Pom Investment Strategies, LLC Top Holdings and 13F Report (2025) About Pom Investment Strategies, LLCInvestment ActivityPom Investment Strategies, LLC has $123.89 million in total holdings as of June 30, 2025.Pom Investment Strategies, LLC owns shares of 402 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 32.08% of the portfolio was purchased this quarter.About 4.32% of the portfolio was sold this quarter.This quarter, Pom Investment Strategies, LLC has purchased 348 new stocks and bought additional shares in 69 stocks.Pom Investment Strategies, LLC sold shares of 67 stocks and completely divested from 23 stocks this quarter.Largest Holdings AIM ETF PRODUCTS TRUST $13,311,578ELEVATION SERIES TRUST $12,046,882AIM ETF PRODUCTS TRUST $8,964,767AIM ETF PRODUCTS TRUST $8,529,172AIM ETF PRODUCTS TRUST $7,719,597 Largest New Holdings this Quarter 69420N866 - PGIM ROCK ETF TR $1,397,359 Holding464287200 - iShares Core S&P 500 ETF $242,009 Holding33734X846 - First Trust Nasdaq Cybersecurity ETF $149,274 Holding464287614 - iShares Russell 1000 Growth ETF $125,260 Holding78463X889 - SPDR Portfolio Developed World ex-US ETF $122,914 Holding Largest Purchases this Quarter ELEVATION SERIES TRUST 440,967 shares (about $11.20M)FIRST TR EXCHANGE-TRADED FD 235,260 shares (about $4.84M)INNOVATOR ETFS TRUST 190,334 shares (about $4.84M)PIMCO Ultra Short Government Active ETF 29,192 shares (about $2.95M)ELEVATION SERIES TRUST 109,022 shares (about $2.72M) Largest Sales this Quarter FIRST TR EXCHNG TRADED FD VI 24,099 shares (about $1.06M)NVIDIA 4,398 shares (about $1.00M)AbbVie 1,446 shares (about $380.96K)SPDR Portfolio S&P 500 ETF 3,421 shares (about $307.08K)iShares MSCI Emerging Markets ETF 3,017 shares (about $201.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPom Investment Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAIM ETF PRODUCTS TRUST$13,311,578$606,597 ▲4.8%374,55210.7%ALLIA US MAY ETFELEVATION SERIES TRUST$12,046,882$11,196,140 ▲1,316.0%474,4749.7%S&P AU DE IN ETFAIM ETF PRODUCTS TRUST$8,964,767$372,454 ▲4.3%226,6147.2%ALLIA US JAN ETFAIM ETF PRODUCTS TRUST$8,529,172$410,398 ▲5.1%244,5296.9%ALLIA US JUN ETFAIM ETF PRODUCTS TRUST$7,719,597$336,145 ▲4.6%212,4276.2%ALLIA US FEB ETFBILZPIMCO Ultra Short Government Active ETF$7,537,317$2,945,783 ▲64.2%74,6936.1%ETFAIM ETF PRODUCTS TRUST$7,041,361$268,713 ▲4.0%192,7835.7%ALLIANZIM US EQTELEVATION SERIES TRUST$6,311,424$276,836 ▲4.6%225,4085.1%TRUE SE BUFF ETFFIRST TR EXCHNG TRADED FD VI$6,296,603$1,058,334 ▼-14.4%143,3785.1%FT VEST U.S EQTFIRST TR EXCHANGE-TRADED FD$4,923,744$4,841,650 ▲5,897.7%239,2494.0%VEST LAD AUT ETFINNOVATOR ETFS TRUST$4,913,702$4,835,054 ▲6,147.7%193,4304.0%INDE AUT INC ETFELEVATION SERIES TRUST$2,760,986$2,716,828 ▲6,152.5%110,7942.2%TRUESHARES S&PELEVATION SERIES TRUST$2,666,863$719,936 ▲37.0%111,9592.2%TRUE QU BEAR ETFVTIVanguard Total Stock Market ETF$2,180,819$410,564 ▲23.2%5,8271.8%ETFAIM ETF PRODUCTS TRUST$2,098,422$102,583 ▲5.1%66,8501.7%ALLIANZIM US EQTFBCGFidelity Blue Chip Growth ETF$1,898,196$588,738 ▲45.0%30,0301.5%ETFAAPLApple$1,594,526$128,881 ▲8.8%4,7881.3%TechnologyPGIM ROCK ETF TR$1,397,359$1,397,359 ▲New Holding43,2371.1%S&P 500 BUFFERFIRST TR EXCHANGE-TRADED FD$1,231,512$1,211,486 ▲6,049.7%59,0371.0%VEST LADDEREDIHAKiShares Cybersecurity and Tech ETF$1,231,459$218,080 ▲21.5%18,2111.0%ETFFDCFFidelity Disruptive Communications ETF$1,151,193$365,126 ▲46.4%22,4200.9%ETFFBOTFidelity Disruptive Automation ETF$1,009,027$347,153 ▲52.5%26,0400.8%ETFFDFFFidelity Disruptive Finance ETF$949,037$290,777 ▲44.2%27,7390.8%ETFCSCOCisco Systems$835,424$786,452 ▲1,605.9%7,7620.7%TechnologySPLGSPDR Portfolio S&P 500 ETF$719,092$307,079 ▼-29.9%8,0110.6%ETFIBMInternational Business Machines$673,696$1,320 ▼-0.2%3,0630.5%TechnologyELEVATION SERIES TRUST$617,172$607,227 ▲6,105.9%25,3200.5%TRUESHARES EQTYSIMPLIFY EXCHANGE TRADED FUN$615,044$606,340 ▲6,966.0%17,4530.5%BOND BULL ETFPFIXSimplify Interest Rate Hedge ETF$608,964$595,946 ▲4,577.8%9,6830.5%ETFNVDANVIDIA$565,611$1,004,262 ▼-64.0%2,4770.5%TechnologyTSLATesla$541,0850.0%1,5250.4%Consumer DiscretionaryGLDSPDR Gold Shares$374,366$3,047 ▲0.8%9830.3%ETFAVEMAvantis Emerging Markets Equity ETF$369,596$41,557 ▲12.7%3,9310.3%ETFEFGiShares MSCI EAFE Growth ETF$345,664$118,856 ▲52.4%2,8850.3%ETFCATCaterpillar$326,7480.0%4030.3%IndustrialsMSFTMicrosoft$321,114$134,909 ▲72.5%6260.3%TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$303,841$176,225 ▼-36.7%2,4690.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$280,403$130,757 ▼-31.8%4,5870.2%ETFIVViShares Core S&P 500 ETF$242,009$242,009 ▲New Holding3160.2%ETFFIDELITY WISE ORIGIN BITCOIN$227,218$67,991 ▲42.7%3,1280.2%SHSIEFAiShares Core MSCI EAFE ETF$203,660$88,653 ▼-30.3%2,1020.2%ETFCOSTCostco Wholesale$188,4930.0%2070.2%Consumer StaplesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$176,250$30,762 ▲21.1%2,7960.1%ETFAMZNAmazon.com$173,907$130,057 ▼-42.8%6980.1%Consumer DiscretionaryORCLOracle$163,936$1,373 ▼-0.8%1,1940.1%TechnologySMHVanEck Semiconductor ETF$161,385$159,558 ▲8,733.3%2650.1%ETFAMERICAN HEALTHCARE REIT INC$158,0860.0%3,0840.1%COM SHSVOOVanguard S&P 500 ETF$154,967$7,012 ▼-4.3%2210.1%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$149,274$149,274 ▲New Holding1,4480.1%ETFMTBM&T Bank$146,4450.0%6730.1%FinanceBACBank of America$129,489$26,453 ▲25.7%2,3790.1%FinanceIONQIonQ$125,4830.0%2,8610.1%TechnologyIWFiShares Russell 1000 Growth ETF$125,260$125,260 ▲New Holding1,0000.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$122,914$122,914 ▲New Holding2,4480.1%ETFRSPInvesco S&P 500 Equal Weight ETF$113,787$90,489 ▲388.4%5470.1%ETFAIM ETF PRODUCTS TRUST$108,8150.0%2,9800.1%ALLIANZIM US EQTCHATRoundhill Generative AI & Technology ETF$100,718$100,718 ▲New Holding1,0950.1%ETFETF SER SOLUTIONS$97,4920.0%6430.1%DEFIA QUANT ETFIGViShares Expanded Tech-Software Sector ETF$97,323$97,323 ▲New Holding9140.1%ETFDUKDuke Energy$96,7650.0%8490.1%UtilitiesGEGE Aerospace$94,9810.0%3040.1%IndustrialsTAT&T$94,054$1,000 ▲1.1%3,8550.1%Communication ServicesCCitigroup$93,485$1,036 ▼-1.1%7220.1%FinanceSOSouthern$87,8630.0%1,0600.1%UtilitiesEDConsolidated Edison$86,3670.0%8450.1%UtilitiesSPTISPDR Portfolio Intermediate Term Treasury ETF$85,965$8,212 ▲10.6%3,1510.1%ETFPFEPfizer$85,5600.0%3,0000.1%HealthcareWALMART INC$85,446$936 ▼-1.1%8220.1%COMGOOGLAlphabet$83,276$64,350 ▲340.0%2420.1%Communication ServicesIJKiShares S&P Mid-Cap 400 Growth ETF$81,598$27,419 ▼-25.2%7440.1%ETFLOWLowe's Companies$80,1660.0%4350.1%Consumer DiscretionaryGRAYSCALE BITCOIN TRUST ETF$79,1300.0%1,2250.1%SHS REP COM UTMRKMerck & Co., Inc.$78,6130.0%5410.1%HealthcareIJJiShares S&P Mid-Cap 400 Value ETF$77,865$27,701 ▼-26.2%5650.1%ETFMPCMarathon Petroleum$77,5020.0%1960.1%EnergyPGProcter & Gamble$74,721$1,308 ▼-1.7%5140.1%Consumer StaplesQQQInvesco QQQ$71,781$199,063 ▼-73.5%970.1%ETFEXCHANGE TRADED CONCEPTS TRU$71,4930.0%1,1870.1%RANG NUCL RE ETFPMPhilip Morris International$67,169$1,908 ▼-2.8%3520.1%Consumer StaplesAVUVAvantis U.S. Small Cap Value ETF$65,050$22,744 ▲53.8%5520.1%ETFGE VERNOVA INC$64,6330.0%680.1%COMBRK.BBerkshire Hathaway$64,236$8,465 ▲15.2%1290.1%FinanceCVXChevron$63,714$1,021 ▼-1.6%3120.1%EnergyINTCIntel$63,241$30,058 ▼-32.2%5260.1%TechnologyCRWDCrowdStrike$62,481$46,861 ▲300.0%2360.1%TechnologyMTUMiShares MSCI USA Momentum Factor ETF$61,881$200,558 ▼-76.4%1950.0%ETFEEMiShares MSCI Emerging Markets ETF$58,708$201,504 ▼-77.4%8790.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$58,426$58,426 ▲New Holding6180.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$58,354$58,354 ▲New Holding7190.0%ETFRDVYFirst Trust Rising Dividend Achievers ETF$57,6210.0%7360.0%ETFXLGInvesco S&P 500 Top 50 ETF$56,231$181,033 ▼-76.3%8840.0%ETFGLOBAL X FDS$56,0550.0%9330.0%DEFENSE TECH ETFBNDVanguard Total Bond Market ETF$55,910$55,910 ▲New Holding7970.0%ETFVZVerizon Communications$54,8680.0%1,1960.0%Communication ServicesGOOGAlphabet$54,8590.0%1610.0%Communication ServicesEDOWFirst Trust Dow 30 Equal Weight ETF$53,4020.0%1,2060.0%ETFFTGSFirst Trust Growth Strength ETF$52,5570.0%1,3860.0%ETFIONIC DIGITAL INC$51,813$51,813 ▲New Holding6450.0%COM CL AFFord Motor$50,968$12 ▲0.0%4,2260.0%Consumer DiscretionaryWECWEC Energy Group$47,7700.0%4740.0%UtilitiesShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
