Pom Investment Strategies, LLC Portfolio Holdings

Pom Investment Strategies, LLC

  • $125 Billion
  • Q2 2024

Pom Investment Strategies, LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $125 Billion distributed in 324 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $14.5B, Vanguard Mega Cap Growth ETF with a value of $14.4B, Invesco Qqq Trust, Series 1 with a value of $14.2B, First Tr Ex Td Viii Ft Cboe Ve with a value of $12.1B, and First Trust Rising Dividend Ac with a value of $7.38B.

Examining the 13F form we can see an increase of $2.86B in the current position value, from $122B to 125B. Also it can be appreciated an additional of 82 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 $125 Billion
ETFs: $104 Billion
Technology: $4.95 Billion
Consumer Cyclical: $1.44 Billion
Healthcare: $1.03 Billion
Financial Services: $1.03 Billion
Industrials: $974 Million
Consumer Defensive: $685 Million
Communication Services: $528 Million
Other: $985 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.1B
$70.8 Million 0.06% of portfolio
1,506
Q1 2024 New
$4.23B
$59.7 Million 0.05% of portfolio
734
Q1 2024 New
$7.84B
$6.92 Million 0.01% of portfolio
572
Q2 2024 Added 1.6%
$6.45B
$14.2 Million 0.01% of portfolio
85
Q2 2024 Added 1.19%
$4.21B
$10.5 Million 0.01% of portfolio
100
Q1 2024 New
$4.57B
$2.16 Million 0.0% of portfolio
34
Q1 2024 New
$2.08B
$393,000 0.0% of portfolio
10
Q1 2024 New
$3.32B
$1.72 Million 0.0% of portfolio
73
Q1 2024 New
$5.98B
$2.38 Million 0.0% of portfolio
21
Q1 2024 New
$7.17B
$1.13 Million 0.0% of portfolio
100
Q1 2024 New
$5.43B
$4.2 Million 0.0% of portfolio
220
Q1 2024 New
$2.84B
$2.87 Million 0.0% of portfolio
315
Q2 2024 Added 1.61%
$3.9B
$5.44 Million 0.0% of portfolio
204
Q2 2024 Added 0.99%
$5.22B
$3.11 Million 0.0% of portfolio
118
Q4 2023 Reduced 56.78%
$3.8B
$2.73 Million 0.0% of portfolio
25
Q1 2024 New
$7.54B
$1.42 Million 0.0% of portfolio
1,292
Q1 2024 New
$2.87B
$3.04 Million 0.0% of portfolio
55
Q1 2024 New
$4.88B
$41,000 0.0% of portfolio
2
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 324
  • Current Value $125 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 82 stocks
  • Additional Purchases 81 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 20 stocks
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