$125Million– No. of Holdings #322
Ticker | $ Bought |
---|---|
first tr exchange traded fd | 7,228,920 |
invesco exchange traded fd t | 6,304,360 |
ishares tr | 6,213,170 |
aim etf products trust | 419,473 |
proshares tr | 235,184 |
pimco etf tr | 211,164 |
first tr exchng traded fd vi | 208,139 |
delta air lines inc del | 86,863 |
Ticker | % Inc. |
---|---|
caterpillar inc | 2,160 |
disney walt co | 2,120 |
morgan stanley | 1,147 |
visa inc | 970 |
bhp group ltd | 965 |
union pac corp | 962 |
exxon mobil corp | 918 |
sap se | 892 |
Ticker | % Reduced |
---|---|
first tr exchange-traded fd | -99.76 |
ishares tr | -99.73 |
spdr dow jones indl average | -96.82 |
first tr exch trd alphdx fd | -86.17 |
first tr exchange-traded fd | -86.12 |
first tr exchange-traded fd | -80.63 |
royal caribbean group | -61.92 |
ishares tr | -45.82 |
Ticker | $ Sold |
---|---|
ishares tr | -890,257 |
proshares tr | -254,390 |
aim etf products trust | -295,852 |
ishares tr | -594,592 |
ishares tr | -115,521 |
flex lng ltd | -5,086 |
warby parker inc | -2,722 |
exact sciences corp | -6,906 |
POM Investment Strategies, LLC has about 91.2% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 91.2 |
Technology | 3.9 |
Consumer Cyclical | 1.2 |
POM Investment Strategies, LLC has about 8.5% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 91.2 |
MEGA-CAP | 5.9 |
LARGE-CAP | 2.6 |
About 8.3% of the stocks held by POM Investment Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 91.5 |
S&P 500 | 8.3 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
POM Investment Strategies, LLC has 322 stocks in it's portfolio. About 75.8% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for POM Investment Strategies, LLC last quarter.
Last Reported on: 25 Jul, 2024Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAL | american airls group inc | 0.00 | 100 | 1,133 | unchanged | 0.00 | ||
AAPL | apple inc | 1.66 | 9,829 | 2,070,180 | added | 6.31 | ||
AAXJ | ishares tr | 0.37 | 5,939 | 458,168 | unchanged | 0.00 | ||
AAXJ | ishares tr | 0.00 | 72.00 | 4,775 | new | |||
AAXJ | ishares tr | 0.00 | 37.00 | 4,326 | new | |||
AAXJ | ishares tr | 0.00 | 48.00 | 2,690 | new | |||
ABBV | abbvie inc | 0.03 | 208 | 35,680 | added | 0.48 | ||
ABT | abbott labs | 0.01 | 128 | 13,300 | added | 573 | ||
ACES | alps etf tr | 0.02 | 1,189 | 30,272 | new | |||
ACIO | etf ser solutions | 0.01 | 545 | 16,403 | added | 0.93 | ||
ACN | accenture plc ireland | 0.01 | 30.00 | 9,102 | unchanged | 0.00 | ||
ACWF | ishares tr | 2.37 | 117,967 | 2,964,510 | reduced | -32.58 | ||
ACWF | ishares tr | 0.01 | 199 | 7,699 | new | |||
ACWV | ishares inc | 0.13 | 4,521 | 167,508 | unchanged | 0.00 | ||
ACWV | ishares inc | 0.01 | 350 | 17,089 | added | 77.66 | ||
ADBE | adobe inc | 0.06 | 126 | 69,998 | added | 129 | ||
AEMB | american centy etf tr | 0.01 | 232 | 14,579 | new | |||
AEMB | american centy etf tr | 0.00 | 53.00 | 3,300 | new | |||
AFK | vaneck etf trust | 0.03 | 159 | 41,451 | added | 318 | ||
AFLG | first tr exchng traded fd vi | 9.66 | 417,566 | 12,076,000 | reduced | -3.11 | ||