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POM Investment Strategies, LLC
Period ended Sep 30, 2026 · Latest filing Oct 20, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $123,894,434
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- AIM ETF PRODUCTS TRUST · ALLIA US MAY ETF · 00888H752 · shares: $13,311,578
- ELEVATION SERIES TRUST · S&P AU DE IN ETF · 210322574 · shares: $12,046,882
- AIM ETF PRODUCTS TRUST · ALLIA US JAN ETF · 00888H802 · shares: $8,964,767
- AIM ETF PRODUCTS TRUST · ALLIA US JUN ETF · 00888H737 · shares: $8,529,172
- AIM ETF PRODUCTS TRUST · ALLIA US FEB ETF · 00888H786 · shares: $7,719,597
- PIMCO ETF TR · ULTR SH GO AC FD · 72201R577 · shares: $7,537,317
- AIM ETF PRODUCTS TRUST · ALLIANZIM US EQT · 00888H794 · shares: $7,041,361
- ELEVATION SERIES TRUST · TRUE SE BUFF ETF · 210322608 · shares: $6,311,424
- FIRST TR EXCHNG TRADED FD VI · FT VEST U.S EQT · 33740F441 · shares: $6,296,603
- FIRST TR EXCHANGE-TRADED FD · VEST LAD AUT ETF · 33733E641 · shares: $4,923,744
Reported holdings
402 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| WILLIAMS COS INC | COM | 969457100 | — | 691 shares | $46,967 |
| EXCHANGE LISTED FDS TR | BANC US LARG ETF | 30151E558 | — | 1,338 shares | $45,303 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 846 shares | $45,179 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | — | 230 shares | $44,972 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 31609A305 | — | 928 shares | $41,844 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 254 shares | $41,386 |
| PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | — | 600 shares | $40,404 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U711 | — | 959 shares | $40,393 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 257 shares | $38,771 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | — | 395 shares | $38,497 |
| MCDONALDS CORP | COM | 580135101 | — | 166 shares | $38,336 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 50 shares | $37,760 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 300 shares | $37,545 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 477 shares | $37,347 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ-100 SEL | 337344105 | — | 229 shares | $37,265 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 335 shares | $36,642 |
| AIM ETF PRODUCTS TRUST | ALLIA US OCT ETF | 00888H505 | — | 870 shares | $36,549 |
| CORNING INC | COM | 219350105 | — | 233 shares | $35,826 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | — | 500 shares | $35,485 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 99 shares | $32,833 |
| SPDR SERIES TRUST | ST LON TREAS ETF | 78464A664 | — | 1,322 shares | $31,538 |
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | — | 593 shares | $31,362 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 500 shares | $31,200 |
| FIRSTENERGY CORP | COM | 337932107 | — | 705 shares | $30,548 |
| NEW JERSEY RES CORP | COM | 646025106 | — | 600 shares | $30,360 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 31609A107 | — | 721 shares | $29,828 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 411 shares | $27,677 |
| HOME DEPOT INC | COM | 437076102 | — | 97 shares | $27,596 |
| TIDAL TRUST II | DEFIANCE LARGE | 88636R743 | — | 1,084 shares | $27,501 |
| GLOBAL PMTS INC | COM | 37940X102 | — | 336 shares | $27,441 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 884 shares | $27,360 |
| MANULIFE FINL CORP | COM | 56501R106 | — | 632 shares | $26,917 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 100 shares | $26,586 |
| KEYCORP | COM | 493267108 | — | 1,266 shares | $25,409 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 810 shares | $24,300 |
| BARCLAYS PLC | ADR | 06738E204 | — | 1,000 shares | $24,270 |
| CONSTELLIUM SE | CL A SHS | F21107101 | — | 1,000 shares | $24,190 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 192 shares | $24,129 |
| ISHARES TR | EUROPE ETF | 464287861 | — | 334 shares | $23,757 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 310 shares | $23,684 |
| ZSCALER INC | COM | 98980G102 | — | 113 shares | $22,534 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 309 shares | $22,233 |
| BAIDU INC | SPON ADR REP A | 056752108 | — | 242 shares | $21,023 |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | 81369Y860 | — | 497 shares | $20,332 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 107 shares | $20,125 |
| CENTERPOINT ENERGY INC | COM | 15189T107 | — | 543 shares | $19,982 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 279 shares | $19,700 |
| CORTEVA INC | COM | 22052L104 | — | 251 shares | $19,490 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 228 shares | $19,453 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 52 shares | $19,088 |
| COCA COLA CO | COM | 191216100 | — | 220 shares | $18,938 |
| DISNEY WALT CO | COM | 254687106 | — | 179 shares | $18,777 |
| SANDISK CORP | COM | 80004C200 | — | 10 shares | $17,399 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | 00888H521 | — | 585 shares | $17,281 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 454 shares | $17,211 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | — | 557 shares | $16,482 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 70 shares | $16,332 |
| WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 | — | 174 shares | $16,255 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | — | 127 shares | $15,969 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | 00888H687 | — | 456 shares | $15,449 |
| META PLATFORMS INC | CL A | 30303M102 | — | 21 shares | $15,239 |
| VIATRIS INC | COM | 92556V106 | — | 828 shares | $14,672 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 257 shares | $14,562 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 180 shares | $14,508 |
| BROADCOM INC | COM | 11135F101 | — | 41 shares | $14,431 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 241 shares | $14,294 |
| PROSHARES TR | S&P 500 DV ARIST | 74348A467 | — | 242 shares | $13,092 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 375 shares | $12,758 |
| ABBVIE INC | COM | 00287Y109 | — | 46 shares | $12,119 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 299 shares | $11,774 |
| DUPONT DE NEMOURS INC | COMMON STOCK | 26614N201 | — | 85 shares | $11,041 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 | — | 83 shares | $10,797 |
| SYSCO CORP | COM | 871829107 | — | 135 shares | $10,525 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 102 shares | $10,422 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 15 shares | $10,143 |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 | — | 339 shares | $9,778 |
| PRUDENTIAL FINL INC | COM | 744320102 | — | 84 shares | $9,541 |
| ELI LILLY & CO | COM | 532457108 | — | 8 shares | $9,271 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 15 shares | $9,176 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 29 shares | $9,166 |
| PHILLIPS 66 | COM | 718546104 | — | 35 shares | $8,936 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 74 shares | $8,779 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 50 shares | $8,314 |
| ISHARES TR | GLOBAL ENERG ETF | 464287341 | — | 144 shares | $8,177 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 | — | 200 shares | $8,176 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 9 shares | $8,158 |
| VISA INC | COM CL A | 92826C839 | — | 22 shares | $7,925 |
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | — | 100 shares | $7,833 |
| APA CORPORATION | COM | 03743Q108 | — | 187 shares | $7,768 |
| DOW HLDGS INC | COM | 260557103 | — | 281 shares | $7,739 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | — | 26 shares | $7,500 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 28 shares | $7,466 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 7 shares | $7,456 |
| OKLO INC | COM CL A | 02156V109 | — | 200 shares | $7,404 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM EQ BUF | 00888H570 | — | 223 shares | $7,225 |
| INSULET CORP | COM | 45784P101 | — | 54 shares | $7,079 |
| EATON VANCE TAX-MANAGED GLOB | COM | 27829F108 | — | 750 shares | $7,058 |
| BAXTER INTL INC | COM | 071813109 | — | 293 shares | $7,032 |
| SALESFORCE INC | COM | 79466L302 | — | 30 shares | $6,905 |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 003263100 | — | 37 shares | $6,893 |