Proactive Wealth Strategies LLC New Holdings in Q3 2024

Proactive Wealth Strategies LLC

  • $180 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FV
First Trust Dorsey Wright Focu

ETFs
291K
New
$51.35 - $59.82 $14.9M - $17.4M
291K $17M
FVD
First Tr Value Line Divid Inde

ETFs
169K
New
$40.45 - $45.49 $6.83M - $7.68M
169K $7.68M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
123K
New
N/A
123K $6.15M
NVDA
Nvidia Corp

Technology
49.6K
New
$98.91 - $134.91 $4.91M - $6.69M
49.6K $6.03M
AAPL
Apple Inc.

Technology
20.7K
New
$207.23 - $234.82 $4.28M - $4.85M
20.7K $4.81M
FTLS
First Tr Long/Short Equity ETF

ETFs
69.9K
New
$60.73 - $63.8 $4.24M - $4.46M
69.9K $4.44M
FYT
First Trust Small Cap

ETFs
78.1K
New
$50.68 - $58.56 $3.96M - $4.57M
78.1K $4.34M
FXR
First Trust Industrials/Produc

ETFs
55.5K
New
$66.85 - $75.76 $3.71M - $4.2M
55.5K $4.21M
MSFT
Microsoft Corp

Technology
8.76K
New
$395.15 - $467.56 $3.46M - $4.1M
8.76K $3.77M
RDVY
First Trust Rising Dividend Ac

ETFs
62.6K
New
$53.68 - $59.24 $3.36M - $3.71M
62.6K $3.7M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
54.8K
New
$59.61 - $60.15 $3.26M - $3.29M
54.8K $3.28M
FDN
First Tr Fd Dow Jones

ETFs
14.3K
New
$183.68 - $212.48 $2.63M - $3.04M
14.3K $3.03M
FDL
First Tr Morningstar Dividend

ETFs
71.8K
New
$37.66 - $42.06 $2.7M - $3.02M
71.8K $3.01M
GLD
Spdr Gold Trust

ETFs
12K
New
$215.56 - $246.98 $2.58M - $2.95M
12K $2.91M
BX
Blackstone Inc.

Financial Services
18.7K
New
$120.77 - $159.66 $2.26M - $2.99M
18.7K $2.87M
OMFL
Invesco Exchange Traded Self I

ETFs
53K
New
$47.65 - $52.99 $2.52M - $2.81M
53K $2.81M
AMZN
Amazon Com Inc

Consumer Cyclical
15K
New
$161.02 - $200.0 $2.42M - $3.01M
15K $2.8M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
75.9K
New
$32.65 - $36.69 $2.48M - $2.79M
75.9K $2.76M
VMC
Vulcan Materials CO

Basic Materials
11K
New
$231.83 - $274.51 $2.55M - $3.02M
11K $2.76M
GOOGL
Alphabet Inc.

Communication Services
16.1K
New
$148.65 - $191.18 $2.39M - $3.07M
16.1K $2.67M
MDT
Medtronic PLC

Healthcare
29.4K
New
$76.84 - $91.03 $2.26M - $2.67M
29.4K $2.64M
QTEC
First Trust Nasdaq 100 Technol

ETFs
13.8K
New
$169.92 - $205.38 $2.35M - $2.84M
13.8K $2.64M
FTXL
First Tr ETF Vi Nasdaq Semicon
26.6K
New
N/A
26.6K $2.48M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
42.5K
New
$53.41 - $57.9 $2.27M - $2.46M
42.5K $2.46M
FXL
First Tr Exchange Traded Fd Fi

ETFs
16.9K
New
$122.48 - $142.51 $2.08M - $2.41M
16.9K $2.35M
SLV
I Shares Silver Trust

ETFs
79.7K
New
$24.33 - $29.38 $1.94M - $2.34M
79.7K $2.27M
KO
Coca Cola CO

Consumer Defensive
31.5K
New
$62.69 - $73.01 $1.97M - $2.3M
31.5K $2.26M
ABT
Abbott Laboratories

Healthcare
19.1K
New
$100.07 - $118.13 $1.91M - $2.25M
19.1K $2.18M
FPX
First Trust Us Equity Opportun

ETFs
19.2K
New
$92.33 - $110.55 $1.77M - $2.12M
19.2K $2.11M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
34.2K
New
$50.02 - $54.5 $1.71M - $1.86M
34.2K $1.86M
DIS
Walt Disney CO

Communication Services
19K
New
$85.6 - $98.61 $1.63M - $1.87M
19K $1.83M
APTV
Aptiv PLC

Consumer Cyclical
25.2K
New
$65.39 - $74.24 $1.65M - $1.87M
25.2K $1.82M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
29.8K
New
$52.1 - $59.66 $1.55M - $1.78M
29.8K $1.77M
SKYY
First Trust Cloud Computing Et

ETFs
16.7K
New
$86.45 - $102.48 $1.45M - $1.71M
16.7K $1.71M
FTGS
First Tr Exchange Traded Fd Gr
54.3K
New
N/A
54.3K $1.7M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
43.5K
New
$32.66 - $35.7 $1.42M - $1.55M
43.5K $1.55M
TSLA
Tesla, Inc.

Consumer Cyclical
5.87K
New
$191.76 - $263.26 $1.12M - $1.54M
5.87K $1.53M
FXD
First Tr Exchange Traded Fd

ETFs
24K
New
$56.55 - $63.72 $1.36M - $1.53M
24K $1.52M
FNX
First Tr Mid Cap Core Alphadex

ETFs
12.8K
New
$106.85 - $117.19 $1.37M - $1.5M
12.8K $1.5M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
19.3K
New
$68.53 - $74.13 $1.32M - $1.43M
19.3K $1.41M
FTC
First Tr Lge Cap Growth

ETFs
10.5K
New
$115.51 - $131.45 $1.21M - $1.38M
10.5K $1.38M
OMFS
Invesco Exchange Traded Self I

ETFs
34.4K
New
$35.01 - $39.74 $1.2M - $1.37M
34.4K $1.36M
Nextracker Inc
35.3K
New
N/A
35.3K $1.32M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
10.1K
New
$116.88 - $129.79 $1.18M - $1.31M
10.1K $1.31M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.44K
New
$332.02 - $382.76 $1.14M - $1.32M
3.44K $1.29M
AVUV
American Centy ETF Tr Avantis

ETFs
13.4K
New
$88.24 - $99.7 $1.19M - $1.34M
13.4K $1.29M
RVNU
Xtrackers Municipal Infrastruc

ETFs
46.5K
New
$25.36 - $26.16 $1.18M - $1.22M
46.5K $1.22M
META
Meta Platforms, Inc.

Communication Services
2.01K
New
$453.41 - $572.44 $911K - $1.15M
2.01K $1.15M
IWP
Ishares Russell Mid Cap Growth

ETFs
9.67K
New
$103.87 - $117.59 $1M - $1.14M
9.67K $1.13M
Activity Summary
Buys All Purchases 124 New Holdings 124 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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