POM Investment Strategies, LLC
Follow13F filer, CIK 1906322, RALEIGH, NC
POM Investment Strategies, LLC reported $139,883,116 across 141 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-08. Its ten largest share positions make up 73.22% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002050308-25-000004
- Period
- 2025-06-30
- Reported value
- $140M
- Holdings
- 141
- Top 10 weight
- 73.22%
- New
- 29
- Sold out
- 101
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| XLGadded | +196,896 | $10.3M |
| EEMnew | +211,185 | $10.2M |
| QQQadded | +18,454 | $10.2M |
| MTUMnew | +42,282 | $10.2M |
| IEVnew | +156,855 | $9.92M |
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 |
|---|---|---|
| EDOWreduced | -196,683 | -$7.28M |
| FTGSreduced | -228,261 | -$6.39M |
| RDVYreduced | -119,641 | -$4.91M |
| QQEWreduced | -37,532 | -$4.2M |
| RFIXexited | -35,430 | -$1.9M |
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 141 share positions
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| RFIXSIMPLIFY EXCHANGE TRADED FUN | 35,430 | $1.9M | shares |
| BILZPIMCO ETF TR | 10,880 | $1.1M | shares |
| ISHARES IBONDS DEC 2025 TERMISHARES IBONDS DEC 2025 TERM | 38,412 | $966K | shares |
| SMAXISHARES TR | 38,390 | $961K | shares |
| DECWAIM ETF PRODUCTS TRUST | 18,995 | $569K | shares |
| MINTPIMCO ETF TR | 3,785 | $381K | shares |
| ISHARES TRISHARES TR | 12,481 | $290K | shares |
| ESGVVANGUARD WORLD FD | 2,385 | $234K | shares |
| TUASIMPLIFY EXCHANGE TRADED FUN | 8,623 | $189K | shares |
| QBERELEVATION SERIES TRUST | 5,781 | $143K | shares |
| VSGXVANGUARD WORLD FD | 2,294 | $135K | shares |
| DUKDUKE ENERGY CORP NEW | 1,037 | $126K | shares |
| FDVVFIDELITY COVINGTON TRUST | 2,000 | $99.2K | shares |
| FLJJAIM ETF PRODUCTS TRUST | 3,356 | $94.4K | shares |
| DDOMINION ENERGY INC | 1,640 | $92K | shares |
| WTRGESSENTIAL UTILS INC | 1,843 | $72.9K | shares |
| NVSNOVARTIS AG | 495 | $55.2K | shares |
| PGPROCTER & GAMBLE CO | 313 | $53.3K | shares |
| MGCVANGUARD WORLD FD | 256 | $51.6K | shares |
| SHELSHELL PLC | 664 | $48.7K | shares |
| QBULELEVATION SERIES TRUST | 1,904 | $47.3K | shares |
| PFEPFIZER INC | 1,506 | $38.2K | shares |
| HIWHIGHWOODS PPTYS INC | 936 | $27.7K | shares |
| DIASTATE STR SPDR DOW JONES IND | 59 | $24.8K | shares |
| OREALTY INCOME CORP | 298 | $17.3K | shares |
| FMDEFIDELITY COVINGTON TRUST | 464 | $14.5K | shares |
| GEVGE VERNOVA INC | 37 | $11.3K | shares |
| VCEBVANGUARD WORLD FD | 172 | $10.8K | shares |
| BNDXVANGUARD CHARLOTTE FDS | 157 | $7.67K | shares |
| ETNEATON CORP PLC | 28 | $7.61K | shares |
| PGRPROGRESSIVE CORP | 23 | $6.51K | shares |
| AONAON PLC | 15 | $5.99K | shares |
| CTASCINTAS CORP | 28 | $5.75K | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 10 | $4.98K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 26 | $4.32K | shares |
| VGITVANGUARD SCOTTSDALE FDS | 67 | $3.98K | shares |
| ROADCONSTRUCTION PARTNERS INC | 55 | $3.95K | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 8 | $3.88K | shares |
| SFLSFL CORPORATION LTD | 469 | $3.85K | shares |
| SPTMSPDR SERIES TRUST | 56 | $3.81K | shares |
| VGSHVANGUARD SCOTTSDALE FDS | 60 | $3.52K | shares |
| AMDADVANCED MICRO DEVICES INC | 34 | $3.49K | shares |
| SAPSAP SE | 13 | $3.49K | shares |
| CASYCASEYS GEN STORES INC | 8 | $3.47K | shares |
| TTTRANE TECHNOLOGIES PLC | 10 | $3.37K | shares |
| ITWILLINOIS TOOL WKS INC | 13 | $3.22K | shares |
| IBNICICI BK LTD | 100 | $3.15K | shares |
| SYKSTRYKER CORPORATION | 8 | $2.98K | shares |
| MDTMEDTRONIC PLC | 33 | $2.96K | shares |
| AWIARMSTRONG WORLD INDS INC NEW | 21 | $2.96K | shares |
| ROPROPER TECHNOLOGIES INC | 5 | $2.95K | shares |
| FISVFISERV INC | 13 | $2.87K | shares |
| PNCPNC FINL SVCS GROUP INC | 16 | $2.81K | shares |
| APDAIR PRODUCTS AND CHEMICALS I | 9 | $2.65K | shares |
| ZTSZOETIS INC | 16 | $2.63K | shares |
| ECLECOLAB INC | 10 | $2.54K | shares |
| ANSYS INCANSYS INC | 8 | $2.53K | shares |
| ABTABBOTT LABORATORIES | 19 | $2.52K | shares |
| CMCSACOMCAST CORP NEW | 68 | $2.51K | shares |
| MSMORGAN STANLEY | 21 | $2.45K | shares |
| CNNECANNAE HLDGS INC | 130 | $2.38K | shares |
| CNICANADIAN NATL RY CO | 24 | $2.34K | shares |
| GOLFACUSHNET HLDGS CORP | 34 | $2.33K | shares |
| IVVISHARES TR | 4 | $2.25K | shares |
| TXNTEXAS INSTRS INC | 12 | $2.16K | shares |
| CMECME GROUP INC | 8 | $2.12K | shares |
| CDWCDW CORP | 13 | $2.08K | shares |
| EBAYEBAY INC. | 30 | $2.03K | shares |
| QCOMQUALCOMM INC | 13 | $2K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 27 | $1.99K | shares |
| ALLALLSTATE CORP | 9 | $1.86K | shares |
| NDAQNASDAQ INC | 24 | $1.82K | shares |
| ELVELEVANCE HEALTH INC FORMERLY | 4 | $1.74K | shares |
| HONHONEYWELL INTL INC | 8 | $1.69K | shares |
| CATCATERPILLAR INC | 5 | $1.65K | shares |
| XELXCEL ENERGY INC | 21 | $1.49K | shares |
| CLXCLOROX CO DEL | 10 | $1.47K | shares |
| CCICROWN CASTLE INC | 13 | $1.35K | shares |
| BHPBHP BILLITON LIMITED | 26 | $1.26K | shares |
| PYPLPAYPAL HLDGS INC | 16 | $1.04K | shares |
| EMREMERSON ELEC CO | 9 | $987 | shares |
| MCOMOODYS CORP | 2 | $931 | shares |
| FISFIDELITY NATL INFORMATION SV | 12 | $896 | shares |
| DEODIAGEO PLC | 8 | $838 | shares |
| SBSCOMPANHIA DE SANEAMENTO BASI | 42 | $750 | shares |
| ALCALCON AG | 7 | $665 | shares |
| ELLAUDER ESTEE COS INC | 10 | $660 | shares |
| STPZPIMCO ETF TR | 12 | $648 | shares |
| SPABSPDR SERIES TRUST | 25 | $639 | shares |
| VRSKVERISK ANALYTICS INC | 2 | $595 | shares |
| DGDOLLAR GEN CORP | 6 | $528 | shares |
| NTAPNETAPP INC | 6 | $527 | shares |
| INTCINTEL CORP | 21 | $477 | shares |
| NBISNEBIUS GROUP N.V. | 19 | $401 | shares |
| VUGVANGUARD INDEX FDS | 1 | $371 | shares |
| CHTRCHARTER COMMUNICATIONS INC | 1 | $369 | shares |
| VLTOVERALTO CORP | 3 | $292 | shares |
| GMABGENMAB A/S | 14 | $274 | shares |
| VBVANGUARD INDEX FDS | 1 | $222 | shares |
| IEMGISHARES INC | 3 | $162 | shares |
| WDSWOODSIDE ENERGY GROUP LTD | 9 | $130 | shares |
How Q2 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 0002050308-25-000004 | base | 2025-08-08 | acceptance time not in the bulk data set |