Portfolio (Quarterly)
Guide ↗
POM Investment Strategies, LLC
· CIK 0001906322| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | — | AIM ETF PRODUCTS TRUST | — | 281.0 | $9K | 0.01% | NEW | — | $32.09 | — |
| 162 | PFIX | SIMPLIFY EXCHANGE TRADED FUN | — | 207.0 | $9K | 0.01% | NEW | — | $43.36 | +16.5% |
| 163 | CAR | AVIS BUDGET GROUP INC | Industrials | 60.0 | $9K | 0.01% | NEW | — | $147.83 | -1.8% |
| 164 | V | VISA INC | Financial Services | 25.0 | $9K | 0.01% | NEW | — | $343.68 | +11.8% |
| 165 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 15.0 | $8K | 0.01% | NEW | — | $502.00 | +25.1% |
| 166 | — | DUPONT DE NEMOURS INC | — | 55.0 | $7K | 0.01% | NEW | — | $135.64 | — |
| 167 | EXG | EATON VANCE TAX-MANAGED GLOB | Financial Services | 750.0 | $7K | 0.01% | NEW | — | $9.81 | +1.4% |
| 168 | SIXZ | AIM ETF PRODUCTS TRUST | — | 223.0 | $7K | 0.01% | NEW | — | $31.52 | +2.0% |
| 169 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 26.0 | $7K | 0.01% | NEW | — | $264.73 | +8.6% |
| 170 | IXC | ISHARES TR | — | 135.0 | $7K | 0.01% | NEW | — | $48.96 | +16.5% |
| 171 | HST | HOST HOTELS & RESORTS INC | Real Estate | 273.0 | $6K | 0.01% | NEW | — | $23.71 | -3.0% |
| 172 | BEN | FRANKLIN RESOURCES INC | Financial Services | 190.0 | $6K | 0.01% | NEW | — | $33.27 | +5.3% |
| 173 | CFG | CITIZENS FINL GROUP INC | Financial Services | 90.0 | $6K | 0.01% | NEW | — | $70.07 | -0.3% |
| 174 | BAX | BAXTER INTL INC | Healthcare | 293.0 | $6K | 0.01% | NEW | — | $21.32 | +23.3% |
| 175 | EVRG | EVERGY INC | Utilities | 72.0 | $6K | 0.01% | NEW | — | $86.43 | -5.8% |
| 176 | GLTR | ABRDN PRECIOUS METALS BASKET | Financial Services | 34.0 | $6K | 0.01% | NEW | — | $181.15 | +16.1% |
| 177 | APA | APA CORPORATION | Energy | 187.0 | $6K | 0.01% | NEW | — | $32.57 | +26.9% |
| 178 | — | ENTERGY CORP NEW | — | 52.0 | $6K | 0.01% | NEW | — | $114.87 | — |
| 179 | PSX | PHILLIPS 66 | Energy | 35.0 | $6K | 0.01% | NEW | — | $169.06 | +40.1% |
| 180 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 91.0 | $6K | 0.01% | NEW | — | $64.01 | +15.5% |
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%