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Pom Investment Strategies, LLC Top Holdings and 13F Report (2025)

About Pom Investment Strategies, LLC

Investment Activity

  • Pom Investment Strategies, LLC has $132.78 million in total holdings as of December 31, 2024.
  • Pom Investment Strategies, LLC owns shares of 342 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 22.40% of the portfolio was purchased this quarter.
  • About ∞ of the portfolio was sold this quarter.
  • This quarter, Pom Investment Strategies, LLC has purchased 324 new stocks and bought additional shares in 70 stocks.
  • Pom Investment Strategies, LLC sold shares of 72 stocks and completely divested from 79 stocks this quarter.

Largest Holdings

Invesco QQQ
$12,236,951

Largest New Holdings this Quarter

iShares Russell 3000 ETF
$11,770,939 Holding
Vanguard Small-Cap ETF
$10,635,273 Holding
ISHARES TR
$1,314,461 Holding

Largest Purchases this Quarter

iShares Russell 3000 ETF
35,216 shares (about $11.77M)
Vanguard Small-Cap ETF
44,262 shares (about $10.64M)
ISHARES TR
52,163 shares (about $1.31M)
iShares iBonds Dec 2025 Term Corporate ETF
42,393 shares (about $1.06M)
AllianzIM U.S. Large Cap Buffer20 Dec ETF
20,843 shares (about $634.04K)

Largest Sales this Quarter

Invesco S&P MidCap 400 Pure Growth ETF
129,320 shares (about $∞T)
iShares Core S&P Mid-Cap ETF
106,171 shares (about $4.57M)
Invesco S&P 500 Top 50 ETF
72,897 shares (about $3.64M)
Vanguard Mega Cap Growth ETF
9,278 shares (about $3.19M)
Invesco QQQ
5,710 shares (about $2.92M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPom Investment Strategies, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$13,033,360$310,124 2.4%427,7449.8%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$12,536,286$3,186,184 -20.3%36,5059.4%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$12,245,380$3,641,929 -22.9%245,1049.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$12,236,951$2,919,159 -19.3%23,9369.2%Finance
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$11,770,939$11,770,939 New Holding35,2168.9%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$10,635,273$10,635,273 New Holding44,2628.0%ETF
EDOW
First Trust Dow 30 Equal Weight ETF
$8,146,930$166,443 2.1%224,6196.1%ETF
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$8,055,853$79,484 1.0%136,2176.1%Manufacturing
First Trust Growth Strength ETF stock logo
FTGS
First Trust Growth Strength ETF
$7,760,881$321,096 4.3%247,1625.8%ETF
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$5,391,930$122,490 2.3%91,2964.1%Manufacturing
First Trust NASDAQ 100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ 100 Equal Weighted Index Fund
$5,222,181$181,566 3.6%41,7913.9%Manufacturing
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$2,993,180$6,322 0.2%12,3092.3%ETF
First Trust SMID Cap Rising Dividend Archievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Archievers ETF
$2,681,485$41,514 1.6%74,7972.0%ETF
Apple Inc. stock logo
AAPL
Apple
$2,215,716$245,662 -10.0%8,8481.7%Computer and Technology
ISHARES TR
$1,314,461$1,314,461 New Holding52,1631.0%LARGE CAP MAX BU
BILZ
PIMCO Ultra Short Government Active ETF
$1,249,361$187,122 17.6%12,3920.9%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$1,241,603$72,912 -5.5%2,9460.9%Computer and Technology
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$1,061,945$1,061,945 New Holding42,3930.8%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$823,527$15,560 1.9%2,1170.6%Retail/Wholesale
DECW
AllianzIM U.S. Large Cap Buffer20 Dec ETF
$634,044$634,044 New Holding20,8430.5%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$482,866$15,731 3.4%6,1390.4%ETF
iShares High Yield Bond Factor ETF stock logo
HYDB
iShares High Yield Bond Factor ETF
$473,1460.0%10,0650.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$468,154$17,019 -3.5%1,9530.4%Finance
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$453,623$7,251 1.6%1,5640.3%Basic Materials
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$422,933$212,420 100.9%4,2150.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$376,446$5,929 -1.6%2,6030.3%Medical
iShares iBonds 2025 Term High Yield and Income ETF stock logo
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
$321,390$321,390 New Holding13,8530.2%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$264,236$122,885 86.9%1,2020.2%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$253,283$116,032 -31.4%1,8860.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$194,599$50,898 -20.7%8870.1%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$192,978$107,264 -35.7%7970.1%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$188,752$30,237 -13.8%2060.1%Retail/Wholesale
The Boeing Company stock logo
BA
Boeing
$177,000$12,390 -6.5%1,0000.1%Aerospace
GSK plc stock logo
GSK
GSK
$174,883$13,156 -7.0%5,1710.1%Medical
PROSHARES TR
$174,284$42,898 -19.8%4,6600.1%SHORT QQQ
iShares J.P. Morgan EM High Yield Bond ETF stock logo
EMHY
iShares J.P. Morgan EM High Yield Bond ETF
$171,7130.0%4,5210.1%ETF
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$170,0440.0%1000.1%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$169,527$6,799 4.2%3740.1%Finance
RTX Co. stock logo
RTX
RTX
$164,901$21,755 -11.7%1,4250.1%Aerospace
ELEVATION SERIES TRUST
$162,024$162,024 New Holding6,5610.1%TRUESHARES QUART
Aberdeen Standard Physical Silver Shares ETF stock logo
SIVR
Aberdeen Standard Physical Silver Shares ETF
$151,635$151,635 New Holding5,5000.1%ETF
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$147,002$147,002 New Holding2,3930.1%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$146,7350.0%1,3800.1%Computer and Technology
Kellanova stock logo
K
Kellanova
$145,7460.0%1,8000.1%Consumer Discretionary
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$143,751$143,751 New Holding8840.1%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$143,592$35,512 -19.8%1860.1%Medical
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$133,535$133,535 New Holding6,3410.1%ETF
Walmart Inc. stock logo
WMT
Walmart
$132,424$17,885 -11.9%1,4660.1%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$118,4640.0%4800.1%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$117,311$3,047 2.7%6160.1%Computer and Technology
Intel Co. stock logo
INTC
Intel
$114,132$662 0.6%5,6920.1%Computer and Technology
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$110,7760.0%1,8310.1%Transportation
The Coca-Cola Company stock logo
KO
Coca-Cola
$106,402$6,786 6.8%1,7090.1%Consumer Staples
TUA
Simplify Short Term Treasury Futures Strategy ETF
$105,739$105,739 New Holding4,9830.1%ETF
Truist Financial Co. stock logo
TFC
Truist Financial
$103,859$32,928 46.4%2,3940.1%Finance
Carrier Global Co. stock logo
CARR
Carrier Global
$97,271$3,686 -3.7%1,4250.1%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$96,906$51,108 -34.5%2920.1%Industrial Products
Horizon Bancorp, Inc. stock logo
HBNC
Horizon Bancorp
$91,746$91,746 New Holding5,6950.1%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$89,132$49,914 -35.9%1000.1%Consumer Discretionary
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$80,883$47,606 143.1%1,3660.1%Computer and Technology
WSFS Financial Co. stock logo
WSFS
WSFS Financial
$80,0140.0%1,5060.1%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$78,425$31,466 67.0%1,6400.1%ETF
Ford Motor stock logo
F
Ford Motor
$70,290$63,518 938.0%7,1000.1%Auto/Tires/Trucks
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$69,8720.0%8830.1%ETF
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$65,938$4,538 -6.4%7120.0%Construction
AT&T Inc. stock logo
T
AT&T
$65,031$182 0.3%2,8560.0%Computer and Technology
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$60,2240.0%6510.0%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$59,135$614 1.0%3850.0%Computer and Technology
Haleon plc stock logo
HLN
Haleon
$58,938$13,490 -18.6%6,1780.0%Medical
AMERICAN HEALTHCARE REIT INC
$58,773$58,773 New Holding2,0680.0%COM SHS
Tesla, Inc. stock logo
TSLA
Tesla
$54,9220.0%1360.0%Auto/Tires/Trucks
Essex Property Trust, Inc. stock logo
ESS
Essex Property Trust
$54,640$858 1.6%1910.0%Finance
ELEVATION SERIES TRUST
$53,354$53,354 New Holding2,1580.0%TRUSHARES BULL
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$51,444$23,069 81.3%2230.0%Consumer Discretionary
Philip Morris International Inc. stock logo
PM
Philip Morris International
$51,361$1,203 2.4%4270.0%Consumer Staples
Wolfspeed, Inc. stock logo
WOLF
Wolfspeed
$50,7160.0%7,6150.0%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$48,315$31,454 186.5%6390.0%Finance
Bank of America Co. stock logo
BAC
Bank of America
$47,598$15,822 49.8%1,0830.0%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$46,399$187,627 -80.2%4570.0%ETF
T. Rowe Price Blue Chip Growth ETF stock logo
TCHP
T. Rowe Price Blue Chip Growth ETF
$46,321$7,453 19.2%1,1000.0%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$45,7800.0%1140.0%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$45,285$1,105 2.5%4100.0%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$44,768$21,706 94.1%4620.0%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$42,494$3,441 8.8%4940.0%Medical
Virtus Equity & Convertible Income Fund stock logo
NIE
Virtus Equity & Convertible Income Fund
$42,070$42,070 New Holding1,7060.0%Financial Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$41,646$109,794 -72.5%2200.0%Computer and Technology
Altria Group, Inc. stock logo
MO
Altria Group
$41,555$993 2.4%7950.0%Consumer Staples
Waste Management, Inc. stock logo
WM
Waste Management
$38,138$38,138 New Holding1890.0%Business Services
MGM Resorts International stock logo
MGM
MGM Resorts International
$38,115$2,945 -7.2%1,1000.0%Consumer Discretionary
Global Payments Inc. stock logo
GPN
Global Payments
$37,6520.0%3360.0%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$37,300$355 1.0%2100.0%Medical
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$37,088$37,088 New Holding8180.0%ETF
Scorpio Tankers Inc. stock logo
STNG
Scorpio Tankers
$36,4720.0%7340.0%Transportation
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$36,337$655 1.8%2220.0%Oils/Energy
WisdomTree U.S. AI Enhanced Value Fund stock logo
AIVL
WisdomTree U.S. AI Enhanced Value Fund
$36,2170.0%3400.0%Finance
Dr. Reddy's Laboratories Limited stock logo
RDY
Dr. Reddy's Laboratories
$35,922$28,738 400.0%2,2750.0%Medical
Adobe Inc. stock logo
ADBE
Adobe
$35,574$20,455 -36.5%800.0%Computer and Technology
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$34,388$4,117 -10.7%1420.0%Manufacturing
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$33,407$33,407 New Holding570.0%Finance
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$32,833$32,833 New Holding6530.0%Manufacturing

Showing largest 100 holdings. View all holdings.
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