POM Investment Strategies

RALEIGH, NCfiles as POM Investment Strategies, LLC

$88m in 348 US stocks at the end of 30 June 2026. The top 10 are 72.9% of the money. It changed about 59.5% of the portfolio this quarter.

Value

$88m

Stocks

348

Top 10 share

72.9%

Turnover

59.5%

What changed this quarter

New

Bought for the first time this quarter.

AIM ETF Products TrustJUNW
9.1% of the fund
AIM ETF Products TrustFEBW
8.2% of the fund
First TR Exchng Traded FD VIGMAY
8.2% of the fund
AIM ETF Products TrustSIXD
2.2% of the fund
Vanguard Index FDSVTI
2.0% of the fund
Arista NetworksANET
0.1% of the fund
First TR Exchange-Traded FDACYS
<0.1% of the fund
Innovator Etfs TrustACII
<0.1% of the fund
Proshares TRTQQQ
<0.1% of the fund
Elevation Series TrustPAYH
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Constellium SECSTM
<0.1% of the fund
Manulife FinancialMFC
<0.1% of the fund
ModernaMRNA
<0.1% of the fund
First TR Exchange-Traded FDACYN
<0.1% of the fund
SyscoSYY
<0.1% of the fund
Viking HoldingsVIK
<0.1% of the fund
Elevation Series TrustONEH
<0.1% of the fund
Simplify Exchange Traded FUNRFIX
<0.1% of the fund
DuPont de NemoursDD
<0.1% of the fund
AIM ETF Products TrustSIXZ
<0.1% of the fund
DoorDashDASH
<0.1% of the fund
Spdr Series TrustMDYG
<0.1% of the fund
Dream Finders HomesDFH
<0.1% of the fund
Upstart HoldingsUPST
<0.1% of the fund

Added

Bought more of a stock they already held.

AIM ETF Products TrustMAYW
14.1% of the fund
+11816%
AIM ETF Products TrustJANW
9.5% of the fund
+4%
AIM ETF Products TrustDECW
7.5% of the fund
+4%
Elevation Series TrustONEZ
6.7% of the fund
+359%
Pimco ETF TRBILZ
5.2% of the fund
+154%
Elevation Series TrustQBER
2.2% of the fund
+11%
NvidiaNVDA
1.6% of the fund
+182%
Fidelity Covington TrustFBCG
1.5% of the fund
+108%
Ishares TRIHAK
1.0% of the fund
+103%
International Business MachinesIBM
1.0% of the fund
+59%
Elevation Series TrustPAYM
1.0% of the fund
+33%
Fidelity Covington TrustFDCF
0.9% of the fund
+113%
Fidelity Covington TrustFBOT
0.8% of the fund
+112%
Fidelity Covington TrustFDFF
0.7% of the fund
+120%
AbbVieABBV
0.4% of the fund
+1454%
Spdr Gold TRGLD
0.4% of the fund
+148%
American Centy ETF TRAVEM
0.4% of the fund
+39%
Ishares TRIEFA
0.3% of the fund
+5%
Amazon.comAMZN
0.3% of the fund
+224%
Ishares TREFG
0.3% of the fund
+118%
OracleORCL
0.2% of the fund
+1015%
Spdr Series TrustSPMD
0.2% of the fund
+5%
IonQIONQ
0.2% of the fund
+15%
Ishares TRIJJ
0.1% of the fund
+5%
Fidelity Wise Origin BitcoinFBTC
0.1% of the fund
+125%

Cut

Sold some of their stake.

AppleAAPL
1.4% of the fund
-33%
TeslaTSLA
0.7% of the fund
-17%
Ishares TRMTUM
0.3% of the fund
-10%
Invesco QQQ TRQQQ
0.3% of the fund
-16%
Ishares TREEM
0.3% of the fund
-10%
Invesco Exchange Traded FD TXLG
0.3% of the fund
-9%
Ishares TRIEV
0.2% of the fund
-21%
Costco WholesaleCOST
0.2% of the fund
-4%
Vanguard Index FDSVOO
0.2% of the fund
-27%
MicrosoftMSFT
0.2% of the fund
-14%
General ElectricGE
0.1% of the fund
-69%
Bank of AmericaBAC
0.1% of the fund
-72%
Duke EnergyDUK
0.1% of the fund
-66%
ETF SER SolutionsQTUM
0.1% of the fund
-5%
Simplify Exchange Traded FUNBUCK
0.1% of the fund
-57%
CitigroupC
0.1% of the fund
-40%
Simplify Exchange Traded FUNCTA
0.1% of the fund
-63%
GE VernovaGEV
<0.1% of the fund
-73%
Simplify Exchange Traded FUNSBAR
<0.1% of the fund
-56%
AT&TT
<0.1% of the fund
-50%
Simplify Exchange Traded FUNAGGH
<0.1% of the fund
-57%
Procter & GamblePG
<0.1% of the fund
-5%
Simplify Exchange Traded FUNFOXY
<0.1% of the fund
-59%
PfizerPFE
<0.1% of the fund
-48%
MerckMRK
<0.1% of the fund
-50%

Sold out

Sold their entire stake.

Elevation Series TrustAUGZ
-100%
AIM ETF Products TrustFLJJ
-100%
Vanguard BD Index FDSBIV
-100%
GSKGSK
-100%
Vanguard Scottsdale FDSVGSH
-100%
Ishares TRIVV
-100%
Vanguard Index FDSVOE
-100%
Vanguard Intl Equity Index FVGK
-100%
Ishares TRIJR
-100%
Ishares TRIXUS
-100%
Vanguard World FDVFH
-100%
Ishares TRSUB
-100%
Vanguard Scottsdale FDSVCSH
-100%
Ishares TRIEF
-100%
Old Republic InternationalORI
-100%
IsharesEWJ
-100%
Ishares TRTLT
-100%
PPLPPL
-100%
ExxonMobil HoldingsXOM
-100%
Vanguard Tax-Managed FDSVEA
-100%
Ishares TRMUB
-100%
Taiwan Semiconductor ManufacturingTSM
-100%
Columbia ETF TR IRECS
-100%
General MotorsGM
-100%
State STR Spdr S&P Midcap 40MDY
-100%

Holdings

AIM ETF Products TrustMAYW
Share
14.1%
Value
$12m
Shares
357,484
+11816%
AIM ETF Products TrustJANW
Share
9.5%
Value
$8m
Shares
217,199
+4%
AIM ETF Products TrustJUNW
Share
9.1%
Value
$8m
Shares
232,763
New
AIM ETF Products TrustFEBW
Share
8.2%
Value
$7m
Shares
203,177
New
First TR Exchng Traded FD VIGMAY
Share
8.2%
Value
$7m
Shares
167,477
New
AIM ETF Products TrustDECW
Share
7.5%
Value
$7m
Shares
185,426
+4%
Elevation Series TrustONEZ
Share
6.7%
Value
$6m
Shares
215,521
+359%
Pimco ETF TRBILZ
Share
5.2%
Value
$5m
Shares
45,501
+154%
AIM ETF Products TrustSIXD
Share
2.2%
Value
$2m
Shares
63,582
New
Elevation Series TrustQBER
Share
2.2%
Value
$2m
Shares
81,735
+11%
Vanguard Index FDSVTI
Share
2.0%
Value
$2m
Shares
4,730
New
NvidiaNVDA
Share
1.6%
Value
$1m
Shares
6,875
+182%
Fidelity Covington TrustFBCG
Share
1.5%
Value
$1m
Shares
20,716
+108%
AppleAAPL
Share
1.4%
Value
$1m
Shares
4,401
-33%
Spdr Series TrustSPYM
Share
1.1%
Value
$1m
Shares
11,432
Held
Ishares TRIHAK
Share
1.0%
Value
$909,828
Shares
14,986
+103%
International Business MachinesIBM
Share
1.0%
Value
$863,080
Shares
3,069
+59%
Elevation Series TrustPAYM
Share
1.0%
Value
$841,693
Shares
33,507
+33%
Fidelity Covington TrustFDCF
Share
0.9%
Value
$764,821
Shares
15,309
+113%
Fidelity Covington TrustFBOT
Share
0.8%
Value
$676,388
Shares
17,081
+112%
TeslaTSLA
Share
0.7%
Value
$641,415
Shares
1,525
-17%
Fidelity Covington TrustFDFF
Share
0.7%
Value
$636,585
Shares
19,240
+120%
Spdr Series TrustSPYG
Share
0.5%
Value
$464,123
Shares
3,901
Held
CaterpillarCAT
Share
0.5%
Value
$429,155
Shares
403
Held
Spdr Series TrustSPYV
Share
0.5%
Value
$408,888
Shares
6,726
Held
AbbVieABBV
Share
0.4%
Value
$375,510
Shares
1,492
+1454%
Spdr Gold TRGLD
Share
0.4%
Value
$359,171
Shares
975
+148%
American Centy ETF TRAVEM
Share
0.4%
Value
$336,681
Shares
3,489
+39%
Ishares TRIEFA
Share
0.3%
Value
$291,400
Shares
3,017
+5%
Amazon.comAMZN
Share
0.3%
Value
$290,775
Shares
1,220
+224%
Ishares TRMTUM
Share
0.3%
Value
$283,520
Shares
827
-10%
Invesco QQQ TRQQQ
Share
0.3%
Value
$269,535
Shares
366
-16%
Ishares TREEM
Share
0.3%
Value
$266,525
Shares
3,896
-10%
Ishares TREFG
Share
0.3%
Value
$235,547
Shares
1,893
+118%
Invesco Exchange Traded FD TXLG
Share
0.3%
Value
$228,388
Shares
3,730
-9%
Ishares TRIEV
Share
0.2%
Value
$199,318
Shares
2,736
-21%
Costco WholesaleCOST
Share
0.2%
Value
$193,693
Shares
207
-4%
OracleORCL
Share
0.2%
Value
$176,446
Shares
1,204
+1015%
American Healthcare REITAHR
Share
0.2%
Value
$160,831
Shares
3,084
Held
M&T BankMTB
Share
0.2%
Value
$160,181
Shares
673
Held
Vanguard Index FDSVOO
Share
0.2%
Value
$158,745
Shares
231
-27%
Spdr Series TrustSPMD
Share
0.2%
Value
$155,945
Shares
2,308
+5%
IonQIONQ
Share
0.2%
Value
$152,377
Shares
2,861
+15%
MicrosoftMSFT
Share
0.2%
Value
$135,428
Shares
363
-14%
Ishares TRIJK
Share
0.1%
Value
$116,826
Shares
994
Held
General ElectricGE
Share
0.1%
Value
$113,657
Shares
304
-69%
Ishares TRIJJ
Share
0.1%
Value
$113,212
Shares
766
+5%
Fidelity Wise Origin BitcoinFBTC
Share
0.1%
Value
$111,902
Shares
2,192
+125%
IntelINTC
Share
0.1%
Value
$108,353
Shares
776
+2403%
Bank of AmericaBAC
Share
0.1%
Value
$107,863
Shares
1,893
-72%
Duke EnergyDUK
Share
0.1%
Value
$107,408
Shares
849
-66%
ETF SER SolutionsQTUM
Share
0.1%
Value
$106,339
Shares
643
-5%
AIM ETF Products TrustNVBW
Share
0.1%
Value
$106,133
Shares
2,980
Held
Simplify Exchange Traded FUNBUCK
Share
0.1%
Value
$104,323
Shares
4,454
-57%
Arista NetworksANET
Share
0.1%
Value
$103,457
Shares
609
New
CitigroupC
Share
0.1%
Value
$102,171
Shares
730
-40%
Southern CompanySO
Share
0.1%
Value
$101,453
Shares
1,060
Held
Abbott LaboratoriesABT
Share
0.1%
Value
$99,905
Shares
1,101
+7240%
Lowe's CompaniesLOW
Share
0.1%
Value
$95,913
Shares
435
Held
WalmartWMT
Share
0.1%
Value
$94,139
Shares
831
+2%
Consolidated EdisonED
Share
0.1%
Value
$93,482
Shares
845
Held
Simplify Exchange Traded FUNCTA
Share
0.1%
Value
$91,479
Shares
3,527
-63%
First TR Exchange-Traded FDACYS
Share
<0.1%
Value
$81,934
Shares
3,989
New
Spdr Series TrustSPTI
Share
<0.1%
Value
$80,908
Shares
2,850
Held
Exchange Traded Concepts TRUNUKZ
Share
<0.1%
Value
$80,906
Shares
1,187
Held
GE VernovaGEV
Share
<0.1%
Value
$79,890
Shares
68
-73%
Simplify Exchange Traded FUNSBAR
Share
<0.1%
Value
$79,520
Shares
3,106
-56%
AT&TT
Share
<0.1%
Value
$78,950
Shares
3,814
-50%
Innovator Etfs TrustACII
Share
<0.1%
Value
$78,793
Shares
3,096
New
Simplify Exchange Traded FUNAGGH
Share
<0.1%
Value
$76,924
Shares
3,814
-57%
Procter & GamblePG
Share
<0.1%
Value
$76,728
Shares
523
-5%
Simplify Exchange Traded FUNFOXY
Share
<0.1%
Value
$76,590
Shares
2,571
-59%
PfizerPFE
Share
<0.1%
Value
$72,240
Shares
3,000
-48%
Proshares TRTQQQ
Share
<0.1%
Value
$70,308
Shares
868
New
MerckMRK
Share
<0.1%
Value
$69,519
Shares
541
-50%
Philip Morris InternationalPM
Share
<0.1%
Value
$65,489
Shares
362
+3%
First TR Exchange Traded FDRDVY
Share
<0.1%
Value
$59,660
Shares
736
-4%
CorningGLW
Share
<0.1%
Value
$59,515
Shares
233
Held
Ford MotorF
Share
<0.1%
Value
$58,728
Shares
4,225
-49%
Eli LillyLLY
Share
<0.1%
Value
$57,584
Shares
48
-79%
AlphabetGOOG
Share
<0.1%
Value
$56,886
Shares
161
Held
Berkshire HathawayBRK-B
Share
<0.1%
Value
$56,044
Shares
112
+3%
Grayscale Bitcoin Trust ETFGBTC
Share
<0.1%
Value
$55,767
Shares
1,225
-3%
Global X FDSSHLD
Share
<0.1%
Value
$55,709
Shares
933
Held
WEC Energy GroupWEC
Share
<0.1%
Value
$55,349
Shares
474
Held
First TR Exchng Traded FD VIGSEP
Share
<0.1%
Value
$54,108
Shares
1,321
-99%
Cisco SystemsCSCO
Share
<0.1%
Value
$53,444
Shares
455
-61%
First TR Exchange-Traded FDEDOW
Share
<0.1%
Value
$53,173
Shares
1,206
+228%
Simplify Exchange Traded FUNSVOL
Share
<0.1%
Value
$52,935
Shares
3,300
-56%
ChevronCVX
Share
<0.1%
Value
$52,546
Shares
317
-82%
Williams CompaniesWMB
Share
<0.1%
Value
$51,369
Shares
691
Held
First TR Exchange-Traded FDFTGS
Share
<0.1%
Value
$51,285
Shares
1,386
+227%
Verizon CommunicationsVZ
Share
<0.1%
Value
$50,639
Shares
1,196
-83%
Marathon PetroleumMPC
Share
<0.1%
Value
$50,111
Shares
196
Held
AIM ETF Products TrustOCTW
Share
<0.1%
Value
$49,378
Shares
1,207
-99%
Public Service Enterprise GroupPEG
Share
<0.1%
Value
$48,696
Shares
600
Held
McDonald'sMCD
Share
<0.1%
Value
$47,034
Shares
174
+46%
Spdr Series TrustSPSM
Share
<0.1%
Value
$45,912
Shares
796
+3%
Exchange Listed FDS TRBCUS
Share
<0.1%
Value
$45,790
Shares
1,236
Held
CrowdStrike HoldingsCRWD
Share
<0.1%
Value
$45,025
Shares
59
Held

Company	Share of fund	Value	Shares	Change
AIM ETF Products TrustMAYW	14.1%	$12m	357,484	+11816%
AIM ETF Products TrustJANW	9.5%	$8m	217,199	+4%
AIM ETF Products TrustJUNW	9.1%	$8m	232,763	New
AIM ETF Products TrustFEBW	8.2%	$7m	203,177	New
First TR Exchng Traded FD VIGMAY	8.2%	$7m	167,477	New
AIM ETF Products TrustDECW	7.5%	$7m	185,426	+4%
Elevation Series TrustONEZ	6.7%	$6m	215,521	+359%
Pimco ETF TRBILZ	5.2%	$5m	45,501	+154%
AIM ETF Products TrustSIXD	2.2%	$2m	63,582	New
Elevation Series TrustQBER	2.2%	$2m	81,735	+11%
Vanguard Index FDSVTI	2.0%	$2m	4,730	New
NvidiaNVDA	1.6%	$1m	6,875	+182%
Fidelity Covington TrustFBCG	1.5%	$1m	20,716	+108%
AppleAAPL	1.4%	$1m	4,401	-33%
Spdr Series TrustSPYM	1.1%	$1m	11,432	Held
Ishares TRIHAK	1.0%	$909,828	14,986	+103%
International Business MachinesIBM	1.0%	$863,080	3,069	+59%
Elevation Series TrustPAYM	1.0%	$841,693	33,507	+33%
Fidelity Covington TrustFDCF	0.9%	$764,821	15,309	+113%
Fidelity Covington TrustFBOT	0.8%	$676,388	17,081	+112%
TeslaTSLA	0.7%	$641,415	1,525	-17%
Fidelity Covington TrustFDFF	0.7%	$636,585	19,240	+120%
Spdr Series TrustSPYG	0.5%	$464,123	3,901	Held
CaterpillarCAT	0.5%	$429,155	403	Held
Spdr Series TrustSPYV	0.5%	$408,888	6,726	Held
AbbVieABBV	0.4%	$375,510	1,492	+1454%
Spdr Gold TRGLD	0.4%	$359,171	975	+148%
American Centy ETF TRAVEM	0.4%	$336,681	3,489	+39%
Ishares TRIEFA	0.3%	$291,400	3,017	+5%
Amazon.comAMZN	0.3%	$290,775	1,220	+224%
Ishares TRMTUM	0.3%	$283,520	827	-10%
Invesco QQQ TRQQQ	0.3%	$269,535	366	-16%
Ishares TREEM	0.3%	$266,525	3,896	-10%
Ishares TREFG	0.3%	$235,547	1,893	+118%
Invesco Exchange Traded FD TXLG	0.3%	$228,388	3,730	-9%
Ishares TRIEV	0.2%	$199,318	2,736	-21%
Costco WholesaleCOST	0.2%	$193,693	207	-4%
OracleORCL	0.2%	$176,446	1,204	+1015%
American Healthcare REITAHR	0.2%	$160,831	3,084	Held
M&T BankMTB	0.2%	$160,181	673	Held
Vanguard Index FDSVOO	0.2%	$158,745	231	-27%
Spdr Series TrustSPMD	0.2%	$155,945	2,308	+5%
IonQIONQ	0.2%	$152,377	2,861	+15%
MicrosoftMSFT	0.2%	$135,428	363	-14%
Ishares TRIJK	0.1%	$116,826	994	Held
General ElectricGE	0.1%	$113,657	304	-69%
Ishares TRIJJ	0.1%	$113,212	766	+5%
Fidelity Wise Origin BitcoinFBTC	0.1%	$111,902	2,192	+125%
IntelINTC	0.1%	$108,353	776	+2403%
Bank of AmericaBAC	0.1%	$107,863	1,893	-72%
Duke EnergyDUK	0.1%	$107,408	849	-66%
ETF SER SolutionsQTUM	0.1%	$106,339	643	-5%
AIM ETF Products TrustNVBW	0.1%	$106,133	2,980	Held
Simplify Exchange Traded FUNBUCK	0.1%	$104,323	4,454	-57%
Arista NetworksANET	0.1%	$103,457	609	New
CitigroupC	0.1%	$102,171	730	-40%
Southern CompanySO	0.1%	$101,453	1,060	Held
Abbott LaboratoriesABT	0.1%	$99,905	1,101	+7240%
Lowe's CompaniesLOW	0.1%	$95,913	435	Held
WalmartWMT	0.1%	$94,139	831	+2%
Consolidated EdisonED	0.1%	$93,482	845	Held
Simplify Exchange Traded FUNCTA	0.1%	$91,479	3,527	-63%
First TR Exchange-Traded FDACYS	<0.1%	$81,934	3,989	New
Spdr Series TrustSPTI	<0.1%	$80,908	2,850	Held
Exchange Traded Concepts TRUNUKZ	<0.1%	$80,906	1,187	Held
GE VernovaGEV	<0.1%	$79,890	68	-73%
Simplify Exchange Traded FUNSBAR	<0.1%	$79,520	3,106	-56%
AT&TT	<0.1%	$78,950	3,814	-50%
Innovator Etfs TrustACII	<0.1%	$78,793	3,096	New
Simplify Exchange Traded FUNAGGH	<0.1%	$76,924	3,814	-57%
Procter & GamblePG	<0.1%	$76,728	523	-5%
Simplify Exchange Traded FUNFOXY	<0.1%	$76,590	2,571	-59%
PfizerPFE	<0.1%	$72,240	3,000	-48%
Proshares TRTQQQ	<0.1%	$70,308	868	New
MerckMRK	<0.1%	$69,519	541	-50%
Philip Morris InternationalPM	<0.1%	$65,489	362	+3%
First TR Exchange Traded FDRDVY	<0.1%	$59,660	736	-4%
CorningGLW	<0.1%	$59,515	233	Held
Ford MotorF	<0.1%	$58,728	4,225	-49%
Eli LillyLLY	<0.1%	$57,584	48	-79%
AlphabetGOOG	<0.1%	$56,886	161	Held
Berkshire HathawayBRK-B	<0.1%	$56,044	112	+3%
Grayscale Bitcoin Trust ETFGBTC	<0.1%	$55,767	1,225	-3%
Global X FDSSHLD	<0.1%	$55,709	933	Held
WEC Energy GroupWEC	<0.1%	$55,349	474	Held
First TR Exchng Traded FD VIGSEP	<0.1%	$54,108	1,321	-99%
Cisco SystemsCSCO	<0.1%	$53,444	455	-61%
First TR Exchange-Traded FDEDOW	<0.1%	$53,173	1,206	+228%
Simplify Exchange Traded FUNSVOL	<0.1%	$52,935	3,300	-56%
ChevronCVX	<0.1%	$52,546	317	-82%
Williams CompaniesWMB	<0.1%	$51,369	691	Held
First TR Exchange-Traded FDFTGS	<0.1%	$51,285	1,386	+227%
Verizon CommunicationsVZ	<0.1%	$50,639	1,196	-83%
Marathon PetroleumMPC	<0.1%	$50,111	196	Held
AIM ETF Products TrustOCTW	<0.1%	$49,378	1,207	-99%
Public Service Enterprise GroupPEG	<0.1%	$48,696	600	Held
McDonald'sMCD	<0.1%	$47,034	174	+46%
Spdr Series TrustSPSM	<0.1%	$45,912	796	+3%
Exchange Listed FDS TRBCUS	<0.1%	$45,790	1,236	Held
CrowdStrike HoldingsCRWD	<0.1%	$45,025	59	Held

Showing the largest 100 of 348.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is down 36.9% since 30 June 2025.

Where the money is

Technology5.2%

Retail & consumer1.4%

Health care0.9%

Industrials0.8%

Financial services0.8%

Utilities0.6%

Everyday goods0.6%

Media & telecom0.3%

Energy0.2%

Real estate0.2%

Materials0.1%

Other88.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.