Pom Investment Strategies, LLC Portfolio Holdings

Pom Investment Strategies, LLC

  • $85.5 Billion
  • Q1 2025

Pom Investment Strategies, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $85.5 Billion distributed in 213 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $14.8B, Simplify Exch Traded Fds Simpl with a value of $8.47B, First Tr Exchange Traded Fd with a value of $7.12B, First Trust Rising Dividend Ac with a value of $7B, and First Tr Exchange Traded Fd Gr with a value of $6.79B.

Examining the 13F form we can see an decrease of $47.2B in the current position value, from $133B to 85.5B. Also it can be appreciated an additional of 43 stocks purchases and 1 closed positions.

Pom Investment Strategies, LLC is based out at Raleigh, NC

Below you can find more details about Pom Investment Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $85.5 Billion
ETFs: $57.1 Billion
Technology: $2.64 Billion
Consumer Cyclical: $656 Million
Healthcare: $627 Million
Financial Services: $521 Million
Consumer Defensive: $296 Million
Utilities: $294 Million
Industrials: $220 Million
Other: $267 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.8 Billion 17.26% of portfolio
224,586
Q1 2025 New
$0
$8.47 Billion 9.9% of portfolio
286,194
Q1 2025 New
$0
$7.12 Billion 8.33% of portfolio
196,684
Q1 2025 Reduced 12.44%
$0
$7 Billion 8.19% of portfolio
119,642
Q1 2025 Reduced 12.17%
-
$6.79 Billion 7.94% of portfolio
-
Q1 2025 Reduced 7.65%
-
$6.72 Billion 7.86% of portfolio
-
Q1 2025 New
$0
$6.3 Billion 7.37% of portfolio
346,773
Q1 2025 New
$0
$4.54 Billion 5.31% of portfolio
37,533
Q1 2025 Reduced 10.19%
-
$4.1 Billion 4.8% of portfolio
-
Q1 2025 New
$0
$3.5 Billion 4.09% of portfolio
46,253
Q1 2025 New
$0
$2.25 Billion 2.63% of portfolio
28,039
Q1 2025 New
Simplify Exchange Traded Fun
-
$1.9 Billion 2.22% of portfolio
-
Q1 2025 New
$3.42T
$1.5 Billion 1.75% of portfolio
6,736
Q1 2025 Reduced 23.87%
Pimco ETF Tr
-
$1.1 Billion 1.29% of portfolio
-
Q1 2025 Reduced 12.2%
$0
$966 Million 1.13% of portfolio
38,412
Q1 2025 Reduced 9.39%
Ishares Tr
-
$961 Million 1.12% of portfolio
-
Q1 2025 Reduced 26.4%
Aim ETF Products Trust
-
$569 Million 0.67% of portfolio
-
Q1 2025 Reduced 8.87%
$409B
$426 Million 0.5% of portfolio
2,566
Q1 2025 Reduced 1.42%
$0
$381 Million 0.45% of portfolio
3,785
Q1 2025 Reduced 10.2%
$369B
$299 Million 0.35% of portfolio
815
Q1 2025 Reduced 61.5%
$0
$290 Million 0.34% of portfolio
12,481
Q1 2025 Reduced 9.9%
$0
$234 Million 0.27% of portfolio
2,385
Q1 2025 New
$217B
$233 Million 0.27% of portfolio
936
Q1 2025 Reduced 22.13%
$694B
$221 Million 0.26% of portfolio
415
Q1 2025 Added 10.96%
$440B
$195 Million 0.23% of portfolio
206
Q3 2024 Reduced 13.81%
$0
$198 Million 0.23% of portfolio
4,308
Q1 2025 Reduced 98.24%
-
$189 Million 0.22% of portfolio
-
Q1 2025 Added 73.05%
$2.95T
$175 Million 0.2% of portfolio
466
Q1 2025 Reduced 84.18%
Elevation Series Trust
-
$143 Million 0.17% of portfolio
-
Q1 2025 Reduced 11.89%
$0
$135 Million 0.16% of portfolio
2,294
Q1 2025 New
Tidal Tr Ii
-
$140 Million 0.16% of portfolio
-
Q1 2025 New
$0
$128 Million 0.15% of portfolio
1,071
Q1 2025 New
$94B
$126 Million 0.15% of portfolio
1,037
Q1 2025 Added 697.69%
$139B
$101 Million 0.12% of portfolio
435
Q1 2025 Reduced 9.38%
$0
$99.2 Million 0.12% of portfolio
2,000
Q1 2025 New
$0
$98.6 Million 0.12% of portfolio
210
Q1 2025 Reduced 99.12%
$0
$98.1 Million 0.11% of portfolio
318
Q1 2025 Reduced 99.13%
$45.3B
$92 Million 0.11% of portfolio
1,640
Q1 2025 New
$39.5B
$96.3 Million 0.11% of portfolio
9,600
Q1 2025 Added 35.21%
Aim ETF Products Trust
-
$94.4 Million 0.11% of portfolio
-
Q1 2025 New
$0
$82.7 Million 0.1% of portfolio
1,620
Q1 2025 New
$640M
$85.9 Million 0.1% of portfolio
5,695
Q4 2024 New
$26.7B
$79.8 Million 0.09% of portfolio
1,831
Q2 2024 New
$10.8B
$72.9 Million 0.09% of portfolio
1,843
Q1 2025 New
$3.19B
$78.1 Million 0.09% of portfolio
1,506
Q1 2024 New
$12.4B
$80 Million 0.09% of portfolio
2,700
Q1 2025 Added 145.45%
American Healthcare Reit Inc
-
$62.7 Million 0.07% of portfolio
-
Q3 2024 New
Elevation Series Trust
-
$47.3 Million 0.06% of portfolio
-
Q1 2025 Reduced 11.77%
$0
$49.9 Million 0.06% of portfolio
982
Q1 2025 Reduced 40.12%

Summary

  • Portfolio
  • No. of Stocks 213
  • Current Value $85.5 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 43 stocks
  • Additional Purchases 12 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 56 stocks
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