Proactive Wealth Strategies LLC Incresed Positions in Q1 2025

Proactive Wealth Strategies LLC

  • $188 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FXU
First Tr Exchange Traded Fd Ut

ETFs
35K
+ 155.47%
$37.42 - $41.14 $1.31M - $1.44M
57.5K $2.36M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.02K
+ 70.65%
$468.34 - $539.52 $945K - $1.09M
4.87K $2.28M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
34.2K
+ 258.08%
N/A
47.4K $1.16M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
7.08K
+ 12.4%
$59.78 - $60.03 $423K - $425K
64.2K $3.84M
KO
Coca Cola CO

Consumer Defensive
974
+ 3.02%
$60.81 - $72.32 $59.2K - $70.4K
33.2K $2.38M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
8.14K
+ 17.44%
$53.6 - $58.97 $436K - $480K
54.8K $3M
FTLS
First Tr Long/Short Equity ETF

ETFs
7.12K
+ 9.19%
$63.42 - $68.17 $451K - $485K
84.6K $5.42M
AVUV
American Centy ETF Tr Avantis

ETFs
4.59K
+ 31.23%
$84.95 - $100.62 $390K - $462K
19.3K $1.68M
CRWD
Crowd Strike Holdings, Inc.

Technology
630
+ 27.83%
$308.86 - $455.36 $195K - $287K
2.89K $1.02M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
3.42K
+ 2.78%
N/A
127K $6.33M
LLY
Eli Lilly & CO

Healthcare
68
+ 5.41%
$725.72 - $929.72 $49.3K - $63.2K
1.32K $1.09M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.14K
+ 17.11%
$67.24 - $84.27 $346K - $433K
35.2K $2.4M
KR
Kroger CO

Consumer Defensive
341
+ 5.12%
$58.36 - $67.72 $19.9K - $23.1K
7K $474K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
975
+ 3.12%
$62.72 - $71.92 $61.2K - $70.1K
32.3K $2.03M
XOM
Exxon Mobil Corp

Energy
31
+ 0.91%
$105.44 - $118.93 $3.27K - $3.69K
3.45K $410K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
492
+ 6.57%
$83.91 - $90.87 $41.3K - $44.7K
7.98K $677K
NFLX
Netflix Inc

Communication Services
20
+ 8.44%
$828.4 - $1058.6 $16.6K - $21.2K
257 $240K
VTV
Vanguard Value ETF

ETFs
110
+ 7.14%
$167.73 - $179.21 $18.5K - $19.7K
1.65K $285K
WMT
Walmart Inc.

Consumer Defensive
733
+ 4.46%
$84.5 - $105.05 $61.9K - $77K
17.2K $1.51M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
1
+ 0.01%
$21.95 - $24.74 $22 - $24.7
10.9K $265K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
46
+ 0.41%
$123.11 - $130.57 $5.66K - $6.01K
11.3K $1.44M
FXG
First Tr Exchange Traded First

ETFs
40
+ 0.46%
$62.56 - $65.85 $2.5K - $2.63K
8.66K $566K
LDSF
First Tr ETF Viii Low Duration

ETFs
421
+ 1.07%
$18.68 - $18.94 $7.86K - $7.97K
39.7K $748K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
94
+ 1.66%
$44.68 - $46.49 $4.2K - $4.37K
5.74K $266K
FCEF
First Tr Exchange Traded Fd Vi
305
+ 1.05%
N/A
29.3K $636K
IWD
Ishares Russell 1000 Val ETF

ETFs
6
+ 0.45%
$182.82 - $196.21 $1.1K - $1.18K
1.33K $250K
FTA
First Tr Large Cap Value

ETFs
28
+ 0.51%
$74.42 - $80.34 $2.08K - $2.25K
5.53K $424K
ILCV
Ishares Morningstar Value ETF

ETFs
20
+ 0.46%
$79.37 - $85.24 $1.59K - $1.7K
4.37K $356K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
47
+ 1.03%
$48.31 - $49.23 $2.27K - $2.31K
4.6K $226K
HYLS
First Tr Tactical High Yield L

ETFs
133
+ 1.57%
$40.95 - $41.77 $5.45K - $5.56K
8.62K $354K
FTSL
First Trust Senior Ln Fund

ETFs
116
+ 1.73%
$45.65 - $46.48 $5.3K - $5.39K
6.83K $312K
FPE
First Tr Pfd Secs & Income ETF

ETFs
214
+ 1.38%
$17.53 - $17.87 $3.75K - $3.82K
15.7K $277K
TMO
Thermo Fisher Scientific Inc.

Healthcare
33
+ 4.38%
$497.6 - $606.74 $16.4K - $20K
786 $391K
IFRA
Ishares Tr

ETFs
137
+ 2.2%
$44.8 - $49.25 $6.14K - $6.75K
6.37K $287K
FIW
First Trust Water ETF

ETFs
3
+ 0.14%
$99.48 - $106.74 $298 - $320
2.15K $217K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
262
+ 3.19%
$34.83 - $38.02 $9.13K - $9.96K
8.47K $298K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
248
+ 2.24%
$25.93 - $29.28 $6.43K - $7.26K
11.3K $308K
HD
Home Depot, Inc.

Consumer Cyclical
118
+ 5.72%
$347.25 - $424.87 $41K - $50.1K
2.18K $799K
AVGO
Broadcom Inc.

Technology
312
+ 34.9%
$167.43 - $244.7 $52.2K - $76.3K
1.21K $202K
QDPL
Pacer Fds Tr Metaurus Us Large
80
+ 1.37%
$36.5 - $40.04 $2.92K - $3.2K
5.92K $216K
ISRG
Intuitive Surgical Inc

Healthcare
30
+ 3.38%
$476.63 - $610.45 $14.3K - $18.3K
917 $454K
BAC
Bank Of America Corp

Financial Services
39
+ 0.62%
$39.61 - $47.74 $1.54K - $1.86K
6.37K $266K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2
+ 0.16%
$161.13 - $209.29 $322 - $419
1.28K $212K
IVV
Ishares Core S&P 500 ETF

ETFs
24
+ 2.23%
$554.06 - $615.85 $13.3K - $14.8K
1.1K $619K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
151
+ 0.7%
$24.88 - $26.85 $3.76K - $4.05K
21.6K $545K
KEY
Keycorp

Financial Services
236
+ 1.32%
$15.15 - $18.3 $3.58K - $4.32K
18.1K $290K
TDIV
First Trust Nasdaq Technology

ETFs
14
+ 0.35%
$73.39 - $83.95 $1.03K - $1.18K
4.05K $298K
Blackrock Inc
2
+ 0.78%
N/A
257 $243K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
123
+ 0.9%
$28.64 - $32.91 $3.52K - $4.05K
13.8K $400K
Activity Summary
Buys All Purchases 79 New Holdings 5 Increased Positions 74 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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