Latest POM Investment Strategies, LLC Stock Portfolio
POM Investment Strategies, LLC Performance:
2025 Q3: 2.28%YTD: 0.2%2024: 4%
Performance for 2025 Q3 is 2.28%, and YTD is 0.2%, and 2024 is 4%.
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 $184 Millions as of 30 Sep, 2025.
The top stock holdings of POM Investment Strategies, LLC are BIL, IJR, CSD. The fund has invested 13.6% of it's portfolio in SPDR SERIES TRUST and 7.8% of portfolio in ISHARES TR.
The fund managers got completely rid off DELL TECHNOLOGIES INC (DELL), HORIZON BANCORP INC (HBNC) and PHILLIPS EDISON & CO INC (PECO) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (EDV), JANUS DETROIT STR TR (JAAA) and BROADCOM INC (AVGO). POM Investment Strategies, LLC opened new stock positions in SIMPLIFY EXCHANGE TRADED FUN (AGGH), ISHARES TR (IJR) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), TESLA INC (TSLA) and UNITEDHEALTH GROUP INC (UNH).
The top stock holdings of POM Investment Strategies, LLC are BIL, IJR, CSD. The fund has invested 13.6% of it's portfolio in SPDR SERIES TRUST and 7.8% of portfolio in ISHARES TR.
The fund managers got completely rid off DELL TECHNOLOGIES INC (DELL), HORIZON BANCORP INC (HBNC) and PHILLIPS EDISON & CO INC (PECO) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (EDV), JANUS DETROIT STR TR (JAAA) and BROADCOM INC (AVGO). POM Investment Strategies, LLC opened new stock positions in SIMPLIFY EXCHANGE TRADED FUN (AGGH), ISHARES TR (IJR) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), TESLA INC (TSLA) and UNITEDHEALTH GROUP INC (UNH).
POM Investment Strategies, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that POM Investment Strategies, LLC made a return of 2.28% in the last quarter. In trailing 12 months, it's portfolio return was 0.9%.
New Buys
| Ticker | $ Bought |
|---|---|
| simplify exchange traded fun | 3,637,310 |
| simplify exchange traded fun | 3,575,170 |
| simplify exchange traded fun | 1,790,150 |
| ishares tr | 323,908 |
| vanguard index fds | 139,087 |
| vanguard index fds | 108,390 |
| ishares tr | 95,140 |
| ishares tr | 91,838 |
New stocks bought by POM Investment Strategies, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 12,350 |
| tesla inc | 8,000 |
| vanguard index fds | 5,227 |
| unitedhealth group inc | 1,861 |
| ishares tr | 1,428 |
| amazon com inc | 952 |
| microsoft corp | 504 |
| blackstone inc | 280 |
Additions to existing portfolio by POM Investment Strategies, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard world fd | -99.69 |
| janus detroit str tr | -98.82 |
| broadcom inc | -98.75 |
| spdr series trust | -42.27 |
| spdr series trust | -39.48 |
| american centy etf tr | -39.02 |
| simplify exchange traded fun | -33.58 |
| ishares tr | -28.43 |
POM Investment Strategies, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| horizon bancorp inc | -87,589 |
| franklin bsp rlty tr inc | -20,995 |
| phillips edison & co inc | -40,495 |
| dell technologies inc | -118,689 |
| safety shot inc | -82.00 |
| viking therapeutics inc | -6,493 |
| sofi technologies inc | -3,642 |
| first tr exchange traded fd | -13,756 |
POM Investment Strategies, LLC got rid off the above stocks
Sector Distribution
POM Investment Strategies, LLC has about 96.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 96.7 |
| Technology | 1.7 |
Market Cap. Distribution
POM Investment Strategies, LLC has about 2.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 96.7 |
| MEGA-CAP | 2.5 |
Stocks belong to which Index?
About 3% of the stocks held by POM Investment Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 96.8 |
| S&P 500 | 3 |
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 200 stocks in it's portfolio. About 73% of the portfolio is in top 10 stocks. AMZN proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for POM Investment Strategies, LLC last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.88 | 6,387 | 1,626,320 | added | 2.59 | ||
| AAXJ | ishares tr | 0.01 | 432 | 13,660 | new | |||
| AAXJ | ishares tr | 0.00 | 32.00 | 3,644 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.00 | 11.00 | 2,547 | new | |||
| ACIO | etf ser solutions | 0.04 | 643 | 67,457 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.00 | 23.00 | 5,672 | unchanged | 0.00 | ||
| ACT | advisorshares tr | 0.00 | 250 | 1,198 | new | |||
| ADBE | adobe inc | 0.01 | 39.00 | 13,757 | added | 105 | ||
| AEMB | american centy etf tr | 1.93 | 47,217 | 3,546,430 | added | 16.53 | ||
| AEMB | american centy etf tr | 0.38 | 7,008 | 697,466 | reduced | -39.02 | ||
| AFK | vaneck etf trust | 0.00 | 116 | 3,449 | new | |||
| AFTY | pacer fds tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGGH | simplify exchange traded fun | 4.02 | 310,080 | 7,395,400 | added | 12.48 | ||
| AGGH | simplify exchange traded fun | 3.92 | 312,417 | 7,213,720 | added | 46.02 | ||
| AGGH | simplify exchange traded fun | 3.85 | 253,556 | 7,091,960 | reduced | -15.56 | ||
| AGGH | simplify exchange traded fun | 3.08 | 314,966 | 5,669,390 | reduced | -33.58 | ||
| AGGH | simplify exchange traded fun | 1.98 | 175,630 | 3,637,310 | new | |||
| AGGH | simplify exchange traded fun | 1.94 | 136,145 | 3,575,170 | new | |||
| AGGH | simplify exchange traded fun | 0.97 | 67,908 | 1,790,150 | new | |||
| AGNG | global x fds | 0.00 | 10.00 | 627 | new | |||