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Proactive Wealth Strategies LLC

13F
Proactive Wealth Strategies LLC
Last update 2025-04-23 130 Stocks (5 new)
Value $188.00 Mil Turnover 8 %
Countries:
Top Holdings: FV(9.05%)TBIL(3.37%)NVDA(3.19%)FTLS(2.89%)FVD(2.52%)
Summary Stock Picks Current Portfolio
Proactive Wealth Strategies LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FV
First Trust Dorsey Wright Focus 5 ETF
First Trust Dorsey Wright Focus 5 ETF
309,595
16,980.0
+3.84%
9.050
+0.33%
0.490
+16.17%
+2.09%
3,695.9
 
TBIL
US Treasury 3 Month Bill ETF
126,653
6,330.0
+2.78%
3.370
+0.09%
0.120
-0.05%
+0.13%
5,745.4
 
NVDA
NVIDIA Corp
55,128
5,980.0
+6.80%
3.190
+0.20%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
FTLS
First Trust Long/Short Equity ETF
84,591
5,420.0
+9.19%
2.890
+0.24%
0.280
+6.73%
+0.52%
2,004.3
 
FVD
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
106,027
4,730.0
-22.31%
2.520
-0.69%
0.050
+5.10%
+3.41%
9,045.9
 
AAPL
Apple Inc
20,726
4,600.0
-0.95%
2.450
-0.03%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
65,979
3,860.0
-0.41%
2.060
-0.01%
0.030
+15.41%
+6.65%
15,206.2
 
FTSM
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
64,182
3,840.0
+12.40%
2.050
+0.23%
0.060
+0.09%
+0.34%
6,354.3
 
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
First Trust Industrials/Producer Durables AlphaDEX Fund
55,181
3,840.0
-0.23%
2.050
0%
0.220
+18.99%
+2.81%
1,865.1
 
FYT
FIRST TR EXCH TRD
71,731
3,570.0
-2.76%
1.900
-0.06%
2.710
+14.60%
-5.96%
126.7
 

Proactive Wealth Strategies LLC's Historical Top Holdings Breakdowns

Proactive Wealth Strategies LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PHYS
Sprott Physical Gold Trust
2025-03-31
New Buy
New Buy
+1.42%
●
20.27 ($22.17) 24.06
$25.64
15.65%
New holding
110,882
110,882
BMY
Bristol-Myers Squibb Co
2025-03-31
New Buy
New Buy
+1.24%
●
53.9 ($58.29) 63.11
$47.36
-18.75%
New holding
37,972
37,972
GLD
SPDR Gold Shares ETF
2025-03-31
Reduce
Reduce
-1.22%
●
243.19 ($264.45) 288.14
$308.39
16.62%
Reduce -67.89%
4,577
-9,676
ABT
Abbott Laboratories
2025-03-31
Sold Out
Sold Out
-1.15%
●
111.1 ($127.27) 140.22
$123.67
-2.83%
Sold Out
0
-19,409
EMLP
First Trust North American Energy Infrastructure Fund
First Trust North American Energy Infrastructure Fund
2025-03-31
New Buy
New Buy
+0.86%
●
35.79 ($37.01) 38.28
$37.72
1.92%
New holding
43,022
43,022
FXD
First Trust Consumer Discretionary AlphaDEX Fund
First Trust Consumer Discretionary AlphaDEX Fund
2025-03-31
Sold Out
Sold Out
-0.81%
●
56.39 ($63.4) 68.12
$65.17
2.79%
Sold Out
0
-24,195
FXU
First Trust Utilities AlphaDEX Fund
2025-03-31
Add
Add
+0.77%
●
37.42 ($39.58) 41.14
$43.37
9.58%
Add 155.47%
57,453
34,964
FVD
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
2025-03-31
Reduce
Reduce
-0.69%
●
42.61 ($44.44) 45.47
$45.13
1.55%
Reduce -22.31%
106,027
-30,444
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.51%
●
468.34 ($508.07) 539.52
$561.26
10.47%
Add 70.65%
4,872
2,017
WINN
HARBOR ETF TRUST
2025-03-31
Add
Add
+0.45%
●
24.41 ($26.9) 28.61
$29.45
9.48%
Add 258.08%
47,410
34,170

Proactive Wealth Strategies LLC Total Holding History ($B)

To

Proactive Wealth Strategies LLC's Asset Allocation

To

Proactive Wealth Strategies LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Proactive Wealth Strategies LLC's Hypothetical Growth since 2025-03-31

Proactive Wealth Strategies LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Proactive Wealth Strategies LLC's Holdings Heat Map

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Proactive Wealth Strategies LLC's Holdings Bubble Chart

Proactive Wealth Strategies LLC News

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