POM Investment Strategies, LLC
Comparing Q1 2026 vs Q4 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| FIRST TR EXCHNG TRADED FD VI | 0 | 234,124 | +234,124 | 0 | 8,922,466 | +8,922,466 |
| AIM ETF PRODUCTS TRUST | 0 | 208,819 | +208,819 | 0 | 7,617,724 | +7,617,724 |
| AIM ETF PRODUCTS TRUST | 0 | 189,826 | +189,826 | 0 | 7,302,606 | +7,302,606 |
| AIM ETF PRODUCTS TRUST | 0 | 267,720 | +267,720 | 0 | 7,115,998 | +7,115,998 |
| AIM ETF PRODUCTS TRUST | 0 | 208,741 | +208,741 | 0 | 6,593,836 | +6,593,836 |
| AIM ETF PRODUCTS TRUST | 0 | 178,365 | +178,365 | 0 | 5,959,175 | +5,959,175 |
| AIM ETF PRODUCTS TRUST | 0 | 103,778 | +103,778 | 0 | 2,962,862 | +2,962,862 |
| PIMCO ETF TR | 0 | 17,907 | +17,907 | 0 | 1,808,024 | +1,808,024 |
| AIM ETF PRODUCTS TRUST | 0 | 52,473 | +52,473 | 0 | 1,772,538 | +1,772,538 |
| ELEVATION SERIES TRUST | 0 | 73,396 | +73,396 | 0 | 1,771,280 | +1,771,280 |
| ELEVATION SERIES TRUST | 0 | 46,995 | +46,995 | 0 | 1,176,591 | +1,176,591 |
| JPMORGAN CHASE & CO | 0 | 4,088 | +4,088 | 0 | 1,202,563 | +1,202,563 |
| ELEVATION SERIES TRUST | 0 | 31,856 | +31,856 | 0 | 1,171,052 | +1,171,052 |
| ELEVATION SERIES TRUST | 0 | 28,397 | +28,397 | 0 | 1,167,145 | +1,167,145 |
| AIM ETF PRODUCTS TRUST | 0 | 20,820 | +20,820 | 0 | 582,960 | +582,960 |
| ELEVATION SERIES TRUST | 0 | 14,317 | +14,317 | 0 | 581,884 | +581,884 |
| AIM ETF PRODUCTS TRUST | 0 | 18,464 | +18,464 | 0 | 579,478 | +579,478 |
| ELEVATION SERIES TRUST | 0 | 14,741 | +14,741 | 0 | 572,372 | +572,372 |
| ELEVATION SERIES TRUST | 0 | 14,070 | +14,070 | 0 | 571,405 | +571,405 |
| ELEVATION SERIES TRUST | 0 | 25,264 | +25,264 | 0 | 554,551 | +554,551 |
| FIDELITY COVINGTON TRUST | 0 | 9,977 | +9,977 | 0 | 500,047 | +500,047 |
| CHEVRON CORPORATION | 0 | 1,724 | +1,724 | 0 | 356,696 | +356,696 |
| VERIZON COMMUNICATIONS INC | 0 | 7,014 | +7,014 | 0 | 352,103 | +352,103 |
| DUKE ENERGY CORP NEW | 150 | 2,523 | +2,373 | 17,604 | 330,409 | +312,805 |
| ISHARES TR | 0 | 7,389 | +7,389 | 0 | 322,530 | +322,530 |
| FIDELITY COVINGTON TRUST | 0 | 7,186 | +7,186 | 0 | 309,321 | +309,321 |
| CATERPILLAR INC | 0 | 403 | +403 | 156 | 285,509 | +285,353 |
| BANK AMERICA CORP | 1,128 | 6,821 | +5,693 | 62,040 | 332,524 | +270,484 |
| FIDELITY COVINGTON TRUST | 0 | 8,760 | +8,760 | 0 | 273,943 | +273,943 |
| FIDELITY COVINGTON TRUST | 0 | 8,057 | +8,057 | 0 | 266,765 | +266,765 |
| GE AEROSPACE | 0 | 974 | +974 | 0 | 276,415 | +276,415 |
| GE VERNOVA INC | 0 | 254 | +254 | 0 | 221,717 | +221,717 |
| CONOCOPHILLIPS | 1 | 1,300 | +1,299 | 79 | 171,600 | +171,521 |
| AT&T INC | 2,380 | 7,564 | +5,184 | 59,119 | 219,280 | +160,161 |
| VANGUARD BD INDEX FDS | 0 | 2,034 | +2,034 | 0 | 156,996 | +156,996 |
| PFIZER INC | 0 | 5,774 | +5,774 | 0 | 162,128 | +162,128 |
| ELI LILLY & CO | 53 | 225 | +172 | 57,193 | 206,954 | +149,761 |
| CITIGROUP INC | 0 | 1,222 | +1,222 | 0 | 138,587 | +138,587 |
| GSK PLC | 0 | 2,501 | +2,501 | 0 | 138,030 | +138,030 |
| CENTERPOINT ENERGY INC | 144 | 2,843 | +2,699 | 5,522 | 122,704 | +117,182 |
| VANGUARD SCOTTSDALE FDS | 0 | 1,965 | +1,965 | 0 | 115,055 | +115,055 |
| VANGUARD INDEX FDS | 0 | 316 | +316 | 0 | 188,869 | +188,869 |
| VANGUARD INDEX FDS | 0 | 552 | +552 | 0 | 101,724 | +101,724 |
| AIM ETF PRODUCTS TRUST | 0 | 3,000 | +3,000 | 0 | 101,382 | +101,382 |
| AIM ETF PRODUCTS TRUST | 0 | 2,980 | +2,980 | 0 | 99,185 | +99,185 |
| VANGUARD INTL EQUITY INDEX F | 0 | 1,153 | +1,153 | 0 | 95,075 | +95,075 |
| ISHARES TR | 0 | 763 | +763 | 0 | 94,835 | +94,835 |
| MERCK & CO INC | 0 | 1,091 | +1,091 | 0 | 131,236 | +131,236 |
| ISHARES TR | 0 | 869 | +869 | 0 | 96,781 | +96,781 |
| ISHARES TR | 0 | 959 | +959 | 0 | 83,125 | +83,125 |
| ISHARES TR | 0 | 1,437 | +1,437 | 0 | 97,009 | +97,009 |
| VANGUARD WORLD FD | 0 | 595 | +595 | 0 | 71,847 | +71,847 |
| ISHARES TR | 0 | 663 | +663 | 0 | 70,661 | +70,661 |
| WALMART INC | 0 | 811 | +811 | 0 | 100,803 | +100,803 |
| CISCO SYS INC | 400 | 1,175 | +775 | 30,812 | 91,168 | +60,356 |
| VANGUARD SCOTTSDALE FDS | 0 | 758 | +758 | 0 | 60,092 | +60,092 |
| FIDELITY WISE ORIGIN BITCOIN | 0 | 975 | +975 | 0 | 57,554 | +57,554 |
| PHILLIPS 66 | 0 | 335 | +335 | 0 | 61,030 | +61,030 |
| FORD MTR CO | 0 | 8,224 | +8,224 | 0 | 94,906 | +94,906 |
| FIRST TR EXCHANGE TRADED FD | 0 | 765 | +765 | 0 | 52,234 | +52,234 |
| ISHARES TR | 0 | 546 | +546 | 0 | 52,110 | +52,110 |
| WEC ENERGY GROUP INC | 0 | 474 | +474 | 0 | 54,875 | +54,875 |
| PUBLIC SVC ENTERPRISE GROUP | 0 | 600 | +600 | 0 | 48,570 | +48,570 |
| WILLIAMS COS INC | 0 | 691 | +691 | 0 | 50,291 | +50,291 |
| OLD REP INTL CORP | 0 | 1,091 | +1,091 | 0 | 43,515 | +43,515 |
| ISHARES INC | 0 | 496 | +496 | 0 | 41,882 | +41,882 |
| CORTEVA INC | 0 | 499 | +499 | 0 | 41,771 | +41,771 |
| ISHARES TR | 0 | 450 | +450 | 0 | 39,011 | +39,011 |
| VANGUARD WHITEHALL FDS | 0 | 446 | +446 | 0 | 42,015 | +42,015 |
| MCDONALDS CORP | 0 | 119 | +119 | 0 | 36,984 | +36,984 |
| ISHARES TR | 0 | 343 | +343 | 0 | 36,430 | +36,430 |
| TAIWAN SEMICONDUCTOR MANUFAC | 0 | 105 | +105 | 0 | 35,485 | +35,485 |
| PROCTER & GAMBLE CO | 0 | 552 | +552 | 0 | 79,753 | +79,753 |
| WARNER BROS DISCOVERY INC | 0 | 1,780 | +1,780 | 0 | 48,879 | +48,879 |
| COLUMBIA ETF TR I | 0 | 856 | +856 | 0 | 33,367 | +33,367 |
| FIRSTENERGY CORP | 0 | 705 | +705 | 0 | 35,715 | +35,715 |
| NEW JERSEY RES CORP | 0 | 600 | +600 | 0 | 32,952 | +32,952 |
| PPL CORP | 0 | 1,000 | +1,000 | 0 | 38,200 | +38,200 |
| COSTCO WHOLESALE CORPORATION | 211 | 215 | +4 | 181,967 | 214,251 | +32,284 |
| GENERAL MTRS CO | 0 | 397 | +397 | 0 | 29,577 | +29,577 |
| TESLA INC | 0 | 1,836 | +1,836 | 0 | 682,533 | +682,533 |
| SCHWAB STRATEGIC TR | 0 | 946 | +946 | 0 | 29,023 | +29,023 |
| STATE STR SPDR S&P MIDCAP 40 | 0 | 47 | +47 | 0 | 28,988 | +28,988 |
| QNITY ELECTRONICS INC | 0 | 249 | +249 | 0 | 28,730 | +28,730 |
| ADVANCED MICRO DEVICES INC | 0 | 123 | +123 | 0 | 25,022 | +25,022 |
| ISHARES TR | 0 | 206 | +206 | 0 | 24,432 | +24,432 |
| ENBRIDGE INC | 0 | 442 | +442 | 0 | 23,948 | +23,948 |
| DUPONT DE NEMOURS INC | 0 | 499 | +499 | 0 | 22,854 | +22,854 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 235 | +235 | 0 | 21,799 | +21,799 |
| SPDR SERIES TRUST | 0 | 931 | +931 | 0 | 21,711 | +21,711 |
| GE HEALTHCARE TECHNOLOGIES I | 0 | 299 | +299 | 0 | 21,283 | +21,283 |
| DOW HLDGS INC | 0 | 499 | +499 | 0 | 20,783 | +20,783 |
| VANGUARD ADMIRAL FDS INC | 0 | 100 | +100 | 0 | 20,379 | +20,379 |
| EXXON MOBIL CORP | 147 | 220 | +73 | 17,705 | 37,352 | +19,647 |
| ISHARES TR | 0 | 192 | +192 | 0 | 19,338 | +19,338 |
| NEXTPOWER INC | 0 | 153 | +153 | 0 | 18,444 | +18,444 |
| HASBRO INC | 0 | 244 | +244 | 0 | 22,838 | +22,838 |
| CAPITAL GROUP DIVIDEND GROWE | 0 | 484 | +484 | 0 | 17,376 | +17,376 |
| MARVELL TECHNOLOGY INC | 0 | 175 | +175 | 0 | 17,334 | +17,334 |
| SHOPIFY INC | 0 | 146 | +146 | 0 | 17,319 | +17,319 |