|
⚲
|
| POM Investment Strategies LLC
✚
| |
|---|---|
| CRD # | 317067 |
| SEC # | 801-122681 |
| CIK # | 0001906322 |
| AUM | $169.3 MM (2024-03-05) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 919-787-8866 |
| Address | 4101 Lake Boone Trail Raleigh, NC 27607 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 2.1 | |
| MSFT | 1,918,222.4 | 1.4 | |
| HD | 277,648.0 | 0.7 | |
| JPM | 340,169.2 | 0.4 | |
| APD | 53,782.2 | 0.4 | |
| JNJ | 465,600.2 | 0.4 | |
| NVDA | 399,550.0 | 0.3 | |
| GLD | 0.3 | ||
| AMZN | 1,092,997.8 | 0.2 | |
| GSK | 110,196.8 | 0.2 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 36.6 |
| (b) Individuals (high net worth individuals) | 111 | 132.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 560 | 169.3 |
| By Discretionary | ||
| Discretionary | 505 | 156.3 |
| Non-Discretionary | 55 | 13.0 |
| Total | 560 | 169.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.3 | |
| Total | 560 | 169.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001906322] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The William Allan Corporation
✚
|
CO | 0.2 |
|
Winters Financial Group Inc
✚
|
CA | 0.2 |
|
Baybridge Capital Group LLC
✚
|
CA | 0.2 |
|
SAOS Capital LLC
✚
|
SC | 0.2 |
|
Hendershott Wealth Management LLC
✚
|
IN | 0.2 |
|
Hillspring Financial Inc
✚
|
AZ | 0.2 |
|
HFH Planning Inc
✚
|
NY | 0.2 |
|
Wilen Investment Management Corp
✚
|
FL | 0.2 |
|
Summit Portfolio Management LLC
✚
|
NV | 0.2 |
|
Paladini Financial Advisors LLC
✚
|
TX | 0.2 |