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Proactive Wealth Strategies

Latest statistics and disclosures from Proactive Wealth Strategies's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002043129

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Positions held by Proactive Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Proactive Wealth Strategies

Proactive Wealth Strategies holds 124 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	9.4	$17M	291k	58.27	View chart
First Tr Value Line Divid In SHS (FVD)	4.3	$7.7M	169k	45.49	View chart
RBB Us Treas 3 Mnth (TBIL)	3.4	$6.2M	123k	50.04	View chart
NVIDIA Corporation (NVDA)	3.3	$6.0M	50k	121.43	View chart
Apple (AAPL)	2.7	$4.8M	21k	232.99	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	2.5	$4.4M	70k	63.46	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	2.4	$4.3M	78k	55.56	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	2.3	$4.2M	56k	75.76	View chart
Microsoft Corporation (MSFT)	2.1	$3.8M	8.8k	430.32	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	2.1	$3.7M	63k	59.21	View chart
Palo Alto Networks (PANW)	2.0	$3.6M	10k	341.82	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.8	$3.3M	55k	59.86	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	1.7	$3.0M	14k	211.83	View chart
First Tr Morningstar Divid L SHS (FDL)	1.7	$3.0M	72k	41.95	View chart
Spdr Gold Tr Gold Shs (GLD)	1.6	$2.9M	12k	243.08	View chart
Blackstone Group Inc Com Cl A (BX)	1.6	$2.9M	19k	153.14	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	1.6	$2.8M	53k	52.99	View chart
Amazon (AMZN)	1.6	$2.8M	15k	186.35	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.5	$2.8M	76k	36.38	View chart
Vulcan Materials Company (VMC)	1.5	$2.8M	11k	250.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$2.7M	16k	165.83	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	1.5	$2.6M	14k	191.30	View chart
Medtronic SHS (MDT)	1.5	$2.6M	29k	90.03	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	1.4	$2.5M	27k	93.27	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.4	$2.5M	43k	57.82	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	1.3	$2.3M	17k	138.62	View chart
Ishares Silver Tr Ishares (SLV)	1.3	$2.3M	80k	28.42	View chart
Coca-Cola Company (KO)	1.3	$2.3M	32k	71.87	View chart
Abbott Laboratories (ABT)	1.2	$2.2M	19k	114.02	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	1.2	$2.1M	19k	110.20	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	1.0	$1.9M	34k	54.48	View chart
Walt Disney Company (DIS)	1.0	$1.8M	19k	96.21	View chart
Aptiv SHS (APTV)	1.0	$1.8M	25k	72.02	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.0	$1.8M	30k	59.22	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.9	$1.7M	17k	102.24	View chart
First Tr Exchange Traded Growth Strength (FTGS)	0.9	$1.7M	54k	31.23	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.9	$1.6M	44k	35.70	View chart
Tesla Motors (TSLA)	0.9	$1.5M	5.9k	261.55	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.8	$1.5M	24k	63.30	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.8	$1.5M	13k	117.15	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.8	$1.4M	19k	73.32	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.8	$1.4M	11k	131.40	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.8	$1.4M	34k	39.55	View chart
Nextracker Class A Com (NXT)	0.7	$1.3M	35k	37.48	View chart
Spdr Ser Tr Russell Low Vol (ONEV)	0.7	$1.3M	10k	129.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$1.3M	3.4k	375.33	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$1.3M	13k	95.98	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.7	$1.2M	47k	26.14	View chart
Meta Platforms Cl A (META)	0.6	$1.2M	2.0k	572.42	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.6	$1.1M	9.7k	117.25	View chart
Amgen (AMGN)	0.6	$1.1M	3.4k	322.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.1M	2.2k	487.95	View chart
Fs Kkr Capital Corp (FSK)	0.6	$1.0M	52k	19.73	View chart
Cloudflare Cl A Com (NET)	0.5	$940k	12k	80.89	View chart
Advanced Micro Devices (AMD)	0.5	$883k	5.4k	164.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$865k	14k	62.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$835k	8.7k	95.70	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.5	$835k	9.9k	84.02	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$834k	4.2k	200.82	View chart
Cintas Corporation (CTAS)	0.4	$784k	3.8k	205.99	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.4	$779k	41k	19.17	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.4	$776k	20k	38.48	View chart
Home Depot (HD)	0.4	$767k	1.9k	405.39	View chart
Nextera Energy (NEE)	0.4	$711k	8.4k	84.55	View chart
First Tr Multi Cap Growth Al Com Shs (FAD)	0.4	$709k	5.3k	133.67	View chart
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB)	0.4	$669k	7.9k	84.47	View chart
First Tr Exchange Traded Indxx Nextg Etf (NXTG)	0.4	$648k	7.4k	87.28	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.4	$646k	5.1k	127.19	View chart
First Tr Exchng Traded Fd Vi Income Opprtntes (FCEF)	0.4	$636k	29k	22.27	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.3	$623k	22k	28.11	View chart
Marriott Intl Cl A (MAR)	0.3	$596k	2.4k	248.64	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$582k	6.4k	90.87	View chart
First Tr Exchange-traded High Incm Strgc (HISF)	0.3	$565k	12k	45.43	View chart
Lowe's Companies (LOW)	0.3	$516k	1.9k	271.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$502k	1.1k	460.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$499k	866.00	576.21	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.3	$497k	7.3k	68.26	View chart
Arista Networks (ANET)	0.3	$482k	1.3k	384.06	View chart
Thermo Fisher Scientific (TMO)	0.3	$453k	733.00	618.01	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.2	$450k	4.3k	104.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$449k	1.2k	383.76	View chart
Emerson Electric (EMR)	0.2	$443k	4.1k	109.38	View chart
Intuitive Surgical Com New (ISRG)	0.2	$436k	887.00	491.54	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.2	$432k	13k	32.17	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$406k	13k	30.38	View chart
Exxon Mobil Corporation (XOM)	0.2	$397k	3.4k	117.28	View chart
Eli Lilly & Co. (LLY)	0.2	$392k	442.00	886.88	View chart
Servicenow (NOW)	0.2	$378k	423.00	893.62	View chart
Chevron Corporation (CVX)	0.2	$378k	2.6k	147.08	View chart
Kroger (KR)	0.2	$363k	6.3k	57.32	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$362k	20k	18.08	View chart
Ishares Tr Morningstar Valu (ILCV)	0.2	$356k	4.3k	82.24	View chart
Pacer Fds Tr Cfra Stval Eql (SZNE)	0.2	$339k	8.7k	39.09	View chart
Omni (OMC)	0.2	$338k	3.3k	103.49	View chart
Interpublic Group of Companies (IPG)	0.2	$332k	11k	31.66	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$326k	1.2k	280.07	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$322k	4.2k	75.93	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.2	$311k	3.9k	80.28	View chart
Honeywell International (HON)	0.2	$310k	1.5k	206.67	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$302k	6.6k	45.82	View chart
Key (KEY)	0.2	$288k	17k	16.76	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$287k	6.1k	47.02	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.2	$286k	5.5k	52.01	View chart
First Tr Exchange-traded Dorsey Wright (FVC)	0.2	$277k	7.7k	35.78	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.1	$266k	11k	24.31	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$266k	6.3k	42.02	View chart
Dick's Sporting Goods (DKS)	0.1	$258k	1.2k	208.91	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$257k	5.5k	47.12	View chart
First Tr Exchange-traded Multi Asset Di (MDIV)	0.1	$256k	15k	16.62	View chart
First Tr Exchange-traded Nasdq Artfcial (ROBT)	0.1	$256k	5.8k	43.86	View chart
Paccar (PCAR)	0.1	$254k	2.6k	98.68	View chart
Old Dominion Freight Line (ODFL)	0.1	$253k	1.3k	198.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$250k	1.3k	189.97	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$243k	1.4k	174.95	View chart
Bank of America Corporation (BAC)	0.1	$242k	6.1k	39.72	View chart
BlackRock (BLK)	0.1	$241k	254.00	948.82	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$238k	838.00	284.01	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$234k	2.1k	109.19	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$219k	5.8k	37.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$217k	1.9k	116.79	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$213k	2.0k	106.13	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$213k	4.0k	52.70	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$203k	4.1k	49.43	View chart
Ford Motor Company (F)	0.1	$109k	10k	10.59	View chart

Past Filings by Proactive Wealth Strategies

SEC 13F filings are viewable for Proactive Wealth Strategies going back to 2024

Proactive Wealth Strategies 2024 Q3 filed Nov. 4, 2024

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