Proactive Wealth Strategies LLC Incresed Positions in Q2 2025

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.09K
+ 3.8%
$94.31 - $157.99 $197K - $331K
57.2K $9.04M
FV
First Trust Dorsey Wright Focu

ETFs
4.66K
+ 1.5%
$48.43 - $59.26 $225K - $276K
314K $18.6M
PANW
Palo Alto Networks Inc

Technology
1.82K
+ 8.94%
$152.44 - $204.64 $278K - $373K
22.2K $4.54M
HD
Home Depot, Inc.

Consumer Cyclical
2.88K
+ 131.82%
$335.24 - $380.78 $964K - $1.09M
5.06K $1.85M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.18K
+ 24.24%
$416.06 - $551.64 $491K - $651K
6.05K $3.34M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
21K
+ 44.37%
N/A
68.4K $1.99M
PHYS
Sprott Physical Gold Trust

Financial Services
24.5K
+ 22.13%
$22.82 - $26.29 $560K - $645K
135K $3.43M
CRWD
Crowd Strike Holdings, Inc.

Technology
581
+ 20.08%
$321.63 - $509.31 $187K - $296K
3.48K $1.77M
AMZN
Amazon Com Inc

Consumer Cyclical
787
+ 5.26%
$167.32 - $223.3 $132K - $176K
15.8K $3.46M
Arista Networks Inc
4.19K
+ 63.75%
N/A
10.8K $1.1M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
659
+ 1.87%
$61.92 - $81.5 $40.8K - $53.7K
35.9K $2.92M
VMC
Vulcan Materials CO

Basic Materials
565
+ 4.97%
$226.49 - $276.01 $128K - $156K
11.9K $3.11M
BX
Blackstone Inc.

Financial Services
1.44K
+ 7.44%
$120.07 - $151.11 $173K - $218K
20.9K $3.12M
KO
Coca Cola CO

Consumer Defensive
5.69K
+ 17.14%
$68.37 - $73.9 $389K - $421K
38.9K $2.75M
FTLS
First Tr Long/Short Equity ETF

ETFs
2.5K
+ 2.96%
$60.06 - $66.28 $150K - $166K
87.1K $5.77M
GOOGL
Alphabet Inc.

Communication Services
7
+ 0.04%
$144.7 - $178.6 $1.01K - $1.25K
15.7K $2.76M
FTGS
First Tr Exchange Traded Fd Gr
6
+ 0.01%
N/A
60.3K $2.06M
AVUV
American Centy ETF Tr Avantis

ETFs
1.77K
+ 9.15%
$75.17 - $91.21 $133K - $161K
21.1K $1.92M
PLTR
Palantir Technologies Inc.

Technology
75
+ 1.74%
$74.01 - $144.25 $5.55K - $10.8K
4.38K $596K
EMR
Emerson Electric CO

Industrials
816
+ 19.31%
$94.15 - $133.33 $76.8K - $109K
5.04K $672K
AMD
Advanced Micro Devices Inc

Technology
81
+ 1.66%
$78.21 - $143.81 $6.34K - $11.6K
4.96K $704K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
135
+ 0.32%
$32.51 - $38.81 $4.39K - $5.24K
42.8K $1.66M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
86
+ 2.04%
$171.4 - $227.1 $14.7K - $19.5K
4.31K $978K
EMLP
First Tr Exchange Traded Iv

ETFs
4.3K
+ 10.0%
$33.62 - $37.89 $145K - $163K
47.3K $1.78M
HAPI
Harbor ETF Tr Corporate Cultur
1.3K
+ 4.74%
N/A
28.6K $1.09M
NOW
Service Now, Inc.

Technology
45
+ 9.51%
$721.65 - $1040.18 $32.5K - $46.8K
518 $533K
NFLX
Netflix Inc

Communication Services
28
+ 10.89%
$855.86 - $1339.13 $24K - $37.5K
285 $382K
AVGO
Broadcom Inc.

Technology
42
+ 3.48%
$146.29 - $275.65 $6.14K - $11.6K
1.25K $344K
FXO
First Tr Exchange Traded Fd Fi

ETFs
116
+ 0.29%
$45.9 - $56.06 $5.32K - $6.5K
40.8K $2.29M
VUG
Vanguard Growth ETF

ETFs
28
+ 2.18%
$329.49 - $438.4 $9.23K - $12.3K
1.31K $576K
XOM
Exxon Mobil Corp

Energy
1.24K
+ 35.88%
$99.93 - $119.04 $124K - $147K
4.68K $505K
FAD
First Tr Multi Cap Growth Alph

ETFs
2
+ 0.04%
$114.67 - $146.82 $229 - $294
5.32K $781K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.48K
+ 2.31%
$59.8 - $60.07 $88.6K - $89K
65.7K $3.93M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.75K
+ 1.38%
N/A
128K $6.42M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.09K
+ 1.99%
$47.46 - $55.3 $51.9K - $60.4K
55.9K $3.08M
FNX
First Tr Mid Cap Core Alphadex

ETFs
28
+ 0.23%
$94.92 - $114.85 $2.66K - $3.22K
12.2K $1.4M
ISRG
Intuitive Surgical Inc

Healthcare
50
+ 5.45%
$451.58 - $565.94 $22.6K - $28.3K
967 $525K
TDIV
First Trust Nasdaq Technology

ETFs
14
+ 0.35%
$64.41 - $90.17 $902 - $1.26K
4.06K $366K
KR
Kroger CO

Consumer Defensive
559
+ 7.98%
$64.62 - $74.0 $36.1K - $41.4K
7.56K $542K
BAC
Bank Of America Corp

Financial Services
668
+ 10.49%
$34.39 - $47.46 $23K - $31.7K
7.04K $333K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
378
+ 2.74%
$25.48 - $31.98 $9.63K - $12.1K
14.1K $452K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
43
+ 0.31%
$51.16 - $62.02 $2.2K - $2.67K
13.7K $849K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
44
+ 0.35%
$26.53 - $32.81 $1.17K - $1.44K
12.6K $409K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
4
+ 0.04%
$21.8 - $27.71 $87.2 - $111
11K $302K
FEX
First Tr Large Cap Core Alphde

ETFs
10
+ 0.24%
$90.17 - $109.96 $902 - $1.1K
4.12K $453K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.12%
$224.16 - $285.86 $224 - $286
844 $241K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
14
+ 0.33%
$65.41 - $79.66 $916 - $1.12K
4.26K $339K
FTCS
First Trust Capital Strength E

ETFs
79
+ 0.84%
$81.6 - $92.39 $6.45K - $7.3K
9.45K $859K
FAB
First Tr Multi Cap Value Alpha

ETFs
31
+ 0.39%
$68.87 - $81.27 $2.13K - $2.52K
8.03K $652K
Activity Summary
Buys All Purchases 83 New Holdings 11 Increased Positions 72 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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