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Radon Stancil

@Pom Investment Strategies, Llc

Latest period2024 - Q3ReportedManaged Assets$128.032MTotal holdings313
Assets growth rate2.42%Assets growth rate (2-Q avg)2.39%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Pom Investment Strategies, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 313 positions.

Assets under management

The assets under management (AUM) of Pom Investment Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 128.032M in assets, with a quarterly growth rate of 2.42% and a 2-quarter average growth rate of 2.39%. The portfolio is managed by Radon Stancil, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MGKVanguard World Fd
Recent Activity
Decreased -20.3%
9.18%
$11.746M
36,485 shares@ $321.95 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -19.67%
9.08%
$11.622M
23,813 shares@ $488.07 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
Decreased -23.9%
8.99%
$11.502M
241,996 shares@ $47.53 avg price
IBDPIshares Tr
Recent Activity
Decreased -12.47%
2.04%
$2.603M
103,250 shares@ $25.22 avg price
AAPLApple Inc
Recent Activity
Decreased -6.2%
1.68%
$2.148M
9,219 shares@ $233.0 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.95%
0.33%
$415,846
2,566 shares@ $162.07 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -3.5%
0.33%
$411,810
1,953 shares@ $210.87 avg price
NVDANvidia Corporation
Recent Activity
Decreased -32%
0.18%
$227,099
1,870 shares@ $121.45 avg price
GSKGsk Plc
Recent Activity
Decreased -6.81%
0.17%
$211,799
5,181 shares@ $40.88 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -13.8%
0.15%
$182,623
206 shares@ $886.52 avg price