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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
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 0.38%
9.79%
$12.528M
419,124 shares@ $29.89 avg price
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
IWVIshares Tr
Recent Activity
New Position
8.87%
$11.347M
34,730 shares@ $326.74 avg price
SCHHSchwab Strategic Tr
Recent Activity
New Position
8.77%
$11.22M
484,227 shares@ $23.18 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 0.24%
6.26%
$8.005M
135,196 shares@ $59.22 avg price
EDOWFirst Tr Exchange-traded Fd
Recent Activity
Increased 0.49%
6.22%
$7.953M
221,107 shares@ $35.98 avg price
FTGSFirst Tr Exchange Traded Fd
Recent Activity
Increased 1.58%
5.87%
$7.514M
240,672 shares@ $31.22 avg price
FVFirst Tr Exchange-traded Fd
Recent Activity
Increased 0.66%
4.09%
$5.233M
89,803 shares@ $58.28 avg price