Pollock Investment Advisors, LLC Top Holdings and 13F Report (2025) About Pollock Investment Advisors, LLCInvestment ActivityPollock Investment Advisors, LLC has $123.69 million in total holdings as of March 31, 2025.Pollock Investment Advisors, LLC owns shares of 43 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 0.73% of the portfolio was purchased this quarter.About 2.92% of the portfolio was sold this quarter.This quarter, Pollock Investment Advisors, LLC has purchased 42 new stocks and bought additional shares in 2 stocks.Pollock Investment Advisors, LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings First Trust Capital Strength ETF $46,833,673SEI Enhanced Low Volatility U.S. Large Cap ETF $37,789,348O'Reilly Automotive $2,696,116Mastercard $2,103,136Dimensional U.S. Core Equity 2 ETF $2,084,968 Largest New Holdings this Quarter 571748102 - Marsh & McLennan Companies $219,627 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 18,303 shares (about $603.82K)Marsh & McLennan Companies 900 shares (about $219.63K)SEI Enhanced Low Volatility U.S. Large Cap ETF 2,470 shares (about $75.58K) Largest Sales this Quarter First Trust Capital Strength ETF 28,474 shares (about $2.55M)Alphabet 2,460 shares (about $384.33K)Apple 1,100 shares (about $244.34K)Procter & Gamble 900 shares (about $153.38K)Microsoft 267 shares (about $100.23K) 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 PortfolioSectorFTCSFirst Trust Capital Strength ETF$46,833,673$2,552,409 ▼-5.2%522,46437.9%ETFSELVSEI Enhanced Low Volatility U.S. Large Cap ETF$37,789,348$75,582 ▲0.2%1,234,94630.6%ETFORLYO'Reilly Automotive$2,696,1160.0%1,8822.2%Retail/WholesaleMAMastercard$2,103,1360.0%3,8371.7%Business ServicesDFACDimensional U.S. Core Equity 2 ETF$2,084,968$603,816 ▲40.8%63,2001.7%ETFTJXTJX Companies$1,787,415$853 ▼0.0%14,6751.4%Retail/WholesaleLMTLockheed Martin$1,605,029$17,868 ▼-1.1%3,5931.3%AerospaceABTAbbott Laboratories$1,601,7490.0%12,0751.3%MedicalTSCOTractor Supply$1,549,0260.0%28,1131.3%Retail/WholesaleCOSTCostco Wholesale$1,503,7900.0%1,5901.2%Retail/WholesaleAAPLApple$1,454,507$244,343 ▼-14.4%6,5481.2%Computer and TechnologyVVisa$1,397,2840.0%3,9871.1%Business ServicesCMECME Group$1,321,9400.0%4,9831.1%FinanceBDXBecton, Dickinson and Company$1,245,3990.0%5,4371.0%MedicalBABoeing$1,202,8890.0%7,0531.0%AerospaceWECWEC Energy Group$1,198,6710.0%10,9991.0%UtilitiesJNJJohnson & Johnson$1,192,8870.0%7,1931.0%MedicalSYKStryker$1,172,5880.0%3,1500.9%MedicalECLEcolab$1,172,5300.0%4,6250.9%Basic MaterialsMSFTMicrosoft$1,119,038$100,229 ▼-8.2%2,9810.9%Computer and TechnologyGWWW.W. Grainger$1,017,465$9,878 ▼-1.0%1,0300.8%IndustrialsHSYHershey$983,4230.0%5,7500.8%Consumer StaplesPEPPepsiCo$941,773$59,976 ▼-6.0%6,2810.8%Consumer StaplesWMTWalmart$869,2090.0%9,9010.7%Retail/WholesaleGOOGAlphabet$848,329$384,326 ▼-31.2%5,4300.7%Computer and TechnologyROSTRoss Stores$811,467$23,386 ▼-2.8%6,3500.7%Retail/WholesalePGProcter & Gamble$713,549$153,378 ▼-17.7%4,1870.6%Consumer StaplesMKCMcCormick & Company, Incorporated$627,0380.0%7,6180.5%Consumer StaplesMDYSPDR S&P MidCap 400 ETF Trust$528,6790.0%9910.4%ETFBRK.BBerkshire Hathaway$471,3330.0%8850.4%FinanceWDAYWorkday$443,707$10,509 ▼-2.3%1,9000.4%Computer and TechnologyEXPDExpeditors International of Washington$440,4760.0%3,6630.4%TransportationMNSTMonster Beverage$421,3440.0%7,2000.3%Consumer StaplesKMBKimberly-Clark$389,1140.0%2,7360.3%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$360,3110.0%6,1750.3%ETFWCCWESCO International$279,0740.0%1,7970.2%Computer and TechnologyAMZNAmazon.com$278,1600.0%1,4620.2%Retail/WholesaleMCDMcDonald's$276,4470.0%8850.2%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$265,6080.0%2,5400.2%ETFNKENIKE$241,9220.0%3,8110.2%Consumer DiscretionaryMMCMarsh & McLennan Companies$219,627$219,627 ▲New Holding9000.2%FinanceCSCOCisco Systems$214,1950.0%3,4710.2%Computer and TechnologySMRTSmartRent$13,172$57,407 ▼-81.3%10,8860.0%Business ServicesShowing 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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