Pollock Investment Advisors, LLC Top Holdings and 13F Report (2025) About Pollock Investment Advisors, LLCInvestment ActivityPollock Investment Advisors, LLC has $122.71 million in total holdings as of March 31, 2025.Pollock Investment Advisors, LLC owns shares of 40 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 11.96% of the portfolio was purchased this quarter.About 12.62% of the portfolio was sold this quarter.This quarter, Pollock Investment Advisors, LLC has purchased 43 new stocks and bought additional shares in 4 stocks.Pollock Investment Advisors, LLC sold shares of 29 stocks and completely divested from 3 stocks this quarter.Largest Holdings SEI Enhanced Low Volatility U.S. Large Cap ETF $49,058,959First Trust Capital Strength ETF $35,342,031Dimensional U.S. Core Equity 2 ETF $4,458,532O'Reilly Automotive $2,273,980Mastercard $2,013,993 Largest Purchases this Quarter SEI Enhanced Low Volatility U.S. Large Cap ETF 331,432 shares (about $10.38M)Dimensional U.S. Core Equity 2 ETF 61,201 shares (about $2.19M)O'Reilly Automotive 23,348 shares (about $2.10M)Cisco Systems 22 shares (about $1.53K) Largest Sales this Quarter First Trust Capital Strength ETF 133,620 shares (about $12.14M)W.W. Grainger 200 shares (about $208.05K)Costco Wholesale 200 shares (about $197.99K)Berkshire Hathaway 350 shares (about $170.02K)Apple 712 shares (about $146.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPollock Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSELVSEI Enhanced Low Volatility U.S. Large Cap ETF$49,058,959$10,380,450 ▲26.8%1,566,37840.0%ETFFTCSFirst Trust Capital Strength ETF$35,342,031$12,144,722 ▼-25.6%388,84428.8%ETFDFACDimensional U.S. Core Equity 2 ETF$4,458,532$2,193,444 ▲96.8%124,4013.6%ETFORLYO'Reilly Automotive$2,273,980$2,104,355 ▲1,240.6%25,2301.9%Retail/WholesaleMAMastercard$2,013,993$142,171 ▼-6.6%3,5841.6%Business ServicesTJXTJX Companies$1,751,706$60,510 ▼-3.3%14,1851.4%Retail/WholesaleLMTLockheed Martin$1,571,434$92,628 ▼-5.6%3,3931.3%AerospaceABTAbbott Laboratories$1,519,912$122,409 ▼-7.5%11,1751.2%MedicalBABoeing$1,477,8150.0%7,0531.2%AerospaceMSFTMicrosoft$1,384,789$97,990 ▼-6.6%2,7841.1%Computer and TechnologyTSCOTractor Supply$1,377,983$105,540 ▼-7.1%26,1131.1%Retail/WholesaleCOSTCostco Wholesale$1,376,017$197,988 ▼-12.6%1,3901.1%Retail/WholesaleVVisa$1,309,069$106,515 ▼-7.5%3,6871.1%Business ServicesCMECME Group$1,276,947$96,467 ▼-7.0%4,6331.0%FinanceAAPLApple$1,197,372$146,081 ▼-10.9%5,8361.0%Computer and TechnologySYKStryker$1,151,283$94,951 ▼-7.6%2,9100.9%MedicalECLEcolab$1,118,176$127,984 ▼-10.3%4,1500.9%Basic MaterialsJNJJohnson & Johnson$1,021,592$77,139 ▼-7.0%6,6880.8%MedicalWECWEC Energy Group$1,021,056$125,040 ▼-10.9%9,7990.8%UtilitiesGOOGAlphabet$963,2280.0%5,4300.8%Computer and TechnologyHSYHershey$904,428$49,785 ▼-5.2%5,4500.7%Consumer StaplesWMTWalmart$880,118$88,002 ▼-9.1%9,0010.7%Retail/WholesaleBDXBecton, Dickinson and Company$866,590$69,934 ▼-7.5%5,0310.7%MedicalGWWW.W. Grainger$863,399$208,048 ▼-19.4%8300.7%IndustrialsPEPPepsiCo$785,374$43,969 ▼-5.3%5,9480.6%Consumer StaplesROSTRoss Stores$733,585$76,548 ▼-9.4%5,7500.6%Retail/WholesalePGProcter & Gamble$643,175$23,898 ▼-3.6%4,0370.5%Consumer StaplesMDYSPDR S&P MidCap 400 ETF Trust$557,983$3,399 ▼-0.6%9850.5%ETFMKCMcCormick & Company, Incorporated$501,777$75,820 ▼-13.1%6,6180.4%Consumer StaplesEXPDExpeditors International of Washington$418,4980.0%3,6630.3%TransportationMNSTMonster Beverage$394,632$56,376 ▼-12.5%6,3000.3%Consumer StaplesWDAYWorkday$384,000$72,000 ▼-15.8%1,6000.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$382,9740.0%6,1750.3%ETFWCCWESCO International$332,8040.0%1,7970.3%Computer and TechnologyAMZNAmazon.com$320,309$439 ▼-0.1%1,4600.3%Retail/WholesaleKMBKimberly-Clark$286,460$66,265 ▼-18.8%2,2220.2%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$277,5970.0%2,5400.2%ETFBRK.BBerkshire Hathaway$259,887$170,020 ▼-39.5%5350.2%FinanceCSCOCisco Systems$242,344$1,526 ▲0.6%3,4930.2%Computer and TechnologySMRTSmartRent$10,7770.0%10,8860.0%Business ServicesMCDMcDonald's$0$276,447 ▼-100.0%00.0%Retail/WholesaleNKENIKE$0$241,922 ▼-100.0%00.0%Consumer DiscretionaryMMCMarsh & McLennan Companies$0$219,627 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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