0.1 $95k +155% 8.2k 11.54
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $95k +18975% 763.00 124.29
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UnitedHealth (UNH) 0.1 $93k +2% 342.00 270.59
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Cisco Systems (CSCO) 0.1 $91k +193% 1.2k 77.59
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Ishares Tr Core Msci Total (IXUS) 0.1 $83k NEW 959.00 86.68
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Spdr Series Trust State Street Spd (SPTI) 0.1 $81k 2.8k 28.66
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Procter & Gamble Company (PG) 0.1 $80k +72% 552.00 144.48
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Amazon (AMZN) 0.1 $79k -18% 377.00 208.27
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Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 0.1 $78k 1.2k 65.77
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Etf Ser Solutions Defiance Quantum (QTUM) 0.1 $72k +4% 675.00 107.30
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Vanguard World Financials Etf (VFH) 0.1 $72k NEW 595.00 120.75
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Ionq Inc Pipe (IONQ) 0.1 $72k 2.5k 28.83
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $71k NEW 663.00 106.58
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $66k 1.3k 52.76
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Global X Fds Defense Tech Etf (SHLD) 0.1 $66k 933.00 70.84
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Bristol Myers Squibb (BMY) 0.1 $63k +13% 1.0k 60.65
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Phillips 66 (PSX) 0.1 $61k +544% 335.00 182.18
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $60k NEW 758.00 79.28
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Simplify Exchange Traded Fun Gamma Emerging (GAEM) 0.1 $60k -96% 2.3k 25.89
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Philip Morris International (PM) 0.1 $58k +4% 352.00 165.34
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $58k +4331% 975.00 59.03
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Wec Energy Group (WEC) 0.1 $55k +829% 474.00 115.77
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $54k -66% 188.00 287.58
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $52k NEW 765.00 68.28
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $52k -77% 109.00 479.20
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $52k +3800% 546.00 95.44
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Williams Companies (WMB) 0.1 $50k +859% 691.00 72.78
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Warner Bros Discovery Com Ser A (WBD) 0.1 $49k +237% 1.8k 27.46
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Public Service Enterprise (PEG) 0.1 $49k NEW 600.00 80.95
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Marathon Petroleum Corp (MPC) 0.1 $48k 196.00 244.18
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Alphabet Cap Stk Cl C (GOOG) 0.1 $46k -20% 159.00 286.86
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Old Republic International Corporation (ORI) 0.1 $44k NEW 1.1k 39.89
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $42k +961% 446.00 94.20
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Ishares Msci Japan Etf (EWJ) 0.1 $42k NEW 496.00 84.44
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Corteva (CTVA) 0.1 $42k NEW 499.00 83.71
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Exchange Listed Fds Tr Bancreek Us Larg (BCUS) 0.0 $40k 1.2k 31.94
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $39k NEW 450.00 86.69
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $38k -95% 347.00 110.36
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PPL Corporation (PPL) 0.0 $38k +498% 1.0k 38.20
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Spdr Series Trust State Street Spd (SPSM) 0.0 $38k -95% 775.00 48.33
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Exxon Mobil Corporation (XOM) 0.0 $37k +49% 220.00 169.78
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McDonald's Corporation (MCD) 0.0 $37k NEW 119.00 310.79
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $37k -87% 571.00 64.08
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Ishares Tr National Mun Etf (MUB) 0.0 $36k NEW 343.00 106.21
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Key (KEY) 0.0 $36k +41% 1.8k 20.04
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FirstEnergy (FE) 0.0 $36k +1181% 705.00 50.66
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $36k NEW 105.00 337.95
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Fidelity Covington Trust Enhanced Large (FELG) 0.0 $35k 928.00 37.49
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Columbia Etf Tr I Resh Enhnc Cor (RECS) 0.0 $33k NEW 856.00 38.98
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New Jersey Resources Corporation (NJR) 0.0 $33k NEW 600.00 54.92
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Spdr Series Trust State Street Spd (SPTL) 0.0 $33k 1.2k 26.31
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Home Depot (HD) 0.0 $32k -63% 97.00 328.89
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Corning Incorporated (GLW) 0.0 $32k 233.00 135.97
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Meta Platforms Cl A (META) 0.0 $31k -47% 54.00 572.20
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.0 $30k +2% 46.00 652.17
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General Motors Company (GM) 0.0 $30k NEW 397.00 74.50
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $29k NEW 946.00 30.68
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $29k NEW 47.00 616.77
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Qnity Electronics Common Stock (Q) 0.0 $29k NEW 249.00 115.38
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Royal Caribbean Cruises (RCL) 0.0 $28k 100.00 275.18
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Altria (MO) 0.0 $27k 411.00 65.99
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Truist Financial Corp equities (TFC) 0.0 $27k 589.00 45.97
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Fidelity Covington Trust Enhanced Large (FELV) 0.0 $25k 721.00 34.91
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Advanced Micro Devices (AMD) 0.0 $25k NEW 123.00 203.43
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $24k NEW 206.00 118.60
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Tidal Trust Ii Defiance Large (XMAG) 0.0 $24k 1.1k 22.22
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Enbridge (ENB) 0.0 $24k NEW 442.00 54.18
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $23k +8% 122.00 191.92
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $23k -31% 59.00 390.41
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Dupont De Nemours (DD) 0.0 $23k NEW 499.00 45.80
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Hasbro (HAS) 0.0 $23k +306% 244.00 93.60
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Global Payments (GPN) 0.0 $23k 336.00 67.30
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $22k NEW 235.00 92.76
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Spdr Series Trust State Street Spd (SPHY) 0.0 $22k NEW 931.00 23.32
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Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $21k NEW 299.00 71.18
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Abbvie (ABBV) 0.0 $21k -65% 96.00 217.85
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Dow (DOW) 0.0 $21k NEW 499.00 41.65
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $21k 810.00 25.64
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $20k NEW 100.00 203.79
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Sila Realty Trust Common Stock (SILA) 0.0 $20k 836.00 23.68
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $20k -15% 239.00 82.73
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $19k NEW 192.00 100.72
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Kodiak Sciences (KOD) 0.0 $19k 500.00 38.12
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Nextpower Class A Com (NXT) 0.0 $18k NEW 153.00 120.55
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Capital Group Dividend Growe Shs Etf (CGDG) 0.0 $17k NEW 484.00 35.90
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Marvell Technology (MRVL) 0.0 $17k NEW 175.00 99.05
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Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $17k NEW 146.00 118.62
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $17k NEW 361.00 46.95
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Coca-Cola Company (KO) 0.0 $17k +152% 220.00 76.05
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Ishares Tr Core Msci Intl (IDEV) 0.0 $17k NEW 200.00 83.57
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Novo-nordisk A S Adr (NVO) 0.0 $17k 454.00 36.75
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Oracle Corporation (ORCL) 0.0 $16k +500% 108.00 147.11
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Envista Hldgs Corp (NVST) 0.0 $16k NEW 626.00 25.37
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Zscaler Incorporated (ZS) 0.0 $16k 113.00 140.29
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $15k NEW 456.00 33.37
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First Tr Exchange-traded Dow 30 Eql Wgt (EDOW) 0.0 $15k NEW 368.00 40.57
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Franklin Templeton Etf Tr Income Focus Etf (INCM) 0.0 $15k NEW 515.00 28.75
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Select Sector Spdr Tr State Street Con (XLP) 0.0 $15k 180.00 81.98
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Select Sector Spdr Tr State Street Ind (XLI) 0.0 $15k NEW 91.00 161.73
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.0 $15k NEW 129.00 112.11
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First Tr Exchange-traded Growth Strength (FTGS) 0.0 $14k NEW 424.00 34.04
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Blue Bird Corp (BLBD) 0.0 $14k NEW 254.00 56.79
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $14k NEW 274.00 52.54
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Parker-Hannifin Corporation (PH) 0.0 $14k 16.00 895.25
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Interactive Brokers Group In Com Cl A (IBKR) 0.0 $14k +29% 208.00 67.07
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Wells Fargo & Company (WFC) 0.0 $14k +42% 172.00 79.61
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $13k NEW 70.00 191.81
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Select Sector Spdr Tr State Street Tec (XLK) 0.0 $13k NEW 101.00 132.90
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Vanguard World Inf Tech Etf (VGT) 0.0 $13k NEW 19.00 697.74
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Chewy Cl A (CHWY) 0.0 $13k NEW 481.00 27.00
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $13k 121.00 106.01
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Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $13k NEW 354.00 35.94
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Progressive Corporation (PGR) 0.0 $13k NEW 64.00 198.23
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First Tr Exchange-traded Cloud Computing (SKYY) 0.0 $13k NEW 114.00 109.36
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Take-Two Interactive Software (TTWO) 0.0 $12k NEW 63.00 197.51
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Allstate Corporation (ALL) 0.0 $12k +172% 60.00 207.33
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Dex (DXCM) 0.0 $12k NEW 196.00 62.80
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Select Sector Spdr Tr State Street Uti (XLU) 0.0 $12k 268.00 45.86
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Viatris (VTRS) 0.0 $12k +213% 878.00 13.51
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $12k 375.00 30.96
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Ishares Tr Select Us Reit (ICF) 0.0 $11k NEW 184.00 61.89
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Kraft Heinz (KHC) 0.0 $11k NEW 500.00 22.49
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Broadcom (AVGO) 0.0 $11k -75% 35.00 309.94
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Applovin Corp Com Cl A (APP) 0.0 $11k NEW 27.00 398.00
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Wabtec Corporation (WAB) 0.0 $11k NEW 42.00 249.90
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Strategy Gold Enhanced Et (GOLY) 0.0 $11k NEW 356.00 29.45
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First Solar (FSLR) 0.0 $10k NEW 52.00 197.27
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Vanguard Index Fds Value Etf (VTV) 0.0 $10k -87% 51.00 196.20
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Ishares Core Msci Emkt (IEMG) 0.0 $10k -94% 143.00 69.75
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American Electric Power Company (AEP) 0.0 $9.7k +25% 74.00 131.08
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Pan American Silver Corp Can (PAAS) 0.0 $9.1k NEW 167.00 54.63
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $9.0k NEW 23.00 391.74
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Flowserve Corporation (FLS) 0.0 $8.9k NEW 121.00 73.51
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Construction Partners Com Cl A (ROAD) 0.0 $8.8k NEW 79.00 111.11
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First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 0.0 $8.8k NEW 69.00 126.97
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Avis Budget (CAR) 0.0 $8.8k 60.00 145.85
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Cadence Design Systems (CDNS) 0.0 $8.3k NEW 30.00 277.87
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Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $8.3k 300.00 27.65
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Prudential Financial (PRU) 0.0 $8.2k 84.00 97.69
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Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.0 $8.1k NEW 176.00 46.23
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Apa Corporation (APA) 0.0 $7.9k 187.00 42.44
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T. Rowe Price (TROW) 0.0 $7.9k +183% 88.00 90.14
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Sonoco Products Company (SON) 0.0 $7.9k NEW 146.00 54.09
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Legalzoom (LZ) 0.0 $7.8k NEW 1.4k 5.67
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Flextronics Intl Ord (FLEX) 0.0 $7.8k NEW 119.00 65.46
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Ishares Tr Us Aer Def Etf (ITA) 0.0 $7.7k NEW 35.00 218.74
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Ishares Tr Global Energ Etf (IXC) 0.0 $7.6k 133.00 57.44
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $7.6k NEW 149.00 50.95
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salesforce (CRM) 0.0 $7.5k +344% 40.00 186.80
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Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.0 $7.4k 34.00 218.71
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Kyndryl Hldgs Common Stock (KD) 0.0 $7.3k +98% 554.00 13.12
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Ishares Gold Tr Shares Represent (IAUM) 0.0 $7.2k NEW 154.00 46.70
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Aptiv Com Shs (APTV) 0.0 $7.1k NEW 102.00 69.44
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CVS Caremark Corporation (CVS) 0.0 $7.0k +237% 98.00 71.82
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Nucor Corporation (NUE) 0.0 $6.9k NEW 41.00 169.10
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Ishares Tr Mbs Etf (MBB) 0.0 $6.6k +125% 70.00 94.96
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Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $6.5k NEW 750.00 8.66
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Sandisk Corp (SNDK) 0.0 $6.4k 10.00 635.30
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Boeing Company (BA) 0.0 $6.2k +287% 31.00 199.03
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Universal Health Rlty Income Sh Ben Int (UHT) 0.0 $6.1k 151.00 40.47
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $6.1k -27% 26.00 234.04
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Ishares Tr Conv Bd Etf (ICVT) 0.0 $6.0k NEW 59.00 101.80
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Expedia Group Com New (EXPE) 0.0 $6.0k NEW 26.00 230.88
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Goldman Sachs (GS) 0.0 $5.9k -46% 7.00 849.71
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Thermo Fisher Scientific (TMO) 0.0 $5.9k -20% 12.00 492.00
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Evergy (EVRG) 0.0 $5.9k 72.00 81.92
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Entergy Corporation (ETR) 0.0 $5.8k 52.00 112.37
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Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $5.8k 251.00 22.91
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Ishares Msci Emrg Chn (EMXC) 0.0 $5.7k NEW 73.00 78.66
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Kimberly-Clark Corporation (KMB) 0.0 $5.7k +31% 59.00 96.47
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Assurant (AIZ) 0.0 $5.7k NEW 26.00 217.81
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Raytheon Technologies Corp (RTX) 0.0 $5.6k +93% 29.00 192.90
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Jazz Pharmaceuticals Shs Usd (JAZZ) 0.0 $5.5k NEW 29.00 189.03
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $5.4k NEW 56.00 96.70
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Citizens Financial (CFG) 0.0 $5.4k 90.00 59.97
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Wisdomtree Tr Efficient Gld Pl (GDMN) 0.0 $5.4k NEW 53.00 101.19
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Flaherty & Crumrine/Claymore Total Retur (FLC) 0.0 $5.3k NEW 319.00 16.60
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Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $5.3k NEW 699.00 7.54
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Host Hotels & Resorts (HST) 0.0 $5.2k 273.00 19.16
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Callaway Golf Company (CALY) 0.0 $5.2k NEW 376.00 13.88
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Johnson & Johnson (JNJ) 0.0 $5.2k -99% 21.00 245.67
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Dominion Resources (D) 0.0 $5.1k 82.00 61.82
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Gilead Sciences (GILD) 0.0 $5.0k 36.00 139.36
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Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $5.0k NEW 216.00 22.98
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Baxter International (BAX) 0.0 $4.9k 293.00 16.80
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Omni (OMC) 0.0 $4.9k 65.00 75.31
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AES Corporation (AES) 0.0 $4.8k 344.00 14.09
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Visa Com Cl A (V) 0.0 $4.8k -87% 16.00 302.81
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Pimco Dynamic Income SHS (PDI) 0.0 $4.8k NEW 279.00 17.11
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $4.7k NEW 79.00 60.10
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Bank of New York Mellon Corporation (BK) 0.0 $4.7k -62% 40.00 118.62
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United Parcel Svcs CL B (UPS) 0.0 $4.7k NEW 48.00 98.38
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Fifth Third Ban (FITB) 0.0 $4.6k 99.00 46.46
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U S Gold Corp Com New (USAU) 0.0 $4.6k NEW 300.00 15.19
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Franklin Resources (BEN) 0.0 $4.5k 190.00 23.62
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $4.5k NEW 10.00 446.50
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Xcel Energy (XEL) 0.0 $4.4k 56.00 79.45
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Principal Financial (PFG) 0.0 $4.4k 49.00 90.10
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Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $4.3k NEW 53.00 81.51
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Regency Centers Corporation (REG) 0.0 $4.3k 57.00 75.67
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Simon Property (SPG) 0.0 $4.3k 23.00 186.52
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Nuveen Multi Asset Income Fu (NMAI) 0.0 $4.3k NEW 345.00 12.40
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Lockheed Martin Corporation (LMT) 0.0 $4.2k +40% 7.00 604.43
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Booking Holdings (BKNG) 0.0 $4.2k NEW 1.00 4210.00
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Marsh & McLennan Companies (MRSH) 0.0 $4.2k +140% 24.00 174.17
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Qualcomm (QCOM) 0.0 $4.1k NEW 32.00 128.78
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Stanley Black & Decker (SWK) 0.0 $4.1k 58.00 71.05
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Cintas Corporation (CTAS) 0.0 $4.1k +33% 24.00 169.12
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Huntington Bancshares Incorporated (HBAN) 0.0 $4.0k 256.00 15.65
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Edison International (EIX) 0.0 $4.0k 54.00 73.19
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $3.8k -86% 43.00 88.37
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Hca Holdings (HCA) 0.0 $3.8k NEW 8.00 473.25
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Cnh Indl N V SHS (CNH) 0.0 $3.8k NEW 344.00 11.00
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Ishares Gold Tr Ishares New (IAU) 0.0 $3.7k -80% 42.00 88.17
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MGM Resorts International. (MGM) 0.0 $3.7k -90% 100.00 37.01
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Eastman Chemical Company (EMN) 0.0 $3.6k NEW 47.00 76.32
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Rocket Lab Corp (RKLB) 0.0 $3.5k +266% 55.00 64.22
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Netflix (NFLX) 0.0 $3.5k -56% 36.00 96.14
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $3.4k 119.00 28.74
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Target Corporation (TGT) 0.0 $3.4k 28.00 121.21
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Bloom Energy Corp Com Cl A (BE) 0.0 $3.4k NEW 25.00 135.48
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $3.4k NEW 139.00 24.27
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Ishares Msci Spain Etf (EWP) 0.0 $3.4k NEW 62.00 54.31
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Fs Specialty Lending Com Sh Ben Int (FSSL) 0.0 $3.4k 268.00 12.51
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American Express Company (AXP) 0.0 $3.3k -82% 11.00 303.18
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Global X Fds Msci Greece Etf (GREK) 0.0 $3.2k NEW 50.00 63.88
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Extra Space Storage (EXR) 0.0 $3.1k 24.00 131.12
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Essex Property Trust (ESS) 0.0 $3.1k 13.00 242.00
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Ishares Tr Msci Poland Etf (EPOL) 0.0 $3.1k NEW 85.00 36.41
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Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $3.1k 43.00 71.60
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Weyerhaeuser Com New (WY) 0.0 $3.1k NEW 126.00 24.43
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Anavex Life Sciences Corp Com New (AVXL) 0.0 $3.1k 1.0k 3.07
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Global X Fds Gb Msci Ar Etf (ARGT) 0.0 $3.0k NEW 32.00 93.31
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Pepsi (PEP) 0.0 $3.0k -77% 19.00 156.89
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Hubbell (HUBB) 0.0 $3.0k 6.00 493.83
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Spdr Series Trust State Street Spd (SDY) 0.0 $2.9k NEW 20.00 145.95
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $2.9k NEW 100.00 29.13
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Invesco SHS (IVZ) 0.0 $2.9k 118.00 24.29
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Equity Residential Sh Ben Int (EQR) 0.0 $2.8k 48.00 59.15
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Lumentum Hldgs (LITE) 0.0 $2.8k NEW 4.00 702.75
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Proshares Tr Sp500 Ex Enrgy (SPXE) 0.0 $2.8k +33% 40.00 70.25
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Palantir Technologies Cl A (PLTR) 0.0 $2.8k -54% 19.00 146.26
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Comfort Systems USA (FIX) 0.0 $2.8k 2.00 1379.00
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HEICO Corporation (HEI) 0.0 $2.7k 10.00 274.20
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International Paper Company (IP) 0.0 $2.7k 76.00 35.70
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Vaneck Etf Trust Agribusiness Etf (MOO) 0.0 $2.7k 32.00 84.50
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Columbia Sportswear Company (COLM) 0.0 $2.6k NEW 48.00 54.81
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Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $2.6k 51.00 51.24
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Carnival Corp Common Stock (CCL) 0.0 $2.6k -72% 100.00 25.88
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Mastercard Incorporated Cl A (MA) 0.0 $2.5k -77% 5.00 499.60
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Spdr Series Trust State Street Spd (BIL) 0.0 $2.5k 27.00 92.22
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Vanguard World Materials Etf (VAW) 0.0 $2.5k 11.00 226.18
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Boston Scientific Corporation (BSX) 0.0 $2.4k -83% 39.00 62.74
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Mp Materials Corp Com Cl A (MP) 0.0 $2.4k NEW 50.00 48.26
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Republic Services (RSG) 0.0 $2.4k NEW 11.00 219.00
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Micron Technology (MU) 0.0 $2.4k NEW 7.00 337.86
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Ametek (AME) 0.0 $2.4k NEW 11.00 214.36
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Echostar Corp Cl A (SATS) 0.0 $2.3k NEW 20.00 117.05
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Exchange Listed Fds Tr Bancreek Int Lc (BCIL) 0.0 $2.2k 85.00 26.29
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Blackstone Group Inc Com Cl A (BX) 0.0 $2.2k 19.00 116.74
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Intuit (INTU) 0.0 $2.2k NEW 5.00 432.40
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Morgan Stanley Com New (MS) 0.0 $2.1k -18% 13.00 164.54
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Lam Research Corp Com New (LRCX) 0.0 $2.1k -88% 10.00 213.70
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Commerce Bancshares (CBSH) 0.0 $2.1k NEW 42.00 49.19
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Nano Nuclear Energy (NNE) 0.0 $2.0k 100.00 20.48
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Bwx Technologies (BWXT) 0.0 $2.0k NEW 10.00 204.50
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Select Sector Spdr Tr State Street Fin (XLF) 0.0 $2.0k 41.00 49.07
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Vertiv Holdings Com Cl A (VRT) 0.0 $2.0k -83% 8.00 250.62
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Linde SHS (LIN) 0.0 $2.0k -83% 4.00 499.25
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $2.0k -66% 10.00 198.30
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Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $2.0k NEW 40.00 49.38
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CSX Corporation (CSX) 0.0 $2.0k NEW 48.00 41.04
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Werner Enterprises (WERN) 0.0 $2.0k NEW 67.00 29.40
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Wisdomtree Tr India Erngs Fd (EPI) 0.0 $2.0k 48.00 40.79
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Realty Income (O) 0.0 $2.0k NEW 32.00 61.19
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Coherent Corp (COHR) 0.0 $1.9k NEW 8.00 238.25
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Te Connectivity Ord Shs (TEL) 0.0 $1.9k NEW 9.00 209.00
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Dover Corporation (DOV) 0.0 $1.9k NEW 9.00 208.44
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Norwegian Cruise Line Hldgs SHS (NCLH) 0.0 $1.9k 100.00 18.70
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Wyndham Hotels And Resorts (WH) 0.0 $1.9k NEW 23.00 81.22
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Best Buy (BBY) 0.0 $1.9k 29.00 64.21
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $1.9k 61.00 30.43
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Waste Management (WM) 0.0 $1.9k 8.00 231.62
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Exelon Corporation (EXC) 0.0 $1.8k NEW 37.00 49.03
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Hp (HPQ) 0.0 $1.8k 94.00 19.21
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AvalonBay Communities (AVB) 0.0 $1.8k NEW 11.00 163.36
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Moody's Corporation (MCO) 0.0 $1.7k NEW 4.00 436.25
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Arthur J. Gallagher & Co. (AJG) 0.0 $1.7k NEW 8.00 216.62
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General Dynamics Corporation (GD) 0.0 $1.7k -92% 5.00 343.20
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Danaher Corporation (DHR) 0.0 $1.7k 9.00 190.11
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Applied Materials (AMAT) 0.0 $1.7k NEW 5.00 341.80
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S&p Global (SPGI) 0.0 $1.7k -55% 4.00 425.25
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CBOE Holdings (CBOE) 0.0 $1.7k NEW 6.00 281.00
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CRH Ord (CRH) 0.0 $1.7k 16.00 105.12
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Servicenow (NOW) 0.0 $1.7k -92% 16.00 104.56
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Avnet (AVT) 0.0 $1.7k NEW 27.00 61.63
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Choice Hotels International (CHH) 0.0 $1.7k NEW 16.00 103.50
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Uber Technologies (UBER) 0.0 $1.7k -90% 23.00 71.91
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Medtronic SHS (MDT) 0.0 $1.6k -61% 19.00 86.63
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Cummins (CMI) 0.0 $1.6k NEW 3.00 538.00
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Palo Alto Networks (PANW) 0.0 $1.6k -86% 10.00 160.30
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TJX Companies (TJX) 0.0 $1.6k -86% 10.00 159.70
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Sofi Technologies (SOFI) 0.0 $1.6k NEW 100.00 15.88
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Concentra Group Holdings Par Common Stock (CON) 0.0 $1.6k NEW 74.00 21.45
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Johnson Controls Internation SHS (JCI) 0.0 $1.6k NEW 12.00 130.92
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Cellectis S A Spon Ads (CLLS) 0.0 $1.6k 495.00 3.17
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Abbott Laboratories (ABT) 0.0 $1.5k -48% 15.00 102.67
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Amphenol Corp Cl A (APH) 0.0 $1.5k -86% 12.00 126.33
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First Tr Exchange-traded SHS (QTEC) 0.0 $1.5k 7.00 216.00
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Gaming & Leisure Pptys (GLPI) 0.0 $1.5k +3300% 34.00 44.38
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Marten Transport (MRTN) 0.0 $1.5k NEW 113.00 13.13
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O'reilly Automotive (ORLY) 0.0 $1.5k 16.00 92.31
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Kla Corp Com New (KLAC) 0.0 $1.5k NEW 1.00 1472.00
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Capital One Financial (COF) 0.0 $1.5k NEW 8.00 182.38
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Travelers Companies (TRV) 0.0 $1.5k NEW 5.00 291.60
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Walt Disney Company (DIS) 0.0 $1.4k -72% 15.00 96.40
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Netskope Cl A (NTSK) 0.0 $1.4k NEW 170.00 8.49
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B&G Foods (BGS) 0.0 $1.4k 300.00 4.81
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First Tr Exchange-traded Tech Alphadex (FXL) 0.0 $1.4k 9.00 158.89
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Doximity Cl A (DOCS) 0.0 $1.4k NEW 59.00 23.31
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Intel Corporation (INTC) 0.0 $1.4k -93% 31.00 44.13
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Carter's (CRI) 0.0 $1.4k NEW 38.00 35.76
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Armstrong World Industries (AWI) 0.0 $1.3k -69% 8.00 164.75
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Energy Fuels Com New (UUUU) 0.0 $1.3k NEW 71.00 18.25
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Intercontinental Exchange (ICE) 0.0 $1.3k NEW 8.00 157.25
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Carvana Cl A (CVNA) 0.0 $1.3k 4.00 314.50
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AmerisourceBergen (COR) 0.0 $1.3k -66% 4.00 314.25
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $1.2k 43.00 28.72
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Ishares Tr Self Drivng Ev (IDRV) 0.0 $1.2k NEW 30.00 38.53
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $1.1k +50% 3.00 383.33
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First Tr Exchange-traded Consumr Discre (FXD) 0.0 $1.1k 17.00 64.00
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Newmont Mining Corporation (NEM) 0.0 $1.1k NEW 10.00 108.30
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First Tr Exchange-traded Nasdaq 100 Ex (QQXT) 0.0 $1.1k 11.00 97.64
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Amgen (AMGN) 0.0 $1.1k -76% 3.00 352.00
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Spdr Series Trust State Street Spd (XHB) 0.0 $989.000000 NEW 10.00 98.90
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Blackrock (BLK) 0.0 $962.000000 NEW 1.00 962.00
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First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $907.000500 15.00 60.47
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Proshares Tr Ultra Pltr Etf (PLTA) 0.0 $856.000000 NEW 50.00 17.12
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Critical Metals Corp Pubco Ord Shs (CRML) 0.0 $794.000000 NEW 100.00 7.94
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Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $757.000000 10.00 75.70
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Organon & Co Common Stock (OGN) 0.0 $611.000400 +240% 102.00 5.99
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Cheesecake Factory Incorporated (CAKE) 0.0 $548.000000 10.00 54.80
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Carrier Global Corporation (CARR) 0.0 $282.000000 NEW 5.00 56.40
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Plug Pwr Com New (PLUG) 0.0 $226.000000 NEW 100.00 2.26
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Otis Worldwide Corp (OTIS) 0.0 $154.000000 NEW 2.00 77.00
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Prairie Oper (PROP) 0.0 $124.000800 61.00 2.03
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Haleon Spon Ads (HLN) 0.0 $100.000000 -33% 10.00 10.00
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Ventas (VTR) 0.0 $82.000000 1.00 82.00
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Ishares Tr Future Ai & Tech (ARTY) 0.0 $47.000000 1.00 47.00
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Apollo Commercial Real Est. Finance (ARI) 0.0 $11.000000 1.00 11.00
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Medical Properties Trust (MPT) 0.0 $5.000000 1.00 5.00
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Past Filings by POM Investment Strategies

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