POM Investment Strategies, LLC
data from 30/09/2025
Capitalization
$ 183.992 M
31.53 %
Performance
$ 24.840 M
22.09 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | SPLG | SPDR SERIES TRUST | 13.56% | 24.951 M $ | 318495 | 2025/03/31 | 1.403 M $ | 7.77 % |
| 2025/09/30 | EEM | ISHARES TR | 7.75% | 14.257 M $ | 266992 | 2025/06/30 | 1.090 M $ | 10.70 % |
| 2025/09/30 | XLG | INVESCO EXCHANGE TRADED FD T | 7.72% | 14.195 M $ | 246792 | 2023/12/31 | 1.091 M $ | 10.40 % |
| 2025/09/30 | MTUM | ISHARES TR | 7.59% | 13.969 M $ | 54469 | 2025/06/30 | 682.008 K $ | 6.71 % |
| 2025/09/30 | QQQ | INVESCO QQQ TR | 7.58% | 13.955 M $ | 23244 | 2023/12/31 | 909.496 K $ | 8.83 % |
| 2025/09/30 | IEV | ISHARES TR | 7.44% | 13.685 M $ | 208992 | 2025/06/30 | 349.786 K $ | 3.53 % |
| 2025/09/30 | SPYG | SPDR SERIES TRUST | 7.37% | 13.567 M $ | 129813 | 2025/03/31 | 766.491 K $ | 9.64 % |
| 2025/09/30 | SPYV | SPDR SERIES TRUST | 5.96% | 10.962 M $ | 198117 | 2025/03/31 | 492.339 K $ | 5.71 % |
| 2025/09/30 | IEFA | ISHARES TR | 4.04% | 7.430 M $ | 85097 | 2024/09/30 | 238.543 K $ | 4.59 % |
| 2025/09/30 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | 4.02% | 7.395 M $ | 310080 | 2025/03/31 | 57.893 K $ | 0.89 % |
| 2025/09/30 | HIGH | SIMPLIFY EXCHANGE TRADED FUN | 3.92% | 7.214 M $ | 312417 | 2025/03/31 | -243.914 K $ | -4.70 % |
| 2025/09/30 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 3.85% | 7.092 M $ | 253556 | 2025/03/31 | 369.325 K $ | 4.60 % |
| 2025/09/30 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | 3.08% | 5.669 M $ | 314966 | 2025/03/31 | -184.946 K $ | -2.12 % |
| 2025/09/30 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | 1.98% | 3.637 M $ | 175630 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SBAR | SIMPLIFY EXCHANGE TRADED FUN | 1.94% | 3.575 M $ | 136145 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AVEM | AMERICAN CENTY ETF TR | 1.93% | 3.546 M $ | 47217 | 2025/03/31 | 266.216 K $ | 9.59 % |
| 2025/09/30 | SPMD | SPDR SERIES TRUST | 1.33% | 2.439 M $ | 42653 | 2025/03/31 | 207.597 K $ | 5.17 % |
| 2025/09/30 | IJJ | ISHARES TR | 1.12% | 2.068 M $ | 15942 | 2025/03/31 | 136.768 K $ | 4.97 % |
| 2025/09/30 | IJK | ISHARES TR | 1.12% | 2.063 M $ | 21511 | 2023/12/31 | 121.571 K $ | 5.40 % |
| 2025/09/30 | SIMPLIFY EXCHANGE TRADED FUN | 0.97% | 1.790 M $ | 67908 | 2025/09/30 | 0.000 $ | 0.00 % | |
| 2025/09/30 | AAPL | APPLE INC | 0.88% | 1.626 M $ | 6387 | 2023/12/31 | 307.937 K $ | 24.11 % |
| 2025/09/30 | TSLA | TESLA INC | 0.40% | 729.160 K $ | 3402 | 2023/12/31 | 5.336 K $ | 40.00 % |
| 2025/09/30 | SPSM | SPDR SERIES TRUST | 0.38% | 706.288 K $ | 15248 | 2025/03/31 | 93.725 K $ | 8.73 % |
| 2025/09/30 | AVUV | AMERICAN CENTY ETF TR | 0.38% | 697.466 K $ | 7008 | 2025/03/31 | 96.877 K $ | 9.25 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 0.33% | 601.340 K $ | 1161 | 2023/12/31 | 3.943 K $ | 4.13 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.26% | 479.311 K $ | 2585 | 2023/12/31 | 83.243 K $ | 21.39 % |
| 2025/09/30 | AGG | ISHARES TR | 0.18% | 323.908 K $ | 3231 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 0.17% | 308.231 K $ | 1652 | 2023/12/31 | 48.488 K $ | 18.10 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 0.17% | 304.982 K $ | 498 | 2024/12/31 | 177.000 $ | 7.78 % |
| 2025/09/30 | IBM | INTERNATIONAL BUSINESS MACHS | 0.14% | 266.641 K $ | 945 | 2023/12/31 | -11.812 K $ | -4.28 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.11% | 208.637 K $ | 415 | 2023/12/31 | 7.076 K $ | 3.49 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 0.10% | 186.977 K $ | 202 | 2023/12/31 | -12.862 K $ | -6.50 % |
| 2025/09/30 | TIDAL TRUST II | 0.09% | 157.179 K $ | 7096 | 2025/03/31 | 6.670 K $ | 4.43 % | |
| 2025/09/30 | VUG | VANGUARD INDEX FDS | 0.08% | 139.087 K $ | 290 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.07% | 132.092 K $ | 326 | 2023/12/31 | 8.442 K $ | 10.51 % |
| 2025/09/30 | IONQ | IONQ INC | 0.07% | 131.672 K $ | 2141 | 2025/03/31 | 39.672 K $ | 43.12 % |
| 2025/09/30 | UNH | UNITEDHEALTH GROUP INC | 0.07% | 121.891 K $ | 353 | 2023/12/31 | 599.000 $ | 10.68 % |
| 2025/09/30 | VEA | VANGUARD TAX-MANAGED FDS | 0.06% | 113.309 K $ | 1891 | 2023/12/31 | 2.857 K $ | 5.10 % |
| 2025/09/30 | GBTC | GRAYSCALE BITCOIN TRUST ETF | 0.06% | 111.225 K $ | 1239 | 2024/12/31 | 6.120 K $ | 5.82 % |
| 2025/09/30 | LOW | LOWES COS INC | 0.06% | 109.320 K $ | 435 | 2023/12/31 | 12.806 K $ | 13.27 % |
| 2025/09/30 | VTV | VANGUARD INDEX FDS | 0.06% | 109.283 K $ | 586 | 2025/03/31 | 107.000 $ | 5.52 % |
| 2025/09/30 | VO | VANGUARD INDEX FDS | 0.06% | 108.390 K $ | 369 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DAL | DELTA AIR LINES INC DEL | 0.06% | 103.909 K $ | 1831 | 2024/06/30 | 13.860 K $ | 15.39 % |
| 2025/09/30 | EFA | ISHARES TR | 0.05% | 99.906 K $ | 1070 | 2023/12/31 | 278.000 $ | 4.45 % |
| 2025/09/30 | USMV | ISHARES TR | 0.05% | 95.140 K $ | 1000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | HDV | ISHARES TR | 0.05% | 91.838 K $ | 750 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AHR | AMERICAN HEALTHCARE REIT INC | 0.05% | 86.877 K $ | 2068 | 2024/09/30 | 10.898 K $ | 14.34 % |
| 2025/09/30 | VV | VANGUARD INDEX FDS | 0.05% | 82.814 K $ | 269 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VTI | VANGUARD INDEX FDS | 0.04% | 82.043 K $ | 250 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | WSFS | WSFS FINL CORP | 0.04% | 81.219 K $ | 1506 | 2023/12/31 | -1.611 K $ | -1.95 % |
| 2025/09/30 | NUKZ | EXCHANGE TRADED CONCEPTS TRU | 0.04% | 77.202 K $ | 1187 | 2025/06/30 | 10.065 K $ | 14.99 % |
| 2025/09/30 | JIG | J P MORGAN EXCHANGE TRADED F | 0.04% | 75.342 K $ | 1000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 0.04% | 74.612 K $ | 112 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VSS | VANGUARD INTL EQUITY INDEX F | 0.04% | 71.275 K $ | 500 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | QTUM | ETF SER SOLUTIONS | 0.04% | 67.457 K $ | 643 | 2025/06/30 | 8.416 K $ | 14.26 % |
| 2025/09/30 | SHLD | GLOBAL X FDS | 0.04% | 65.534 K $ | 933 | 2025/06/30 | 9.320 K $ | 16.58 % |
| 2025/09/30 | IJR | ISHARES TR | 0.03% | 59.415 K $ | 500 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | USHY | ISHARES TR | 0.03% | 53.837 K $ | 1425 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IWF | ISHARES TR | 0.03% | 53.399 K $ | 114 | 2023/12/31 | 4.996 K $ | 10.32 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.03% | 53.107 K $ | 218 | 2024/03/31 | 14.422 K $ | 37.29 % |
| 2025/09/30 | BAC | BANK AMERICA CORP | 0.03% | 51.900 K $ | 1006 | 2023/12/31 | 4.295 K $ | 9.02 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 0.03% | 51.051 K $ | 210 | 2023/12/31 | 13.374 K $ | 37.94 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.02% | 44.177 K $ | 1147 | 2023/12/31 | 19.000 $ | 0.08 % |
| 2025/09/30 | STNG | SCORPIO TANKERS INC | 0.02% | 41.141 K $ | 734 | 2023/12/31 | 12.419 K $ | 43.24 % |
| 2025/09/30 | AIVL | WISDOMTREE TR | 0.02% | 38.854 K $ | 340 | 2023/12/31 | 414.000 $ | 1.08 % |
| 2025/09/30 | MGM | MGM RESORTS INTERNATIONAL | 0.02% | 38.126 K $ | 1100 | 2023/12/31 | 296.000 $ | 0.79 % |
| 2025/09/30 | TK | TEEKAY CORPORATION LTD | 0.02% | 37.800 K $ | 4621 | 2024/12/31 | -323.000 $ | -0.85 % |
| 2025/09/30 | MPC | MARATHON PETE CORP | 0.02% | 37.777 K $ | 196 | 2024/03/31 | 5.219 K $ | 16.03 % |
| 2025/09/30 | ZS | ZSCALER INC | 0.02% | 33.862 K $ | 113 | 2025/06/30 | -1.613 K $ | -4.55 % |
| 2025/09/30 | T | AT&T INC | 0.02% | 33.464 K $ | 1185 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | RCL | ROYAL CARIBBEAN GROUP | 0.02% | 32.358 K $ | 100 | 2023/12/31 | 1.043 K $ | 3.33 % |
| 2025/09/30 | CRWD | CROWDSTRIKE HLDGS INC | 0.02% | 28.932 K $ | 59 | 2025/06/30 | -1.116 K $ | -3.72 % |
| 2025/09/30 | GPN | GLOBAL PMTS INC | 0.02% | 27.915 K $ | 336 | 2024/06/30 | 1.021 K $ | 3.80 % |
| 2025/09/30 | NVO | NOVO-NORDISK A S | 0.01% | 27.412 K $ | 494 | 2023/12/31 | -6.683 K $ | -19.60 % |
| 2025/09/30 | CSCO | CISCO SYS INC | 0.01% | 27.368 K $ | 400 | 2023/12/31 | -389.000 $ | -1.38 % |
| 2025/09/30 | WMT | WALMART INC | 0.01% | 26.391 K $ | 256 | 2023/12/31 | 1.351 K $ | 5.40 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.01% | 25.703 K $ | 35 | 2024/06/30 | -115.000 $ | -0.50 % |
| 2025/09/30 | GD | GENERAL DYNAMICS CORP | 0.01% | 24.211 K $ | 71 | 2024/03/31 | 3.503 K $ | 16.92 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO | 0.01% | 23.973 K $ | 76 | 2023/12/31 | 612.000 $ | 8.80 % |
| 2025/09/30 | FBCG | FIDELITY COVINGTON TRUST | 0.01% | 22.376 K $ | 417 | 2025/06/30 | 2.260 K $ | 11.24 % |
| 2025/09/30 | AVGO | BROADCOM INC | 0.01% | 22.142 K $ | 67 | 2024/06/30 | 290.019 K $ | 19.68 % |
| 2025/09/30 | IWD | ISHARES TR | 0.01% | 21.581 K $ | 106 | 2023/12/31 | 992.000 $ | 4.82 % |
| 2025/09/30 | SCHX | SCHWAB STRATEGIC TR | 0.01% | 21.335 K $ | 810 | 2023/12/31 | 1.538 K $ | 7.77 % |
| 2025/09/30 | RSP | INVESCO EXCHANGE TRADED FD T | 0.01% | 21.246 K $ | 112 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SILA | SILA REALTY TRUST INC | 0.01% | 20.984 K $ | 836 | 2024/06/30 | 1.195 K $ | 6.04 % |
| 2025/09/30 | IJH | ISHARES TR | 0.01% | 20.165 K $ | 309 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | JEPQ | J P MORGAN EXCHANGE TRADED F | 0.01% | 20.132 K $ | 350 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | JEPI | J P MORGAN EXCHANGE TRADED F | 0.01% | 19.985 K $ | 350 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | KRNY | KEARNY FINL CORP MD | 0.01% | 19.710 K $ | 3000 | 2023/12/31 | 330.000 $ | 1.70 % |
| 2025/09/30 | VZ | VERIZON COMMUNICATIONS INC | 0.01% | 19.558 K $ | 445 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PG | PROCTER AND GAMBLE CO | 0.01% | 19.514 K $ | 127 | 2024/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | BN | BROOKFIELD CORP | 0.01% | 19.477 K $ | 284 | 2024/09/30 | -4.580 K $ | -26.08 % |
| 2025/09/30 | GLW | CORNING INC | 0.01% | 19.113 K $ | 233 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | FAST | FASTENAL CO | 0.01% | 16.477 K $ | 336 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CAR | AVIS BUDGET GROUP | 0.01% | 16.058 K $ | 100 | 2024/03/31 | -848.000 $ | -5.02 % |
| 2025/09/30 | INTC | INTEL CORP | 0.01% | 15.769 K $ | 470 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | VPU | VANGUARD WORLD FD | 0.01% | 15.342 K $ | 81 | 2023/12/31 | 1.044 K $ | 7.31 % |
| 2025/09/30 | PH | PARKER-HANNIFIN CORP | 0.01% | 15.163 K $ | 20 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | XLP | SELECT SECTOR SPDR TR | 0.01% | 14.107 K $ | 180 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ADBE | ADOBE INC | 0.01% | 13.757 K $ | 39 | 2023/12/31 | -648.000 $ | -8.82 % |