POM Investment Strategies, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), POM Investment Strategies, LLC reported 311 stock positions worth $128.0 million. Its top holding was FT Vest Lad Buffervetf-Usd I (BUFR) at 9.8% of the portfolio, followed by Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 9.2%) and Invesco QQQ Trust Series 1 (QQQ, 9.1%). Compared with Q2 2024, it opened 56 new positions, sold out of 66, added to 53 and reduced 73. The biggest buy was a new position in iShares Russell 3000 ETF (IWV) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −100%).

Most Recent 13F
Q2 2026
Location
RALEIGH, NC
CIK
0001906322
Portfolio Value
$128.0M (Q3 2024)
SEC Filing
0002012421-24-000008 ↗ filed Oct 18, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $122.1M Q1 2024 Q2 2024: $125.0M Q2 2024 Q3 2024: $128.0M $128.0M Q3 2024 Q4 2024: $132.8M Q4 2024 Q1 2025: $85.5M Q1 2025 Q2 2025: $139.9M Q2 2025 Q3 2025: $184.0M Q3 2025 Q4 2025: $194.5M Q4 2025 Q1 2026: $80.5M Q1 2026 Q2 2026: $88.3M Q2 2026

Holdings 311 stocks · $128.0M
BUFR FT Vest Lad Buffervetf-Usd I 9.78% 419,124 $12.5M Add +0.4%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 9.17% 36,485 $11.7M Reduce -20.3%
QQQ Invesco QQQ Trust Series 1 9.08% 23,813 $11.6M Reduce -19.7%
XLG Invesco S&P 500 Top 50 ETF 8.98% 241,996 $11.5M Reduce -23.9%
IWV iShares Russell 3000 ETF 8.86% 34,730 $11.3M New
SCHH Schwab US REIT ETF 8.76% 484,227 $11.2M New
RDVY First Trust Rising Dividend 6.25% 135,196 $8.0M Add +0.2%
EDOW First Trust Dow 30 Eql WGHT 6.21% 221,107 $8.0M Add +0.5%
FTGS First Trust Grwth Strgth ETF 5.87% 240,672 $7.5M Add +1.6%
FV First Trust DW Focus 5 Fund 4.09% 89,803 $5.2M Add +0.7%
QQEW First TR Nasdaq-100 Sel Eq 4.00% 40,795 $5.1M Add +1.1%
SDVY First Trust Smid Cap Rising 2.10% 74,081 $2.7M Add +0.6%
FDN First Trust DJ Internet Ind 2.05% 12,418 $2.6M Add +1.1%
IBDP iShares Ibonds Dec 2024 Term 2.03% 103,250 $2.6M Reduce -12.5%
AAPL Apple Inc. 1.68% 9,219 $2.1M Reduce -6.2%
MSFT Microsoft Corp. 1.05% 3,134 $1.3M Add +0.5%
BILZ PIMCO Ultra SHRT Govt Active 0.92% 11,672 $1.2M Add +10.8%
HD Home Depot Inc. 0.66% 2,093 $848K Add +0.8%
SEPW Alianzim US Eq BFR20 Sep-Usd 0.51% 22,677 $647K New
HYDB iShares High Yield Systemati 0.38% 10,065 $484K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.37% 5,939 $477K No change
APD Air Products & Chemicals Inc. 0.36% 1,539 $458K No change
JNJ Johnson & Johnson 0.32% 2,566 $416K Reduce -3.0%
JPM JPMorgan Chase & Co. 0.32% 1,953 $412K Reduce -3.5%
IBHD iShares Ibonds 2024 H/Y Inc. 0.25% 13,882 $323K Add +0.6%
GLD SPDR Gold Shares 0.24% 1,240 $301K No change
PSQ Proshares Short QQQ 0.18% 5,812 $229K Add +0.1%
NVDA Nvidia Corp. 0.18% 1,870 $227K Reduce -32.0%
MINT PIMCO Enhanced Short Maturit 0.17% 2,111 $213K Add +0.6%
GSK GSK PLC-Spon ADR 0.17% 5,181 $212K Reduce -6.8%
MELI MercadoLibre Inc. 0.16% 100 $205K No change
COST Costco Wholesale Corp. 0.14% 206 $183K Reduce -13.8%
EMHY iShares J.P. Morgan Em High 0.14% 4,521 $176K No change
RTX RTX Corp. 0.13% 1,425 $173K Reduce -11.7%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 374 $172K Add +4.2%
LLY Eli Lilly & Co. 0.13% 186 $165K Reduce -19.8%
AMZN Amazon.com Inc. 0.13% 879 $164K Reduce -21.4%
SIVR Abrdn Physical Silver Shares 0.13% 5,500 $164K New
QBER Trueshares Quartly B HDG ETF 0.12% 6,305 $158K New
BA The Boeing Co. 0.12% 1,000 $152K Reduce -6.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.12% 671 $148K Add +4.3%
ETN Eaton Corp. PLC 0.12% 446 $148K No change
K Kellanova 0.11% 1,800 $145K No change
INTC Intel Corp. 0.11% 5,892 $138K Add +4.1%
KO The Coca-Cola Co. 0.10% 1,831 $132K Add +14.4%
LOW Lowe's Cos Inc. 0.10% 480 $130K No change
CARR Carrier Global Corp. 0.09% 1,425 $115K Reduce -3.6%
SHOP Shopify Inc. Class A 0.09% 1,380 $111K No change
BSCP Invesco Bulletshares 2025 CB 0.08% 5,224 $108K Add +0.7%
WMT Walmart Inc. 0.08% 1,324 $107K Reduce -20.4%
GOOG Alphabet Inc. Class C 0.08% 600 $100K No change
DAL Delta Air Lines Inc. 0.07% 1,831 $93K No change
WSFS WSFS Financial Corp. 0.06% 1,506 $77K No change
F Ford Motor Co. filed as FORD MTR CO 0.06% 7,225 $76K Add +956.3%
OTIS Otis Worldwide Corp. 0.06% 712 $74K Reduce -6.4%
WOLF Wolfspeed Inc. 0.06% 7,615 $74K No change
NFLX Netflix Inc. 0.06% 100 $71K Reduce -35.9%
HLN Haleon PLC-ADR 0.06% 6,696 $71K Reduce -11.8%
QCOM Qualcomm Inc. 0.05% 383 $65K Add +0.5%
TQQQ Proshares Ultrapro QQQ 0.05% 883 $64K No change
ABBV Abbvie Inc. 0.05% 321 $63K Add +54.3%
T AT&T Inc. 0.05% 2,856 $63K Add +0.3%
NVO Novo-Nordisk A/S-Spons ADR 0.05% 494 $59K Add +8.8%
SSO Proshares Ultra S&P500 0.05% 651 $59K No change
ESS Essex Property Trust Inc. 0.04% 190 $56K Add +1.1%
LISTED FDS TR 0.04% 1,480 $55K New
AHR American Healthcare REIT Inc. 0.04% 2,068 $54K New
QBUL Trueshare QRT Bull Hdge ETF 0.04% 2,078 $53K New
STNG Scorpio Tankers Inc. 0.04% 734 $52K No change
VEA Vanguard Ftse Developed ETF 0.04% 982 $52K No change
PM Philip Morris International 0.04% 422 $51K Add +1.2%
TFC Truist Financial Corp. 0.04% 1,093 $47K Reduce -33.1%
MGM MGM Resorts International 0.03% 1,100 $43K Reduce -7.2%
IWF iShares Russell 1000 Growth 0.03% 114 $43K No change
TEEKAY CORPORATION 0.03% 4,621 $43K No change
ADBE Adobe Inc. 0.03% 80 $41K Reduce -36.5%
TCHP T Rowe Price Blue Chip Growt 0.03% 1,020 $40K Add +10.5%
MO Altria Group Inc. 0.03% 786 $40K Add +1.3%
RCL Royal Caribbean Cruises Ltd. 0.03% 223 $40K Add +81.3%
SMH Vaneck Semiconductor ETF 0.03% 159 $39K No change
FANG Diamondback Energy Inc. 0.03% 221 $38K Add +1.4%
AIVL Wisdomtree US AI Enhanced Va 0.03% 340 $38K No change
GOOGL Alphabet Inc. Class A 0.03% 220 $36K Reduce -72.5%
RDY Dr. Reddy's Laboratories-ADR 0.03% 455 $36K No change
TSLA Tesla Inc. 0.03% 136 $36K No change
FMC FMC Corp. 0.03% 524 $35K New
GPN Global Payments Inc. 0.03% 336 $34K No change
VZ Verizon Communications Inc. 0.03% 758 $34K Add +1.6%
EOLS Evolus Inc. 0.03% 2,000 $32K No change
MPC Marathon Petroleum Corp. 0.02% 196 $32K No change
CVX Chevron Corp. 0.02% 206 $30K Reduce -55.3%
MRVL Marvell Technology Inc. 0.02% 410 $30K Add +2.5%
IGV iShares Expanded Tech-Softwa 0.02% 290 $26K No change
WDC Western Digital Corp. 0.02% 377 $26K No change
META Meta Platforms Inc. Class A 0.02% 43 $25K Reduce -42.7%
CSCO Cisco Systems Inc. 0.02% 462 $25K Reduce -17.8%
NEM Newmont Corp. 0.02% 440 $24K Add +0.5%
HSY The Hershey Co. 0.02% 120 $23K New
TCAF T Rowe PRC Cap Appreciation 0.02% 664 $22K Add +21.8%
GD General Dynamics Corp. 0.02% 71 $21K No change

Show all 311 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $15 (not counted above)
SecurityClassShares / PrincipalValueChange
REVBW Revelation Biosc -CW27 *W EXP 01/10/202 1,005$15No change
Lines left out (1) · $10 — a value with no share or principal amount
SecurityClassSharesValue
RFG Invesco S&P Midcap 400 Pure S&P MDCP400 PR0$10

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $128.0M.

Portfolio Sells Q2 2024 → Q3 2024
IJH iShares Core S&P Midcap ETF Reduce -100.0% 0.00% −4.97
XLG Invesco S&P 500 Top 50 ETF Reduce -23.9% 8.98% −2.65
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -20.3% 9.17% −2.33
QQQ Invesco QQQ Trust Series 1 Reduce -19.7% 9.08% −2.28
IBDP iShares Ibonds Dec 2024 Term Reduce -12.5% 2.03% −0.34
JULW Alianzim US Eq BFR20 Jul-Usd Sold out 0.00% −0.34
GJUN FT Vest US Equity Moderate B Sold out 0.00% −0.17
DIA SS SPDR Dow Jones Indus Avg Sold out 0.00% −0.16
IVW iShares S&P 500 Growth ETF Reduce -93.3% 0.01% −0.16
NVDA Nvidia Corp. Reduce -32.0% 0.18% −0.09
GOOGL Alphabet Inc. Class A Reduce -72.5% 0.03% −0.09
IVV iShares Core S&P 500 ETF Reduce -85.8% 0.01% −0.06
XLRE SS Real Estate Select Sector Sold out 0.00% −0.05
AMZN Amazon.com Inc. Reduce -21.4% 0.13% −0.05
LLY Eli Lilly & Co. Reduce -19.8% 0.13% −0.04
BA The Boeing Co. Reduce -6.5% 0.12% −0.04
AVGO Broadcom Inc. Reduce -87.1% 0.01% −0.03
AXP American Express Co. Sold out 0.00% −0.03
CVX Chevron Corp. Reduce -55.3% 0.02% −0.03
XOM Exxon Mobil Corp. Reduce -90.2% 0.00% −0.03
TSM Taiwan Semiconductor-SP ADR Reduce -89.5% 0.00% −0.03
NFLX Netflix Inc. Reduce -35.9% 0.06% −0.03
CAT Caterpillar Inc. Reduce -95.6% 0.00% −0.03
ASML ASML Holding NV-NY Reg SHS Sold out 0.00% −0.03
PG The Procter & Gamble Co. Sold out 0.00% −0.03
ORCL Oracle Corp. Sold out 0.00% −0.02
SMTH Alps SMTH Cor BD Plus ETF Sold out 0.00% −0.02
ADBE Adobe Inc. Reduce -36.5% 0.03% −0.02
AMD Advanced Micro Devices Reduce -57.4% 0.02% −0.02
BAC Bank of America Corp. Reduce -89.3% 0.00% −0.02
C Citigroup Inc. Sold out 0.00% −0.02
COST Costco Wholesale Corp. Reduce -13.8% 0.14% −0.02
VGK Vanguard Ftse Europe ETF Reduce -95.2% 0.00% −0.02
TM Toyota Motor Corp. -Spon ADR Reduce -74.5% 0.01% −0.02
MS Morgan Stanley Reduce -92.0% 0.00% −0.02
AGG iShares Core U.S. Aggregate Sold out 0.00% −0.02
SAP Sap SE-Sponsored ADR Reduce -89.9% 0.00% −0.02
CNQ Canadian Natural Resources Sold out 0.00% −0.02
SNY Sanofi-ADR Reduce -91.1% 0.00% −0.02
CRM Salesforce Inc. Reduce -59.1% 0.01% −0.02
LRCX Lam Research Corp. Sold out 0.00% −0.02
IXN iShares Global Tech ETF Sold out 0.00% −0.02
ING ING Groep N.V.-Sponsored ADR Sold out 0.00% −0.02
BKNG Booking Holdings Inc. Reduce -71.4% 0.01% −0.02
GS Goldman Sachs Group Inc. Reduce -75.9% 0.01% −0.02
BLK BlackRock Finance Inc. Sold out 0.00% −0.02
TTE Totalenergies SE -Spon ADR Sold out 0.00% −0.01
TFC Truist Financial Corp. Reduce -33.1% 0.04% −0.01
PEP Pepsico Inc. Reduce -58.6% 0.01% −0.01
EZU iShares MSCI Eurozone ETF Sold out 0.00% −0.01

Portfolio Buys Q2 2024 → Q3 2024
IWV iShares Russell 3000 ETF New 8.86% +8.86
SCHH Schwab US REIT ETF New 8.76% +8.76
SEPW Alianzim US Eq BFR20 Sep-Usd New 0.51% +0.51
RDVY First Trust Rising Dividend Add +0.2% 6.25% +0.35
EDOW First Trust Dow 30 Eql WGHT Add +0.5% 6.21% +0.32
SDVY First Trust Smid Cap Rising Add +0.6% 2.10% +0.14
SIVR Abrdn Physical Silver Shares New 0.13% +0.13
BUFR FT Vest Lad Buffervetf-Usd I Add +0.4% 9.78% +0.13
QBER Trueshares Quartly B HDG ETF New 0.12% +0.12
HD Home Depot Inc. Add +0.8% 0.66% +0.09
FTGS First Trust Grwth Strgth ETF Add +1.6% 5.87% +0.09
BILZ PIMCO Ultra SHRT Govt Active Add +10.8% 0.92% +0.07
F Ford Motor Co. Add +956.3% 0.06% +0.05
LISTED FDS TR New 0.04% +0.04
AHR American Healthcare REIT Inc. New 0.04% +0.04
QBUL Trueshare QRT Bull Hdge ETF New 0.04% +0.04
FDN First Trust DJ Internet Ind Add +1.1% 2.05% +0.04
FMC FMC Corp. New 0.03% +0.03
IBM Intl Business Machines Corp. Add +4.3% 0.12% +0.03
KO The Coca-Cola Co. Add +14.4% 0.10% +0.02
ABBV Abbvie Inc. Add +54.3% 0.05% +0.02
QQEW First TR Nasdaq-100 Sel Eq Add +1.1% 4.00% +0.02
HSY The Hershey Co. New 0.02% +0.02
BRK.B Berkshire Hathaway Inc. Class B Add +4.2% 0.13% +0.02
RCL Royal Caribbean Cruises Ltd. Add +81.3% 0.03% +0.02
BN Brookfield Corp. New 0.01% +0.01
XRNPX Cohen & Steers REIT and Pref New 0.01% +0.01
GSLC Goldman Activebeta US LC ETF New 0.01% +0.01
ACN Accenture PLC Class A Add +76.7% 0.01% +0.01
MLM Martin Marietta Materials New 0.01% +0.01
SHW The Sherwin-Williams Co. New 0.01% +0.01
PM Philip Morris International Add +1.2% 0.04% +0.01
IEFA iShares Core MSCI Eafe ETF New 0.01% +0.01
T AT&T Inc. Add +0.3% 0.05% +0.01
LDP Cohen & Steers Limited Durat New 0.01% +0.01
TJX TJX Companies Inc. Add +168.8% 0.01% +0.01
BND Vanguard Total Bond Market New 0.00% +0.00
WPM Wheaton Precious Metals Corp. New 0.00% +0.00
BAX Baxter International Inc. New 0.00% +0.00
NEM Newmont Corp. Add +0.5% 0.02% +0.00
TCAF T Rowe PRC Cap Appreciation Add +21.8% 0.02% +0.00
VCSH Vanguard S/T Corp. Bond ETF New 0.00% +0.00
XLK SS Technology Select Sector New 0.00% +0.00
HSBC HSBC Holdings PLC-Spons ADR New 0.00% +0.00
MO Altria Group Inc. Add +1.3% 0.03% +0.00
TCHP T Rowe Price Blue Chip Growt Add +10.5% 0.03% +0.00
ESS Essex Property Trust Inc. Add +1.1% 0.04% +0.00
ALTM Arcadium Lithium PLC New 0.00% +0.00
SGOV iShares 0-3 Month Treasury B New 0.00% +0.00
VZ Verizon Communications Inc. Add +1.6% 0.03% +0.00

Notes & Other Activity Q2 2024 → Q3 2024
IWP iShares Russell Mid-Cap Grow RUS MD CP GR ETF Sold out 0 $11before exit
RFG Invesco S&P Midcap 400 Pure S&P MDCP400 PR Reduce -100.0% 0 $10

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 348$88.3MMAYW, JANW, JUNW, FEBW, GMAY
Q1 2026 433$80.5MGSEP, JANW, OCTW, DECU, SEPW
Q4 2025 343$194.5MSPYM, XLG, EEM, IEV, QQQ
Q3 2025 200$184.0MSPYM, EEM, XLG, MTUM, QQQ
Q2 2025 139$139.9MSPYM, XLG, QQQ, EEM, MTUM
Q1 2025 211$85.5MSPYM, CTA, EDOW, RDVY, FTGS
Q4 2024 340$132.8MBUFR, MGK, XLG, QQQ, IWV
Q3 2024 311$128.0MBUFR, MGK, QQQ, XLG, IWV
Q2 2024 322$125.0MXLG, MGK, QQQ, BUFR, RDVY
Q1 2024 250$122.1MXLG, MGK, QQQ, BUFR, EDOW