Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| POM INVESTMENT STRATEGIES LLC | 07-25-2024 | 06-30-2024 | 324 | 125,012,836 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RTX CORPORATION | COM | 51 | $161,929 | 1,613 | 0.00 | 0.00 | 188 | 13.19 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 52 | $146,041 | 359 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ALPHABET INC | CAP STK CL A | 53 | $145,720 | 800 | 0.00 | 0.00 | 580 | 263.64 | 06-30-2024 |
| EATON CORP PLC | SHS | 54 | $139,843 | 446 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
