Latest POM Investment Strategies, LLC Stock Portfolio

POM Investment Strategies, LLC Performance:

2025 Q1: -0.6%YTD: -0.6%2024: 3.31%

Performance for 2025 Q1 is -0.6%, and YTD is -0.6%, and 2024 is 3.31%.

About POM Investment Strategies, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, POM Investment Strategies, LLC reported an equity portfolio of $85.5 Millions as of 31 Mar, 2025.

The top stock holdings of POM Investment Strategies, LLC are BIL, AGGH, EDOW. The fund has invested 17.3% of it's portfolio in SPDR SER TR and 9.9% of portfolio in SIMPLIFY EXCHANGE TRADED FUN.

The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (AFLG), FIRST TR EXCHANGE-TRADED FD (LEGR) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD INDEX FDS (VB) and FIRST TR EXCHANGE TRADED FD (AIRR). POM Investment Strategies, LLC opened new stock positions in SPDR SER TR (BIL), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to REVELATION BIOSCIENCES INC (REVB), NOVARTIS AG and GE AEROSPACE (GE).

POM Investment Strategies, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that POM Investment Strategies, LLC made a return of -0.6% in the last quarter. In trailing 12 months, it's portfolio return was 1.53%.

New Buys

Ticker	$ Bought
spdr ser tr	14,768,800
simplify exchange traded fun	8,471,340
simplify exchange traded fun	6,722,390
simplify exchange traded fun	6,304,330
simplify exchange traded fun	4,102,040
ishares tr	3,499,040
spdr ser tr	2,253,510
simplify exchange traded fun	1,895,530

New stocks bought by POM Investment Strategies, LLC

Additions

Ticker	% Inc.
revelation biosciences inc	1,500
novartis ag	1,275
ge aerospace	1,078
duke energy corp new	697
procter and gamble co	413
realty income corp	308
nvidia corporation	201
mgm resorts international	145

Additions to existing portfolio by POM Investment Strategies, LLC

Reductions

Ticker	% Reduced
ishares tr	-100
vanguard index fds	-100
first tr exchange traded fd	-99.98
schwab strategic tr	-99.98
first tr exchange-traded fd	-99.97
intel corp	-99.63
air prods & chems inc	-99.42
vanguard world fd	-99.13

POM Investment Strategies, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
first tr exchng traded fd vi	-13,033,400
first tr exchange-traded fd	-2,681,480
ishares tr	-473,146
northern dynasty minerals lt	-4,486
wolfspeed inc	-50,716
haleon plc	-58,938
ishares tr	-482,866
abrdn silver etf trust	-151,635

POM Investment Strategies, LLC got rid off the above stocks

Sector Distribution

POM Investment Strategies, LLC has about 94% of it's holdings in Others sector.

Sector	%
Others	94
Technology	3.1

Market Cap. Distribution

POM Investment Strategies, LLC has about 5.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	94
MEGA-CAP	4.2
LARGE-CAP	1.5

Stocks belong to which Index?

About 5.6% of the stocks held by POM Investment Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	94.1
S&P 500	5.6

Top 5 Winners (%)		%
VRTX	vertex pharmaceuticals inc	20.4 %
PGR	progressive corp	18.1 %
ABT	abbott labs	17.3 %
DG	dollar gen corp new	16.0 %
CCI	crown castle inc	14.8 %

Top 5 Winners ($)		$
JNJ	johnson & johnson	0.1 M
JPM	jpmorgan chase & co.	0.0 M
IBM	international business machs	0.0 M
APD	air prods & chems inc	0.0 M
INTC	intel corp	0.0 M

Top 5 Losers (%)		%
REVB	revelation biosciences inc	-44.3 %
IONQ	ionq inc	-30.5 %
DAL	delta air lines inc del	-27.9 %
AVGO	broadcom inc	-27.6 %
NOW	servicenow inc	-24.9 %

Top 5 Losers ($)		$
IJR	ishares tr	-0.2 M
AAPL	apple inc	-0.2 M
NVDA	nvidia corporation	-0.1 M
QQQ	invesco qqq tr	-0.1 M
MSFT	microsoft corp	-0.1 M

POM Investment Strategies, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of POM Investment Strategies, LLC

POM Investment Strategies, LLC has 211 stocks in it's portfolio. About 81% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for POM Investment Strategies, LLC last quarter.

Last Reported on: 30 Apr, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	BIL	spdr ser tr	17.26	224,586	14,768,800	new
Historical Trend of SPDR SER TR Position Held By POM Investment Strategies, LLC What % of Portfolio is BIL?: Number of BIL shares held: Change in No. of Shares Held:
	AGGH	simplify exchange traded fun	9.90	286,194	8,471,340	new

	EDOW	first tr exchange-traded fd	8.33	196,684	7,124,660	reduced	-12.44

	AIRR	first tr exchange traded fd	8.19	119,642	7,003,820	reduced	-12.17

	BGLD	first tr exchange-traded fd	7.94	228,262	6,790,790	reduced	-7.65

	AGGH	simplify exchange traded fun	7.86	272,382	6,722,390	new

	AGGH	simplify exchange traded fun	7.37	346,773	6,304,330	new

	QQEW	first tr nas100 eq weighted	5.31	37,533	4,538,840	reduced	-10.19

	AGGH	simplify exchange traded fun	4.80	186,966	4,102,040	new

	IBCE	ishares tr	4.09	46,253	3,499,040	new

	BIL	spdr ser tr	2.63	28,039	2,253,510	new

	AGGH	simplify exchange traded fun	2.22	35,430	1,895,530	new

	AAPL	apple inc	1.75	6,736	1,496,270	reduced	-23.87

	BOND	pimco etf tr	1.29	10,880	1,101,060	reduced	-12.2

	ACWF	ishares tr	1.13	38,412	966,062	reduced	-9.39

		ishares tr	1.12	38,390	961,286	reduced	-26.4

	NVDA	nvidia corporation	0.72	5,681	615,707	added	201

	AZAA	aim etf products trust	0.66	18,995	568,900	reduced	-8.87

	JNJ	johnson & johnson	0.50	2,566	425,545	reduced	-1.42

	BOND	pimco etf tr	0.44	3,785	380,847	reduced	-10.2