Portfolio (Quarterly)
Guide ↗
POM Investment Strategies, LLC
· CIK 0001906322| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VOO | VANGUARD INDEX FDS | — | 231.0 | $159K | 0.18% | NEW | — | $687.21 | +2.3% |
| 42 | SPMD | SPDR SERIES TRUST | — | 2,308.0 | $156K | 0.18% | NEW | — | $67.57 | -1.4% |
| 43 | IONQ | IONQ INC | Technology | 2,861.0 | $152K | 0.17% | NEW | — | $53.26 | -21.1% |
| 44 | MSFT | MICROSOFT CORP | Technology | 363.0 | $135K | 0.15% | NEW | — | $373.08 | +31.3% |
| 45 | IJK | ISHARES TR | — | 994.0 | $117K | 0.13% | NEW | — | $117.53 | -2.8% |
| 46 | GE | GE AEROSPACE | Industrials | 304.0 | $114K | 0.13% | NEW | — | $373.87 | -7.2% |
| 47 | IJJ | ISHARES TR | — | 766.0 | $113K | 0.13% | NEW | — | $147.80 | -0.2% |
| 48 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 2,192.0 | $112K | 0.13% | NEW | — | $51.05 | +34.9% |
| 49 | INTC | INTEL CORP | Technology | 776.0 | $108K | 0.12% | NEW | — | $139.63 | -37.3% |
| 50 | BAC | BANK OF AMER CORP | Financial Services | 1,893.0 | $108K | 0.12% | NEW | — | $56.98 | +9.4% |
| 51 | DUK | DUKE ENERGY CORP NEW | Utilities | 849.0 | $107K | 0.12% | NEW | — | $126.51 | -3.7% |
| 52 | QTUM | ETF SER SOLUTIONS | — | 643.0 | $106K | 0.12% | NEW | — | $165.38 | -10.3% |
| 53 | NVBW | AIM ETF PRODUCTS TRUST | — | 2,980.0 | $106K | 0.12% | NEW | — | $35.62 | +1.9% |
| 54 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | — | 4,454.0 | $104K | 0.12% | NEW | — | $23.42 | +0.1% |
| 55 | ANET | ARISTA NETWORKS INC | Technology | 609.0 | $103K | 0.12% | NEW | — | $169.88 | +10.9% |
| 56 | C | CITIGROUP INC | Financial Services | 730.0 | $102K | 0.12% | NEW | — | $139.96 | -5.0% |
| 57 | SO | SOUTHERN CO | Utilities | 1,060.0 | $101K | 0.12% | NEW | — | $95.71 | -5.9% |
| 58 | ABT | ABBOTT LABORATORIES | Healthcare | 1,101.0 | $100K | 0.11% | NEW | — | $90.74 | +27.5% |
| 59 | LOW | LOWES COS INC | Consumer Cyclical | 435.0 | $96K | 0.11% | NEW | — | $220.49 | -2.5% |
| 60 | WMT | WALMART INC | Consumer Defensive | 831.0 | $94K | 0.11% | NEW | — | $113.28 | -7.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
43.1%
Financial Services
13.7%
Consumer Cyclical
11.9%
Healthcare
8.0%
Industrials
6.1%
Utilities
5.9%
Consumer Defensive
4.7%
Communication Services
2.1%
Real Estate
2.0%
Energy
1.9%