POM Investment Strategies, LLC

13F filer, CIK 1906322, RALEIGH, NC

POM Investment Strategies, LLC reported $85,548,020 across 213 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-30. Its ten largest share positions make up 81.04% of the portfolio.

Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001906322-25-000002

Period: 2025-03-31
Reported value: $85.5M
Holdings: 213
Top 10 weight: 81.04%
New: 43
Sold out: 172

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SPYMnew	+224,586	$14.8M
CTAnew	+286,194	$8.47M
BUCKnew	+272,382	$6.72M
SVOLnew	+346,773	$6.3M
HIGHnew	+186,966	$4.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
BUFRexited	-427,744	-$13M
MGKreduced	-36,187	-$11.2M
QQQreduced	-23,726	-$11.1M
XLGreduced	-240,796	-$11.1M
IWVreduced	-35,215	-$10.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001906322-25-000002, largest first. % of portfolio is the value over $85,548,020, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
SPYMSPDR SERIES TRUST	224,586	$14.8M	17.26%	new		Timeline
CTASIMPLIFY EXCHANGE TRADED FUN	286,194	$8.47M	9.9%	new		Timeline
EDOWFIRST TR EXCHANGE-TRADED FD	196,684	$7.12M	8.33%	-27,935		Timeline
RDVYFIRST TR EXCHANGE TRADED FD	119,642	$7M	8.19%	-16,575		Timeline
FTGSFIRST TR EXCHANGE-TRADED FD	228,262	$6.79M	7.94%	-18,900		Timeline
BUCKSIMPLIFY EXCHANGE TRADED FUN	272,382	$6.72M	7.86%	new		Timeline
SVOLSIMPLIFY EXCHANGE TRADED FUN	346,773	$6.3M	7.37%	new		Timeline
QQEWFIRST TR EXCHANGE-TRADED FD	37,533	$4.54M	5.31%	-4,258		Timeline
HIGHSIMPLIFY EXCHANGE TRADED FUN	186,966	$4.1M	4.8%	new		Timeline
IEFAISHARES TR	46,253	$3.5M	4.09%	new		Timeline
SPYGSPDR SERIES TRUST	28,039	$2.25M	2.63%	new		Timeline
RFIXSIMPLIFY EXCHANGE TRADED FUN	35,430	$1.9M	2.22%	new		Timeline
AAPLAPPLE INC	6,736	$1.5M	1.75%	-2,112		Timeline
BILZPIMCO ETF TR	10,880	$1.1M	1.29%	-1,512		Timeline
ISHARES IBONDS DEC 2025 TERMISHARES IBONDS DEC 2025 TERM	38,412	$966K	1.13%	-3,981
SMAXISHARES TR	38,390	$961K	1.12%	-13,773		Timeline
NVDANVIDIA CORPORATION	5,681	$616K	0.72%	+3,795		Timeline
DECWAIM ETF PRODUCTS TRUST	18,995	$569K	0.67%	-1,848		Timeline
JNJJOHNSON & JOHNSON	2,566	$426K	0.5%	-37		Timeline
MINTPIMCO ETF TR	3,785	$381K	0.45%	-430		Timeline
HDHOME DEPOT INC	815	$299K	0.35%	-1,302		Timeline
ISHARES TRISHARES TR	12,481	$290K	0.34%	-1,372
ESGVVANGUARD WORLD FD	2,385	$234K	0.27%	new		Timeline
IBMINTERNATIONAL BUSINESS MACHS	936	$233K	0.27%	-266		Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	415	$221K	0.26%	+41		Timeline
XLGINVESCO EXCHANGE TRADED FD T	4,308	$198K	0.23%	-240,796		Timeline
COSTCOSTCO WHOLESALE CORPORATION	206	$195K	0.23%	0		Timeline
TUASIMPLIFY EXCHANGE TRADED FUN	8,623	$189K	0.22%	+3,640		Timeline
MSFTMICROSOFT CORP	466	$175K	0.2%	-2,480		Timeline
QBERELEVATION SERIES TRUST	5,781	$143K	0.17%	-780		Timeline
XMAGTIDAL TRUST II	7,096	$140K	0.16%	new		Timeline
VSGXVANGUARD WORLD FD	2,294	$135K	0.16%	new		Timeline
IJJISHARES TR	1,071	$128K	0.15%	new		Timeline
DUKDUKE ENERGY CORP NEW	1,037	$126K	0.15%	+907		Timeline
LOWLOWES COS INC	435	$101K	0.12%	-45		Timeline
FDVVFIDELITY COVINGTON TRUST	2,000	$99.2K	0.12%	new		Timeline
QQQINVESCO QQQ TR	210	$98.6K	0.12%	-23,726		Timeline
MGKVANGUARD WORLD FD	318	$98.1K	0.11%	-36,187		Timeline
FFORD MTR CO	9,600	$96.3K	0.11%	+2,500		Timeline
FLJJAIM ETF PRODUCTS TRUST	3,356	$94.4K	0.11%	new		Timeline
DDOMINION ENERGY INC	1,640	$92K	0.11%	new		Timeline
HBNCHORIZON BANCORP IND	5,695	$85.9K	0.1%	0		Timeline
SPYVSPDR SERIES TRUST	1,620	$82.7K	0.1%	new		Timeline
MGMMGM RESORTS INTERNATIONAL	2,700	$80K	0.09%	+1,600		Timeline
DALDELTA AIR LINES INC	1,831	$79.8K	0.09%	0		Timeline
WSFSWSFS FINL CORP	1,506	$78.1K	0.09%	0		Timeline
WTRGESSENTIAL UTILS INC	1,843	$72.9K	0.09%	new		Timeline
AHRAMERICAN HEALTHCARE REIT INC	2,068	$62.7K	0.07%	0		Timeline
NVSNOVARTIS AG	495	$55.2K	0.06%	+459		Timeline
PGPROCTER & GAMBLE CO	313	$53.3K	0.06%	+252		Timeline
MGCVANGUARD WORLD FD	256	$51.6K	0.06%	new		Timeline
VEAVANGUARD TAX-MANAGED FDS	982	$49.9K	0.06%	-658		Timeline
SHELSHELL PLC	664	$48.7K	0.06%	new		Timeline
QBULELEVATION SERIES TRUST	1,904	$47.3K	0.06%	-254		Timeline
BACBANK OF AMER CORP	1,083	$45.2K	0.05%	0		Timeline
IWFISHARES TR	114	$41.2K	0.05%	0		Timeline
SPMDSPDR SERIES TRUST	801	$41K	0.05%	new		Timeline
PFEPFIZER INC	1,506	$38.2K	0.04%	new		Timeline
CSCOCISCO SYS INC	612	$37.8K	0.04%	-754		Timeline
AIVLWISDOMTREE TR	340	$37.3K	0.04%	0		Timeline
NVONOVO-NORDISK A S	494	$34.3K	0.04%	0		Timeline
GOOGLALPHABET INC	220	$34K	0.04%	0		Timeline
GOOGALPHABET INC	216	$33.7K	0.04%	-400		Timeline
WMTWALMART INC	379	$33.3K	0.04%	-1,087		Timeline
GEGE AEROSPACE	165	$33K	0.04%	+151		Timeline
GPNGLOBAL PMTS INC	336	$32.9K	0.04%	0		Timeline
TKTEEKAY CORPORATION LTD	4,621	$30.4K	0.04%	0		Timeline
MPCMARATHON PETE CORP	196	$28.6K	0.03%	0		Timeline
HIWHIGHWOODS PPTYS INC	936	$27.7K	0.03%	new		Timeline
STNGSCORPIO TANKERS INC	734	$27.6K	0.03%	0		Timeline
AVEMAMERICAN CENTY ETF TR	426	$25.6K	0.03%	new		Timeline
DIASTATE STR SPDR DOW JONES IND	59	$24.8K	0.03%	new		Timeline
AMZNAMAZON COM INC	129	$24.5K	0.03%	-758		Timeline
EOLSEVOLUS INC	2,000	$24.1K	0.03%	0		Timeline
SILASILA REALTY TRUST INC	836	$22.3K	0.03%	0		Timeline
RCLROYAL CARIBBEAN GROUP	100	$20.5K	0.02%	-123		Timeline
IJKISHARES TR	244	$20.3K	0.02%	+107		Timeline
IWDISHARES TR	106	$19.9K	0.02%	0		Timeline
GDGENERAL DYNAMICS CORP	71	$19.4K	0.02%	0		Timeline
KRNYKEARNY FINL CORP MD	3,000	$18.8K	0.02%	0		Timeline
SCHXSCHWAB STRATEGIC TR	810	$17.9K	0.02%	0		Timeline
METAMETA PLATFORMS INC	31	$17.9K	0.02%	-12		Timeline
OREALTY INCOME CORP	298	$17.3K	0.02%	+225		Timeline
ACNACCENTURE PLC IRELAND	53	$16.5K	0.02%	-34		Timeline
JPMJPMORGAN CHASE & CO	64	$15.7K	0.02%	-1,889		Timeline
BNBROOKFIELD CORP	284	$14.9K	0.02%	0		Timeline
FMDEFIDELITY COVINGTON TRUST	464	$14.5K	0.02%	new		Timeline
VPUVANGUARD WORLD FD	81	$13.8K	0.02%	0		Timeline
UNHUNITEDHEALTH GROUP INC	24	$12.6K	0.01%	-16		Timeline
VVISA INC	34	$11.9K	0.01%	-64		Timeline
GEVGE VERNOVA INC	37	$11.3K	0.01%	new		Timeline
PEPPEPSICO INC	75	$11.2K	0.01%	-54		Timeline
TSLATESLA INC	42	$10.9K	0.01%	-94		Timeline
VCEBVANGUARD WORLD FD	172	$10.8K	0.01%	new		Timeline
TJXTJX COS INC NEW	86	$10.5K	0.01%	0		Timeline
AVUVAMERICAN CENTY ETF TR	119	$10.4K	0.01%	new		Timeline
SPSMSPDR SERIES TRUST	249	$10.1K	0.01%	new		Timeline
MAMASTERCARD INCORPORATED	18	$9.87K	0.01%	0		Timeline
SCHMSCHWAB STRATEGIC TR	375	$9.82K	0.01%	0		Timeline
DHRDANAHER CORP DEL	46	$9.43K	0.01%	0		Timeline
AVGOBROADCOM INC	55	$9.22K	0.01%	+2		Timeline
ADBEADOBE INC	24	$9.21K	0.01%	-56		Timeline
IONQIONQ INC	402	$8.87K	0.01%	new		Timeline
BNDXVANGUARD CHARLOTTE FDS	157	$7.67K	0.01%	new		Timeline
ETNEATON CORP PLC	28	$7.61K	0.01%	-264		Timeline
CARAVIS BUDGET GROUP INC	100	$7.59K	0.01%	0		Timeline
SHWSHERWIN WILLIAMS CO	21	$7.33K	0.01%	0		Timeline
MLMMARTIN MARIETTA MATLS INC	15	$7.17K	0.01%	0		Timeline
NOWSERVICENOW INC	9	$7.17K	0.01%	0		Timeline
UNPUNION PAC CORP	28	$6.62K	0.01%	-34		Timeline
PGRPROGRESSIVE CORP	23	$6.51K	0.01%	0		Timeline
AONAON PLC	15	$5.99K	0.01%	0		Timeline
MGYRMAGYAR BANCORP INC	428	$5.95K	0.01%	0		Timeline
CTASCINTAS CORP	28	$5.75K	0.01%	0		Timeline
EFAISHARES TR	70	$5.72K	0.01%	-569		Timeline
KDKYNDRYL HLDGS INC	171	$5.37K	0.01%	-51		Timeline
JSMLJANUS DETROIT STR TR	85	$5.17K	0.01%	new		Timeline
TMOTHERMO FISHER SCIENTIFIC INC	10	$4.98K	0.01%	0		Timeline
XOMEXXON MOBIL CORP	37	$4.4K	0.01%	0		Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	26	$4.32K	0.01%	0		Timeline
VGITVANGUARD SCOTTSDALE FDS	67	$3.98K	<0.01%	new		Timeline
ROADCONSTRUCTION PARTNERS INC	55	$3.95K	<0.01%	0		Timeline
VRTXVERTEX PHARMACEUTICALS INC	8	$3.88K	<0.01%	0		Timeline
SFLSFL CORPORATION LTD	469	$3.85K	<0.01%	new		Timeline
SPTMSPDR SERIES TRUST	56	$3.81K	<0.01%	new		Timeline
VGSHVANGUARD SCOTTSDALE FDS	60	$3.52K	<0.01%	new		Timeline
AMDADVANCED MICRO DEVICES INC	34	$3.49K	<0.01%	-92		Timeline
SAPSAP SE	13	$3.49K	<0.01%	0		Timeline
CASYCASEYS GEN STORES INC	8	$3.47K	<0.01%	0		Timeline
TTTRANE TECHNOLOGIES PLC	10	$3.37K	<0.01%	0		Timeline
ITWILLINOIS TOOL WKS INC	13	$3.22K	<0.01%	-39		Timeline
IBNICICI BK LTD	100	$3.15K	<0.01%	0		Timeline
SYKSTRYKER CORPORATION	8	$2.98K	<0.01%	0		Timeline
MDTMEDTRONIC PLC	33	$2.96K	<0.01%	-60		Timeline
AWIARMSTRONG WORLD INDS INC NEW	21	$2.96K	<0.01%	0		Timeline
ROPROPER TECHNOLOGIES INC	5	$2.95K	<0.01%	0		Timeline
MRKMERCK & CO INC	32	$2.87K	<0.01%	-116		Timeline
FISVFISERV INC	13	$2.87K	<0.01%	0		Timeline
PNCPNC FINL SVCS GROUP INC	16	$2.81K	<0.01%	0		Timeline
APDAIR PRODUCTS AND CHEMICALS I	9	$2.65K	<0.01%	-1,555		Timeline
ZTSZOETIS INC	16	$2.63K	<0.01%	0		Timeline
ECLECOLAB INC	10	$2.54K	<0.01%	0		Timeline
ANSYS INCANSYS INC	8	$2.53K	<0.01%	0
ABTABBOTT LABORATORIES	19	$2.52K	<0.01%	0		Timeline
CMCSACOMCAST CORP NEW	68	$2.51K	<0.01%	0		Timeline
MSMORGAN STANLEY	21	$2.45K	<0.01%	0		Timeline
CNNECANNAE HLDGS INC	130	$2.38K	<0.01%	0		Timeline
CNICANADIAN NATL RY CO	24	$2.34K	<0.01%	0		Timeline
GOLFACUSHNET HLDGS CORP	34	$2.33K	<0.01%	0		Timeline
IVVISHARES TR	4	$2.25K	<0.01%	new		Timeline
TXNTEXAS INSTRS INC	12	$2.16K	<0.01%	-49		Timeline
CMECME GROUP INC	8	$2.12K	<0.01%	0		Timeline
CDWCDW CORP	13	$2.08K	<0.01%	0		Timeline
VOOVANGUARD INDEX FDS	4	$2.06K	<0.01%	0		Timeline
EBAYEBAY INC.	30	$2.03K	<0.01%	0		Timeline
XLFSELECT SECTOR SPDR TR	40	$2K	<0.01%	0		Timeline
QCOMQUALCOMM INC	13	$2K	<0.01%	-372		Timeline
AZNASTRAZENECA PLC-SPONS ADR	27	$1.99K	<0.01%	0		Timeline
CCLCARNIVAL CORP	100	$1.95K	<0.01%	0		Timeline
VTVVANGUARD INDEX FDS	11	$1.9K	<0.01%	new		Timeline
ALLALLSTATE CORP	9	$1.86K	<0.01%	0		Timeline
NDAQNASDAQ INC	24	$1.82K	<0.01%	0		Timeline
SPXEPROSHARES TR	30	$1.8K	<0.01%	0		Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	27	$1.76K	<0.01%	0		Timeline
ELVELEVANCE HEALTH INC FORMERLY	4	$1.74K	<0.01%	-13		Timeline
HONHONEYWELL INTL INC	8	$1.69K	<0.01%	0		Timeline
CATCATERPILLAR INC	5	$1.65K	<0.01%	0		Timeline
IRMIRON MTN INC DEL	19	$1.65K	<0.01%	0		Timeline
BNDVANGUARD BD INDEX FDS	22	$1.62K	<0.01%	new		Timeline
IUSVISHARES TR	17	$1.57K	<0.01%	new		Timeline
XELXCEL ENERGY INC	21	$1.49K	<0.01%	0		Timeline
CLXCLOROX CO DEL	10	$1.47K	<0.01%	-51		Timeline
CCICROWN CASTLE INC	13	$1.35K	<0.01%	0		Timeline
BHPBHP BILLITON LIMITED	26	$1.26K	<0.01%	0		Timeline
QTECFIRST TR EXCHANGE-TRADED FD	7	$1.22K	<0.01%	0		Timeline
FXLFIRST TR EXCHANGE-TRADED FD	9	$1.19K	<0.01%	0		Timeline
FTGCFIRST TR EXCHANGE TRAD FD VI	43	$1.1K	<0.01%	0		Timeline
PYPLPAYPAL HLDGS INC	16	$1.04K	<0.01%	-40		Timeline
QQXTFIRST TR EXCHANGE-TRADED FD	11	$1.03K	<0.01%	0		Timeline
EMREMERSON ELEC CO	9	$987	<0.01%	-68		Timeline
FXDFIRST TR EXCHANGE-TRADED FD	17	$984	<0.01%	0		Timeline
MCOMOODYS CORP	2	$931	<0.01%	0		Timeline
FISFIDELITY NATL INFORMATION SV	12	$896	<0.01%	0		Timeline
FDNFIRST TR EXCHANGE-TRADED FD	4	$889	<0.01%	-12,305		Timeline
FVFIRST TR EXCHANGE TRADED FD	16	$867	<0.01%	-91,280		Timeline
DEODIAGEO PLC	8	$838	<0.01%	0		Timeline
SBSCOMPANHIA DE SANEAMENTO BASI	42	$750	<0.01%	0		Timeline
ORCLORACLE CORP	5	$699	<0.01%	0		Timeline
ALCALCON AG	7	$665	<0.01%	0		Timeline
ELLAUDER ESTEE COS INC	10	$660	<0.01%	0		Timeline
STPZPIMCO ETF TR	12	$648	<0.01%	new		Timeline
SPABSPDR SERIES TRUST	25	$639	<0.01%	new		Timeline
CLLSCELLECTIS S A	495	$614	<0.01%	0		Timeline
VRSKVERISK ANALYTICS INC	2	$595	<0.01%	0		Timeline
DGDOLLAR GEN CORP	6	$528	<0.01%	0		Timeline
NTAPNETAPP INC	6	$527	<0.01%	0		Timeline
CAKECHEESECAKE FACTORY INC	10	$487	<0.01%	0		Timeline
INTCINTEL CORP	21	$477	<0.01%	-5,671		Timeline
NBISNEBIUS GROUP N.V.	19	$401	<0.01%	0		Timeline
VUGVANGUARD INDEX FDS	1	$371	<0.01%	0		Timeline
CHTRCHARTER COMMUNICATIONS INC	1	$369	<0.01%	0		Timeline
PROPPRAIRIE OPER CO	61	$326	<0.01%	0		Timeline
IWVISHARES TR	1	$310	<0.01%	-35,215		Timeline
VLTOVERALTO CORP	3	$292	<0.01%	0		Timeline
GMABGENMAB A/S	14	$274	<0.01%	0		Timeline
VBVANGUARD INDEX FDS	1	$222	<0.01%	-44,261		Timeline
IEMGISHARES INC	3	$162	<0.01%	new		Timeline
WDSWOODSIDE ENERGY GROUP LTD	9	$130	<0.01%	0		Timeline
SAFETY SHOT INCSAFETY SHOT INC	250	$91	<0.01%	0
OGNORGANON & CO	2	$30	<0.01%	0		Timeline
SCHHSCHWAB STRATEGIC TR	1	$15	<0.01%	-6,340		Timeline
SDVYFIRST TR EXCHANGE TRADED FD	0	$12	<0.01%	-74,797	Amount filed as zero, left out of ratios.	Timeline
REVBWREVELATION BIOSCIENCES INC	1,005	$11	<0.01%	0		Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 172. All 172

Security	Shares before	Value before	Type
BUFRFIRST TR EXCHNG TRADED FD VI	427,744	$13M	shares
HYGISHARES TR	6,139	$483K	shares
HYDBISHARES TR	10,065	$473K	shares
GLDSPDR GOLD TR	797	$193K	shares
BABOEING CO	1,000	$177K	shares
GSKGSK PLC	5,171	$175K	shares
PSQPROSHARES TR	4,660	$174K	shares
EMHYISHARES INC	4,521	$172K	shares
MELIMERCADOLIBRE INC	100	$170K	shares
RTXRTX CORPORATION	1,425	$165K	shares
SIVRABRDN SILVER ETF TRUST	5,500	$152K	shares
PEVERPURE INC	2,393	$147K	shares
SHOPSHOPIFY INC	1,380	$147K	shares
KKELLANOVA	1,800	$146K	shares
AMATAPPLIED MATLS INC	884	$144K	shares
LLYELI LILLY & CO	186	$144K	shares
KOCOCA COLA CO	1,709	$106K	shares
TFCTRUIST FINL CORP	2,394	$104K	shares
CARRCARRIER GLOBAL CORPORATION	1,425	$97.3K	shares
NFLXNETFLIX INC.	100	$89.1K	shares
TQQQPROSHARES TR	883	$69.9K	shares
OTISOTIS WORLDWIDE CORP	712	$65.9K	shares
TAT&T INC	2,856	$65K	shares
SSOPROSHARES TR	651	$60.2K	shares
HLNHALEON PLC	6,178	$58.9K	shares
ESSESSEX PPTY TR INC	191	$54.6K	shares
PMPHILIP MORRIS INTL INC	427	$51.4K	shares
WOLFSPEED INCWOLFSPEED INC	7,615	$50.7K	shares
IVWISHARES TR	457	$46.4K	shares
TCHPT ROWE PRICE EXCHANGE-TRADED	1,100	$46.3K	shares
MRVLMARVELL TECHNOLOGY INC	410	$45.3K	shares
AGGISHARES TR	462	$44.8K	shares
XNIEXVIRTUS EQUITY & CONV INCM FD	1,706	$42.1K	shares
MOALTRIA GROUP INC	795	$41.6K	shares
WMWASTE MGMT INC DEL	189	$38.1K	shares
ABBVABBVIE INC	210	$37.3K	shares
VMBSVANGUARD SCOTTSDALE FDS	818	$37.1K	shares
FANGDIAMONDBACK ENERGY INC	222	$36.3K	shares
RDYDR REDDYS LABS LTD	2,275	$35.9K	shares
SMHVANECK ETF TRUST	142	$34.4K	shares
SPYSTATE STR SPDR S&P 500 ETF T	57	$33.4K	shares
USIGISHARES TR	653	$32.8K	shares
VZVERIZON COMMUNICATIONS INC	771	$30.8K	shares
CVXCHEVRON CORPORATION	208	$30.1K	shares
IGVISHARES TR	290	$29K	shares
SCHRSCHWAB STRATEGIC TR	1,126	$27.4K	shares
VYMVANGUARD WHITEHALL FDS	184	$23.5K	shares
TCAFT ROWE PRICE EXCHANGE-TRADED	679	$22.6K	shares
WDCWESTERN DIGITAL CORP	377	$22.5K	shares
CRMSALESFORCE INC	61	$20.4K	shares
HSYHERSHEY CO	120	$20.3K	shares
SCHOSCHWAB STRATEGIC TR	806	$19.4K	shares
DJDINVESCO EXCHANGE TRADED FD T	369	$18.7K	shares
RDVIFIRST TR EXCHANGE-TRADED FD	769	$18.6K	shares
SEPWAIM ETF PRODUCTS TRUST	642	$18.6K	shares
FTCSFIRST TR EXCHANGE-TRADED FD	189	$16.6K	shares
NEMNEWMONT CORP	440	$16.4K	shares
KMIKINDER MORGAN INC DEL	578	$15.8K	shares
SDYSPDR SERIES TRUST	118	$15.6K	shares
VTWOVANGUARD SCOTTSDALE FDS	165	$14.7K	shares
MARMARRIOTT INTL INC NEW	50	$13.9K	shares
VWOVANGUARD INTL EQUITY INDEX F	314	$13.8K	shares
NXSTNEXSTAR MEDIA GROUP INC	87	$13.7K	shares
SLVISHARES SILVER TR	500	$13.2K	shares
AMTAMERICAN TOWER CORP	71	$13.1K	shares
OHIOMEGA HEALTHCARE INVS INC	341	$12.9K	shares
HLTHILTON WORLDWIDE HLDGS INC	50	$12.4K	shares
IVEISHARES TR	63	$12K	shares
CHDCHURCH & DWIGHT CO INC	113	$11.8K	shares
SPTLSPDR SERIES TRUST	444	$11.6K	shares
CFGCITIZENS FINL GROUP INC	265	$11.6K	shares
PFLTPENNANTPARK FLOATING RATE CA	1,033	$11.3K	shares
MFICMIDCAP FINANCIAL INVSTMNT CO	827	$11.2K	shares
APHAMPHENOL CORP	160	$11.1K	shares
MRSHMARSH & MCLENNAN COS INC	48	$10.2K	shares
PFXFVANECK ETF TRUST	586	$10.1K	shares
SCMSTELLUS CAP INVT CORP	726	$9.99K	shares
BKNGBOOKING HOLDINGS INC	2	$9.94K	shares
CLCOLGATE PALMOLIVE CO	108	$9.82K	shares
DVNDEVON ENERGY CORP NEW	292	$9.55K	shares
MAINMAIN STR CAP CORP	163	$9.55K	shares
GLWCORNING INC	200	$9.5K	shares
GWWWW GRAINGER INC	9	$9.49K	shares
ISRGINTUITIVE SURGICAL INC	18	$9.39K	shares
ARKKARK ETF TR	164	$9.31K	shares
TSCOTRACTOR SUPPLY CO	175	$9.29K	shares
ADPAUTOMATIC DATA PROCESSING IN	31	$9.07K	shares
HYTBLACKROCK CORPOR HI YLD FD I	895	$8.78K	shares
LMTLOCKHEED MARTIN CORP	18	$8.75K	shares
STELSTELLAR BANCORP INC	297	$8.43K	shares
FICSFIRST TR EXCHANGE TRADED FD	243	$8.25K	shares
EFCELLINGTON FINANCIAL INC	680	$8.24K	shares
BRBROADRIDGE FINL SOLUTIONS IN	36	$8.14K	shares
WK KELLOGG COWK KELLOGG CO	450	$8.1K	shares
LUVSOUTHWEST AIRLS CO	240	$8.07K	shares
CMICUMMINS INC	23	$8.02K	shares
GSGOLDMAN SACHS GROUP INC	14	$8.02K	shares
REVANCE THERAPEUTICS INCREVANCE THERAPEUTICS INC	2,583	$7.85K	shares
ENBENBRIDGE INC	185	$7.85K	shares
QUALISHARES TR	44	$7.84K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001906322-25-000002	base		2025-04-30	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC