POM Investment Strategies, LLC
Follow13F 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 (acceptance time not in the bulk data set), ingested 13F-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.
Back to all 213 share positions
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| 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 |
| FCXFREEPORT MCMORAN INC | 201 | $7.65K | shares |
| UPSUNITED PARCEL SVCS INC | 59 | $7.44K | shares |
| TMTOYOTA MOTOR CORP | 38 | $7.39K | shares |
| EWJISHARES INC | 109 | $7.31K | shares |
| WBDWARNER BROS DISCOVERY INC | 689 | $7.28K | shares |
| RSGREPUBLIC SVCS INC | 36 | $7.24K | shares |
| LUMNLUMEN TECHNOLOGIES INC | 1,292 | $6.86K | shares |
| TSPAT ROWE PRICE EXCHANGE-TRADED | 176 | $6.51K | shares |
| SPMOINVESCO EXCH TRADED FD TR II | 65 | $6.18K | shares |
| AGZISHARES TR | 57 | $6.15K | shares |
| IRDMIRIDIUM COMMUNICATIONS INC | 206 | $5.98K | shares |
| WPMWHEATON PRECIOUS METALS CORP | 100 | $5.62K | shares |
| BFLYBUTTERFLY NETWORK INC | 1,800 | $5.62K | shares |
| GPCGENUINE PARTS CO | 48 | $5.6K | shares |
| VOTVANGUARD INDEX FDS | 22 | $5.58K | shares |
| WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC | 588 | $5.49K | shares |
| ARCCARES CAPITAL CORP | 244 | $5.34K | shares |
| AIRRFIRST TR EXCHANGE TRADED FD | 65 | $5.01K | shares |
| IYWISHARES TR | 31 | $4.95K | shares |
| SMHXVANECK ETF TRUST | 169 | $4.95K | shares |
| PTFINVESCO EXCHANGE TRADED FD T | 68 | $4.93K | shares |
| GLADGLADSTONE CAP CORP | 161 | $4.58K | shares |
| RIVNRIVIAN AUTOMOTIVE INC | 342 | $4.55K | shares |
| VOEVANGUARD INDEX FDS | 28 | $4.53K | shares |
| UPSTUPSTART HLDGS INC | 73 | $4.5K | shares |
| NAKNORTHERN DYNASTY MINERALS LT | 7,714 | $4.49K | shares |
| NSPRINSPIREMD INC | 1,667 | $4.38K | shares |
| COPCONOCOPHILLIPS | 44 | $4.36K | shares |
| CVSCVS HEALTH CORP | 94 | $4.22K | shares |
| GBDCGOLUB CAP BDC INC | 275 | $4.17K | shares |
| LXPLXP INDUSTRIAL TRUST | 506 | $4.11K | shares |
| FEMSFIRST TR EXCH TRD ALPHDX FD | 104 | $3.92K | shares |
| BAXBAXTER INTL INC | 130 | $3.79K | shares |
| NSCNORFOLK SOUTHN CORP | 16 | $3.75K | shares |
| IJRISHARES TR | 30 | $3.46K | shares |
| EMXCISHARES INC | 62 | $3.44K | shares |
| SGOVISHARES TR | 33 | $3.26K | shares |
| NVCRNOVOCURE LTD | 100 | $2.98K | shares |
| EVRGEVERGY INC | 47 | $2.91K | shares |
| CIMCHIMERA INVT CORP | 206 | $2.88K | shares |
| OATLY GROUP ABOATLY GROUP AB | 3,600 | $2.39K | shares |
| BCEBCE INC | 100 | $2.32K | shares |
| AIQGLOBAL X FDS | 60 | $2.32K | shares |
| FBRTFRANKLIN BSP RLTY TR INC | 179 | $2.25K | shares |
| SNYSANOFI SA | 45 | $2.17K | shares |
| OXSQOXFORD SQUARE CAP CORP | 821 | $2K | shares |
| PRUPRUDENTIAL FINL INC | 16 | $1.9K | shares |
| AALAMERICAN AIRLINES GROUP INC | 100 | $1.74K | shares |
| IIPRINNOVATIVE INDL PPTYS INC | 25 | $1.67K | shares |
| VCLTVANGUARD SCOTTSDALE FDS | 19 | $1.42K | shares |
| ADAMADAMAS TRUST INC. | 212 | $1.28K | shares |
| CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INC | 1,042 | $1.11K | shares |
| FSLYFASTLY INC | 100 | $944 | shares |
| DHCDIVERSIFIED HEALTHCARE TR | 407 | $936 | shares |
| EVGOEVGO INC | 205 | $830 | shares |
| PAASPAN AMERN SILVER CORP | 31 | $627 | shares |
| DISDISNEY WALT CO | 5 | $557 | shares |
| MITTTPG MTG INVTS TR INC | 79 | $525 | shares |
| VERIVERITONE INC | 150 | $492 | shares |
| XIFRXPLR INFRASTRUCTURE LP | 25 | $445 | shares |
| BABAALIBABA GROUP HLDG LTD | 5 | $424 | shares |
| STNESTONECO LTD | 50 | $399 | shares |
| PRTAPROTHENA CORP PLC | 24 | $332 | shares |
| AMCAMC ENTMT HLDGS INC | 74 | $295 | shares |
| SWBISMITH & WESSON BRANDS INC | 25 | $253 | shares |
| CLPTCLEARPOINT NEURO INC | 15 | $231 | shares |
| SIRISIRIUSXM HOLDINGS INC | 10 | $228 | shares |
| BLNKBLINK CHARGING CO | 162 | $225 | shares |
| TILRAY INCTILRAY INC | 100 | $133 | shares |
| IJHISHARES TR | 1 | $43 | shares |
| RFGINVESCO EXCHANGE TRADED FD T | 0 | $10 | shares |
| REVELATION BIOSCIENCES INCREVELATION BIOSCIENCES INC | 1 | $0 | 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 |