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, TBIL, PSLV, AAPL, and represent 19.41% of Proactive Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: FV (+$18M), NVDA (+$12M), TBIL (+$9.3M), PSLV (+$7.0M), AAPL (+$6.9M), FTLS (+$6.6M), PANW (+$5.6M), QQQ (+$5.5M), PHYS (+$5.1M), FVD.
Started 58 new stock positions in JPM, LALT, IJS, EDOW, BSV, GSK, QDPL, PEP, FFA, CARZ.
Reduced shares in these 1 stock: FXU.
Proactive Wealth Strategies was a net buyer of stock by $287M.
Proactive Wealth Strategies has $532M in assets under management (AUM), dropping by 110.83%.
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 210 positions in its portfolio as reported in the March 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)	6.9	$37M	+94%	610k	60.44	View chart
NVIDIA Corporation (NVDA)	4.3	$23M	+110%	133k	174.42	View chart
RBB F/m Us Treasury (TBIL)	3.1	$17M	+128%	331k	49.86	View chart
Sprott Asset Management Physical Silver (PSLV)	2.6	$14M	+99%	571k	24.39	View chart
Apple (AAPL)	2.4	$13M	+115%	51k	253.83	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	2.4	$13M	+106%	182k	70.36	View chart
Palo Alto Networks (PANW)	1.9	$10M	+118%	64k	160.32	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	1.9	$10M	+100%	287k	35.44	View chart
First Tr Exchange-traded SHS (FVD)	1.8	$9.8M	+98%	208k	47.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$9.8M	+127%	17k	577.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$9.4M	+103%	33k	287.57	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.6	$8.7M	+99%	127k	68.27	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	1.6	$8.5M	+88%	191k	44.71	View chart
Microsoft Corporation (MSFT)	1.6	$8.5M	+119%	23k	370.35	View chart
Eli Lilly & Co. (LLY)	1.6	$8.4M	+111%	9.1k	920.90	View chart
Coca-Cola Company (KO)	1.5	$8.2M	+120%	107k	76.05	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.5	$8.0M	+99%	134k	59.78	View chart
First Tr Exchange-traded SHS (FDL)	1.5	$7.9M	+100%	156k	50.80	View chart
Amazon (AMZN)	1.5	$7.9M	+117%	38k	208.27	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.4	$7.7M	+97%	69k	110.82	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	1.4	$7.6M	+95%	123k	61.79	View chart
Wal-Mart Stores (WMT)	1.4	$7.6M	+126%	61k	124.28	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.4	$7.3M	+99%	117k	62.56	View chart
Vulcan Materials Company (VMC)	1.4	$7.3M	+115%	27k	272.26	View chart
Netflix (NFLX)	1.3	$6.9M	+167%	72k	96.15	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	1.2	$6.6M	+136%	229k	28.95	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	1.2	$6.5M	+99%	41k	158.82	View chart
Blackstone Group Inc Com Cl A (BX)	1.1	$6.1M	+123%	53k	114.98	View chart
Harbor Etf Trust Long Term Grower (WINN)	1.1	$6.0M	+126%	217k	27.73	View chart
Harbor Etf Trust Harbor Commodity (HGER)	1.1	$5.9M	+145%	190k	31.01	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	1.1	$5.8M	+90%	25k	234.03	View chart
Meta Platforms Cl A (META)	1.0	$5.5M	+333%	9.6k	572.42	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$5.3M	+117%	48k	110.46	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.9	$5.0M	+92%	31k	158.89	View chart
Cloudflare Cl A Com (NET)	0.9	$4.8M	+117%	23k	206.34	View chart
Medtronic SHS (MDT)	0.9	$4.7M	+101%	54k	86.65	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.8	$4.5M	+93%	46k	97.63	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.8	$4.4M	+97%	110k	39.43	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.8	$4.4M	+91%	77k	56.19	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.7	$4.0M	+97%	91k	43.66	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.7	$3.9M	+93%	114k	34.04	View chart
Home Depot (HD)	0.7	$3.7M	+118%	11k	328.98	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.7	$3.7M	+93%	83k	44.18	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.6	$3.4M	+91%	54k	62.68	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.6	$3.4M	+96%	31k	109.35	View chart
Tesla Motors (TSLA)	0.6	$3.3M	+40%	8.9k	371.75	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.6	$3.3M	+127%	8.4k	390.41	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.6	$3.2M	+97%	21k	154.15	View chart
Spdr Series Trust State Street Spd (ONEV)	0.6	$3.1M	+100%	23k	134.17	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.6	$3.0M	+101%	50k	60.11	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.5	$2.9M	+91%	23k	128.24	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.5	$2.8M	NEW	14k	200.82	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.5	$2.8M	+97%	58k	48.71	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.5	$2.7M	NEW	82k	33.04	View chart
Arista Networks Com Shs (ANET)	0.5	$2.7M	+102%	22k	122.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$2.6M	+97%	6.2k	426.42	View chart
Amgen (AMGN)	0.5	$2.5M	+101%	7.1k	351.83	View chart
Kraneshares Trust Kraneshares Valu (KVLE)	0.5	$2.5M	+223%	99k	24.88	View chart
Nomura Etf Tr Focused Large Gr (LRGG)	0.5	$2.5M	+160%	96k	25.62	View chart
Kimberly-Clark Corporation (KMB)	0.5	$2.4M	+97%	25k	96.48	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$2.4M	+96%	19k	128.12	View chart
Harbor Etf Trust Human Cap Large (HAPI)	0.4	$2.3M	+100%	59k	39.66	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.4	$2.3M	+93%	93k	24.64	View chart
Symbotic Class A Com (SYM)	0.4	$2.2M	+179%	41k	53.20	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.4	$2.1M	+99%	22k	96.98	View chart
Advanced Micro Devices (AMD)	0.4	$2.1M	+100%	10k	203.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$2.1M	+105%	18k	113.10	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$1.9M	+95%	8.1k	237.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.9M	+102%	5.9k	320.85	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.9M	+207%	4.3k	437.42	View chart
Nomura Etf Tr Focused Emerging (EMEQ)	0.3	$1.9M	+103%	41k	45.10	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.9M	+107%	20k	92.76	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.3	$1.8M	-33%	36k	49.59	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.3	$1.8M	+97%	19k	95.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.7M	+99%	26k	67.53	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.3	$1.7M	+19%	24k	72.96	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.3	$1.7M	+100%	11k	158.93	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.6M	+101%	9.6k	169.64	View chart
TJX Companies (TJX)	0.3	$1.6M	+267%	9.9k	159.75	View chart
Marriott Intl Cl A (MAR)	0.3	$1.6M	+100%	4.8k	326.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.6M	+117%	2.4k	653.08	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.6M	+312%	7.9k	196.11	View chart
First Tr Exchange-traded A Shs Issued Frst (FAB)	0.3	$1.5M	+100%	16k	94.56	View chart
Coreweave Com Cl A (CRWV)	0.3	$1.5M	+187%	19k	77.47	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.3	$1.4M	+99%	32k	45.26	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.3	$1.4M	+91%	75k	18.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.4M	+477%	22k	64.08	View chart
Emerson Electric (EMR)	0.3	$1.4M	+100%	11k	131.03	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.3	$1.4M	+94%	13k	111.90	View chart
Fs Kkr Capital Corp (FSK)	0.3	$1.4M	+99%	136k	10.18	View chart
Nextera Energy (NEE)	0.3	$1.4M	+101%	15k	92.88	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$1.3M	+96%	7.9k	163.59	View chart
Broadcom (AVGO)	0.2	$1.3M	+97%	4.1k	309.49	View chart
First Tr Exchng Traded Fd Vi Income Opprtntes (FCEF)	0.2	$1.3M	+101%	56k	22.51	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.2	$1.2M	+199%	42k	29.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.2M	+100%	2.6k	479.29	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.2M	+122%	8.1k	146.28	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.2	$1.2M	NEW	61k	19.48	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$1.1M	+86%	37k	30.15	View chart
Chevron Corporation (CVX)	0.2	$1.1M	+98%	5.3k	206.88	View chart
First Tr Exchange-traded Consumr Staple (FXG)	0.2	$1.1M	+99%	17k	63.72	View chart
Kroger (KR)	0.2	$1.1M	+92%	15k	72.36	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.2	$1.0M	+100%	11k	92.36	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$1.0M	+100%	28k	36.21	View chart
Intuitive Surgical Com New (ISRG)	0.2	$998k	+99%	2.2k	460.99	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$939k	NEW	11k	84.86	View chart
Dell Technologies CL C (DELL)	0.2	$934k	NEW	5.7k	164.11	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.2	$926k	NEW	30k	31.12	View chart
Cintas Corporation (CTAS)	0.2	$905k	+100%	5.4k	169.14	View chart
Ishares Tr Morningstar Valu (ILCV)	0.2	$824k	+100%	8.8k	93.15	View chart
First Tr Exchange-traded High Incm Strgc (HISF)	0.1	$791k	+99%	18k	44.34	View chart
Pacer Fds Tr Cfra Stval Eql (SZNE)	0.1	$789k	+101%	22k	35.65	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$779k	+100%	6.4k	121.94	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.1	$776k	+99%	25k	31.22	View chart
Thermo Fisher Scientific (TMO)	0.1	$763k	+107%	1.5k	492.38	View chart
Key (KEY)	0.1	$737k	+102%	37k	20.05	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$718k	+100%	8.6k	83.43	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.1	$702k	+100%	22k	31.93	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.1	$700k	+100%	43k	16.17	View chart
Lowe's Companies (LOW)	0.1	$676k	+100%	2.9k	236.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$670k	+32%	1.6k	430.29	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$666k	+100%	16k	40.57	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$662k	+153%	14k	46.95	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$656k	+100%	7.0k	93.66	View chart
Snowflake Com Shs (SNOW)	0.1	$627k	NEW	4.2k	150.82	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$625k	+77%	8.1k	77.11	View chart
Bank of America Corporation (BAC)	0.1	$622k	+101%	13k	48.75	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$621k	+100%	12k	50.48	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$612k	+95%	14k	44.80	View chart
Kraneshares Trust Artificial Intel (AGIX)	0.1	$601k	NEW	18k	32.77	View chart
First Tr Exchange Traded Dorsey Wright (FVC)	0.1	$582k	+94%	17k	34.83	View chart
Costco Wholesale Corporation (COST)	0.1	$581k	+144%	581.00	999.30	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$578k	+100%	2.7k	213.70	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$529k	+100%	11k	47.16	View chart
Caterpillar (CAT)	0.1	$523k	NEW	737.00	709.38	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$511k	+99%	4.1k	125.45	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$511k	+91%	5.6k	90.49	View chart
Dick's Sporting Goods (DKS)	0.1	$507k	+100%	2.6k	198.36	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$506k	+92%	1.6k	313.63	View chart
Old Dominion Freight Line (ODFL)	0.1	$504k	+100%	2.6k	195.52	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$494k	+100%	3.5k	141.45	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$493k	+113%	4.0k	124.39	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$492k	+94%	28k	17.75	View chart
Servicenow (NOW)	0.1	$489k	+86%	4.7k	104.55	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$483k	+102%	11k	44.85	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.1	$469k	+90%	10k	46.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$460k	NEW	8.5k	54.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$459k	+100%	767.00	598.46	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$459k	+96%	9.2k	49.81	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$457k	NEW	16k	28.71	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$455k	+102%	8.7k	52.46	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$450k	+110%	691.00	651.35	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$447k	+100%	4.3k	103.12	View chart
Omni (OMC)	0.1	$432k	+93%	5.7k	75.30	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$432k	+104%	17k	25.55	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$422k	+101%	8.0k	52.57	View chart
First Tr Exchange Traded First Trust S&p (KNGZ)	0.1	$414k	+100%	12k	36.03	View chart
First Tr Exchange-traded S Netwrk Fut Veh (CARZ)	0.1	$407k	NEW	5.0k	80.80	View chart
Ge Aerospace Com New (GE)	0.1	$392k	+100%	1.4k	283.84	View chart
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)	0.1	$378k	NEW	16k	24.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$376k	NEW	1.4k	262.22	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$374k	+32%	6.5k	57.21	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.1	$373k	NEW	17k	21.95	View chart
Southern Company (SO)	0.1	$370k	NEW	3.8k	96.53	View chart
GSK Sponsored Adr (GSK)	0.1	$369k	NEW	6.7k	55.19	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$369k	NEW	15k	24.77	View chart
Imax Corp Cad (IMAX)	0.1	$365k	NEW	9.6k	38.01	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$358k	NEW	1.2k	286.94	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$349k	NEW	7.3k	48.05	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.1	$337k	NEW	8.3k	40.57	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$330k	NEW	2.6k	127.05	View chart
Dover Corporation (DOV)	0.1	$328k	NEW	1.6k	208.47	View chart
Charles Schwab Corporation (SCHW)	0.1	$327k	NEW	3.5k	93.97	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$320k	+100%	2.7k	118.62	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$319k	NEW	7.9k	40.14	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$314k	NEW	6.8k	46.19	View chart
Pepsi (PEP)	0.1	$298k	NEW	1.9k	155.30	View chart
Ge Vernova (GEV)	0.1	$298k	NEW	340.00	875.21	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$297k	NEW	1.4k	211.11	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$293k	NEW	5.8k	50.65	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$289k	NEW	5.0k	58.18	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$272k	NEW	1.4k	191.85	View chart
SYSCO Corporation (SYY)	0.0	$265k	NEW	3.7k	71.34	View chart
Ford Motor Company (F)	0.0	$259k	+120%	23k	11.54	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$256k	NEW	2.3k	111.40	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$256k	NEW	3.4k	74.34	View chart
Occidental Petroleum Corporation (OXY)	0.0	$254k	NEW	3.9k	64.99	View chart
McDonald's Corporation (MCD)	0.0	$253k	NEW	815.00	310.57	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$251k	NEW	2.1k	118.45	View chart
Johnson & Johnson (JNJ)	0.0	$245k	NEW	1.0k	244.25	View chart
First Trust Enhanced Equity Income Fund (FFA)	0.0	$237k	NEW	12k	20.40	View chart
Visa Com Cl A (V)	0.0	$235k	NEW	778.00	302.01	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$234k	NEW	3.0k	78.45	View chart
AFLAC Incorporated (AFL)	0.0	$227k	NEW	2.1k	109.72	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$226k	NEW	3.2k	69.73	View chart
American Express Company (AXP)	0.0	$226k	NEW	747.00	302.07	View chart
JPMorgan Chase & Co. (JPM)	0.0	$220k	NEW	748.00	294.24	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$219k	NEW	4.2k	52.64	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$207k	NEW	4.1k	49.95	View chart
Brown Forman Corp CL B (BF.B)	0.0	$204k	NEW	7.7k	26.44	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$203k	NEW	4.3k	46.83	View chart
PPG Industries (PPG)	0.0	$203k	NEW	1.9k	106.86	View chart
Blackrock (BLK)	0.0	$202k	NEW	211.00	958.76	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$201k	NEW	3.6k	55.24	View chart
Harbor Etf Trust Ares Systematic (SIHY)	0.0	$200k	NEW	4.5k	44.81	View chart
USA Rare Earth Inc A (USAR)	0.0	$191k	NEW	13k	15.14	View chart
Amc Entmt Hldgs Cl A New (AMC)	0.0	$179k	+100%	183k	0.98	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$153k	NEW	14k	10.88	View chart
Cardiff Oncology (CRDF)	0.0	$32k	+100%	20k	1.62	View chart
Evgo Cl A Com (EVGO)	0.0	$17k	NEW	10k	1.72	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 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