POM Investment Strategies

POM Investment Strategies as of March 31, 2025

Portfolio Holdings for POM Investment Strategies

POM Investment Strategies holds 213 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 17.3 $15M 225k 65.76
Simplify Exchange Traded Fun Managed Futures (CTA) 9.9 $8.5M 286k 29.60
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW) 8.3 $7.1M 197k 36.22
First Tr Exchange Traded Risng Divd Achiv (RDVY) 8.2 $7.0M 120k 58.54
First Tr Exchange-traded Growth Strength (FTGS) 7.9 $6.8M 228k 29.75
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 7.9 $6.7M 272k 24.68
Simplify Exchange Traded Fun Volatility Prem (SVOL) 7.4 $6.3M 347k 18.18
First Tr Nas100 Eq Weighted SHS (QQEW) 5.3 $4.5M 38k 120.93
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) 4.8 $4.1M 187k 21.94
Ishares Tr Core Msci Eafe (IEFA) 4.1 $3.5M 46k 75.65
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.6 $2.3M 28k 80.37
Simplify Exchange Traded Fun Bond Bull Etf (RFIX) 2.2 $1.9M 35k 53.50
Apple (AAPL) 1.7 $1.5M 6.7k 222.13
Pimco Etf Tr Ultra Short Govt (BILZ) 1.3 $1.1M 11k 101.20
Ishares Tr Ibonds Dec25 Etf (IBDQ) 1.1 $966k 38k 25.15
Ishares Tr Large Cap Max Bu (SMAX) 1.1 $961k 38k 25.04
NVIDIA Corporation (NVDA) 0.7 $616k 5.7k 108.38
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 0.7 $569k 19k 29.95
Johnson & Johnson (JNJ) 0.5 $426k 2.6k 165.84
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $381k 3.8k 100.62
Home Depot (HD) 0.3 $299k 815.00 366.49
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.3 $290k 13k 23.24
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $234k 2.4k 97.95
International Business Machines (IBM) 0.3 $233k 936.00 248.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $221k 415.00 532.58
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $198k 4.3k 46.02
Costco Wholesale Corporation (COST) 0.2 $195k 206.00 945.78
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.2 $189k 8.6k 21.97
Microsoft Corporation (MSFT) 0.2 $175k 466.00 375.39
Elevation Series Trust Trueshares Quart (QBER) 0.2 $143k 5.8k 24.79
Tidal Tr Ii Defiance Large (XMAG) 0.2 $140k 7.1k 19.70
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $135k 2.3k 58.98
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $128k 1.1k 119.72
Duke Energy Corp Com New (DUK) 0.1 $127k 1.0k 121.97
Lowe's Companies (LOW) 0.1 $102k 435.00 233.23
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $99k 2.0k 49.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $99k 210.00 469.58
Vanguard World Mega Grwth Ind (MGK) 0.1 $98k 318.00 308.54
Ford Motor Company (F) 0.1 $96k 9.6k 10.03
Aim Etf Products Trust Allianzim U S Eq (FLJJ) 0.1 $94k 3.4k 28.13
Dominion Resources (D) 0.1 $92k 1.6k 56.07
Horizon Ban (HBNC) 0.1 $86k 5.7k 15.08
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $83k 1.6k 51.06
MGM Resorts International. (MGM) 0.1 $80k 2.7k 29.64
Delta Air Lines Inc Del Com New (DAL) 0.1 $80k 1.8k 43.60
WSFS Financial Corporation (WSFS) 0.1 $78k 1.5k 51.87
Essential Utils (WTRG) 0.1 $73k 1.8k 39.53
American Healthcare Reit Com Shs (AHR) 0.1 $63k 2.1k 30.30
Novartis Sponsored Adr (NVS) 0.1 $55k 495.00 111.48
Procter & Gamble Company (PG) 0.1 $53k 313.00 170.42
Vanguard World Mega Cap Index (MGC) 0.1 $52k 256.00 201.38
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $50k 982.00 50.83
Shell Spon Ads (SHEL) 0.1 $49k 664.00 73.28
Elevation Series Trust Trushares Bull (QBUL) 0.1 $47k 1.9k 24.86
Bank of America Corporation (BAC) 0.1 $45k 1.1k 41.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $41k 114.00 361.09
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $41k 801.00 51.16
Pfizer (PFE) 0.0 $38k 1.5k 25.34
Cisco Systems (CSCO) 0.0 $38k 612.00 61.70
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $37k 340.00 109.80
Novo-nordisk A S Adr (NVO) 0.0 $34k 494.00 69.44
Alphabet Cap Stk Cl A (GOOGL) 0.0 $34k 220.00 154.64
Alphabet Cap Stk Cl C (GOOG) 0.0 $34k 216.00 156.25
Wal-Mart Stores (WMT) 0.0 $33k 379.00 87.79
Ge Aerospace Com New (GE) 0.0 $33k 165.00 200.15
Global Payments (GPN) 0.0 $33k 336.00 97.92
Teekay Corporation SHS (TK) 0.0 $30k 4.6k 6.57
Marathon Petroleum Corp (MPC) 0.0 $29k 196.00 145.69
Highwoods Properties (HIW) 0.0 $28k 936.00 29.64
Scorpio Tankers SHS (STNG) 0.0 $28k 734.00 37.58
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $26k 426.00 60.17
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $25k 59.00 419.88
Amazon (AMZN) 0.0 $25k 129.00 190.26
Evolus (EOLS) 0.0 $24k 2.0k 12.03
Sila Realty Trust Common Stock (SILA) 0.0 $22k 836.00 26.71
Royal Caribbean Cruises (RCL) 0.0 $21k 100.00 205.44
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $20k 244.00 83.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $20k 106.00 188.16
General Dynamics Corporation (GD) 0.0 $19k 71.00 272.58
Kearny Finl Corp Md (KRNY) 0.0 $19k 3.0k 6.26
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $18k 810.00 22.08
Meta Platforms Cl A (META) 0.0 $18k 31.00 576.35
Realty Income (O) 0.0 $17k 298.00 58.01
Accenture Plc Ireland Shs Class A (ACN) 0.0 $17k 53.00 312.04
JPMorgan Chase & Co. (JPM) 0.0 $16k 64.00 245.30
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $15k 284.00 52.41
Fidelity Covington Trust Enhanced Mid (FMDE) 0.0 $15k 464.00 31.34
Vanguard World Utilities Etf (VPU) 0.0 $14k 81.00 170.81
UnitedHealth (UNH) 0.0 $13k 24.00 523.75
Visa Com Cl A (V) 0.0 $12k 34.00 350.47
Ge Vernova (GEV) 0.0 $11k 37.00 305.27
Pepsi (PEP) 0.0 $11k 75.00 149.95
Tesla Motors (TSLA) 0.0 $11k 42.00 259.17
Vanguard World Esg Us Corp Bd (VCEB) 0.0 $11k 172.00 62.92
TJX Companies (TJX) 0.0 $11k 86.00 121.80
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $10k 119.00 87.50
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $10k 249.00 40.75
Mastercard Incorporated Cl A (MA) 0.0 $9.9k 18.00 548.11
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $9.8k 375.00 26.20
Danaher Corporation (DHR) 0.0 $9.4k 46.00 205.00
Broadcom (AVGO) 0.0 $9.2k 55.00 167.60
Adobe Systems Incorporated (ADBE) 0.0 $9.2k 24.00 383.54
Ionq Inc Pipe (IONQ) 0.0 $8.9k 402.00 22.07
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $7.7k 157.00 48.82
Eaton Corp SHS (ETN) 0.0 $7.6k 28.00 271.82
Avis Budget (CAR) 0.0 $7.6k 100.00 75.90
Sherwin-Williams Company (SHW) 0.0 $7.3k 21.00 349.19
Martin Marietta Materials (MLM) 0.0 $7.2k 15.00 478.13
Servicenow (NOW) 0.0 $7.2k 9.00 796.11
Union Pacific Corporation (UNP) 0.0 $6.6k 28.00 236.25
Progressive Corporation (PGR) 0.0 $6.5k 23.00 283.00
Aon Shs Cl A (AON) 0.0 $6.0k 15.00 399.07
Magyar Bancorp (MGYR) 0.0 $5.9k 428.00 13.90
Cintas Corporation (CTAS) 0.0 $5.8k 28.00 205.54
Ishares Tr Msci Eafe Etf (EFA) 0.0 $5.7k 70.00 81.73
Kyndryl Hldgs Common Stock (KD) 0.0 $5.4k 171.00 31.40
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.0 $5.2k 85.00 60.86
Thermo Fisher Scientific (TMO) 0.0 $5.0k 10.00 497.60
Exxon Mobil Corporation (XOM) 0.0 $4.4k 37.00 118.92
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $4.3k 26.00 166.00
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $4.0k 67.00 59.40
Construction Partners Com Cl A (ROAD) 0.0 $4.0k 55.00 71.87
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $3.9k 8.00 484.88
Sfl Corporation SHS (SFL) 0.0 $3.8k 469.00 8.20
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $3.8k 56.00 68.02
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $3.5k 60.00 58.68
Advanced Micro Devices (AMD) 0.0 $3.5k 34.00 102.74
Sap Se Spon Adr (SAP) 0.0 $3.5k 13.00 268.46
Casey's General Stores (CASY) 0.0 $3.5k 8.00 434.00
Trane Technologies SHS (TT) 0.0 $3.4k 10.00 336.90
Illinois Tool Works (ITW) 0.0 $3.2k 13.00 248.00
Icici Bank Adr (IBN) 0.0 $3.2k 100.00 31.52
Stryker Corporation (SYK) 0.0 $3.0k 8.00 372.25
Medtronic SHS (MDT) 0.0 $3.0k 33.00 89.85
Armstrong World Industries (AWI) 0.0 $3.0k 21.00 140.86
Roper Industries (ROP) 0.0 $2.9k 5.00 589.60
Merck & Co (MRK) 0.0 $2.9k 32.00 89.75
Fiserv (FI) 0.0 $2.9k 13.00 220.85
PNC Financial Services (PNC) 0.0 $2.8k 16.00 175.75
Air Products & Chemicals (APD) 0.0 $2.7k 9.00 294.89
Zoetis Cl A (ZTS) 0.0 $2.6k 16.00 164.62
Ecolab (ECL) 0.0 $2.5k 10.00 253.50
Ansys (ANSS) 0.0 $2.5k 8.00 316.50
Abbott Laboratories (ABT) 0.0 $2.5k 19.00 132.63
Comcast Corp Cl A (CMCSA) 0.0 $2.5k 68.00 36.90
Morgan Stanley Com New (MS) 0.0 $2.5k 21.00 116.67
Cannae Holdings (CNNE) 0.0 $2.4k 130.00 18.33
Canadian Natl Ry (CNI) 0.0 $2.3k 24.00 97.46
Acushnet Holdings Corp (GOLF) 0.0 $2.3k 34.00 68.65
Ishares Tr Core S&p500 Etf (IVV) 0.0 $2.2k 4.00 562.00
Texas Instruments Incorporated (TXN) 0.0 $2.2k 12.00 179.67
Cme (CME) 0.0 $2.1k 8.00 265.25
Cdw (CDW) 0.0 $2.1k 13.00 160.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $2.1k 4.00 515.75
eBay (EBAY) 0.0 $2.0k 30.00 67.73
Select Sector Spdr Tr Financial (XLF) 0.0 $2.0k 40.00 49.98
Qualcomm (QCOM) 0.0 $2.0k 13.00 153.62
Astrazeneca Sponsored Adr (AZN) 0.0 $2.0k 27.00 73.52
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $2.0k 100.00 19.53
Vanguard Index Fds Value Etf (VTV) 0.0 $1.9k 11.00 172.73
Allstate Corporation (ALL) 0.0 $1.9k 9.00 207.11
Nasdaq Omx (NDAQ) 0.0 $1.8k 24.00 75.88
Proshares Tr Sp500 Ex Enrgy (SPXE) 0.0 $1.8k 30.00 60.10
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $1.8k 27.00 65.19
Anthem (ELV) 0.0 $1.7k 4.00 435.00
Honeywell International (HON) 0.0 $1.7k 8.00 211.75
Caterpillar (CAT) 0.0 $1.6k 5.00 329.80
Iron Mountain (IRM) 0.0 $1.6k 19.00 86.63
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $1.6k 22.00 73.45
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $1.6k 17.00 92.29
Xcel Energy (XEL) 0.0 $1.5k 21.00 70.81
Clorox Company (CLX) 0.0 $1.5k 10.00 147.30
Crown Castle Intl (CCI) 0.0 $1.4k 13.00 104.23
Bhp Group Sponsored Ads (BHP) 0.0 $1.3k 26.00 48.54
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.0 $1.2k 7.00 173.57
First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $1.2k 9.00 132.22
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $1.1k 43.00 25.51
Paypal Holdings (PYPL) 0.0 $1.0k 16.00 65.25
First Tr Exchange-traded Nasdaq 100 Ex (QQXT) 0.0 $1.0k 11.00 93.82
Emerson Electric (EMR) 0.0 $987.000300 9.00 109.67
First Tr Exchange Traded Consumr Discre (FXD) 0.0 $984.000800 17.00 57.88
Moody's Corporation (MCO) 0.0 $931.000000 2.00 465.50
Fidelity National Information Services (FIS) 0.0 $896.000400 12.00 74.67
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $889.000000 4.00 222.25
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $867.000000 16.00 54.19
Diageo Spon Adr New (DEO) 0.0 $838.000000 8.00 104.75
Companhia De Saneamento Basi Sponsored Adr (SBS) 0.0 $749.998200 42.00 17.86
Oracle Corporation (ORCL) 0.0 $699.000000 5.00 139.80
Alcon Ord Shs (ALC) 0.0 $665.000000 7.00 95.00
Lauder Estee Cos Cl A (EL) 0.0 $660.000000 10.00 66.00
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $648.000000 12.00 54.00
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $639.000000 25.00 25.56
Cellectis S A Spon Ads (CLLS) 0.0 $613.998000 495.00 1.24
Verisk Analytics (VRSK) 0.0 $595.000000 2.00 297.50
Dollar General (DG) 0.0 $528.000000 6.00 88.00
NetApp (NTAP) 0.0 $526.999800 6.00 87.83
Cheesecake Factory Incorporated (CAKE) 0.0 $487.000000 10.00 48.70
Intel Corporation (INTC) 0.0 $477.000300 21.00 22.71
Nebius Group Shs Class A (NBIS) 0.0 $401.000700 19.00 21.11
Vanguard Index Fds Growth Etf (VUG) 0.0 $371.000000 1.00 371.00
Charter Communications Inc N Cl A (CHTR) 0.0 $369.000000 1.00 369.00
Prairie Oper (PROP) 0.0 $326.002300 61.00 5.34
Ishares Tr Russell 3000 Etf (IWV) 0.0 $310.000000 1.00 310.00
Veralto Corp Com Shs (VLTO) 0.0 $291.999900 3.00 97.33
Genmab A/s Sponsored Ads (GMAB) 0.0 $273.999600 14.00 19.57
Vanguard Index Fds Small Cp Etf (VB) 0.0 $222.000000 1.00 222.00
Ishares Core Msci Emkt (IEMG) 0.0 $162.000000 3.00 54.00
Woodside Energy Group Sponsored Adr (WDS) 0.0 $129.999600 9.00 14.44
Safety Shot Com New (SHOT) 0.0 $91.000000 250.00 0.36
Organon & Co Common Stock (OGN) 0.0 $30.000000 2.00 15.00
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $15.000000 1.00 15.00
Revelation Biosciences *w Exp 01/10/202 (REVBW) 0.0 $10.954500 1.0k 0.01
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.0 $0 0 0.00