POM Investment Strategies, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), POM Investment Strategies, LLC reported 340 stock positions worth $132.8 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, 9.4%) and Invesco S&P 500 Top 50 ETF (XLG, 9.2%). Compared with Q3 2024, it opened 78 new positions, sold out of 49, added to 65 and reduced 20. The biggest buy was a new position in Vanguard Most SM-Cap ETF-Usd (VB) and the biggest sale Schwab US REIT ETF (SCHH, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001906322
- Portfolio Value
- $132.8M (Q4 2024)
- SEC Filing
- 0002012421-25-000002 ↗ filed Jan 29, 2025
Holdings Value
Holdings 340 stocks · $132.8M
| BUFR FT Vest Lad Buffervetf-Usd I | 9.82% | 427,744 | $13.0M | Add +2.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 9.44% | 36,505 | $12.5M | Add +0.1% |
| XLG Invesco S&P 500 Top 50 ETF | 9.22% | 245,104 | $12.2M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 9.22% | 23,936 | $12.2M | Add +0.5% |
| IWV iShares Russell 3000 ETF | 8.87% | 35,216 | $11.8M | Add +1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 8.01% | 44,262 | $10.6M | New |
| EDOW First Trust Dow 30 Eql WGHT | 6.14% | 224,619 | $8.1M | Add +1.6% |
| RDVY First Trust Rising Dividend | 6.07% | 136,217 | $8.1M | Add +0.8% |
| FTGS First Trust Grwth Strgth ETF | 5.85% | 247,162 | $7.8M | Add +2.7% |
| FV First Trust DW Focus 5 Fund | 4.06% | 91,296 | $5.4M | Add +1.7% |
| QQEW First TR Nasdaq-100 Sel Eq | 3.93% | 41,791 | $5.2M | Add +2.4% |
| FDN First Trust DJ Internet Ind | 2.25% | 12,309 | $3.0M | Reduce -0.9% |
| SDVY First Trust Smid Cap Rising | 2.02% | 74,797 | $2.7M | Add +1.0% |
| AAPL Apple Inc. | 1.67% | 8,848 | $2.2M | Reduce -4.0% |
| SMAX iShares L Cap MB Sep ETF | 0.99% | 52,163 | $1.3M | New |
| BILZ PIMCO Ultra SHRT Govt Active | 0.94% | 12,392 | $1.2M | Add +6.2% |
| MSFT Microsoft Corp. | 0.94% | 2,946 | $1.2M | Reduce -6.0% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.80% | 42,393 | $1.1M | New |
| HD Home Depot Inc. | 0.62% | 2,117 | $824K | Add +1.1% |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.48% | 20,843 | $634K | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.36% | 6,139 | $483K | Add +3.4% |
| HYDB iShares High Yield Systemati | 0.36% | 10,065 | $473K | No change |
| JPM JPMorgan Chase & Co. | 0.35% | 1,953 | $468K | No change |
| APD Air Products & Chemicals Inc. | 0.34% | 1,564 | $454K | Add +1.6% |
| MINT PIMCO Enhanced Short Maturit | 0.32% | 4,215 | $423K | Add +99.7% |
| JNJ Johnson & Johnson | 0.28% | 2,603 | $376K | Add +1.4% |
| IBHE iShares Ibonds 2025 H/Y Inc. | 0.24% | 13,853 | $321K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 1,202 | $264K | Add +79.1% |
| NVDA Nvidia Corp. | 0.19% | 1,886 | $253K | Add +0.9% |
| AMZN Amazon.com Inc. | 0.15% | 887 | $195K | Add +0.9% |
| GLD SPDR Gold Shares | 0.15% | 797 | $193K | Reduce -35.7% |
| COST Costco Wholesale Corp. | 0.14% | 206 | $189K | No change |
| BA The Boeing Co. | 0.13% | 1,000 | $177K | No change |
| GSK GSK PLC-Spon ADR | 0.13% | 5,171 | $175K | Reduce -0.2% |
| PSQ Proshares Short QQQ | 0.13% | 4,660 | $174K | Reduce -19.8% |
| EMHY iShares J.P. Morgan Em High | 0.13% | 4,521 | $172K | No change |
| MELI MercadoLibre Inc. | 0.13% | 100 | $170K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 374 | $170K | No change |
| RTX RTX Corp. | 0.12% | 1,425 | $165K | No change |
| QBER Trueshares Quartly B HDG ETF | 0.12% | 6,561 | $162K | Add +4.1% |
| SIVR Abrdn Physical Silver Shares | 0.11% | 5,500 | $152K | No change |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.11% | 2,393 | $147K | New |
| SHOP Shopify Inc. Class A | 0.11% | 1,380 | $147K | No change |
| K Kellanova | 0.11% | 1,800 | $146K | No change |
| AMAT Applied Materials Inc. | 0.11% | 884 | $144K | New |
| LLY Eli Lilly & Co. | 0.11% | 186 | $144K | No change |
| SCHH Schwab US REIT ETF | 0.10% | 6,341 | $134K | Reduce -98.7% |
| WMT Walmart Inc. | 0.10% | 1,466 | $132K | Add +10.7% |
| LOW Lowe's Cos Inc. | 0.09% | 480 | $118K | No change |
| GOOG Alphabet Inc. Class C | 0.09% | 616 | $117K | Add +2.7% |
| INTC Intel Corp. | 0.09% | 5,692 | $114K | Reduce -3.4% |
| DAL Delta Air Lines Inc. | 0.08% | 1,831 | $111K | No change |
| KO The Coca-Cola Co. | 0.08% | 1,709 | $106K | Reduce -6.7% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.08% | 4,983 | $106K | New |
| TFC Truist Financial Corp. | 0.08% | 2,394 | $104K | Add +119.0% |
| CARR Carrier Global Corp. | 0.07% | 1,425 | $97K | No change |
| ETN Eaton Corp. PLC | 0.07% | 292 | $97K | Reduce -34.5% |
| HBNC Horizon Bancorp Inc. | 0.07% | 5,695 | $92K | New |
| NFLX Netflix Inc. | 0.07% | 100 | $89K | No change |
| CSCO Cisco Systems Inc. | 0.06% | 1,366 | $81K | Add +195.7% |
| WSFS WSFS Financial Corp. | 0.06% | 1,506 | $80K | No change |
| VEA Vanguard Ftse Developed ETF | 0.06% | 1,640 | $78K | Add +67.0% |
| F Ford Motor Co. filed as FORD MTR CO | 0.05% | 7,100 | $70K | Reduce -1.7% |
| TQQQ Proshares Ultrapro QQQ | 0.05% | 883 | $70K | No change |
| OTIS Otis Worldwide Corp. | 0.05% | 712 | $66K | No change |
| T AT&T Inc. | 0.05% | 2,856 | $65K | No change |
| SSO Proshares Ultra S&P500 | 0.05% | 651 | $60K | No change |
| QCOM Qualcomm Inc. | 0.04% | 385 | $59K | Add +0.5% |
| HLN Haleon PLC-ADR | 0.04% | 6,178 | $59K | Reduce -7.7% |
| AHR American Healthcare REIT Inc. | 0.04% | 2,068 | $59K | No change |
| TSLA Tesla Inc. | 0.04% | 136 | $55K | No change |
| ESS Essex Property Trust Inc. | 0.04% | 191 | $55K | Add +0.5% |
| QBUL Trueshare QRT Bull Hdge ETF | 0.04% | 2,158 | $53K | Add +3.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.04% | 223 | $51K | No change |
| PM Philip Morris International | 0.04% | 427 | $51K | Add +1.2% |
| WOLF Wolfspeed Inc. | 0.04% | 7,615 | $51K | No change |
| EFA iShares MSCI Eafe ETF | 0.04% | 639 | $48K | Add +186.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 1,083 | $48K | Add +1306.5% |
| IVW iShares S&P 500 Growth ETF | 0.03% | 457 | $46K | Add +194.8% |
| TCHP T Rowe Price Blue Chip Growt | 0.03% | 1,100 | $46K | Add +7.8% |
| IWF iShares Russell 1000 Growth | 0.03% | 114 | $46K | No change |
| MRVL Marvell Technology Inc. | 0.03% | 410 | $45K | No change |
| AGG iShares Core U.S. Aggregate | 0.03% | 462 | $45K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 494 | $42K | No change |
| XNIEX Virtus Equity & Convertible | 0.03% | 1,706 | $42K | New |
| GOOGL Alphabet Inc. Class A | 0.03% | 220 | $42K | No change |
| MO Altria Group Inc. | 0.03% | 795 | $42K | Add +1.1% |
| WM Waste Management Inc. | 0.03% | 189 | $38K | New |
| MGM MGM Resorts International | 0.03% | 1,100 | $38K | No change |
| GPN Global Payments Inc. | 0.03% | 336 | $38K | No change |
| ABBV Abbvie Inc. | 0.03% | 210 | $37K | Reduce -34.6% |
| VMBS Vanguard Mortgage-Backed Sec | 0.03% | 818 | $37K | New |
| STNG Scorpio Tankers Inc. | 0.03% | 734 | $36K | No change |
| FANG Diamondback Energy Inc. | 0.03% | 222 | $36K | Add +0.5% |
| AIVL Wisdomtree US AI Enhanced Va | 0.03% | 340 | $36K | No change |
| RDY Dr. Reddy's Laboratories-ADR | 0.03% | 2,275 | $36K | No change |
| ADBE Adobe Inc. | 0.03% | 80 | $36K | No change |
| SMH Vaneck Semiconductor ETF | 0.03% | 142 | $34K | Reduce -10.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.03% | 57 | $33K | New |
| USIG iShares Broad Usd Investment | 0.02% | 653 | $33K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $7 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| REVBW Revelation Biosc -CW27 | *W EXP 01/10/202 | 1,005 | $7 | No change |
Lines left out (1) · $10 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| RFG Invesco S&P Midcap 400 Pure | S&P MDCP400 PR | 0 | $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: $132.8M.
Portfolio Sells Q3 2024 → Q4 2024
| SCHH Schwab US REIT ETF | Reduce -98.7% | 0.10% | −8.66 |
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −2.03 |
| SEPW Alianzim US Eq BFR20 Sep-Usd | Reduce -97.2% | 0.01% | −0.49 |
| IBHD iShares Ibonds 2024 H/Y Inc. | Sold out | 0.00% | −0.25 |
| MSFT Microsoft Corp. | Reduce -6.0% | 0.94% | −0.12 |
| GLD SPDR Gold Shares | Reduce -35.7% | 0.15% | −0.09 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.08 |
| PSQ Proshares Short QQQ | Reduce -19.8% | 0.13% | −0.05 |
| LISTED FDS TR | Sold out | 0.00% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -34.5% | 0.07% | −0.04 |
| GSK GSK PLC-Spon ADR | Reduce -0.2% | 0.13% | −0.03 |
| FMC FMC Corp. | Sold out | 0.00% | −0.03 |
| KO The Coca-Cola Co. | Reduce -6.7% | 0.08% | −0.02 |
| INTC Intel Corp. | Reduce -3.4% | 0.09% | −0.02 |
| ABBV Abbvie Inc. | Reduce -34.6% | 0.03% | −0.02 |
| XRNPX Cohen & Steers REIT and Pref | Sold out | 0.00% | −0.01 |
| HLN Haleon PLC-ADR | Reduce -7.7% | 0.04% | −0.01 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.01 |
| AAPL Apple Inc. | Reduce -4.0% | 1.67% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Sold out | 0.00% | −0.01 |
| FCX Freeport-McMoran Inc. | Reduce -38.3% | 0.01% | −0.01 |
| F Ford Motor Co. | Reduce -1.7% | 0.05% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.01 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.01 |
| LDP Cohen & Steers Limited Durat | Sold out | 0.00% | −0.01 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.00 |
| SMH Vaneck Semiconductor ETF | Reduce -10.7% | 0.03% | −0.00 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.00 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.00 |
| HSBC HSBC Holdings PLC-Spons ADR | Sold out | 0.00% | −0.00 |
| IYW iShares Ustechnology ETF | Reduce -45.6% | 0.00% | −0.00 |
| MNSO Miniso Group Holding Ltd.-ADR | Sold out | 0.00% | −0.00 |
| ALTM Arcadium Lithium PLC | Sold out | 0.00% | −0.00 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.00 |
| IYG iShares U.S. Financial Servi | Sold out | 0.00% | −0.00 |
| TSPA T Rowe Price US Eqy Research | Reduce -26.4% | 0.00% | −0.00 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.00 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.00 |
| NVRI Enviri Corp. | Sold out | 0.00% | −0.00 |
| DOCN Digitalocean Holdings Inc. | Sold out | 0.00% | −0.00 |
| FTCS First Trust Capital Strength | Reduce -3.1% | 0.01% | −0.00 |
| MIN Aberdeen Intermediate Inc. FD | Sold out | 0.00% | −0.00 |
| PAVE Global X US Infrastructure | Sold out | 0.00% | −0.00 |
| PUBM Pubmatic Inc. Class A | Sold out | 0.00% | −0.00 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.00 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.00 |
| HYLS FT Tactical High Yield ETF | Sold out | 0.00% | −0.00 |
| LMBS First Trust Low Duration Opp | Sold out | 0.00% | −0.00 |
| INMD Inmode Ltd. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| VB Vanguard Most SM-Cap ETF-Usd | New | 8.01% | +8.01 |
| SMAX iShares L Cap MB Sep ETF | New | 0.99% | +0.99 |
| IBDQ iShares Ibonds Dec 2025 Term | New | 0.80% | +0.80 |
| DECW Alianzim US Eq BFR20 Dec-Usd | New | 0.48% | +0.48 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.1% | 9.44% | +0.27 |
| IBHE iShares Ibonds 2025 H/Y Inc. | New | 0.24% | +0.24 |
| XLG Invesco S&P 500 Top 50 ETF | Add +1.3% | 9.22% | +0.24 |
| MINT PIMCO Enhanced Short Maturit | Add +99.7% | 0.32% | +0.15 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.5% | 9.22% | +0.14 |
| P Everpure Inc. Class A | New | 0.11% | +0.11 |
| AMAT Applied Materials Inc. | New | 0.11% | +0.11 |
| IBM Intl Business Machines Corp. | Add +79.1% | 0.20% | +0.08 |
| TUA Sim St Treas Fut Strat ETF | New | 0.08% | +0.08 |
| HBNC Horizon Bancorp Inc. | New | 0.07% | +0.07 |
| CSCO Cisco Systems Inc. | Add +195.7% | 0.06% | +0.04 |
| TFC Truist Financial Corp. | Add +119.0% | 0.08% | +0.04 |
| AGG iShares Core U.S. Aggregate | New | 0.03% | +0.03 |
| BAC Bank of America Corp. | Add +1306.5% | 0.04% | +0.03 |
| XNIEX Virtus Equity & Convertible | New | 0.03% | +0.03 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +2.1% | 9.82% | +0.03 |
| WM Waste Management Inc. | New | 0.03% | +0.03 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.03% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.03% | +0.03 |
| USIG iShares Broad Usd Investment | New | 0.02% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +194.8% | 0.03% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +186.6% | 0.04% | +0.02 |
| SCHR Schwab Intermediate-Term US | New | 0.02% | +0.02 |
| AMZN Amazon.com Inc. | Add +0.9% | 0.15% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +67.0% | 0.06% | +0.02 |
| BILZ PIMCO Ultra SHRT Govt Active | Add +6.2% | 0.94% | +0.02 |
| VYM Vanguard High DVD Yield ETF | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +10.7% | 0.10% | +0.02 |
| SCHO Schwab Short-Term US Treas | New | 0.01% | +0.01 |
| DJD Invesco Dow Jones Industrial | New | 0.01% | +0.01 |
| NVDA Nvidia Corp. | Add +0.9% | 0.19% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | New | 0.01% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | New | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +2.7% | 0.09% | +0.01 |
| OHI Omega Healthcare Investors | New | 0.01% | +0.01 |
| V Visa Inc. Class A | Add +48.5% | 0.02% | +0.01 |
| CHD Church & Dwight Co. Inc. | New | 0.01% | +0.01 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.01% | +0.01 |
| PFLT Pennantpark Floating Rate Ca | New | 0.01% | +0.01 |
| APH Amphenol Corp. Class A | New | 0.01% | +0.01 |
| MFIC Midcap Financial Investment | New | 0.01% | +0.01 |
| ACN Accenture PLC Class A | Add +64.2% | 0.02% | +0.01 |
| MRSH Marsh & McLennan Cos | New | 0.01% | +0.01 |
| PG The Procter & Gamble Co. | New | 0.01% | +0.01 |
| PFXF Vaneck Pref Sec X-Financials | New | 0.01% | +0.01 |
| SCM Stellus Capital Investment C | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 348 | $88.3M | MAYW, JANW, JUNW, FEBW, GMAY |
| Q1 2026 | 433 | $80.5M | GSEP, JANW, OCTW, DECU, SEPW |
| Q4 2025 | 343 | $194.5M | SPYM, XLG, EEM, IEV, QQQ |
| Q3 2025 | 200 | $184.0M | SPYM, EEM, XLG, MTUM, QQQ |
| Q2 2025 | 139 | $139.9M | SPYM, XLG, QQQ, EEM, MTUM |
| Q1 2025 | 211 | $85.5M | SPYM, CTA, EDOW, RDVY, FTGS |
| Q4 2024 | 340 | $132.8M | BUFR, MGK, XLG, QQQ, IWV |
| Q3 2024 | 311 | $128.0M | BUFR, MGK, QQQ, XLG, IWV |
| Q2 2024 | 322 | $125.0M | XLG, MGK, QQQ, BUFR, RDVY |
| Q1 2024 | 250 | $122.1M | XLG, MGK, QQQ, BUFR, EDOW |