Proactive Wealth Strategies LLC Portfolio Holdings

Proactive Wealth Strategies LLC

  • $180 Million
  • Q3 2024

Proactive Wealth Strategies LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $180 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Dorsey Wright Focu with a value of $17M, First Tr Value Line Divid Inde with a value of $7.68M, Rbb Fd Inc Us Treas 3 Month Bi with a value of $6.15M, Nvidia Corp with a value of $6.03M, and Apple Inc. with a value of $4.81M.

Examining the 13F form we can see an increase of $180M in the current position value.

Proactive Wealth Strategies LLC is based out at Marietta, GA

Below you can find more details about Proactive Wealth Strategies LLC portfolio as well as his latest detailed transactions.

Portfolio value $180 Million
ETFs: $109 Million
Technology: $21.2 Million
Consumer Cyclical: $8.61 Million
Healthcare: $7.21 Million
Communication Services: $6.31 Million
Financial Services: $5.17 Million
Basic Materials: $2.76 Million
Consumer Defensive: $2.63 Million
Other: $3.53 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$362,000 0.2% of portfolio
20,024
Q3 2024 New
$0
$356,000 0.2% of portfolio
4,329
Q3 2024 New
$0
$339,000 0.19% of portfolio
8,672
Q3 2024 New
$0
$322,000 0.18% of portfolio
4,241
Q3 2024 New
$0
$302,000 0.17% of portfolio
6,591
Q3 2024 New
$0
$311,000 0.17% of portfolio
3,874
Q3 2024 New
$0
$287,000 0.16% of portfolio
6,104
Q3 2024 New
$0
$286,000 0.16% of portfolio
5,499
Q3 2024 New
$0
$277,000 0.15% of portfolio
7,741
Q3 2024 New
$0
$266,000 0.15% of portfolio
6,330
Q3 2024 New
$0
$266,000 0.15% of portfolio
10,943
Q3 2024 New
$0
$256,000 0.14% of portfolio
5,837
Q3 2024 New
$0
$256,000 0.14% of portfolio
15,400
Q3 2024 New
$0
$257,000 0.14% of portfolio
5,454
Q3 2024 New
$0
$250,000 0.14% of portfolio
1,316
Q3 2024 New
$0
$243,000 0.13% of portfolio
1,389
Q3 2024 New
$0
$238,000 0.13% of portfolio
838
Q3 2024 New
$0
$213,000 0.12% of portfolio
4,042
Q3 2024 New
$0
$217,000 0.12% of portfolio
1,858
Q3 2024 New
$0
$219,000 0.12% of portfolio
5,765
Q3 2024 New
$0
$203,000 0.11% of portfolio
4,107
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $180 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 124 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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