PI
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POM Investment Strategies, LLC13F | |
| POM Investment Strategies, LLC | |
| Last update 2025-04-30 | 212 Stocks (43 new) |
| Value $86.00 Mil | Turnover 59 % |
POM Investment Strategies, LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 224,586 | 14,768.8 | New Holding | 17.260 | +17.26% | 0.020 | +19.60% | +7.78% | 76,985.6 | ||
CTA |
Simplify Managed Futures Strategy ETF
Simplify Managed Futures Strategy ETF
| 286,194 | 8,471.3 | New Holding | 9.900 | +9.90% | 0.760 | -0.39% | +0.73% | 1,079.1 | ||
EDOW | First Trust Dow 30 Equal Weight ETF | 196,684 | 7,124.7 | -12.44% | 8.330 | -0.76% | 3.250 | +14.32% | +7.05% | 221.7 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 119,642 | 7,003.8 | -12.17% | 8.190 | -0.74% | 0.050 | +15.73% | +7.40% | 15,206.2 | ||
FTGS | First Trust Growth Strength ETF | 228,262 | 6,790.8 | -7.65% | 7.940 | -0.45% | 0.710 | +21.66% | +10.36% | 1,171.9 | ||
BUCK | Simplify Treasury Option Income ETF | 272,382 | 6,722.4 | New Holding | 7.860 | +7.86% | 1.960 | +1.24% | -0.55% | 336.8 | ||
SVOL | Simplify Volatility Premium ETF | 346,773 | 6,304.3 | New Holding | 7.370 | +7.37% | 0.650 | +16.36% | -9.23% | 866.9 | ||
QQEW |
First Trust NASDAQ-100 Equal Weighted Index Fund
First Trust NASDAQ-100 Equal Weighted Index Fund
| 37,533 | 4,538.8 | -10.19% | 5.310 | -0.40% | 0.270 | +20.25% | +10.39% | 1,899.4 | ||
HIGH | Simplify Enhanced Income ETF | 186,966 | 4,102.0 | New Holding | 4.800 | +4.80% | 2.470 | +4.59% | +6.75% | 180.3 | ||
IEFA | iShares Core MSCI EAFE ETF | 46,253 | 3,499.0 | New Holding | 4.090 | +4.09% | 0.000 | +11.52% | +19.59% | 141,328.0 |
POM Investment Strategies, LLC's Historical Top Holdings Breakdowns
POM Investment Strategies, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | New Buy New Buy | +17.26% | 64.88 ($69.16) 72.1 | $73.84 | 6.77% | New holding | 224,586 | 224,586 | |
CTA |
Simplify Managed Futures Strategy ETF
Simplify Managed Futures Strategy ETF
| 2025-03-31 | New Buy New Buy | +9.90% | 27.81 ($29.06) 30.21 | $27.72 | -4.61% | New holding | 286,194 | 286,194 | |
BUFR | FT Vest Laddered Buffer ETF | 2025-03-31 | Sold Out Sold Out | -9.82% | 29.34 ($30.56) 31.31 | $32.15 | 5.20% | Sold Out | 0 | -427,744 | |
MGK | Vanguard Mega Cap Growth ETF | 2025-03-31 | Reduce Reduce | -9.36% | 307.43 ($337.36) 357.48 | $374.60 | 11.04% | Reduce -99.13% | 318 | -36,187 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -9.14% | 468.34 ($508.07) 539.52 | $561.26 | 10.47% | Reduce -99.12% | 210 | -23,726 | |
XLG | Invesco S&P 500 Top 50 ETF | 2025-03-31 | Reduce Reduce | -9.06% | 45.72 ($49.35) 51.73 | $53.12 | 7.64% | Reduce -98.24% | 4,308 | -240,796 | |
IWV | iShares Russell 3000 ETF | 2025-03-31 | Reduce Reduce | -8.87% | 313.1 ($335.28) 349.83 | $357.07 | 6.50% | Reduce -100% | 1 | -35,215 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Reduce Reduce | -8.01% | 217.89 ($238.81) 252.64 | $243.27 | 1.87% | Reduce -100% | 1 | -44,261 | |
BUCK | Simplify Treasury Option Income ETF | 2025-03-31 | New Buy New Buy | +7.86% | 24.46 ($24.65) 24.79 | $23.51 | -4.62% | New holding | 272,382 | 272,382 | |
SVOL | Simplify Volatility Premium ETF | 2025-03-31 | New Buy New Buy | +7.37% | 17.92 ($20.33) 21.7 | $17.24 | -15.20% | New holding | 346,773 | 346,773 |
POM Investment Strategies, LLC Total Holding History ($B)
POM Investment Strategies, LLC's Asset Allocation
POM Investment Strategies, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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POM Investment Strategies, LLC's Hypothetical Growth since 2025-03-31
POM Investment Strategies, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
POM Investment Strategies, LLC's Holdings Heat Map
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POM Investment Strategies, LLC's Holdings Bubble Chart
POM Investment Strategies, LLC News
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