Titelia

Portfolio von POM Investment Strategies, LLC

385 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 68.3 % des Aktienteils

Aufteilung nach Branche

  • Fonds 14,1 %
  • Technologie 4,0 %
  • Finanzen 2,7 %
  • Zyklischer Konsum 1,4 %
  • Gesundheit 1,2 %
  • Versorger 1,1 %
  • Industrie 1,1 %
  • Kommunikation 1,0 %
  • Basiskonsum 0,7 %
  • Energie 0,5 %
  • Rohstoffe 0,1 %
  • Nicht zugeordnet 72,0 %

Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.

Aufteilung nach Währung

  • USD 100,0 %

Die gemeldete Notierungswährung jeder Position.

Länderaufteilung

  • US 99,7 %
  • GB 0,2 %
  • TW 0,0 %
  • DK 0,0 %
  • FR 0,0 %

Anteile berechnet auf den Aktienteil.

RangLandPositionenWertAnteil
1US38075,5 Mio. $99,75 %
2GB2138.130 $0,18 %
3TW135.485 $0,05 %
4DK116.685 $0,02 %
5FR11569 $0,00 %

Positionen

RangGesellschaftStückeWertGewicht
1First Trust Exchange-Traded Fund VIII 234.1248,9 Mio. $
2ALLIANZIM US EQ BUFFER20 JAN 208.8197,6 Mio. $
3ALLIANZIM US EQ BUFFER20 OCT 189.8267,3 Mio. $
4ALLIANZIM US BF15 UNCAP DEC 267.7207,1 Mio. $
5ALLIANZIM US EQ BUFFER20 SEP 208.7416,6 Mio. $
6ALLIANZIM US EQ BUFFER20 DEC 178.3656 Mio. $
7ALLIANZIM US BF15 UNCAP JUL 103.7783 Mio. $
8ALLIANZIM US 6M BF10 APR-OCT 52.4731,8 Mio. $
9TrueShares Quarterly Bear Hedg 73.3961,8 Mio. $
10Apple Inc 6.5231,7 Mio. $
11JPMorgan Chase & Co 4.0881,2 Mio. $
12Elevation Series Trust - Trues 31.8561,2 Mio. $
13Elevation Series Trust - Trues 28.3971,2 Mio. $
14SPDR Series Trust 11.225859.169 $
15Tesla Inc 1.836682.533 $
16ALLIANZIM US BF15 UNCAP SEP 20.820582.960 $
17Trueshares Structured Outcome 14.317581.884 $
18Elevation Series Trust - Trues 14.741572.372 $
19Elevation Series Trust - Trues 14.070571.405 $
20Fidelity Covington Trust 9.977500.047 $
21International Business Machines Corp. 1.929467.597 $
22NVIDIA Corp 2.434424.494 $
23SPDR Series Trust 6.856387.926 $
24SPDR Series Trust 3.944386.182 $
25Chevron Corp 1.724356.696 $
26Verizon Communications Inc 7.014352.103 $
27Bank of America Corp 6.821332.524 $
28Duke Energy Corp 2.523330.409 $
29iShares Trust 7.389322.530 $
30Fidelity Covington Trust 7.186309.321 $
31Simplify Exchange Traded Funds 9.558288.836 $
32Caterpillar Inc 403285.509 $
33General Electric Co 974276.415 $
34Fidelity Covington Trust 8.760273.943 $
35Fidelity Covington Trust 8.057266.765 $
36iShares Core MSCI EAFE ETF 2.886261.240 $
37Invesco QQQ Trust Series 1 436251.851 $
38iShares MSCI Emerging Markets ETF 4.309244.736 $
39Simplify Exchange Traded Funds 10.393244.278 $
40ISHARES TRUST 3.476236.170 $
41Invesco Exchange-Traded Fund T 4.104223.857 $
42GE Vernova Inc 254221.717 $
43iShares MSCI USA Momentum Factor ETF 922221.152 $
44AT&T Inc 7.564219.280 $
45Costco Wholesale Corp 215214.251 $
46Eli Lilly & Co 225206.954 $
47Avantis Emerging Markets Equity ETF 2.503201.700 $
48Vanguard S&P 500 ETF 316188.869 $
49Simplify Exchange Traded Funds 8.811179.302 $
50Simplify Barrier Income ETF 7.055173.133 $
51ConocoPhillips 1.300171.600 $
52SPDR Gold Shares 393169.104 $
53Pfizer Inc 5.774162.128 $
54Vanguard Bond Index Funds 2.034156.996 $
55Microsoft Corp 420155.485 $
56American Healthcare REIT Inc 3.084145.441 $
57M&T Bank Corp 673139.123 $
58Citigroup Inc 1.222138.587 $
59GSK PLC 2.501138.030 $
60Merck & Co Inc 1.091131.236 $
61SPDR Series Trust 2.197130.117 $
62CenterPoint Energy Inc 2.843122.704 $
63Vanguard Scottsdale Funds 1.965115.055 $
64iShares Core S&P 500 ETF 167109.211 $
65Lowe's Cos Inc 435102.782 $
66Southern Co/The 1.060102.311 $
67Vanguard Index Funds 552101.724 $
68ALLIANZIM US EQ BUFFER20 MAY 3.000101.382 $
69Walmart Inc 811100.803 $
70iShares S&P Mid-Cap 400 Growth ETF 99199.664 $
71ALLIANZIM US EQ BUFFER20 NOV 2.98099.185 $
72iShares Core S&P Mid-Cap ETF 1.43797.009 $
73iShares S&P Mid-Cap 400 Value ETF 73296.930 $
74iShares MSCI EAFE Growth ETF 86996.781 $
75Consolidated Edison Inc 84595.637 $
76Vanguard FTSE Europe ETF 1.15395.075 $
77Ford Motor Co 8.22494.906 $
78iShares Core S&P Small-Cap ETF 76394.835 $
79UnitedHealth Group Inc 34292.542 $
80Cisco Systems, Inc. 1.17591.168 $
81iShares Core MSCI Total International Stock ETF 95983.125 $
82State Street SPDR Portfolio Intermediate Term Treasury ETF 2.82280.888 $
83Procter & Gamble Co/The 55279.753 $
84Amazon.com Inc 37778.518 $
85Exchange Traded Concepts Trust 1.18778.069 $
86Vanguard Financials ETF 59571.847 $
87IonQ Inc 2.49171.816 $
88iShares Short-Term National Muni Bond ETF 66370.661 $
89Grayscale Bitcoin Trust ETF 1.25966.425 $
90Global X Funds 93366.094 $
91Bristol-Myers Squibb Co 1.03362.651 $
92Phillips 66 33561.030 $
93VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 75860.092 $
94Philip Morris International Inc. 35258.200 $
95Fidelity Wise Origin Bitcoin Fund 97557.554 $
96WEC Energy Group Inc 47454.875 $
97Alphabet Inc 18854.065 $
98First Trust Rising Dividend Achievers ETF 76552.234 $
99Berkshire Hathaway Inc 10952.233 $
100iShares Trust 54652.110 $