Portfolio (Quarterly)
Guide ↗
POM Investment Strategies, LLC
· CIK 0001906322| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | GOOG | ALPHABET INC | — | 161.0 | $57K | 0.06% | NEW | — | $353.33 | — |
| 82 | — | BERKSHIRE HATHAWAY INC DEL | — | 112.0 | $56K | 0.06% | NEW | — | $500.39 | — |
| 83 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 1,225.0 | $56K | 0.06% | NEW | — | $45.52 | +34.1% |
| 84 | SHLD | GLOBAL X FDS | — | 933.0 | $56K | 0.06% | NEW | — | $59.71 | +9.9% |
| 85 | WEC | WEC ENERGY GROUP INC | Utilities | 474.0 | $55K | 0.06% | NEW | — | $116.77 | -8.6% |
| 86 | GSEP | FIRST TR EXCHNG TRADED FD VI | — | 1,321.0 | $54K | 0.06% | NEW | — | $40.96 | +1.9% |
| 87 | CSCO | CISCO SYS INC | Technology | 455.0 | $53K | 0.06% | NEW | — | $117.46 | -5.4% |
| 88 | EDOW | FIRST TR EXCHANGE-TRADED FD | — | 1,206.0 | $53K | 0.06% | NEW | — | $44.09 | +5.0% |
| 89 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | — | 3,300.0 | $53K | 0.06% | NEW | — | $16.04 | +2.7% |
| 90 | CVX | CHEVRON CORPORATION | Energy | 317.0 | $53K | 0.06% | NEW | — | $165.76 | +20.6% |
| 91 | WMB | WILLIAMS COS INC | Energy | 691.0 | $51K | 0.06% | NEW | — | $74.34 | -4.4% |
| 92 | FTGS | FIRST TR EXCHANGE-TRADED FD | — | 1,386.0 | $51K | 0.06% | NEW | — | $37.00 | +6.9% |
| 93 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 1,196.0 | $51K | 0.06% | NEW | — | $42.34 | +18.7% |
| 94 | MPC | MARATHON PETE CORP | Energy | 196.0 | $50K | 0.06% | NEW | — | $255.67 | +38.8% |
| 95 | OCTW | AIM ETF PRODUCTS TRUST | — | 1,207.0 | $49K | 0.06% | NEW | — | $40.91 | +1.8% |
| 96 | PEG | PUBLIC SVC ENTERPRISE GROUP | Utilities | 600.0 | $49K | 0.06% | NEW | — | $81.16 | -9.7% |
| 97 | MCD | MCDONALDS CORP | Consumer Cyclical | 174.0 | $47K | 0.05% | NEW | — | $270.31 | -0.8% |
| 98 | SPSM | SPDR SERIES TRUST | — | 796.0 | $46K | 0.05% | NEW | — | $57.68 | -1.1% |
| 99 | BCUS | EXCHANGE LISTED FDS TR | — | 1,236.0 | $46K | 0.05% | NEW | — | $37.05 | -5.4% |
| 100 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 59.0 | $45K | 0.05% | NEW | — | $190.78 | -2.8% |
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%