Proactive Wealth Strategies LLC Reduced Holdings in Q1 2025

Proactive Wealth Strategies LLC

  • $188 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-9.68K
- 67.89%
$243.19 - $288.14 $2.35M - $2.79M
4.58K $1.32M
FVD
First Tr Value Line Divid Inde

ETFs
-30.4K
- 22.31%
$42.61 - $45.51 $1.3M - $1.39M
106K $4.73M
AAPL
Apple Inc.

Technology
-198
- 0.95%
$209.68 - $247.1 $41.5K - $48.9K
20.7K $4.6M
GOOGL
Alphabet Inc.

Communication Services
-437
- 2.72%
$154.33 - $206.19 $67.4K - $90.1K
15.7K $2.42M
AMZN
Amazon Com Inc

Consumer Cyclical
-452
- 2.93%
$190.26 - $242.06 $86K - $109K
15K $2.85M
FYT
First Trust Small Cap

ETFs
-2.04K
- 2.76%
$48.74 - $56.7 $99.3K - $116K
71.7K $3.57M
PANW
Palo Alto Networks Inc

Technology
-847
- 3.99%
$167.82 - $208.28 $142K - $176K
20.4K $3.48M
FDN
First Tr Fd Dow Jones

ETFs
-298
- 2.16%
$221.38 - $266.86 $66K - $79.5K
13.5K $3M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-428
- 2.56%
$131.2 - $160.72 $56.2K - $68.8K
16.3K $2.15M
DIS
Walt Disney CO

Communication Services
-978
- 5.41%
$96.87 - $114.0 $94.7K - $111K
17.1K $1.69M
META
Meta Platforms, Inc.

Communication Services
-391
- 17.39%
$576.36 - $736.67 $225K - $288K
1.86K $1.07M
FPX
First Trust Us Equity Opportun

ETFs
-364
- 1.65%
$106.21 - $143.53 $38.7K - $52.2K
21.7K $2.43M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-608
- 4.75%
$105.28 - $121.93 $64K - $74.1K
12.2K $1.33M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-234
- 0.41%
$32.49 - $37.99 $7.6K - $8.89K
57.1K $1.91M
FTGS
First Tr Exchange Traded Fd Gr
-982
- 1.6%
N/A
60.3K $1.79M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-2.75K
- 7.5%
$49.22 - $51.73 $135K - $142K
33.9K $1.71M
AMD
Advanced Micro Devices Inc

Technology
-210
- 4.13%
$96.63 - $129.55 $20.3K - $27.2K
4.88K $501K
ILCG
Ishares Morningstar Growth ETF
-252
- 2.53%
N/A
9.7K $786K
FTC
First Tr Lge Cap Growth

ETFs
-250
- 2.41%
$127.87 - $148.89 $32K - $37.2K
10.1K $1.33M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
-179
- 0.42%
$34.79 - $38.36 $6.23K - $6.87K
42.6K $1.49M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-733
- 1.77%
$50.93 - $57.24 $37.3K - $42K
40.7K $2.16M
RVNU
Xtrackers Municipal Infrastruc

ETFs
-1.83K
- 3.52%
$24.5 - $25.39 $44.8K - $46.4K
50.1K $1.23M
FSK
Fs Kkr Capital Corp

Financial Services
-1.2K
- 1.85%
$20.47 - $24.06 $24.6K - $28.9K
63.8K $1.34M
OMFS
Invesco Exchange Traded Self I

ETFs
-333
- 0.97%
$36.43 - $41.61 $12.1K - $13.9K
33.9K $1.29M
RDVY
First Trust Rising Dividend Ac

ETFs
-272
- 0.41%
$57.22 - $63.39 $15.6K - $17.2K
66K $3.86M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2
- 0.01%
$57.21 - $65.8 $114 - $132
13.7K $797K
OMFL
Invesco Exchange Traded Self I

ETFs
-7
- 0.01%
$52.19 - $57.45 $365 - $402
52.3K $2.79M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-64
- 1.25%
$113.13 - $127.79 $7.24K - $8.18K
5.08K $574K
NEE
Nextera Energy Inc

Utilities
-349
- 4.12%
$66.96 - $76.16 $23.4K - $26.6K
8.12K $575K
FEX
First Tr Large Cap Core Alphde

ETFs
-227
- 5.24%
$99.27 - $109.89 $22.5K - $24.9K
4.11K $421K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-728
- 5.46%
$28.69 - $31.94 $20.9K - $23.3K
12.6K $370K
SZNE
Pacer Fds Tr Cfra Stovall Eql

ETFs
-5
- 0.04%
$34.21 - $38.47 $171 - $192
11.7K $407K
PCAR
Paccar Inc

Industrials
-39
- 1.51%
$96.91 - $112.51 $3.78K - $4.39K
2.54K $247K
OMC
Omnicom Group Inc.

Communication Services
-54
- 1.55%
$79.43 - $88.34 $4.29K - $4.77K
3.43K $285K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-72
- 1.6%
$50.25 - $55.9 $3.62K - $4.02K
4.42K $227K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-16
- 0.38%
$72.01 - $79.94 $1.15K - $1.28K
4.24K $314K
HISF
First Tr Exc Traded Fd Iv High

ETFs
-96
- 0.76%
$43.37 - $44.57 $4.16K - $4.28K
12.5K $552K
FTCS
First Trust Capital Strength E

ETFs
-168
- 1.76%
$86.39 - $91.35 $14.5K - $15.3K
9.37K $840K
NET
Cloudflare, Inc.

Technology
-305
- 2.79%
$110.71 - $176.5 $33.8K - $53.8K
10.6K $1.2M
PLTR
Palantir Technologies Inc.

Technology
-200
- 4.44%
$64.98 - $124.62 $13K - $24.9K
4.3K $363K
CTAS
Cintas Corp

Industrials
-240
- 6.29%
$182.09 - $208.14 $43.7K - $50K
3.57K $734K
CVX
Chevron Corp

Energy
-94
- 3.62%
$146.71 - $167.97 $13.8K - $15.8K
2.5K $419K
FDL
First Tr Morningstar Dividend

ETFs
-1.38K
- 1.76%
$39.69 - $43.83 $54.8K - $60.5K
77.2K $3.35M
MDT
Medtronic PLC

Healthcare
-155
- 0.54%
$79.84 - $94.5 $12.4K - $14.6K
28.4K $2.55M
SLV
I Shares Silver Trust

ETFs
-1.82K
- 1.6%
$26.93 - $31.32 $49.1K - $57.1K
112K $3.48M
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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