Portfolio (Quarterly)
Guide ↗
POM Investment Strategies, LLC
· CIK 0001906322| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | KO | COCA COLA CO | Consumer Defensive | 220.0 | $18K | 0.02% | NEW | — | $81.27 | +9.6% |
| 142 | DIS | DISNEY WALT CO | Communication Services | 179.0 | $17K | 0.02% | NEW | — | $96.25 | +11.6% |
| 143 | XLP | SELECT SECTOR SPDR TR | — | 180.0 | $15K | 0.02% | NEW | — | $83.07 | +2.8% |
| 144 | CTVA | CORTEVA INC | Basic Materials | 166.0 | $14K | 0.02% | NEW | — | $84.69 | +4.4% |
| 145 | MU | MICRON TECHNOLOGY INC | Technology | 12.0 | $14K | 0.02% | NEW | — | $1154.25 | -17.7% |
| 146 | SCHM | SCHWAB STRATEGIC TR | — | 375.0 | $14K | 0.02% | NEW | — | $36.87 | -3.5% |
| 147 | NOBL | PROSHARES TR | — | 242.0 | $14K | 0.01% | NEW | — | $56.16 | +3.4% |
| 148 | Q | QNITY ELECTRONICS INC | Technology | 83.0 | $14K | 0.01% | NEW | — | $163.31 | -27.3% |
| 149 | META | META PLATFORMS INC | Communication Services | 24.0 | $14K | 0.01% | NEW | — | $563.54 | +9.0% |
| 150 | AMD | ADVANCED MICRO DEVICES INC | Technology | 22.0 | $13K | 0.01% | NEW | — | $580.91 | -21.5% |
| 151 | XLU | SELECT SECTOR SPDR TR | — | 270.0 | $12K | 0.01% | NEW | — | $45.26 | -5.1% |
| 152 | SYY | SYSCO CORP | Consumer Defensive | 135.0 | $11K | 0.01% | NEW | — | $83.58 | -2.6% |
| 153 | — | VIKING HOLDINGS LTD | — | 100.0 | $10K | 0.01% | NEW | — | $104.67 | — |
| 154 | VTRS | VIATRIS INC | Healthcare | 643.0 | $10K | 0.01% | NEW | — | $15.88 | +7.1% |
| 155 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 74.0 | $10K | 0.01% | NEW | — | $136.81 | -8.9% |
| 156 | ONEH | ELEVATION SERIES TRUST | — | 408.0 | $10K | 0.01% | NEW | — | $24.68 | -0.8% |
| 157 | RFIX | SIMPLIFY EXCHANGE TRADED FUN | — | 247.0 | $10K | 0.01% | NEW | — | $39.11 | -11.2% |
| 158 | JNJ | JOHNSON & JOHNSON | Healthcare | 37.0 | $9K | 0.01% | NEW | — | $255.05 | +9.2% |
| 159 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 9.0 | $9K | 0.01% | NEW | — | $1016.22 | +1.9% |
| 160 | PRU | PRUDENTIAL FINL INC | Financial Services | 84.0 | $9K | 0.01% | NEW | — | $107.93 | +14.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
43.1%
Financial Services
13.7%
Consumer Cyclical
11.9%
Healthcare
8.0%
Industrials
6.1%
Utilities
5.9%
Consumer Defensive
4.7%
Communication Services
2.1%
Real Estate
2.0%
Energy
1.9%