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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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