13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001906322
Total reported value
$88.3M
$88.3M
324 檔
70.9%
The Q2 2024 SEC filing reveals that POM Investment Strategies, LLC held a total portfolio value of $88.3M, covering 324 public equity positions.
During Q2 2024, POM Investment Strategies, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 324 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 11.64% | -0.02% | +0.34% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 11.51% | — | +0.27% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.36% | — | +1.49% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 9.66% | — | -3.11% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 5.91% | +0.01% | -2.78% | |
| 6 | EDOW | First Trust Dow 30 Eql Wght | ETF-Other | 5.89% | +0.04% | -8.54% | |
| 7 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 5.78% | +0.04% | — | |
| 8 | RFG | Invesco S&p Midcap 400 Pure | ETF-Other | 5.04% | — | — | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.97% | -0.09% | — | |
| 10 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 4.09% | — | -6.64% | |
| 11 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 3.98% | +0.03% | -4.42% | |
| 12 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 2.37% | — | -32.58% | |
| 13 | FDN | First Trust Dj Internet Ind | ETF-Other | 2.01% | — | -1.41% | |
| 14 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.97% | — | -5.36% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.66% | -0.62% | +6.31% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.04% | +9.90% | |
| 17 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.85% | +2.95% | +142.43% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | — | +5.70% | |
| 19 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.37% | — | — | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.37% | — | — | |
| 21 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 0.34% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -1.45% | +7.09% | |
| 23 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.32% | — | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | — | +3.04% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +1.03% | +1480.46% | |
| 26 | IBHD | Ishares Ibonds 2024 H/y Inc | ETF-Other | 0.26% | — | -45.82% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.21% | +0.20% | — | |
| 28 | PSQ | Proshares Short Qqq | ETF-Other | 0.19% | — | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +0.23% | +73.76% | |
| 30 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.17% | -0.17% | EXIT | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.17% | — | — | |
| 32 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.17% | — | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.17% | -0.19% | +54.67% | |
| 34 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.17% | — | — | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | -0.05% | +16.02% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.16% | — | -96.82% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.16% | — | +7.00% | |
| 38 | INTC | Intel CORP | Stock-Tech | 0.14% | +0.12% | +0.41% | |
| 39 | WOLF* | Wolfspeed Inc | Stock-Other | 0.14% | — | — | |
| 40 | EMHY | Ishares J.p. Morgan Em High | ETF-Other | 0.13% | — | — | |
| 41 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.13% | — | NEW | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.13% | — | +13.19% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | -0.05% | +263.64% | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.11% | — | — | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.09% | -0.02% | +26.44% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.09% | +0.40% | -0.77% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | — | — | |
| 49 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.08% | — | -28.31% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.08% | -0.02% | — |
According to official SEC Form 13F filings, POM Investment Strategies, LLC reported a total U.S. public equity portfolio value of $88.3M across 324 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XLG, MGK, QQQ) accounted for 70.9% of total reported equity market value during Q2 2024.
During Q2 2024, POM Investment Strategies, LLC's top holdings by market value included XLG (11.6%)、MGK (11.5%)、QQQ (11.4%). The largest single position, XLG, represented 11.6% of total portfolio value.
In Q2 2024, POM Investment Strategies, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.