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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
QQEWFirst Tr Nas100 Eq Weighted
Recent Activity
Increased 1.14%
4%
$5.118M
40,795 shares@ $125.46 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 0.61%
2.11%
$2.695M
74,081 shares@ $36.38 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
Increased 1.1%
2.06%
$2.631M
12,418 shares@ $211.84 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
MSFTMicrosoft Corp
Recent Activity
Increased 0.49%
1.06%
$1.349M
3,134 shares@ $430.36 avg price
BILZPimco Etf Tr
Recent Activity
Increased 10.79%
0.93%
$1.181M
11,672 shares@ $101.23 avg price
HDHome Depot Inc
Recent Activity
Increased 0.78%
0.67%
$847,974
2,093 shares@ $405.15 avg price
SEPWAim Etf Products Trust
Recent Activity
New Position
0.51%
$646,918
22,677 shares@ $28.53 avg price
HYDBIshares Tr
Recent Activity
0.38%
$483,714
10,065 shares@ $48.06 avg price