Portfolio (Quarterly)
Guide ↗
POM Investment Strategies, LLC
· CIK 0001906322| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | ED | CONSOLIDATED EDISON INC | Utilities | 845.0 | $93K | 0.11% | NEW | — | $110.63 | -3.1% |
| 62 | CTA | SIMPLIFY EXCHANGE TRADED FUN | — | 3,527.0 | $91K | 0.10% | NEW | — | $25.94 | +5.1% |
| 63 | ACYS | FIRST TR EXCHANGE-TRADED FD | — | 3,989.0 | $82K | 0.09% | NEW | — | $20.54 | -0.0% |
| 64 | SPTI | SPDR SERIES TRUST | — | 2,850.0 | $81K | 0.09% | NEW | — | $28.39 | -0.8% |
| 65 | NUKZ | EXCHANGE TRADED CONCEPTS TRU | — | 1,187.0 | $81K | 0.09% | NEW | — | $68.16 | -2.8% |
| 66 | GEV | GE VERNOVA INC | Utilities | 68.0 | $80K | 0.09% | NEW | — | $1174.85 | -19.8% |
| 67 | SBAR | SIMPLIFY EXCHANGE TRADED FUN | — | 3,106.0 | $80K | 0.09% | NEW | — | $25.60 | +0.9% |
| 68 | T | AT&T INC | Communication Services | 3,814.0 | $79K | 0.09% | NEW | — | $20.70 | +24.4% |
| 69 | — | INNOVATOR ETFS TRUST | — | 3,096.0 | $79K | 0.09% | NEW | — | $25.45 | — |
| 70 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | — | 3,814.0 | $77K | 0.09% | NEW | — | $20.17 | -1.0% |
| 71 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 523.0 | $77K | 0.09% | NEW | — | $146.71 | -1.1% |
| 72 | FOXY | SIMPLIFY EXCHANGE TRADED FUN | — | 2,571.0 | $77K | 0.09% | NEW | — | $29.79 | -7.3% |
| 73 | PFE | PFIZER INC | Healthcare | 3,000.0 | $72K | 0.08% | NEW | — | $24.08 | +17.9% |
| 74 | TQQQ | PROSHARES TR | — | 868.0 | $70K | 0.08% | NEW | — | $81.00 | -13.1% |
| 75 | MRK | MERCK & CO INC | Healthcare | 541.0 | $70K | 0.08% | NEW | — | $128.50 | +19.8% |
| 76 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 362.0 | $65K | 0.07% | NEW | — | $180.91 | +6.5% |
| 77 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 736.0 | $60K | 0.07% | NEW | — | $81.06 | +1.5% |
| 78 | GLW | CORNING INC | Technology | 233.0 | $60K | 0.07% | NEW | — | $255.43 | -42.2% |
| 79 | F | FORD MTR CO | Consumer Cyclical | 4,225.0 | $59K | 0.07% | NEW | — | $13.90 | +0.5% |
| 80 | LLY | ELI LILLY & CO | Healthcare | 48.0 | $58K | 0.07% | NEW | — | $1199.67 | +4.5% |
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%