Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Proactive Wealth Strategies

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

Top 5 stock holdings are FV, NVDA, PANW, AAPL, TBIL, and represent 20.86% of Proactive Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: AGIX, IWF, AAPL, VUG, ALAI, NVDA, OSEA, AVUV, PANW, META.
Started 16 new stock positions in UTWO, QUBT, INTC, FLCV, VFMO, IONQ, FLCC, RY, IMCG, VLO. IXN, VTEB, FYX, MU, ASML, RGTI.
Reduced shares in these 10 stocks: COWZ, Pacer Fds Tr cfra stval eql, MDT, FXO, FV, RVNU, PEP, QQXT, OXY, FTSM.
Sold out of its positions in BLK, OXY, Pacer Fds Tr cfra stval eql, PEP.
Proactive Wealth Strategies was a net buyer of stock by $23M.
Proactive Wealth Strategies has $623M in assets under management (AUM), dropping by 17.13%.
Central Index Key (CIK): 0002043129

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Proactive Wealth Strategies

Proactive Wealth Strategies holds 222 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	7.4	$46M		605k	75.88	View chart
NVIDIA Corporation (NVDA)	4.5	$28M	+5%	139k	200.12	View chart
Palo Alto Networks (PANW)	3.7	$23M	+5%	67k	341.02	View chart
Apple (AAPL)	2.7	$17M	+13%	58k	289.40	View chart
RBB F/m Us Treasury (TBIL)	2.7	$17M		332k	49.86	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	2.2	$13M		182k	73.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$13M	+2%	17k	737.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.9	$12M		33k	357.35	View chart
Eli Lilly & Co. (LLY)	1.9	$12M	+6%	9.7k	1200.78	View chart
Sprott Asset Management Physical Silver (PSLV)	1.7	$11M		570k	18.87	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.6	$10M		126k	81.06	View chart
First Tr Exchange-traded SHS (FVD)	1.6	$10M		207k	48.18	View chart
Microsoft Corporation (MSFT)	1.5	$9.6M	+12%	26k	373.18	View chart
Amazon (AMZN)	1.5	$9.5M	+5%	40k	238.34	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.5	$9.3M		70k	133.30	View chart
Coca-Cola Company (KO)	1.5	$9.1M	+4%	112k	81.27	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	1.4	$8.7M		190k	45.77	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	1.4	$8.7M		287k	30.17	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	1.3	$8.3M		41k	206.19	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	1.3	$8.3M	-2%	119k	69.81	View chart
Vulcan Materials Company (VMC)	1.3	$8.3M	+4%	28k	295.03	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	1.3	$8.2M	+16%	268k	30.54	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.2	$7.7M	-3%	129k	59.73	View chart
First Tr Exchange-traded SHS (FDL)	1.2	$7.6M		157k	48.66	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$7.2M	+19%	58k	124.78	View chart
Harbor Etf Trust Long Term Grower (WINN)	1.2	$7.2M		221k	32.47	View chart
Wal-Mart Stores (WMT)	1.1	$6.8M		60k	113.25	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.1	$6.8M	+5%	8.9k	763.14	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	1.1	$6.7M		31k	217.25	View chart
Blackstone Group Inc Com Cl A (BX)	1.1	$6.6M	+6%	56k	117.65	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	1.0	$6.5M		25k	264.72	View chart
Meta Platforms Cl A (META)	1.0	$6.5M	+19%	12k	563.65	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	1.0	$6.4M	+15%	219k	29.34	View chart
Advanced Micro Devices (AMD)	0.9	$5.9M		10k	580.91	View chart
Cloudflare Cl A Com (NET)	0.9	$5.7M		23k	245.28	View chart
Netflix (NFLX)	0.9	$5.7M	+10%	80k	71.40	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.8	$5.2M	+38%	113k	45.64	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.8	$4.8M		54k	89.85	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.8	$4.7M		108k	43.14	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.7	$4.5M	-7%	72k	62.46	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.7	$4.4M		82k	53.77	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.7	$4.2M	-5%	43k	97.61	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.7	$4.2M		112k	37.00	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.7	$4.1M		31k	134.55	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.6	$4.0M		21k	193.77	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.6	$4.0M		91k	43.50	View chart
Nomura Etf Tr Focu Em Mkts Etf (EMEQ)	0.6	$3.9M	+30%	54k	72.86	View chart
Home Depot (HD)	0.6	$3.9M	-2%	11k	352.61	View chart
Medtronic SHS (MDT)	0.6	$3.7M	-12%	48k	78.24	View chart
Tesla Motors (TSLA)	0.6	$3.7M		8.9k	420.60	View chart
Kraneshares Trust Public-private A (AGIX)	0.6	$3.7M	+333%	80k	46.89	View chart
Arista Networks Com Shs (ANET)	0.6	$3.7M		22k	169.88	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.5	$3.4M		50k	68.54	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.5	$3.3M		23k	146.35	View chart
Spdr Series Trust St Str R1k Lowv (ONEV)	0.5	$3.3M		23k	143.07	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.5	$3.3M	-6%	13k	247.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$3.0M	+294%	24k	124.17	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.5	$2.9M	+5%	23k	127.36	View chart
Kraneshares Trust Valu Line Dy Etf (KVLE)	0.5	$2.9M	+3%	103k	28.16	View chart
Kimberly-Clark Corporation (KMB)	0.5	$2.9M	+3%	26k	109.76	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$2.8M	-61%	45k	62.21	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.4	$2.8M	-4%	55k	50.50	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$2.7M		19k	146.40	View chart
Nomura Etf Tr Focu Larg Gr Etf (LRGG)	0.4	$2.6M		95k	27.49	View chart
Harbor Etf Trust Human Cap Large (HAPI)	0.4	$2.6M		59k	44.39	View chart
Amgen (AMGN)	0.4	$2.6M		7.2k	362.06	View chart
Dell Technologies CL C (DELL)	0.4	$2.6M	+5%	6.0k	431.56	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$2.5M		18k	137.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$2.4M		7.9k	303.06	View chart
TJX Companies (TJX)	0.4	$2.3M	+52%	15k	151.54	View chart
Coreweave Com Cl A (CRWV)	0.4	$2.2M	+15%	22k	99.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$2.2M	+489%	26k	86.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$2.2M		5.9k	370.04	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.3	$2.1M	+41%	86k	24.82	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.3	$2.1M		11k	199.97	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.3	$2.1M		24k	88.65	View chart
Symbotic Class A Com (SYM)	0.3	$2.1M	+11%	46k	44.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.0M	+2%	27k	77.10	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.3	$2.0M	+66%	50k	41.27	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.3	$2.0M	-13%	80k	25.31	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.3	$2.0M	+3%	13k	153.33	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.3	$1.9M	-10%	17k	117.01	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.9M	+2%	21k	93.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.9M	+5%	2.5k	748.25	View chart
Marriott Intl Cl A (MAR)	0.3	$1.8M		4.9k	370.73	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.3	$1.8M		36k	49.34	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.3	$1.7M		32k	53.34	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.3	$1.7M	+3%	43k	39.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.7M	-2%	7.8k	217.83	View chart
First Tr Exchange-traded A Shs Issued Frst (FAB)	0.3	$1.6M	-5%	16k	101.49	View chart
Caterpillar (CAT)	0.3	$1.6M	+98%	1.5k	1066.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.6M		22k	71.25	View chart
Emerson Electric (EMR)	0.2	$1.5M		11k	143.12	View chart
Broadcom (AVGO)	0.2	$1.5M		4.1k	377.92	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$1.5M		7.9k	191.80	View chart
Fs Kkr Capital Corp (FSK)	0.2	$1.4M	-3%	132k	10.50	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$1.3M	+36%	15k	89.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.3M	+3%	2.7k	500.48	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.2	$1.3M	-5%	71k	18.90	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.3M		9.6k	136.72	View chart
First Tr Exchng Traded Fd Vi Income Opprtntes (FCEF)	0.2	$1.3M	-4%	54k	24.05	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$1.2M	-3%	27k	45.44	View chart
Nextera Energy (NEE)	0.2	$1.2M	-5%	14k	87.77	View chart
Snowflake Com Shs (SNOW)	0.2	$1.2M	+12%	4.7k	254.50	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.2	$1.1M	-4%	36k	30.61	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.2	$1.1M		11k	96.79	View chart
First Tr Exchange-traded Consumr Staple (FXG)	0.2	$1.1M		17k	62.62	View chart
Palantir Technologies Cl A (PLTR)	0.2	$975k	+2%	8.4k	116.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$937k	+77%	1.4k	686.76	View chart
Cintas Corporation (CTAS)	0.1	$913k		5.4k	170.07	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$896k		6.4k	139.85	View chart
Chevron Corporation (CVX)	0.1	$895k		5.4k	165.76	View chart
Intuitive Surgical Com New (ISRG)	0.1	$865k		2.2k	397.68	View chart
Key (KEY)	0.1	$854k		37k	23.05	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$846k	-5%	8.4k	101.28	View chart
Kroger (KR)	0.1	$842k		15k	55.53	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$808k		7.0k	114.88	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$804k	+28%	7.3k	110.85	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$801k	-3%	8.3k	96.55	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.1	$792k		25k	31.77	View chart
First Tr Exchange-traded High Incm Strgc (HISF)	0.1	$764k	-3%	17k	44.33	View chart
Bank of America Corporation (BAC)	0.1	$745k	+2%	13k	56.99	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$726k		12k	59.50	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.1	$715k		43k	16.52	View chart
First Tr Exchange Traded Dorsey Wright (FVC)	0.1	$699k	-4%	16k	43.80	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$684k		8.0k	85.49	View chart
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)	0.1	$671k	+79%	28k	24.03	View chart
Thermo Fisher Scientific (TMO)	0.1	$663k	-14%	1.3k	502.35	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$661k		14k	46.81	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$661k		16k	40.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$658k		2.7k	242.51	View chart
Lowe's Companies (LOW)	0.1	$637k		2.9k	220.38	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$635k		1.6k	394.19	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$624k	+6%	4.2k	148.35	View chart
Federated Hermes Etf Trust Mdt Large Cap (FLCC)	0.1	$623k	NEW	18k	35.13	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$620k		14k	44.75	View chart
Costco Wholesale Corporation (COST)	0.1	$602k	+10%	642.00	937.65	View chart
Federated Hermes Etf Trust Mdt Large Cap (FLCV)	0.1	$590k	NEW	17k	35.86	View chart
Dick's Sporting Goods (DKS)	0.1	$586k		2.6k	226.78	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$572k		3.5k	163.67	View chart
First Tr Exchange-traded S Netwrk Fut Veh (CARZ)	0.1	$562k	-6%	4.7k	118.53	View chart
Old Dominion Freight Line (ODFL)	0.1	$559k		2.6k	216.50	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.1	$555k	-2%	9.9k	56.26	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$551k	-5%	11k	52.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$530k	+2%	709.00	747.21	View chart
Ge Aerospace Com New (GE)	0.1	$518k		1.4k	373.91	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.1	$511k	-27%	16k	31.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$505k		8.5k	59.70	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$505k		8.7k	58.25	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$502k		28k	17.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$500k	-12%	1.4k	368.38	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$498k		11k	45.70	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$476k		4.3k	109.50	View chart
First Tr Exchange Traded First Trust S&p (KNGZ)	0.1	$461k		12k	40.07	View chart
Servicenow (NOW)	0.1	$445k	-4%	4.5k	99.28	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$444k	-3%	8.9k	49.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$441k		1.2k	353.35	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$426k		8.1k	52.42	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$425k		16k	27.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$425k	-2%	1.4k	303.56	View chart
Micron Technology (MU)	0.1	$423k	NEW	366.00	1154.41	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$414k		6.6k	63.05	View chart
Ge Vernova (GEV)	0.1	$401k		341.00	1175.10	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$393k	-20%	13k	29.40	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$391k		4.1k	95.97	View chart
Imax Corp Cad (IMAX)	0.1	$383k		9.6k	39.86	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.1	$375k		15k	24.88	View chart
Spdr Series Trust St Intl Bbg Etf (BWX)	0.1	$371k		17k	21.68	View chart
Southern Company (SO)	0.1	$368k		3.8k	95.73	View chart
Omni (OMC)	0.1	$368k	-11%	5.1k	72.81	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$362k		8.0k	45.06	View chart
RBB Us Treasy 2 Yr (UTWO)	0.1	$356k	NEW	7.4k	47.96	View chart
GSK Sponsored Adr (GSK)	0.1	$353k		6.7k	52.42	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$350k	-15%	2.2k	159.67	View chart
Dover Corporation (DOV)	0.1	$349k		1.6k	224.19	View chart
Amc Entmt Hldgs Cl A New (AMC)	0.1	$348k		183k	1.90	View chart
Intel Corporation (INTC)	0.1	$347k	NEW	2.5k	139.65	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$347k		7.2k	48.43	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.1	$345k	-5%	7.8k	44.09	View chart
Ionq Inc Pipe (IONQ)	0.1	$339k	NEW	6.4k	53.26	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$338k	+7%	7.3k	46.15	View chart
USA Rare Earth Inc A (USAR)	0.1	$326k	+19%	15k	21.58	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$325k	-3%	4.8k	68.00	View chart
Charles Schwab Corporation (SCHW)	0.1	$322k		3.5k	92.29	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$318k	NEW	16k	19.32	View chart
SYSCO Corporation (SYY)	0.1	$313k		3.7k	83.60	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$308k		2.7k	114.18	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$300k		5.8k	51.37	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$291k		2.1k	136.65	View chart
Ford Motor Company (F)	0.0	$289k	-7%	21k	13.90	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$289k		2.3k	124.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$285k	-10%	1.3k	227.08	View chart
Visa Com Cl A (V)	0.0	$280k	+4%	816.00	343.01	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$275k	NEW	5.4k	50.57	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$273k		3.3k	82.84	View chart
First Trust Enhanced Equity Income Fund (FFA)	0.0	$264k		12k	22.36	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$261k	-16%	1.2k	219.76	View chart
Johnson & Johnson (JNJ)	0.0	$256k		1.0k	254.22	View chart
Rbc Cad (RY)	0.0	$255k	NEW	1.2k	206.93	View chart
Vanguard Wellington Us Momentum (VFMO)	0.0	$254k	NEW	1.0k	249.63	View chart
American Express Company (AXP)	0.0	$253k		748.00	338.07	View chart
JPMorgan Chase & Co. (JPM)	0.0	$246k		752.00	327.27	View chart
AFLAC Incorporated (AFL)	0.0	$244k		2.1k	117.28	View chart
PPG Industries (PPG)	0.0	$231k		1.9k	121.34	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$231k	NEW	116.00	1993.03	View chart
Valero Energy Corporation (VLO)	0.0	$230k	NEW	884.00	260.20	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$229k		2.9k	77.99	View chart
McDonald's Corporation (MCD)	0.0	$222k		819.00	270.39	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$220k		3.6k	60.29	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.0	$218k	NEW	1.5k	144.24	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$216k		4.2k	51.85	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$212k	-19%	2.8k	76.54	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$209k	NEW	1.4k	144.34	View chart
Brown Forman Corp CL B (BF.B)	0.0	$208k		7.8k	26.65	View chart
Harbor Etf Trust Ares Systematic (SIHY)	0.0	$207k		4.5k	45.57	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$206k		4.4k	46.88	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$204k		4.1k	50.23	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$203k	NEW	2.1k	98.30	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$155k		14k	10.84	View chart
Quantum Computing (QUBT)	0.0	$136k	NEW	14k	9.70	View chart
Cardiff Oncology (CRDF)	0.0	$26k		20k	1.30	View chart
Evgo Cl A Com (EVGO)	0.0	$19k		10k	1.91	View chart

Past Filings by Proactive Wealth Strategies

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

Proactive Wealth Strategies 2026 Q2 filed Aug. 10, 2026
Proactive Wealth Strategies 2026 Q1 filed April 29, 2026
Proactive Wealth Strategies 2025 Q4 filed Feb. 5, 2026
Proactive Wealth Strategies 2025 Q3 filed Nov. 6, 2025
Proactive Wealth Strategies 2025 Q2 filed Aug. 13, 2025
Proactive Wealth Strategies 2025 Q1 filed April 23, 2025
Proactive Wealth Strategies 2024 Q4 filed Jan. 31, 2025
Proactive Wealth Strategies 2024 Q3 filed Nov. 4, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z