Proactive Wealth Strategies LLC Purchases in Q4 2024

Proactive Wealth Strategies LLC

  • $192 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
30.1K
New
$73.49 - $86.09 $2.21M - $2.59M
30.1K $2.32M
FXO
First Tr Exchange Traded Fd Fi

ETFs
41.4K
New
$50.63 - $59.0 $2.1M - $2.44M
41.4K $2.24M
WMT
Walmart Inc.

Consumer Defensive
16.4K
New
$79.1 - $95.7 $1.3M - $1.57M
16.4K $1.48M
HAPI
Harbor ETF Tr Corporate Cultur
26.8K
New
N/A
26.8K $954K
TSLA
Tesla, Inc.

Consumer Cyclical
274
+ 4.67%
$213.65 - $479.86 $58.5K - $131K
6.14K $2.48M
NVDA
Nvidia Corp

Technology
2K
+ 4.03%
$117.0 - $148.88 $234K - $298K
51.6K $6.93M
SLV
I Shares Silver Trust

ETFs
34.4K
+ 43.14%
$26.33 - $31.74 $906K - $1.09M
114K $3.01M
Arista Networks Inc
6.12K
New
N/A
6.12K $676K
FTLS
First Tr Long/Short Equity ETF

ETFs
7.59K
+ 10.86%
$63.1 - $67.29 $479K - $511K
77.5K $5.1M
FV
First Trust Dorsey Wright Focu

ETFs
7.11K
+ 2.44%
$57.47 - $62.82 $409K - $447K
298K $17.6M
LLY
Eli Lilly & CO

Healthcare
814
+ 184.16%
$727.2 - $932.06 $592K - $759K
1.26K $969K
GLD
Spdr Gold Trust

ETFs
2.3K
+ 19.26%
$236.59 - $257.5 $545K - $593K
14.3K $3.45M
FPX
First Trust Us Equity Opportun

ETFs
2.93K
+ 15.3%
$109.38 - $131.9 $321K - $387K
22.1K $2.64M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.1K
+ 94.5%
$275.15 - $388.2 $303K - $427K
2.26K $775K
AAPL
Apple Inc.

Technology
262
+ 1.27%
$221.69 - $259.02 $58.1K - $67.9K
20.9K $5.24M
FTA
First Tr Large Cap Value

ETFs
5.5K
New
$75.21 - $83.49 $413K - $459K
5.5K $420K
QQQ
Invesco Qqq Trust, Series 1

ETFs
697
+ 32.3%
$481.22 - $538.17 $335K - $375K
2.86K $1.46M
BX
Blackstone Inc.

Financial Services
155
+ 0.83%
$148.45 - $199.05 $23K - $30.9K
18.9K $3.26M
FSK
Fs Kkr Capital Corp

Financial Services
12.9K
+ 24.84%
$19.71 - $22.22 $255K - $287K
65K $1.41M
GOOGL
Alphabet Inc.

Communication Services
17
+ 0.11%
$161.86 - $196.66 $2.75K - $3.34K
16.1K $3.05M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
13.2K
New
N/A
13.2K $360K
PLTR
Palantir Technologies Inc.

Technology
4.5K
New
$36.46 - $82.38 $164K - $371K
4.5K $340K
SKYY
First Trust Cloud Computing Et

ETFs
328
+ 1.96%
$99.98 - $130.46 $32.8K - $42.8K
17K $2.03M
PANW
Palo Alto Networks Inc

Technology
10.8K
+ 103.1%
$181.96 - $405.9 $1.96M - $4.37M
21.2K $3.86M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
6.27K
New
$44.2 - $49.46 $277K - $310K
6.27K $287K
Blackrock Inc
255
New
N/A
255 $262K
FTCS
First Trust Capital Strength E

ETFs
3.14K
+ 48.98%
$87.62 - $94.03 $275K - $295K
9.54K $838K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
4.49K
New
$52.0 - $55.66 $234K - $250K
4.49K $240K
FTGS
First Tr Exchange Traded Fd Gr
6.96K
+ 12.82%
N/A
61.3K $1.92M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.49K
+ 5.0%
$58.39 - $67.04 $87.1K - $100K
31.3K $1.99M
RDVY
First Trust Rising Dividend Ac

ETFs
3.7K
+ 5.91%
$58.65 - $64.37 $217K - $238K
66.3K $3.92M
NFLX
Netflix Inc

Communication Services
237
New
$687.65 - $936.56 $163K - $222K
237 $211K
AVGO
Broadcom Inc.

Technology
894
New
$159.67 - $250.0 $143K - $224K
894 $207K
FISV
Fiserv Inc

Technology
1K
New
N/A
1K $205K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.21K
+ 9.92%
$56.06 - $61.35 $236K - $258K
46.7K $2.64M
META
Meta Platforms, Inc.

Communication Services
240
+ 11.95%
$554.08 - $632.68 $133K - $152K
2.25K $1.32M
FDL
First Tr Morningstar Dividend

ETFs
6.74K
+ 9.39%
$39.59 - $43.95 $267K - $296K
78.6K $3.16M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
1.72K
+ 8.92%
$72.62 - $77.83 $125K - $134K
21K $1.56M
IVV
Ishares Core S&P 500 ETF

ETFs
211
+ 24.36%
$570.51 - $610.59 $120K - $129K
1.08K $634K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.34K
+ 4.28%
$59.74 - $60.03 $140K - $141K
57.1K $3.41M
AVUV
American Centy ETF Tr Avantis

ETFs
1.28K
+ 9.51%
$94.37 - $106.41 $121K - $136K
14.7K $1.42M
NOW
Service Now, Inc.

Technology
45
+ 10.64%
$867.18 - $1148.42 $39K - $51.7K
468 $496K
IVW
Ishares S&P 500 Growth ETF

ETFs
547
+ 6.27%
$94.43 - $105.47 $51.7K - $57.7K
9.27K $941K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
1.18K
+ 11.71%
$125.4 - $135.42 $148K - $160K
11.3K $1.42M
IWP
Ishares Russell Mid Cap Growth

ETFs
99
+ 1.02%
$116.4 - $138.52 $11.5K - $13.7K
9.77K $1.24M
VMC
Vulcan Materials CO

Basic Materials
88
+ 0.8%
$237.95 - $292.31 $20.9K - $25.7K
11.1K $2.85M
RVNU
Xtrackers Municipal Infrastruc

ETFs
5.41K
+ 11.62%
$25.17 - $26.23 $136K - $142K
51.9K $1.31M
SZNE
Pacer Fds Tr Cfra Stovall Eql

ETFs
3.05K
+ 35.17%
$36.64 - $39.43 $112K - $120K
11.7K $430K
MAR
Marriott International Inc

Consumer Cyclical
55
+ 2.29%
$246.06 - $292.59 $13.5K - $16.1K
2.45K $684K
Activity Summary
Buys All Purchases 105 New Holdings 14 Increased Positions 91 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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