0001906322-24-000002.txt : 20240515 0001906322-24-000002.hdr.sgml : 20240515 20240515103633 ACCESSION NUMBER: 0001906322-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: POM Investment Strategies, LLC CENTRAL INDEX KEY: 0001906322 ORGANIZATION NAME: IRS NUMBER: 872756358 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24158 FILM NUMBER: 24948066 BUSINESS ADDRESS: STREET 1: 4101 LAKE BOONE TRAIL, SUITE 111 CITY: RALEIGH STATE: NC ZIP: 27607 BUSINESS PHONE: 919-787-8866 MAIL ADDRESS: STREET 1: 4101 LAKE BOONE TRAIL, SUITE 111 CITY: RALEIGH STATE: NC ZIP: 27607 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001906322 XXXXXXXX 03-31-2024 03-31-2024 POM Investment Strategies, LLC

4101 LAKE BOONE TRAIL, SUITE 111 RALEIGH NC 27607

13F COMBINATION REPORT 028-24158 0001697723 028-17779 AE Wealth Management LLC N RADON STANCIL 919-787-8866 RADON STANCIL RALEIGH NC 05-15-2024 0 251 122148246 false INFORMATION TABLE 2 pom13ftable03312024.xml ABBOTT LABS COM 002824100 2160 19 SH SOLE 0 0 19 ABBVIE INC COM 00287Y109 37695 207 SH SOLE 0 0 207 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 10398 30 SH SOLE 0 0 30 ACUSHNET HLDGS CORP COM 005098108 2242 34 SH SOLE 0 0 34 ADOBE INC COM 00724F101 27753 55 SH SOLE 0 0 55 ADVANCED MICRO DEVICES INC COM 007903107 6137 34 SH SOLE 0 0 34 AIM ETF PRODUCTS TRUST US LRGCP B20 APR 00888H208 295852 9777 SH SOLE 0 0 9777 AIR PRODS & CHEMS INC COM 009158106 372854 1539 SH SOLE 0 0 1539 ALCON AG ORD SHS H01301128 583 7 SH SOLE 0 0 7 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 362 5 SH SOLE 0 0 5 ALLSTATE CORP COM 020002101 1557 9 SH SOLE 0 0 9 ALPHABET INC CAP STK CL A 02079K305 33205 220 SH SOLE 0 0 220 ALPHABET INC CAP STK CL C 02079K107 91356 600 SH SOLE 0 0 600 ALTRIA GROUP INC COM 02209S103 33437 767 SH SOLE 0 0 767 AMAZON COM INC COM 023135106 116165 644 SH SOLE 0 0 644 AMC ENTMT HLDGS INC CL A NEW 00165C302 275 74 SH SOLE 0 0 74 AMERICAN AIRLS GROUP INC COM 02376R102 1535 100 SH SOLE 0 0 100 AMERICAN TOWER CORP NEW COM 03027X100 13764 70 SH SOLE 0 0 70 ANSYS INC COM 03662Q105 2777 8 SH SOLE 0 0 8 AON PLC SHS CL A G0403H108 5006 15 SH SOLE 0 0 15 APPLE INC COM 037833100 1585504 9246 SH SOLE 0 0 9246 ARK ETF TR INNOVATION ETF 00214Q104 8218 164 SH SOLE 0 0 164 ARMSTRONG WORLD INDS INC NEW COM 04247X102 2609 21 SH SOLE 0 0 21 ASTRAZENECA PLC SPONSORED ADR 046353108 1829 27 SH SOLE 0 0 27 AT&T INC COM 00206R102 50125 2848 SH SOLE 0 0 2848 AVIS BUDGET GROUP COM 053774105 12246 100 SH SOLE 0 0 100 BANK AMERICA CORP COM 060505104 2920 77 SH SOLE 0 0 77 BCE INC COM NEW 05534B760 3398 100 SH SOLE 0 0 100 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 150967 359 SH SOLE 0 0 359 BHP GROUP LTD SPONSORED ADS 088606108 1500 26 SH SOLE 0 0 26 BLINK CHARGING CO COM 09354A100 488 162 SH SOLE 0 0 162 BOEING CO COM 097023105 192990 1000 SH SOLE 0 0 1000 BUTTERFLY NETWORK INC COM CL A 124155102 1944 1800 SH SOLE 0 0 1800 CANADIAN NATL RY CO COM 136375102 3161 24 SH SOLE 0 0 24 CANNAE HLDGS INC COM 13765N107 2891 130 SH SOLE 0 0 130 CARNIVAL CORP UNIT 99/99/9999 143658300 1634 100 SH SOLE 0 0 100 CARRIER GLOBAL CORPORATION COM 14448C104 82835 1425 SH SOLE 0 0 1425 CASEYS GEN STORES INC COM 147528103 2548 8 SH SOLE 0 0 8 CATERPILLAR INC COM 149123101 1832 5 SH SOLE 0 0 5 CDW CORP COM 12514G108 3325 13 SH SOLE 0 0 13 CELLECTIS S A SPON ADS 15117K103 1312 495 SH SOLE 0 0 495 CHARGEPOINT HOLDINGS INC COM CL A 15961R105 1980 1042 SH SOLE 0 0 1042 CHARTER COMMUNICATIONS INC N CL A 16119P108 291 1 SH SOLE 0 0 1 CHEESECAKE FACTORY INC COM 163072101 362 10 SH SOLE 0 0 10 CHEVRON CORP NEW COM 166764100 31779 201 SH SOLE 0 0 201 CINTAS CORP COM 172908105 4809 7 SH SOLE 0 0 7 CISCO SYS INC COM 17275R102 28049 562 SH SOLE 0 0 562 CITIZENS FINL GROUP INC COM 174610105 9333 257 SH SOLE 0 0 257 CLEARPOINT NEURO INC COM 18507C103 102 15 SH SOLE 0 0 15 CLOROX CO DEL COM 189054109 1531 10 SH SOLE 0 0 10 CME GROUP INC COM 12572Q105 1722 8 SH SOLE 0 0 8 COCA COLA CO COM 191216100 97888 1600 SH SOLE 0 0 1600 COMCAST CORP NEW CL A 20030N101 2948 68 SH SOLE 0 0 68 COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 707 42 SH SOLE 0 0 42 CONSTRUCTION PARTNERS INC COM CL A 21044C107 3088 55 SH SOLE 0 0 55 CORNING INC COM 219350105 6592 200 SH SOLE 0 0 200 COSTCO WHSL CORP NEW COM 22160K105 150922 206 SH SOLE 0 0 206 CROWN CASTLE INC COM 22822V101 1376 13 SH SOLE 0 0 13 CVS HEALTH CORP COM 126650100 7497 94 SH SOLE 0 0 94 DANAHER CORPORATION COM 235851102 2497 10 SH SOLE 0 0 10 DEVON ENERGY CORP NEW COM 25179M103 14378 287 SH SOLE 0 0 287 DIAGEO PLC SPON ADR NEW 25243Q205 1190 8 SH SOLE 0 0 8 DIAMONDBACK ENERGY INC COM 25278X109 42785 216 SH SOLE 0 0 216 DIGITAL TURBINE INC COM NEW 25400W102 131 50 SH SOLE 0 0 50 DIGITALOCEAN HLDGS INC COM 25402D102 1527 40 SH SOLE 0 0 40 DISNEY WALT CO COM 254687106 612 5 SH SOLE 0 0 5 DOLLAR GEN CORP NEW COM 256677105 936 6 SH SOLE 0 0 6 DR REDDYS LABS LTD ADR 256135203 33374 455 SH SOLE 0 0 455 DUKE ENERGY CORP NEW COM NEW 26441C204 8087 84 SH SOLE 0 0 84 EATON CORP PLC SHS G29183103 139455 446 SH SOLE 0 0 446 EBAY INC. 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