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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 $88.26 million in total holdings as of June 30, 2025.
  • Pom Investment Strategies, LLC owns shares of 350 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 59.69% of the portfolio was purchased this quarter.
  • About 58.26% of the portfolio was sold this quarter.
  • This quarter, Pom Investment Strategies, LLC has purchased 433 new stocks and bought additional shares in 80 stocks.
  • Pom Investment Strategies, LLC sold shares of 87 stocks and completely divested from 132 stocks this quarter.

Largest Holdings

AIM ETF PRODUCTS TRUST
$12,429,719
AIM ETF PRODUCTS TRUST
$8,400,157
AIM ETF PRODUCTS TRUST
$8,004,720
AIM ETF PRODUCTS TRUST
$7,220,911
FIRST TR EXCHNG TRADED FD VI
$7,208,210

Largest New Holdings this Quarter

00888H737 - AIM ETF PRODUCTS TRUST
$8,004,720 Holding
00888H786 - AIM ETF PRODUCTS TRUST
$7,220,911 Holding
33740F441 - FIRST TR EXCHNG TRADED FD VI
$7,208,210 Holding
00888H646 - AIM ETF PRODUCTS TRUST
$1,960,553 Holding
922908769 - Vanguard Total Stock Market ETF
$1,750,289 Holding

Largest Purchases this Quarter

AIM ETF PRODUCTS TRUST
354,484 shares (about $12.33M)
AIM ETF PRODUCTS TRUST
232,763 shares (about $8.00M)
AIM ETF PRODUCTS TRUST
203,177 shares (about $7.22M)
FIRST TR EXCHNG TRADED FD VI
167,477 shares (about $7.21M)
ELEVATION SERIES TRUST
168,526 shares (about $4.65M)

Largest Sales this Quarter

FIRST TR EXCHNG TRADED FD VI
232,803 shares (about $9.54M)
AIM ETF PRODUCTS TRUST
266,986 shares (about $7.80M)
AIM ETF PRODUCTS TRUST
188,619 shares (about $7.72M)
AIM ETF PRODUCTS TRUST
208,169 shares (about $6.95M)
AIM ETF PRODUCTS TRUST
103,497 shares (about $3.32M)

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
AIM ETF PRODUCTS TRUST
$12,429,719$12,325,409 11,816.1%357,48414.1%ALLIA US MAY ETF
AIM ETF PRODUCTS TRUST
$8,400,157$324,096 4.0%217,1999.5%ALLIA US JAN ETF
AIM ETF PRODUCTS TRUST
$8,004,720$8,004,720 New Holding232,7639.1%ALLIA US JUN ETF
AIM ETF PRODUCTS TRUST
$7,220,911$7,220,911 New Holding203,1778.2%ALLIA US FEB ETF
FIRST TR EXCHNG TRADED FD VI
$7,208,210$7,208,210 New Holding167,4778.2%FT VEST U.S EQT
AIM ETF PRODUCTS TRUST
$6,610,455$251,725 4.0%185,4267.5%ALLIANZIM US EQT
ELEVATION SERIES TRUST
$5,946,224$4,649,632 358.6%215,5216.7%TRUE SE BUFF ETF
BILZ
PIMCO Ultra Short Government Active ETF
$4,592,436$2,785,075 154.1%45,5015.2%ETF
AIM ETF PRODUCTS TRUST
$1,960,553$1,960,553 New Holding63,5822.2%ALLIANZIM US EQT
ELEVATION SERIES TRUST
$1,945,293$198,468 11.4%81,7352.2%TRUE QU BEAR ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,750,289$1,750,289 New Holding4,7302.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,375,543$888,551 182.5%6,8751.6%Technology
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$1,286,671$666,999 107.6%20,7161.5%ETF
Apple Inc. stock logo
AAPL
Apple
$1,273,491$614,030 -32.5%4,4011.4%Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,004,661$18,191 1.8%11,4321.1%ETF
iShares Cybersecurity and Tech ETF stock logo
IHAK
iShares Cybersecurity and Tech ETF
$909,828$461,228 102.8%14,9861.0%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$863,080$320,597 59.1%3,0691.0%Technology
ELEVATION SERIES TRUST
$841,693$207,063 32.6%33,5071.0%S&P AU DE IN ETF
Fidelity Disruptive Communications ETF stock logo
FDCF
Fidelity Disruptive Communications ETF
$764,821$405,816 113.0%15,3090.9%ETF
Fidelity Disruptive Automation ETF stock logo
FBOT
Fidelity Disruptive Automation ETF
$676,388$357,340 112.0%17,0810.8%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$641,415$130,807 -16.9%1,5250.7%Consumer Discretionary
Fidelity Disruptive Finance ETF stock logo
FDFF
Fidelity Disruptive Finance ETF
$636,585$346,747 119.6%19,2400.7%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$464,123$5,116 -1.1%3,9010.5%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$429,1550.0%4030.5%Industrials
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$408,888$7,903 -1.9%6,7260.5%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$375,510$351,348 1,454.2%1,4920.4%Healthcare
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$359,171$214,397 148.1%9750.4%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$336,681$95,147 39.4%3,4890.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$291,400$12,653 4.5%3,0170.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$290,775$200,921 223.6%1,2200.3%Consumer Discretionary
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$283,520$32,569 -10.3%8270.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$269,535$51,550 -16.1%3660.3%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$266,525$28,253 -9.6%3,8960.3%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$235,547$127,417 117.8%1,8930.3%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$228,388$22,900 -9.1%3,7300.3%ETF
iShares Europe ETF stock logo
IEV
iShares Europe ETF
$199,318$53,909 -21.3%2,7360.2%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$193,693$7,486 -3.7%2070.2%Consumer Staples
Oracle Corporation stock logo
ORCL
Oracle
$176,446$160,619 1,014.8%1,2040.2%Technology
AMERICAN HEALTHCARE REIT INC
$160,8310.0%3,0840.2%COM SHS
M&T Bank Corporation stock logo
MTB
M&T Bank
$160,1810.0%6730.2%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$158,745$58,413 -26.9%2310.2%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$155,945$7,500 5.1%2,3080.2%ETF
IonQ, Inc. stock logo
IONQ
IonQ
$152,377$19,706 14.9%2,8610.2%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$135,428$21,266 -13.6%3630.2%Technology
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$116,826$353 0.3%9940.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$113,657$250,494 -68.8%3040.1%Industrials
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$113,212$5,025 4.6%7660.1%ETF
FIDELITY WISE ORIGIN BITCOIN
$111,902$62,128 124.8%2,1920.1%SHS
Intel Corporation stock logo
INTC
Intel
$108,353$104,024 2,403.2%7760.1%Technology
Bank of America Corporation stock logo
BAC
Bank of America
$107,863$280,797 -72.2%1,8930.1%Finance
Duke Energy Corporation stock logo
DUK
Duke Energy
$107,408$211,780 -66.3%8490.1%Utilities
ETF SER SOLUTIONS
$106,339$5,292 -4.7%6430.1%DEFIA QUANT ETF
AIM ETF PRODUCTS TRUST
$106,1330.0%2,9800.1%ALLIANZIM US EQT
BUCK
Simplify Treasury Option Income ETF
$104,323$139,105 -57.1%4,4540.1%ETF
ARISTA NETWORKS INC
$103,457$103,457 New Holding6090.1%COM SHS
Citigroup Inc. stock logo
C
Citigroup
$102,171$68,860 -40.3%7300.1%Finance
Southern Company (The) stock logo
SO
Southern
$101,4530.0%1,0600.1%Utilities
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$99,905$98,544 7,240.0%1,1010.1%Healthcare
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$95,9130.0%4350.1%Consumer Discretionary
WALMART INC
$94,139$2,266 2.5%8310.1%COM
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$93,4820.0%8450.1%Utilities
Simplify Managed Futures Strategy ETF stock logo
CTA
Simplify Managed Futures Strategy ETF
$91,479$156,425 -63.1%3,5270.1%ETF
FIRST TR EXCHANGE-TRADED FD
$81,934$81,934 New Holding3,9890.1%VEST LAD AUT ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$80,908$795 1.0%2,8500.1%ETF
EXCHANGE TRADED CONCEPTS TRU
$80,9060.0%1,1870.1%RANG NUCL RE ETF
GE VERNOVA INC
$79,890$218,523 -73.2%680.1%COM
SIMPLIFY EXCHANGE TRADED FUN
$79,520$101,103 -56.0%3,1060.1%BARRIER INCOME
AT&T Inc. stock logo
T
AT&T
$78,950$77,625 -49.6%3,8140.1%Communication Services
INNOVATOR ETFS TRUST
$78,793$78,793 New Holding3,0960.1%INDE AUT INC ETF
Simplify Aggregate Bond ETF stock logo
AGGH
Simplify Aggregate Bond ETF
$76,924$100,784 -56.7%3,8140.1%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$76,728$4,255 -5.3%5230.1%Consumer Staples
SIMPLIFY EXCHANGE TRADED FUN
$76,590$108,227 -58.6%2,5710.1%CURRE STRAT ETF
Pfizer Inc. stock logo
PFE
Pfizer
$72,240$66,798 -48.0%3,0000.1%Healthcare
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$70,308$70,308 New Holding8680.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$69,519$70,676 -50.4%5410.1%Healthcare
Philip Morris International Inc. stock logo
PM
Philip Morris International
$65,489$1,809 2.8%3620.1%Consumer Staples
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$59,660$2,351 -3.8%7360.1%ETF
Corning Incorporated stock logo
GLW
Corning
$59,5150.0%2330.1%Technology
Ford Motor Company stock logo
F
Ford Motor
$58,728$55,587 -48.6%4,2250.1%Consumer Discretionary
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$57,584$212,341 -78.7%480.1%Healthcare
Alphabet Inc. stock logo
GOOG
Alphabet
$56,886$707 1.3%1610.1%Communication Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$56,044$1,501 2.8%1120.1%Finance
GRAYSCALE BITCOIN TRUST ETF
$55,767$1,548 -2.7%1,2250.1%SHS REP COM UT
GLOBAL X FDS
$55,7090.0%9330.1%DEFENSE TECH ETF
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$55,3490.0%4740.1%Utilities
FIRST TR EXCHNG TRADED FD VI
$54,108$9,535,583 -99.4%1,3210.1%FT VEST U.S EQT
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$53,444$84,571 -61.3%4550.1%Technology
EDOW
First Trust Dow 30 Equal Weight ETF
$53,173$36,948 227.7%1,2060.1%ETF
Simplify Volatility Premium ETF stock logo
SVOL
Simplify Volatility Premium ETF
$52,935$66,217 -55.6%3,3000.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$52,546$233,225 -81.6%3170.1%Energy
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$51,3690.0%6910.1%Energy
First Trust Growth Strength ETF stock logo
FTGS
First Trust Growth Strength ETF
$51,285$35,596 226.9%1,3860.1%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$50,639$246,336 -82.9%1,1960.1%Communication Services
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$50,1110.0%1960.1%Energy
AIM ETF PRODUCTS TRUST
$49,378$7,716,345 -99.4%1,2070.1%ALLIA US OCT ETF
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$48,6960.0%6000.1%Utilities
McDonald's Corporation stock logo
MCD
McDonald's
$47,034$14,867 46.2%1740.1%Consumer Discretionary
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$45,912$1,211 2.7%7960.1%ETF
EXCHANGE LISTED FDS TR
$45,7900.0%1,2360.1%BANC US LARG ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$45,0250.0%590.1%Technology

Showing largest 100 holdings. View all holdings.
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