Proactive Wealth Strategies LLC Purchases in Q2 2025

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PSLV
Sprott Physical Silver Trust

Financial Services
253K
New
$9.98 - $12.51 $2.52M - $3.16M
253K $3.1M
NVDA
Nvidia Corp

Technology
2.09K
+ 3.8%
$94.31 - $157.99 $197K - $331K
57.2K $9.04M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
24K
New
$84.34 - $99.49 $2.02M - $2.38M
24K $2.37M
OSEA
Harbor ETF Tr Harbor Intl Comp
76.7K
New
N/A
76.7K $2.24M
FV
First Trust Dorsey Wright Focu

ETFs
4.66K
+ 1.5%
$48.43 - $59.26 $225K - $276K
314K $18.6M
HGER
Harbor ETF Tr All Weather Infl
52.9K
New
$22.13 - $25.39 $1.17M - $1.34M
52.9K $1.29M
PANW
Palo Alto Networks Inc

Technology
1.82K
+ 8.94%
$152.44 - $204.64 $278K - $373K
22.2K $4.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.18K
+ 24.24%
$416.06 - $551.64 $491K - $651K
6.05K $3.34M
HD
Home Depot, Inc.

Consumer Cyclical
2.88K
+ 131.82%
$335.24 - $380.78 $964K - $1.09M
5.06K $1.85M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
21K
+ 44.37%
N/A
68.4K $1.99M
FYC
First Trust Small Cap Growth A

ETFs
9.46K
New
$61.01 - $79.58 $577K - $753K
9.46K $753K
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
WMT
Walmart Inc.

Consumer Defensive
3.74K
+ 21.78%
$81.79 - $99.98 $306K - $374K
20.9K $2.04M
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
KVLE
Kraneshares Kfa Val Line Dyna

ETFs
13.1K
New
$22.07 - $26.01 $289K - $340K
13.1K $340K
GOOGL
Alphabet Inc.

Communication Services
7
+ 0.04%
$144.7 - $178.6 $1.01K - $1.25K
15.7K $2.76M
Macquarie ETF Trust
9.68K
New
N/A
9.68K $278K
TJX
Tjx Companies Inc

Consumer Cyclical
2.2K
New
$119.13 - $135.03 $261K - $296K
2.2K $271K
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
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.11K
New
$37.18 - $42.55 $190K - $217K
5.11K $217K
EMR
Emerson Electric CO

Industrials
816
+ 19.31%
$94.15 - $133.33 $76.8K - $109K
5.04K $672K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.89K
New
$90.56 - $109.49 $171K - $206K
1.89K $206K
AMD
Advanced Micro Devices Inc

Technology
81
+ 1.66%
$78.21 - $143.81 $6.34K - $11.6K
4.96K $704K
BWX
Spdr Bloomberg International T

ETFs
8.57K
New
$21.87 - $23.49 $187K - $201K
8.57K $201K
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
AVGO
Broadcom Inc.

Technology
42
+ 3.48%
$146.29 - $275.65 $6.14K - $11.6K
1.25K $344K
NFLX
Netflix Inc

Communication Services
28
+ 10.89%
$855.86 - $1339.13 $24K - $37.5K
285 $382K
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
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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