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CIK: 0001906322
Total reported value
$88.3M
$88.3M
342 檔
70.1%
According to the latest 13F quarterly dataset, POM Investment Strategies, LLC managed an equity portfolio of $88.3M at the end of Q4 2024, spanning 342 distinct U.S. exchange-listed positions.
During Q4 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 342 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 9.82% | — | +2.06% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 9.44% | — | +0.05% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 9.22% | -0.02% | +1.28% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.22% | — | +0.52% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-Other | 8.87% | — | +1.40% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 8.01% | — | — | |
| 7 | EDOW | First Trust Dow 30 Eql Wght | ETF-Other | 6.14% | +0.04% | +1.59% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-Other | 6.07% | +0.01% | +0.76% | |
| 9 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 5.85% | +0.04% | +2.70% | |
| 10 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 4.06% | — | +1.66% | |
| 11 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 3.93% | +0.03% | +2.44% | |
| 12 | FDN | First Trust Dj Internet Ind | ETF-Other | 2.25% | — | -0.88% | |
| 13 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.02% | — | +0.97% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.67% | -0.62% | -4.02% | |
| 15 | SMAX | Ishares L Cap Mb Sep ETF | ETF-Other | 0.99% | — | — | |
| 16 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.94% | +2.95% | +6.17% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | -0.04% | -6.00% | |
| 18 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.80% | — | — | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | — | +1.15% | |
| 20 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 0.48% | +0.09% | — | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.36% | — | +3.37% | |
| 22 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.36% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -1.45% | — | |
| 24 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.34% | — | +1.62% | |
| 25 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.32% | — | +99.67% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | — | +1.44% | |
| 27 | IBHE | Ishares Ibonds 2025 H/y Inc | ETF-Other | 0.24% | — | — | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.20% | +0.40% | +79.14% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +1.03% | +0.86% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | +0.23% | +0.91% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.15% | +0.20% | -35.73% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.05% | — | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.13% | — | — | |
| 34 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.13% | -0.17% | EXIT | |
| 35 | PSQ | Proshares Short Qqq | ETF-Other | 0.13% | — | -19.82% | |
| 36 | EMHY | Ishares J.p. Morgan Em High | ETF-Other | 0.13% | — | — | |
| 37 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.13% | — | NEW | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | — | — | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.12% | — | — | |
| 40 | QBER | Trueshares Quartly B Hdg ETF | ETF-Other | 0.12% | — | +4.06% | |
| 41 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.11% | — | — | |
| 42 | P | Everpure Inc-a | Stock-Tech | 0.11% | — | — | |
| 43 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.11% | -0.02% | EXIT | |
| 44 | KEL | Kellanova | Stock-Other | 0.11% | — | — | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.11% | +0.01% | — | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | -0.19% | — | |
| 47 | SCHH | Schwab US Reit ETF | ETF-Other | 0.10% | — | -98.69% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.10% | -0.02% | +10.73% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.09% | -0.02% | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | — | +2.67% |
According to official SEC Form 13F filings, POM Investment Strategies, LLC reported a total U.S. public equity portfolio value of $88.3M across 342 disclosed positions in Q4 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 BUFR, MGK, XLG) accounted for 70.1% of total reported equity market value during Q4 2024.
During Q4 2024, POM Investment Strategies, LLC's top holdings by market value included BUFR (9.8%)、MGK (9.4%)、XLG (9.2%). The largest single position, BUFR, represented 9.8% of total portfolio value.
In Q4 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.
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