The Analysis of POM Investment Strategies, LLC's Holdings


Currently, POM Investment Strategies, LLC holds 201 types of securities in its portfolio with a total value $184.0M. In the most recent quarter, they have increased their positions in SPYM (+70.2K shares, valued at $5.5M), SPYG (+46.4K shares, valued at $4.9M), AGGH (+175.6K shares, valued at $3.6M); decreased their positions in SVOL (-159.3K shares, valued at $2.9M), SPMD (-31.2K shares, valued at $1.8M), AVGO (-5.3K shares, valued at $1.7M); initiated new positions in AGGH (+175.6K shares, valued at $3.6M), SBAR (+136.1K shares, valued at $3.6M), GAEM (+67.9K shares, valued at $1.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST318.5K shares28.27%2025-09-302025-11-12history
EEM ISHARES TR267.0K shares26.43%2025-09-302025-11-12history
XLG INVESCO EXCHANGE TRADED FD T246.8K shares22.66%2025-09-302025-11-12history
MTUM ISHARES TR54.5K shares28.82%2025-09-302025-11-12history
QQQ INVESCO QQQ TR23.2K shares24.54%2025-09-302025-11-12history
IEV ISHARES TR209.0K shares33.24%2025-09-302025-11-12history
SPYG SPDR SERIES TRUST129.8K shares55.64%2025-09-302025-11-12history
SPYV SPDR SERIES TRUST198.1K shares20.32%2025-09-302025-11-12history
Sponsored
IEFA ISHARES TR85.1K shares36.63%2025-09-302025-11-12history
BUCK SIMPLIFY EXCHANGE TRADED FUN310.1K shares12.48%2025-09-302025-11-12history
HIGH SIMPLIFY EXCHANGE TRADED FUN312.4K shares46.02%2025-09-302025-11-12history
CTA SIMPLIFY EXCHANGE TRADED FUN253.6K shares-15.56%2025-09-302025-11-12history
SVOL SIMPLIFY EXCHANGE TRADED FUN315.0K shares-33.58%2025-09-302025-11-12history
AGGH SIMPLIFY EXCHANGE TRADED FUN175.6K sharesnew addition2025-09-302025-11-12history
SBAR SIMPLIFY EXCHANGE TRADED FUN136.1K sharesnew addition2025-09-302025-11-12history
AVEM AMERICAN CENTY ETF TR47.2K shares16.53%2025-09-302025-11-12history
Sponsored
SPMD SPDR SERIES TRUST42.7K shares-42.27%2025-09-302025-11-12history
IJJ ISHARES TR15.9K shares-28.43%2025-09-302025-11-12history
IJK ISHARES TR21.5K shares-13.12%2025-09-302025-11-12history
GAEM SIMPLIFY EXCHANGE TRADED FUN67.9K sharesnew addition2025-09-302025-11-12history
AAPL APPLE INC6.4K shares2.59%2025-09-302025-11-12history
TSLA TESLA INC3.4K shares8000.00%2025-09-302025-11-12history
SPSM SPDR SERIES TRUST15.2K shares-39.48%2025-09-302025-11-12history
AVUV AMERICAN CENTY ETF TR7.0K shares-39.02%2025-09-302025-11-12history
Sponsored
MSFT MICROSOFT CORP1.2K shares504.69%2025-09-302025-11-12history
JNJ JOHNSON & JOHNSON2.6K shares1.45%2025-09-302025-11-12history
AGG ISHARES TR3.2K sharesnew addition2025-09-302025-11-12history
NVDA NVIDIA CORPORATION1.7K shares-2.59%2025-09-302025-11-12history
VOO VANGUARD INDEX FDS498 shares12350.00%2025-09-302025-11-12history
IBM INTERNATIONAL BUSINESS MACHS945 shares0.96%2025-09-302025-11-12history
BRK.B BERKSHIRE HATHAWAY INC DEL415 shares-0.48%2025-09-302025-11-12history
COST COSTCO WHSL CORP NEW202 shares1.00%2025-09-302025-11-12history
Sponsored
XMAG TIDAL TRUST II7.1K shares0.00%2025-09-302025-11-12history
VUG VANGUARD INDEX FDS290 sharesnew addition2025-09-302025-11-12history
HD HOME DEPOT INC326 shares48.86%2025-09-302025-11-12history
IONQ IONQ INC2.1K shares0.00%2025-09-302025-11-12history
UNH UNITEDHEALTH GROUP INC353 shares1861.11%2025-09-302025-11-12history
VEA VANGUARD TAX-MANAGED FDS1.9K shares92.57%2025-09-302025-11-12history
GBTC GRAYSCALE BITCOIN TRUST ETF1.2K shares0.00%2025-09-302025-11-12history
LOW LOWES COS INC435 shares0.00%2025-09-302025-11-12history
Sponsored
VTV VANGUARD INDEX FDS586 shares5227.27%2025-09-302025-11-12history
VO VANGUARD INDEX FDS369 sharesnew addition2025-09-302025-11-12history
DAL DELTA AIR LINES INC DEL1.8K shares0.00%2025-09-302025-11-12history
EFA ISHARES TR1.1K shares1428.57%2025-09-302025-11-12history
USMV ISHARES TR1.0K sharesnew addition2025-09-302025-11-12history
HDV ISHARES TR750 sharesnew addition2025-09-302025-11-12history
AHR AMERICAN HEALTHCARE REIT INC2.1K shares0.00%2025-09-302025-11-12history
VV VANGUARD INDEX FDS269 sharesnew addition2025-09-302025-11-12history
Sponsored
VTI VANGUARD INDEX FDS250 sharesnew addition2025-09-302025-11-12history
WSFS WSFS FINL CORP1.5K shares0.00%2025-09-302025-11-12history
NUKZ EXCHANGE TRADED CONCEPTS TRU1.2K shares0.00%2025-09-302025-11-12history
JIG J P MORGAN EXCHANGE TRADED F1.0K sharesnew addition2025-09-302025-11-12history
SPY SPDR S&P 500 ETF TR112 sharesnew addition2025-09-302025-11-12history
VSS VANGUARD INTL EQUITY INDEX F500 sharesnew addition2025-09-302025-11-12history
QTUM ETF SER SOLUTIONS643 shares0.00%2025-09-302025-11-12history
SHLD GLOBAL X FDS933 shares0.00%2025-09-302025-11-12history
Sponsored
IJR ISHARES TR500 sharesnew addition2025-09-302025-11-12history
USHY ISHARES TR1.4K sharesnew addition2025-09-302025-11-12history
IWF ISHARES TR114 shares0.00%2025-09-302025-11-12history
GOOG ALPHABET INC218 shares0.00%2025-09-302025-11-12history
BAC BANK AMERICA CORP1.0K shares0.00%2025-09-302025-11-12history
GOOGL ALPHABET INC210 shares5.00%2025-09-302025-11-12history
AMZN AMAZON COM INC1.1K shares952.29%2025-09-302025-11-12history
STNG SCORPIO TANKERS INC734 shares0.00%2025-09-302025-11-12history
Sponsored
AIVL WISDOMTREE TR340 shares0.00%2025-09-302025-11-12history
MGM MGM RESORTS INTERNATIONAL1.1K shares0.00%2025-09-302025-11-12history
TK TEEKAY CORPORATION LTD4.6K shares0.00%2025-09-302025-11-12history
MPC MARATHON PETE CORP196 shares0.00%2025-09-302025-11-12history
ZS ZSCALER INC113 shares0.00%2025-09-302025-11-12history
T AT&T INC1.2K sharesnew addition2025-09-302025-11-12history
RCL ROYAL CARIBBEAN GROUP100 shares0.00%2025-09-302025-11-12history
CRWD CROWDSTRIKE HLDGS INC59 shares0.00%2025-09-302025-11-12history
Sponsored
GPN GLOBAL PMTS INC336 shares0.00%2025-09-302025-11-12history
NVO NOVO-NORDISK A S494 shares0.00%2025-09-302025-11-12history
CSCO CISCO SYS INC400 shares-1.48%2025-09-302025-11-12history
WMT WALMART INC256 shares0.00%2025-09-302025-11-12history
META META PLATFORMS INC35 shares12.90%2025-09-302025-11-12history
GD GENERAL DYNAMICS CORP71 shares0.00%2025-09-302025-11-12history
JPM JPMORGAN CHASE & CO76 shares216.67%2025-09-302025-11-12history
FBCG FIDELITY COVINGTON TRUST417 shares0.00%2025-09-302025-11-12history
Sponsored
AVGO BROADCOM INC67 shares-98.75%2025-09-302025-11-12history
IWD ISHARES TR106 shares0.00%2025-09-302025-11-12history
SCHX SCHWAB STRATEGIC TR810 shares0.00%2025-09-302025-11-12history
RSP INVESCO EXCHANGE TRADED FD T112 sharesnew addition2025-09-302025-11-12history
SILA SILA REALTY TRUST INC836 shares0.00%2025-09-302025-11-12history
IJH ISHARES TR309 sharesnew addition2025-09-302025-11-12history
JEPQ J P MORGAN EXCHANGE TRADED F350 sharesnew addition2025-09-302025-11-12history
JEPI J P MORGAN EXCHANGE TRADED F350 sharesnew addition2025-09-302025-11-12history
Sponsored
KRNY KEARNY FINL CORP MD3.0K shares0.00%2025-09-302025-11-12history
VZ VERIZON COMMUNICATIONS INC445 sharesnew addition2025-09-302025-11-12history
PG PROCTER AND GAMBLE CO127 sharesnew addition2025-09-302025-11-12history
BN BROOKFIELD CORP284 shares0.00%2025-09-302025-11-12history
GLW CORNING INC233 sharesnew addition2025-09-302025-11-12history
FAST FASTENAL CO336 sharesnew addition2025-09-302025-11-12history
CAR AVIS BUDGET GROUP100 shares0.00%2025-09-302025-11-12history
INTC INTEL CORP470 sharesnew addition2025-09-302025-11-12history
Sponsored
VPU VANGUARD WORLD FD81 shares0.00%2025-09-302025-11-12history
PH PARKER-HANNIFIN CORP20 sharesnew addition2025-09-302025-11-12history
XLP SELECT SECTOR SPDR TR180 sharesnew addition2025-09-302025-11-12history
ADBE ADOBE INC39 shares105.26%2025-09-302025-11-12history
FDCF FIDELITY COVINGTON TRUST277 shares0.00%2025-09-302025-11-12history
PFF ISHARES TR432 sharesnew addition2025-09-302025-11-12history
DUK DUKE ENERGY CORP NEW109 sharesnew addition2025-09-302025-11-12history
NOBL PROSHARES TR121 sharesnew addition2025-09-302025-11-12history
Sponsored
EOLS EVOLUS INC2.0K shares0.00%2025-09-302025-11-12history
PEP PEPSICO INC85 shares13.33%2025-09-302025-11-12history
BLK BLACKROCK INC10 sharesnew addition2025-09-302025-11-12history
IHAK ISHARES TR221 shares0.00%2025-09-302025-11-12history
LIN LINDE PLC24 sharesnew addition2025-09-302025-11-12history
FBOT FIDELITY COVINGTON TRUST343 shares0.00%2025-09-302025-11-12history
SCHM SCHWAB STRATEGIC TR375 shares0.00%2025-09-302025-11-12history
V VISA INC31 shares29.17%2025-09-302025-11-12history
Sponsored
MA MASTERCARD INCORPORATED18 shares0.00%2025-09-302025-11-12history
HSY HERSHEY CO54 sharesnew addition2025-09-302025-11-12history
FDFF FIDELITY COVINGTON TRUST268 shares0.00%2025-09-302025-11-12history
MLM MARTIN MARIETTA MATLS INC15 shares0.00%2025-09-302025-11-12history
SHEL SHELL PLC127 sharesnew addition2025-09-302025-11-12history
DHR DANAHER CORPORATION45 shares25.00%2025-09-302025-11-12history
AVXL ANAVEX LIFE SCIENCES CORP1.0K sharesnew addition2025-09-302025-11-12history
VTR VENTAS INC123 sharesnew addition2025-09-302025-11-12history
Sponsored
NOW SERVICENOW INC9 shares0.00%2025-09-302025-11-12history
KOD KODIAK SCIENCES INC500 shares0.00%2025-09-302025-11-12history
VCIT VANGUARD SCOTTSDALE FDS97 sharesnew addition2025-09-302025-11-12history
KTB KONTOOR BRANDS INC101 sharesnew addition2025-09-302025-11-12history
VYM VANGUARD WHITEHALL FDS56 sharesnew addition2025-09-302025-11-12history
TJX TJX COS INC NEW54 shares0.00%2025-09-302025-11-12history
MGYR MAGYAR BANCORP INC428 shares0.00%2025-09-302025-11-12history
SHW SHERWIN WILLIAMS CO21 shares0.00%2025-09-302025-11-12history
Sponsored
PFE PFIZER INC275 sharesnew addition2025-09-302025-11-12history
MRK MERCK & CO INC73 shares217.39%2025-09-302025-11-12history
ACN ACCENTURE PLC IRELAND23 shares0.00%2025-09-302025-11-12history
XOM EXXON MOBIL CORP47 shares27.03%2025-09-302025-11-12history
KD KYNDRYL HLDGS INC171 shares0.00%2025-09-302025-11-12history
GE GE AEROSPACE16 shares0.00%2025-09-302025-11-12history
UNP UNION PAC CORP20 shares0.00%2025-09-302025-11-12history
TXN TEXAS INSTRS INC25 sharesnew addition2025-09-302025-11-12history
Sponsored
KO COCA COLA CO61 sharesnew addition2025-09-302025-11-12history
TMO THERMO FISHER SCIENTIFIC INC8 sharesnew addition2025-09-302025-11-12history
NNE NANO NUCLEAR ENERGY INC100 shares0.00%2025-09-302025-11-12history
VNQ VANGUARD INDEX FDS42 sharesnew addition2025-09-302025-11-12history
EFG ISHARES TR32 shares0.00%2025-09-302025-11-12history
NGG NATIONAL GRID PLC50 sharesnew addition2025-09-302025-11-12history
VYMI VANGUARD WHITEHALL FDS42 sharesnew addition2025-09-302025-11-12history
ANGL VANECK ETF TRUST116 sharesnew addition2025-09-302025-11-12history
Sponsored
SPTL SPDR SERIES TRUST121 sharesnew addition2025-09-302025-11-12history
BX BLACKSTONE INC19 shares280.00%2025-09-302025-11-12history
SPTI SPDR SERIES TRUST109 sharesnew addition2025-09-302025-11-12history
CCL CARNIVAL CORP100 shares0.00%2025-09-302025-11-12history
BCUS EXCHANGE LISTED FDS TR82 sharesnew addition2025-09-302025-11-12history
HUBB HUBBELL INC6 sharesnew addition2025-09-302025-11-12history
ABBV ABBVIE INC11 sharesnew addition2025-09-302025-11-12history
GLD SPDR GOLD TR7 sharesnew addition2025-09-302025-11-12history
Sponsored
NCLH NORWEGIAN CRUISE LINE HLDG L100 sharesnew addition2025-09-302025-11-12history
EXCHANGE LISTED FDS TR EXCHANGE LISTED FDS TR85 sharesnew addition2025-09-302025-11-12history
GS GOLDMAN SACHS GROUP INC3 sharesnew addition2025-09-302025-11-12history
UBER UBER TECHNOLOGIES INC23 sharesnew addition2025-09-302025-11-12history
FBTC FIDELITY WISE ORIGIN BITCOIN22 shares0.00%2025-09-302025-11-12history
SPXE PROSHARES TR30 shares0.00%2025-09-302025-11-12history
XLF SELECT SECTOR SPDR TR40 shares0.00%2025-09-302025-11-12history
CRM SALESFORCE INC9 sharesnew addition2025-09-302025-11-12history
Sponsored
MMC MARSH & MCLENNAN COS INC10 sharesnew addition2025-09-302025-11-12history
AXP AMERICAN EXPRESS CO6 sharesnew addition2025-09-302025-11-12history
SIVR ABRDN SILVER ETF TRUST43 sharesnew addition2025-09-302025-11-12history
VFC V F CORP127 sharesnew addition2025-09-302025-11-12history
WM WASTE MGMT INC DEL8 sharesnew addition2025-09-302025-11-12history
BA BOEING CO8 sharesnew addition2025-09-302025-11-12history
ORLY OREILLY AUTOMOTIVE INC16 sharesnew addition2025-09-302025-11-12history
ORCL ORACLE CORP6 shares20.00%2025-09-302025-11-12history
Sponsored
QTEC FIRST TR EXCHANGE-TRADED FD7 shares0.00%2025-09-302025-11-12history
BSX BOSTON SCIENTIFIC CORP16 sharesnew addition2025-09-302025-11-12history
LLY ELI LILLY & CO2 sharesnew addition2025-09-302025-11-12history
FXL FIRST TR EXCHANGE TRADED FD9 shares0.00%2025-09-302025-11-12history
CLLS CELLECTIS S A495 shares0.00%2025-09-302025-11-12history
CHTR CHARTER COMMUNICATIONS INC N5 sharesnew addition2025-09-302025-11-12history
F FORD MTR CO103 shares0.98%2025-09-302025-11-12history
IXC ISHARES TR29 sharesnew addition2025-09-302025-11-12history
Sponsored
NFLX NETFLIX INC1 sharesnew addition2025-09-302025-11-12history
MSOS ADVISORSHARES TR250 sharesnew addition2025-09-302025-11-12history
FXD FIRST TR EXCHANGE TRADED FD17 shares0.00%2025-09-302025-11-12history
FDN FIRST TR EXCHANGE-TRADED FD4 shares0.00%2025-09-302025-11-12history
FTGC FIRST TR EXCHANGE TRAD FD VI43 shares0.00%2025-09-302025-11-12history
QQXT FIRST TR EXCHANGE-TRADED FD11 shares0.00%2025-09-302025-11-12history
PYPL PAYPAL HLDGS INC15 sharesnew addition2025-09-302025-11-12history
FV FIRST TR EXCHANGE TRADED FD15 shares-6.25%2025-09-302025-11-12history
Sponsored
DE DEERE & CO2 shares0.00%2025-09-302025-11-12history
MLPX GLOBAL X FDS10 sharesnew addition2025-09-302025-11-12history
CI THE CIGNA GROUP2 sharesnew addition2025-09-302025-11-12history
CAKE CHEESECAKE FACTORY INC10 shares0.00%2025-09-302025-11-12history
GSK GSK PLC12 sharesnew addition2025-09-302025-11-12history
OXY OCCIDENTAL PETE CORP10 shares0.00%2025-09-302025-11-12history
MGK VANGUARD WORLD FD1 shares-99.69%2025-09-302025-11-12history
PLTR PALANTIR TECHNOLOGIES INC2 shares100.00%2025-09-302025-11-12history
Sponsored
WBD WARNER BROS DISCOVERY INC15 sharesnew addition2025-09-302025-11-12history
NOK NOKIA CORP60 sharesnew addition2025-09-302025-11-12history
BIL SPDR SERIES TRUST2 sharesnew addition2025-09-302025-11-12history
HLN HALEON PLC15 sharesnew addition2025-09-302025-11-12history
PROP PRAIRIE OPER CO61 shares0.00%2025-09-302025-11-12history
VTRS VIATRIS INC9 sharesnew addition2025-09-302025-11-12history
OGN ORGANON & CO7 shares250.00%2025-09-302025-11-12history
JSML JANUS DETROIT STR TR1 shares-98.82%2025-09-302025-11-12history
Sponsored
REVBW REVELATION BIOSCIENCES INC1.0K shares0.00%2025-09-302025-11-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available