POM Investment Strategies, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), POM Investment Strategies, LLC reported 211 stock positions worth $85.5 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 17.3% of the portfolio, followed by Simplify Managed Futures St (CTA, 9.9%) and First Trust Dow 30 Eql WGHT (EDOW, 8.3%). Compared with Q4 2024, it opened 43 new positions, sold out of 171, added to 12 and reduced 56. The biggest buy was a new position in Ste STR SPDR PT S&P 500 ETF (SPYM) and the biggest sale an exit from FT Vest Lad Buffervetf-Usd I (BUFR).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001906322
- Portfolio Value
- $85.5M (Q1 2025)
- SEC Filing
- 0001906322-25-000002 ↗ filed Apr 30, 2025
Holdings Value
Holdings 211 stocks · $85.5M
| SPYM Ste STR SPDR PT S&P 500 ETF | 17.26% | 224,586 | $14.8M | New |
| CTA Simplify Managed Futures St | 9.90% | 286,194 | $8.5M | New |
| EDOW First Trust Dow 30 Eql WGHT | 8.33% | 196,684 | $7.1M | Reduce -12.4% |
| RDVY First Trust Rising Dividend | 8.19% | 119,642 | $7.0M | Reduce -12.2% |
| FTGS First Trust Grwth Strgth ETF | 7.94% | 228,262 | $6.8M | Reduce -7.7% |
| BUCK Simplify Treasury Option Inc. | 7.86% | 272,382 | $6.7M | New |
| SVOL Simplify Volatility Premium | 7.37% | 346,773 | $6.3M | New |
| QQEW First TR Nasdaq-100 Sel Eq | 5.31% | 37,533 | $4.5M | Reduce -10.2% |
| HIGH Simplify Enhanced Income ETF | 4.79% | 186,966 | $4.1M | New |
| IEFA iShares Core MSCI Eafe ETF | 4.09% | 46,253 | $3.5M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.63% | 28,039 | $2.3M | New |
| RFIX Simplify Bond Bull ETF | 2.22% | 35,430 | $1.9M | New |
| AAPL Apple Inc. | 1.75% | 6,736 | $1.5M | Reduce -23.9% |
| BILZ PIMCO Ultra SHRT Govt Active | 1.29% | 10,880 | $1.1M | Reduce -12.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 1.13% | 38,412 | $966K | Reduce -9.4% |
| SMAX iShares L Cap MB Sep ETF | 1.12% | 38,390 | $961K | Reduce -26.4% |
| NVDA Nvidia Corp. | 0.72% | 5,681 | $616K | Add +201.2% |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.67% | 18,995 | $569K | Reduce -8.9% |
| JNJ Johnson & Johnson | 0.50% | 2,566 | $426K | Reduce -1.4% |
| MINT PIMCO Enhanced Short Maturit | 0.45% | 3,785 | $381K | Reduce -10.2% |
| HD Home Depot Inc. | 0.35% | 815 | $299K | Reduce -61.5% |
| IBHE iShares Ibonds 2025 H/Y Inc. | 0.34% | 12,481 | $290K | Reduce -9.9% |
| ESGV Vanguard ESG US Stock ETF | 0.27% | 2,385 | $234K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 936 | $233K | Reduce -22.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 415 | $221K | Add +11.0% |
| XLG Invesco S&P 500 Top 50 ETF | 0.23% | 4,308 | $198K | Reduce -98.2% |
| COST Costco Wholesale Corp. | 0.23% | 206 | $195K | No change |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.22% | 8,623 | $189K | Add +73.0% |
| MSFT Microsoft Corp. | 0.20% | 466 | $175K | Reduce -84.2% |
| QBER Trueshares Quartly B HDG ETF | 0.17% | 5,781 | $143K | Reduce -11.9% |
| XMAG Defiance Le Cap Ex-Mag 7 ETF | 0.16% | 7,096 | $140K | New |
| VSGX Vanguard ESG Intl Stock ETF | 0.16% | 2,294 | $135K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.15% | 1,071 | $128K | New |
| DUK Duke Energy Corp. | 0.15% | 1,037 | $126K | Add +697.7% |
| LOW Lowe's Cos Inc. | 0.12% | 435 | $101K | Reduce -9.4% |
| FDVV Fidelity High Dividend ETF | 0.12% | 2,000 | $99K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 210 | $99K | Reduce -99.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.11% | 318 | $98K | Reduce -99.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.11% | 9,600 | $96K | Add +35.2% |
| FLJJ Allianzim US 6M FLR5 Jan-Jul | 0.11% | 3,356 | $94K | New |
| D Dominion Energy Inc. | 0.11% | 1,640 | $92K | New |
| HBNC Horizon Bancorp Inc. | 0.10% | 5,695 | $86K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.10% | 1,620 | $83K | New |
| MGM MGM Resorts International | 0.09% | 2,700 | $80K | Add +145.4% |
| DAL Delta Air Lines Inc. | 0.09% | 1,831 | $80K | No change |
| WSFS WSFS Financial Corp. | 0.09% | 1,506 | $78K | No change |
| WTRG Essential Utilities Inc. | 0.09% | 1,843 | $73K | New |
| AHR American Healthcare REIT Inc. | 0.07% | 2,068 | $63K | No change |
| NVS Novartis AG-Sponsored ADR | 0.06% | 495 | $55K | Add +1275.0% |
| PG The Procter & Gamble Co. | 0.06% | 313 | $53K | Add +413.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.06% | 256 | $52K | New |
| VEA Vanguard Ftse Developed ETF | 0.06% | 982 | $50K | Reduce -40.1% |
| SHEL Shell PLC-ADR | 0.06% | 664 | $49K | New |
| QBUL Trueshare QRT Bull Hdge ETF | 0.06% | 1,904 | $47K | Reduce -11.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 1,083 | $45K | No change |
| IWF iShares Russell 1000 Growth | 0.05% | 114 | $41K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.05% | 801 | $41K | New |
| PFE Pfizer Inc. | 0.04% | 1,506 | $38K | New |
| CSCO Cisco Systems Inc. | 0.04% | 612 | $38K | Reduce -55.2% |
| AIVL Wisdomtree US AI Enhanced Va | 0.04% | 340 | $37K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.04% | 494 | $34K | No change |
| GOOGL Alphabet Inc. Class A | 0.04% | 220 | $34K | No change |
| GOOG Alphabet Inc. Class C | 0.04% | 216 | $34K | Reduce -64.9% |
| WMT Walmart Inc. | 0.04% | 379 | $33K | Reduce -74.2% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 165 | $33K | Add +1078.6% |
| GPN Global Payments Inc. | 0.04% | 336 | $33K | No change |
| TK Teekay Corp. Ltd. | 0.04% | 4,621 | $30K | No change |
| MPC Marathon Petroleum Corp. | 0.03% | 196 | $29K | No change |
| HIW Highwoods Properties Inc. | 0.03% | 936 | $28K | New |
| STNG Scorpio Tankers Inc. | 0.03% | 734 | $28K | No change |
| AVEM Avantis Emerging Markets Eq | 0.03% | 426 | $26K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.03% | 59 | $25K | New |
| AMZN Amazon.com Inc. | 0.03% | 129 | $25K | Reduce -85.5% |
| EOLS Evolus Inc. | 0.03% | 2,000 | $24K | No change |
| SILA Sila Realty Trust Inc. | 0.03% | 836 | $22K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.02% | 100 | $21K | Reduce -55.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.02% | 244 | $20K | Add +78.1% |
| IWD iShares Russell 1000 Value E | 0.02% | 106 | $20K | No change |
| GD General Dynamics Corp. | 0.02% | 71 | $19K | No change |
| KRNY Kearny Financial Corp. | 0.02% | 3,000 | $19K | No change |
| SCHX Schwab US Large-Cap ETF | 0.02% | 810 | $18K | No change |
| META Meta Platforms Inc. Class A | 0.02% | 31 | $18K | Reduce -27.9% |
| O Realty Income Corp. | 0.02% | 298 | $17K | Add +308.2% |
| ACN Accenture PLC Class A | 0.02% | 53 | $17K | Reduce -39.1% |
| JPM JPMorgan Chase & Co. | 0.02% | 64 | $16K | Reduce -96.7% |
| BN Brookfield Corp. | 0.02% | 284 | $15K | No change |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.02% | 464 | $15K | New |
| VPU Vanguard Utilities ETF | 0.02% | 81 | $14K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 24 | $13K | Reduce -40.0% |
| V Visa Inc. Class A | 0.01% | 34 | $12K | Reduce -65.3% |
| GEV GE Vernova Inc. | 0.01% | 37 | $11K | New |
| PEP Pepsico Inc. | 0.01% | 75 | $11K | Reduce -41.9% |
| TSLA Tesla Inc. | 0.01% | 42 | $11K | Reduce -69.1% |
| VCEB Vanguard ESG US Corp. Bond | 0.01% | 172 | $11K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 86 | $10K | No change |
| AVUV Avantis US Small Cap Value | 0.01% | 119 | $10K | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.01% | 249 | $10K | New |
| MA Mastercard Inc. Class A | 0.01% | 18 | $10K | No change |
| SCHM Schwab US Mid Cap ETF | 0.01% | 375 | $10K | No change |
| DHR Danaher Corp. | 0.01% | 46 | $9K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $11 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| REVBW Revelation Biosc -CW27 | *W EXP 01/10/202 | 1,005 | $11 | No change |
Lines left out (1) · $12 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| SDVY First Trust Smid Cap Rising | SMID RISNG ETF | 0 | $12 |
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: $85.5M.
Portfolio Sells Q4 2024 → Q1 2025
| BUFR FT Vest Lad Buffervetf-Usd I | Sold out | 0.00% | −9.82 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -99.1% | 0.11% | −9.33 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -99.1% | 0.12% | −9.10 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -98.2% | 0.23% | −8.99 |
| IWV iShares Russell 3000 ETF | Reduce -100.0% | 0.00% | −8.86 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -100.0% | 0.00% | −8.01 |
| FV First Trust DW Focus 5 Fund | Reduce -100.0% | 0.00% | −4.06 |
| FDN First Trust DJ Internet Ind | Reduce -100.0% | 0.00% | −2.25 |
| MSFT Microsoft Corp. | Reduce -84.2% | 0.20% | −0.73 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.36 |
| HYDB iShares High Yield Systemati | Sold out | 0.00% | −0.36 |
| APD Air Products & Chemicals Inc. | Reduce -99.4% | 0.00% | −0.34 |
| JPM JPMorgan Chase & Co. | Reduce -96.7% | 0.02% | −0.33 |
| HD Home Depot Inc. | Reduce -61.5% | 0.35% | −0.27 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.15 |
| BA The Boeing Co. | Sold out | 0.00% | −0.13 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.13 |
| PSQ Proshares Short QQQ | Sold out | 0.00% | −0.13 |
| EMHY iShares J.P. Morgan Em High | Sold out | 0.00% | −0.13 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.13 |
| RTX RTX Corp. | Sold out | 0.00% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -85.5% | 0.03% | −0.12 |
| SIVR Abrdn Physical Silver Shares | Sold out | 0.00% | −0.11 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.11 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.11 |
| K Kellanova | Sold out | 0.00% | −0.11 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.11 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.11 |
| SCHH Schwab US REIT ETF | Reduce -100.0% | 0.00% | −0.10 |
| INTC Intel Corp. | Reduce -99.6% | 0.00% | −0.09 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.08 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.08 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.07 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.07 |
| ETN Eaton Corp. PLC | Reduce -90.4% | 0.01% | −0.06 |
| WMT Walmart Inc. | Reduce -74.2% | 0.04% | −0.06 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.05 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.05 |
| T AT&T Inc. | Sold out | 0.00% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -64.9% | 0.04% | −0.05 |
| SSO Proshares Ultra S&P500 | Sold out | 0.00% | −0.05 |
| HLN Haleon PLC-ADR | Sold out | 0.00% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -96.6% | 0.00% | −0.04 |
| ESS Essex Property Trust Inc. | Sold out | 0.00% | −0.04 |
| PM Philip Morris International | Sold out | 0.00% | −0.04 |
| WOLF Wolfspeed Inc. | Sold out | 0.00% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.03 |
| TCHP T Rowe Price Blue Chip Growt | Sold out | 0.00% | −0.03 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.03 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 17.26% | +17.26 |
| CTA Simplify Managed Futures St | New | 9.90% | +9.90 |
| BUCK Simplify Treasury Option Inc. | New | 7.86% | +7.86 |
| SVOL Simplify Volatility Premium | New | 7.37% | +7.37 |
| HIGH Simplify Enhanced Income ETF | New | 4.79% | +4.79 |
| IEFA iShares Core MSCI Eafe ETF | New | 4.09% | +4.09 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 2.63% | +2.63 |
| RFIX Simplify Bond Bull ETF | New | 2.22% | +2.22 |
| NVDA Nvidia Corp. | Add +201.2% | 0.72% | +0.53 |
| ESGV Vanguard ESG US Stock ETF | New | 0.27% | +0.27 |
| XMAG Defiance Le Cap Ex-Mag 7 ETF | New | 0.16% | +0.16 |
| VSGX Vanguard ESG Intl Stock ETF | New | 0.16% | +0.16 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.15% | +0.15 |
| TUA Sim St Treas Fut Strat ETF | Add +73.0% | 0.22% | +0.14 |
| DUK Duke Energy Corp. | Add +697.7% | 0.15% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.0% | 0.26% | +0.13 |
| FDVV Fidelity High Dividend ETF | New | 0.12% | +0.12 |
| FLJJ Allianzim US 6M FLR5 Jan-Jul | New | 0.11% | +0.11 |
| D Dominion Energy Inc. | New | 0.11% | +0.11 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.10% | +0.10 |
| WTRG Essential Utilities Inc. | New | 0.09% | +0.09 |
| MGM MGM Resorts International | Add +145.4% | 0.09% | +0.06 |
| NVS Novartis AG-Sponsored ADR | Add +1275.0% | 0.06% | +0.06 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | New | 0.06% | +0.06 |
| F Ford Motor Co. | Add +35.2% | 0.11% | +0.06 |
| SHEL Shell PLC-ADR | New | 0.06% | +0.06 |
| PG The Procter & Gamble Co. | Add +413.1% | 0.06% | +0.05 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.05% | +0.05 |
| PFE Pfizer Inc. | New | 0.04% | +0.04 |
| GE General Electric | Add +1078.6% | 0.04% | +0.04 |
| HIW Highwoods Properties Inc. | New | 0.03% | +0.03 |
| AVEM Avantis Emerging Markets Eq | New | 0.03% | +0.03 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.03% | +0.03 |
| O Realty Income Corp. | Add +308.2% | 0.02% | +0.02 |
| FMDE Fidelity Enhanced Mid Cap Co. | New | 0.02% | +0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +78.1% | 0.02% | +0.01 |
| GEV GE Vernova Inc. | New | 0.01% | +0.01 |
| VCEB Vanguard ESG US Corp. Bond | New | 0.01% | +0.01 |
| AVUV Avantis US Small Cap Value | New | 0.01% | +0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.01% | +0.01 |
| IONQ Ionq Inc. | New | 0.01% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.01% | +0.01 |
| JSML Janus Hender SM Cap GRW Alph | New | 0.01% | +0.01 |
| VGIT Vanguard Intermediate-Term T | New | 0.00% | +0.00 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.00% | +0.00 |
| SFL SFL Corp. Ltd. | New | 0.00% | +0.00 |
| VGSH Vanguard Short-Term Treasury | New | 0.00% | +0.00 |
| IVV iShares Core S&P 500 ETF | New | 0.00% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.00% | +0.00 |
| BND Vanguard Total Bond Market | New | 0.00% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| SDVY First Trust Smid Cap Rising | SMID RISNG ETF | Reduce -100.0% | 0 | $12 |
| RFG Invesco S&P Midcap 400 Pure | S&P MDCP400 PR | Sold out | 0 | $10before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |