Filed: 4/30/2025ACC: 0001906322-25-000002
📋 What this filing means
POM INVESTMENT STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 213 equity positions with a total reported market value of $85.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
213
Positions
$85.55M
Total AUM (reported)
2.25M
Total Shares
Allocation by class
PORTFOLIO S&P500$14.77M17.3%
MANAGED FUTURES$8.47M9.9%
DOW 30 EQL WGT$7.12M8.3%
RISNG DIVD ACHIV$7.00M8.2%
GROWTH STRENGTH$6.79M7.9%
TREASURY OPT INC$6.72M7.9%
VOLATILITY PREM$6.30M7.4%
Portfolio Concentration
Top 3$30.36M35.5%
4–10$38.96M45.5%
11–25$11.94M14.0%
Rest$4.28M5.0%
Top 3 weight
35.5%
Top 10 weight
81.0%
Voting Authority Distribution
Total shares with voting rights: 2.25M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.25M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole213
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings213
Rows:
SPDR SER TR
SOLEShares224.59K
TypeSH
Market value$14.77M
17.26%
Sole
0.00
Shared
0.00
None
224.59K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares286.19K
TypeSH
Market value$8.47M
9.90%
Sole
0.00
Shared
0.00
None
286.19K
FIRST TR EXCHANGE-TRADED FD
SOLEShares196.68K
TypeSH
Market value$7.12M
8.33%
Sole
0.00
Shared
0.00
None
196.68K
FIRST TR EXCHANGE TRADED FD
SOLEShares119.64K
TypeSH
Market value$7.00M
8.19%
Sole
0.00
Shared
0.00
None
119.64K
FIRST TR EXCHANGE-TRADED FD
SOLEShares228.26K
TypeSH
Market value$6.79M
7.94%
Sole
0.00
Shared
0.00
None
228.26K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares272.38K
TypeSH
Market value$6.72M
7.86%
Sole
0.00
Shared
0.00
None
272.38K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares346.77K
TypeSH
Market value$6.30M
7.37%
Sole
0.00
Shared
0.00
None
346.77K
FIRST TR NAS100 EQ WEIGHTED
SOLEShares37.53K
TypeSH
Market value$4.54M
5.31%
Sole
0.00
Shared
0.00
None
37.53K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares186.97K
TypeSH
Market value$4.10M
4.80%
Sole
0.00
Shared
0.00
None
186.97K
ISHARES TR
SOLEShares46.25K
TypeSH
Market value$3.50M
4.09%
Sole
0.00
Shared
0.00
None
46.25K
SPDR SER TR
SOLEShares28.04K
TypeSH
Market value$2.25M
2.63%
Sole
0.00
Shared
0.00
None
28.04K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares35.43K
TypeSH
Market value$1.90M
2.22%
Sole
0.00
Shared
0.00
None
35.43K
APPLE INC
SOLEShares6.74K
TypeSH
Market value$1.50M
1.75%
Sole
0.00
Shared
0.00
None
6.74K
PIMCO ETF TR
SOLEShares10.88K
TypeSH
Market value$1.10M
1.29%
Sole
0.00
Shared
0.00
None
10.88K
ISHARES TR
SOLEShares38.41K
TypeSH
Market value$966.1K
1.13%
Sole
0.00
Shared
0.00
None
38.41K
ISHARES TR
SOLEShares38.39K
TypeSH
Market value$961.3K
1.12%
Sole
0.00
Shared
0.00
None
38.39K
NVIDIA CORPORATION
SOLEShares5.68K
TypeSH
Market value$615.7K
0.72%
Sole
0.00
Shared
0.00
None
5.68K
AIM ETF PRODUCTS TRUST
SOLEShares19K
TypeSH
Market value$568.9K
0.67%
Sole
0.00
Shared
0.00
None
19K
JOHNSON & JOHNSON
SOLEShares2.57K
TypeSH
Market value$425.5K
0.50%
Sole
0.00
Shared
0.00
None
2.57K
PIMCO ETF TR
SOLEShares3.79K
TypeSH
Market value$380.8K
0.45%
Sole
0.00
Shared
0.00
None
3.79K
HOME DEPOT INC
SOLEShares815.00
TypeSH
Market value$298.7K
0.35%
Sole
0.00
Shared
0.00
None
815.00
ISHARES TR
SOLEShares12.48K
TypeSH
Market value$290.1K
0.34%
Sole
0.00
Shared
0.00
None
12.48K
VANGUARD WORLD FD
SOLEShares2.38K
TypeSH
Market value$233.6K
0.27%
Sole
0.00
Shared
0.00
None
2.38K
INTERNATIONAL BUSINESS MACHS
SOLEShares936.00
TypeSH
Market value$232.7K
0.27%
Sole
0.00
Shared
0.00
None
936.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares415.00
TypeSH
Market value$221.0K
0.26%
Sole
0.00
Shared
0.00
None
415.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SER TRSOLE | PORTFOLIO S&P500 | 224.59K | SH | $14.77M 17.26% | 0.00 | 0.00 | 224.59K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | MANAGED FUTURES | 286.19K | SH | $8.47M 9.90% | 0.00 | 0.00 | 286.19K |
FIRST TR EXCHANGE-TRADED FDSOLE | DOW 30 EQL WGT | 196.68K | SH | $7.12M 8.33% | 0.00 | 0.00 | 196.68K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 119.64K | SH | $7.00M 8.19% | 0.00 | 0.00 | 119.64K |
FIRST TR EXCHANGE-TRADED FDSOLE | GROWTH STRENGTH | 228.26K | SH | $6.79M 7.94% | 0.00 | 0.00 | 228.26K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | TREASURY OPT INC | 272.38K | SH | $6.72M 7.86% | 0.00 | 0.00 | 272.38K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | VOLATILITY PREM | 346.77K | SH | $6.30M 7.37% | 0.00 | 0.00 | 346.77K |
FIRST TR NAS100 EQ WEIGHTEDSOLE | SHS | 37.53K | SH | $4.54M 5.31% | 0.00 | 0.00 | 37.53K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | ENHANCED INM ETF | 186.97K | SH | $4.10M 4.80% | 0.00 | 0.00 | 186.97K |
ISHARES TRSOLE | CORE MSCI EAFE | 46.25K | SH | $3.50M 4.09% | 0.00 | 0.00 | 46.25K |
SPDR SER TRSOLE | PRTFLO S&P500 GW | 28.04K | SH | $2.25M 2.63% | 0.00 | 0.00 | 28.04K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | BOND BULL ETF | 35.43K | SH | $1.90M 2.22% | 0.00 | 0.00 | 35.43K |
APPLE INCSOLE | COM | 6.74K | SH | $1.50M 1.75% | 0.00 | 0.00 | 6.74K |
PIMCO ETF TRSOLE | ULTRA SHORT GOVT | 10.88K | SH | $1.10M 1.29% | 0.00 | 0.00 | 10.88K |
ISHARES TRSOLE | IBONDS DEC25 ETF | 38.41K | SH | $966.1K 1.13% | 0.00 | 0.00 | 38.41K |
ISHARES TRSOLE | LARGE CAP MAX BU | 38.39K | SH | $961.3K 1.12% | 0.00 | 0.00 | 38.39K |
NVIDIA CORPORATIONSOLE | COM | 5.68K | SH | $615.7K 0.72% | 0.00 | 0.00 | 5.68K |
AIM ETF PRODUCTS TRUSTSOLE | US LRGCP B20 DEC | 19K | SH | $568.9K 0.67% | 0.00 | 0.00 | 19K |
JOHNSON & JOHNSONSOLE | COM | 2.57K | SH | $425.5K 0.50% | 0.00 | 0.00 | 2.57K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 3.79K | SH | $380.8K 0.45% | 0.00 | 0.00 | 3.79K |
HOME DEPOT INCSOLE | COM | 815.00 | SH | $298.7K 0.35% | 0.00 | 0.00 | 815.00 |
ISHARES TRSOLE | IBONDS 25 TRM HG | 12.48K | SH | $290.1K 0.34% | 0.00 | 0.00 | 12.48K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 2.38K | SH | $233.6K 0.27% | 0.00 | 0.00 | 2.38K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 936.00 | SH | $232.7K 0.27% | 0.00 | 0.00 | 936.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 415.00 | SH | $221.0K 0.26% | 0.00 | 0.00 | 415.00 |
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