Pom-Investment-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VCEB",
  "VSGX",
  null,
  null,
  "KRNY",
  null,
  "ACN",
  "ABT",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "SCHH",
  "CLLS",
  "GOLF",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "AVEM",
  "GMAB",
  "SBS",
  null,
  null,
  "CCI",
  "DUK",
  "D",
  "EBAY",
  "WTRG",
  null,
  null,
  null,
  null,
  null,
  null,
  "GD",
  "HON",
  "HD",
  "IBN",
  null,
  "AZN",
  "UNP",
  null,
  "QCOM",
  null,
  "ITW",
  "EMR",
  null,
  "META",
  "PROP",
  null,
  "STNG",
  "TK",
  "IONQ",
  null,
  null,
  null,
  null,
  "SHOT",
  "MPC",
  "MGYR",
  "SILA",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "NDAQ",
  "FIS",
  "GE",
  "NVS",
  "ANSS",
  "DG",
  "IWD",
  "ORCL",
  "VGIT",
  null,
  null,
  null,
  "IWF",
  null,
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "VGSH",
  "PGR",
  "IEMG",
  "IJK",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "INTC",
  "OGN",
  "PFE",
  "PG",
  "MRK",
  null,
  "IEFA",
  null,
  "SCHX",
  null,
  "NOW",
  "SHW",
  "ROP",
  "O",
  "SHEL",
  "SAP",
  null,
  "SPYG",
  null,
  "SPLG",
  null,
  "IBM",
  "SYK",
  "TXN",
  "TMO",
  "TJX",
  "RCL",
  "ALC",
  "AWI",
  null,
  "IWV",
  null,
  null,
  null,
  "TSM",
  "GPN",
  "BN.TO",
  "AHR",
  "VRTX",
  "MGC",
  "TT",
  "VRSK",
  "AON",
  "AMD",
  "EL",
  "FI",
  "F",
  "DEO",
  "EOLS",
  "HBNC",
  "NVO",
  "AMZN",
  null,
  null,
  "KD",
  "ESGV",
  "VUG",
  "VEA",
  "MGK",
  "BNDX",
  "BND",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTV",
  "V",
  "WMT",
  "WDS",
  null,
  "WSFS",
  "XEL",
  null,
  null,
  null,
  "HIW",
  "MGM",
  null,
  "SFL",
  "DIA",
  "IUSV",
  "GEV",
  "SPYV",
  null,
  "NTAP",
  "CAR",
  "BAC",
  "BRK-B",
  "BHP",
  "CNI",
  "CNNE",
  "CCL",
  "CDW",
  "CASY",
  "CAKE",
  "CHTR",
  "CTAS",
  "CSCO",
  "CLX",
  "CME",
  "CMCSA",
  "ROAD",
  "COST",
  "DHR",
  "DAL",
  "IJJ",
  "EFA",
  "MCO",
  "QQQ",
  null,
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "MLM",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 213
Total Value: 85548020
Accession Number: 0001906322-25-000002
Form Type: 13F-HR
CIK: pom-investment-strategies
Manager Name: Pom-Investment-Strategies

Data Enrichment

78% identified

167 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

213 positions • $85.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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DOMINION ENERGY, INC

D|25746U109

Shares:1.6K

Value:$92.0K

% of Portfolio:0.1% ($92.0K/$85.5M)

HORIZON BANCORP INC /IN/

HBNC|440407104

Shares:5.7K

Value:$85.9K

% of Portfolio:0.1% ($85.9K/$85.5M)

78464A508

SPYV|78464A508

Shares:1.6K

Value:$82.7K

% of Portfolio:0.1% ($82.7K/$85.5M)

MGM Resorts International

MGM|552953101

Shares:2.7K

Value:$80.0K

% of Portfolio:0.1% ($80.0K/$85.5M)

DELTA AIR LINES, INC.

DAL|247361702

Shares:1.8K

Value:$79.8K

% of Portfolio:0.1% ($79.8K/$85.5M)

WSFS FINANCIAL CORP

WSFS|929328102

Shares:1.5K

Value:$78.1K

% of Portfolio:0.1% ($78.1K/$85.5M)

Essential Utilities, Inc.

WTRG|29670G102

Shares:1.8K

Value:$72.9K

% of Portfolio:0.1% ($72.9K/$85.5M)

American Healthcare REIT, Inc.

AHR|398182303

Shares:2.1K

Value:$62.7K

% of Portfolio:0.1% ($62.7K/$85.5M)

NOVARTIS AG

NVS|66987V109

Shares:495

Value:$55.2K

% of Portfolio:0.1% ($55.2K/$85.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:313

Value:$53.3K

% of Portfolio:0.1% ($53.3K/$85.5M)

921910873

MGC|921910873

Shares:256

Value:$51.6K

% of Portfolio:0.1% ($51.6K/$85.5M)

921943858

VEA|921943858

Shares:982

Value:$49.9K

% of Portfolio:0.1% ($49.9K/$85.5M)

Shell plc

SHEL|780259305

Shares:664

Value:$48.7K

% of Portfolio:0.1% ($48.7K/$85.5M)

210322400

Shares:1.9K

Value:$47.3K

% of Portfolio:0.1% ($47.3K/$85.5M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:1.1K

Value:$45.2K

% of Portfolio:0.1% ($45.2K/$85.5M)

464287614

IWF|464287614

Shares:114

Value:$41.2K

% of Portfolio:0.0% ($41.2K/$85.5M)

78464A847

Shares:801

Value:$41.0K

% of Portfolio:0.0% ($41.0K/$85.5M)

PFIZER INC

PFE|717081103

Shares:1.5K

Value:$38.2K

% of Portfolio:0.0% ($38.2K/$85.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:612

Value:$37.8K

% of Portfolio:0.0% ($37.8K/$85.5M)

97717W406

Shares:340

Value:$37.3K

% of Portfolio:0.0% ($37.3K/$85.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DOMINION ENERGY, INC(Dcusip25746U109)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$92.0K	0.1% ($92.0K/$85.5M)	QoQ NEW(+$92.0K) YoY NEW(+$92.0K)
HORIZON BANCORP INC /IN/(HBNCcusip440407104)	5.7K	QoQ 0.00% (-0) YoY NEW(+5.7K)	All Managers (Combined)	$85.9K	0.1% ($85.9K/$85.5M)	QoQ -6.39% (-$5.9K) YoY NEW(+$85.9K)
(SPYVcusip78464A508)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$82.7K	0.1% ($82.7K/$85.5M)	QoQ NEW(+$82.7K) YoY NEW(+$82.7K)
MGM Resorts International(MGMcusip552953101)	2.7K	QoQ +145.45% (+1.6K) YoY +145.45% (+1.6K)	All Managers (Combined)	$80.0K	0.1% ($80.0K/$85.5M)	QoQ +109.96% (+$41.9K) YoY +54.10% (+$28.1K)
DELTA AIR LINES, INC.(DALcusip247361702)	1.8K	QoQ 0.00% (-0) YoY NEW(+1.8K)	All Managers (Combined)	$79.8K	0.1% ($79.8K/$85.5M)	QoQ -27.93% (-$30.9K) YoY NEW(+$79.8K)
WSFS FINANCIAL CORP(WSFScusip929328102)	1.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$78.1K	0.1% ($78.1K/$85.5M)	QoQ -2.37% (-$1.9K) YoY +14.90% (+$10.1K)
Essential Utilities, Inc.(WTRGcusip29670G102)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$72.9K	0.1% ($72.9K/$85.5M)	QoQ NEW(+$72.9K) YoY NEW(+$72.9K)
American Healthcare REIT, Inc.(AHRcusip398182303)	2.1K	QoQ 0.00% (+0) YoY NEW(+2.1K)	All Managers (Combined)	$62.7K	0.1% ($62.7K/$85.5M)	QoQ +6.61% (+$3.9K) YoY NEW(+$62.7K)
NOVARTIS AG(NVScusip66987V109)	495	QoQ +1275.00% (+459) YoY +1275.00% (+459)	All Managers (Combined)	$55.2K	0.1% ($55.2K/$85.5M)	QoQ +1475.30% (+$51.7K) YoY +1484.80% (+$51.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	313	QoQ +413.11% (+252) YoY NEW(+313)	All Managers (Combined)	$53.3K	0.1% ($53.3K/$85.5M)	QoQ +421.57% (+$43.1K) YoY NEW(+$53.3K)
(MGCcusip921910873)	256	QoQ NEW(+256) YoY NEW(+256)	All Managers (Combined)	$51.6K	0.1% ($51.6K/$85.5M)	QoQ NEW(+$51.6K) YoY NEW(+$51.6K)
(VEAcusip921943858)	982	QoQ -40.12% (-658) YoY 0.00% (+0)	All Managers (Combined)	$49.9K	0.1% ($49.9K/$85.5M)	QoQ -36.35% (-$28.5K) YoY +1.31% (+$648)
Shell plc(SHELcusip780259305)	664	QoQ NEW(+664) YoY NEW(+664)	All Managers (Combined)	$48.7K	0.1% ($48.7K/$85.5M)	QoQ NEW(+$48.7K) YoY NEW(+$48.7K)
(cusip210322400)✕	1.9K	QoQ -11.77% (-254) YoY NEW(+1.9K)	All Managers (Combined)	$47.3K	0.1% ($47.3K/$85.5M)	QoQ -11.28% (-$6.0K) YoY NEW(+$47.3K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	1.1K	QoQ 0.00% (-0) YoY +1306.49% (+1.0K)	All Managers (Combined)	$45.2K	0.1% ($45.2K/$85.5M)	QoQ -5.05% (-$2.4K) YoY +1447.73% (+$42.3K)
(IWFcusip464287614)	114	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$41.2K	0.0% ($41.2K/$85.5M)	QoQ -10.08% (-$4.6K) YoY +7.13% (+$2.7K)
(cusip78464A847)✕	801	QoQ NEW(+801) YoY NEW(+801)	All Managers (Combined)	$41.0K	0.0% ($41.0K/$85.5M)	QoQ NEW(+$41.0K) YoY NEW(+$41.0K)
PFIZER INC(PFEcusip717081103)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$38.2K	0.0% ($38.2K/$85.5M)	QoQ NEW(+$38.2K) YoY NEW(+$38.2K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	612	QoQ -55.19% (-754) YoY +8.89% (+50)	All Managers (Combined)	$37.8K	0.0% ($37.8K/$85.5M)	QoQ -53.31% (-$43.1K) YoY +34.62% (+$9.7K)
(cusip97717W406)✕	340	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$37.3K	0.0% ($37.3K/$85.5M)	QoQ +3.07% (+$1.1K) YoY +7.88% (+$2.7K)