Proactive Wealth Strategies LLC

data from 30/09/2025

Capitalization

$ 232.247 M 9.65 %

Average holding period

4 ans

Performance

$ 27.366 M 13.83 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Proactive Wealth Strategies LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 FV FIRST TR EXCHANGE TRADED FD 8.34% 19.376 M $ 312926 2024/09/30 835.905 K $ 4.49 %
2025/09/30 NVDA NVIDIA CORPORATION 4.61% 10.699 M $ 57341 2024/09/30 1.636 M $ 18.10 %
2025/09/30 TBIL RBB FD INC 2.85% 6.617 M $ 132348 2024/09/30 0.000 $ 0.00 %
2025/09/30 FTLS FIRST TR EXCH TRADED FD III 2.67% 6.212 M $ 88812 2024/09/30 319.631 K $ 5.54 %
2025/09/30 PANW PALO ALTO NETWORKS INC 2.34% 5.431 M $ 26670 2024/09/30 -22.635 K $ -0.50 %
2025/09/30 AAPL APPLE INC 2.32% 5.394 M $ 21185 2024/09/30 1.020 M $ 24.11 %
2025/09/30 FVD FIRST TR EXCHANGE-TRADED FD 2.09% 4.857 M $ 105040 2024/09/30 160.863 K $ 3.45 %
2025/09/30 MSFT MICROSOFT CORP 2.08% 4.830 M $ 9325 2024/09/30 186.667 K $ 4.13 %
2025/09/30 RDVY FIRST TR EXCHANGE TRADED FD 1.86% 4.315 M $ 64148 2024/09/30 289.162 K $ 7.20 %
2025/09/30 FXR FIRST TR EXCHANGE TRADED FD 1.78% 4.145 M $ 53106 2024/09/30 210.858 K $ 5.17 %
2025/09/30 PSLV SPROTT ASSET MANAGEMENT LP 1.75% 4.067 M $ 259060 2025/06/30 875.127 K $ 28.27 %
2025/09/30 FTSM FIRST TR EXCHANGE-TRADED FD 1.72% 3.993 M $ 66657 2024/09/30 2.626 K $ 0.07 %
2025/09/30 PHYS SPROTT ASSET MANAGEMENT LP 1.72% 3.984 M $ 134504 2025/03/31 578.226 K $ 16.84 %
2025/09/30 QQQ INVESCO QQQ TR 1.69% 3.920 M $ 6530 2024/09/30 294.962 K $ 8.83 %
2025/09/30 GOOGL ALPHABET INC 1.65% 3.836 M $ 15779 2024/09/30 1.047 M $ 37.95 %
2025/09/30 FYT FIRST TR EXCHANGE-TRADED ALP 1.58% 3.675 M $ 65746 2024/09/30 378.820 K $ 10.83 %
2025/09/30 BX BLACKSTONE INC 1.57% 3.649 M $ 21356 2024/09/30 443.585 K $ 14.22 %
2025/09/30 FDN FIRST TR EXCHANGE-TRADED FD 1.57% 3.647 M $ 13032 2024/09/30 137.491 K $ 3.90 %
2025/09/30 AMZN AMAZON COM INC 1.54% 3.569 M $ 16255 2024/09/30 2.836 K $ 0.08 %
2025/09/30 VMC VULCAN MATLS CO 1.53% 3.546 M $ 11527 2024/09/30 557.996 K $ 17.94 %
2025/09/30 AIRR FIRST TR EXCHANGE TRADED FD 1.49% 3.454 M $ 35728 2024/12/31 548.017 K $ 18.77 %
2025/09/30 FDL FIRST TR EXCHANGE-TRADED FD 1.45% 3.378 M $ 77808 2024/09/30 119.707 K $ 3.68 %
2025/09/30 FPX FIRST TR EXCHANGE-TRADED FD 1.45% 3.374 M $ 20307 2024/09/30 429.908 K $ 14.66 %
2025/09/30 COWZ PACER FDS TR 1.41% 3.265 M $ 56806 2024/09/30 132.539 K $ 4.30 %
2025/09/30 LLY ELI LILLY & CO 1.30% 3.010 M $ 3945 2024/09/30 -23.108 K $ -2.12 %
2025/09/30 KO COCA COLA CO 1.18% 2.745 M $ 41392 2024/09/30 -172.313 K $ -6.26 %
2025/09/30 FXL FIRST TR EXCHANGE TRADED FD 1.17% 2.724 M $ 16217 2024/09/30 172.652 K $ 6.75 %
2025/09/30 TSLA TESLA INC 1.13% 2.617 M $ 5884 2024/09/30 765.790 K $ 39.99 %
2025/09/30 MDT MEDTRONIC PLC 1.10% 2.566 M $ 26940 2024/09/30 219.245 K $ 9.26 %
2025/09/30 FXU FIRST TR EXCHANGE TRADED FD 1.08% 2.518 M $ 55406 2024/09/30 172.687 K $ 7.24 %
2025/09/30 WINN HARBOR ETF TRUST 1.08% 2.501 M $ 80267 2024/12/31 138.947 K $ 6.97 %
2025/09/30 OSEA HARBOR ETF TRUST 1.05% 2.445 M $ 82699 2025/06/30 22.996 K $ 1.02 %
2025/09/30 CIBR FIRST TR EXCHANGE TRADED FD 1.05% 2.430 M $ 31965 2024/09/30 13.822 K $ 0.57 %
2025/09/30 FXO FIRST TR EXCHANGE TRADED FD 1.04% 2.411 M $ 40589 2024/12/31 135.774 K $ 5.94 %
2025/09/30 QQXT FIRST TR EXCHANGE-TRADED FD 1.02% 2.361 M $ 23862 2025/06/30 3.114 K $ 0.13 %
2025/09/30 WMT WALMART INC 1.01% 2.336 M $ 22662 2024/12/31 110.299 K $ 5.40 %
2025/09/30 NET CLOUDFLARE INC 0.98% 2.278 M $ 10615 2024/09/30 199.137 K $ 9.58 %
2025/09/30 SDVY FIRST TR EXCHANGE-TRADED FD 0.93% 2.164 M $ 56918 2024/09/30 156.264 K $ 7.77 %
2025/09/30 FTGS FIRST TR EXCHANGE-TRADED FD 0.93% 2.151 M $ 59913 2024/09/30 103.715 K $ 5.03 %
2025/09/30 AVUV AMERICAN CENTY ETF TR 0.92% 2.146 M $ 21557 2024/09/30 177.586 K $ 9.25 %
2025/09/30 SKYY FIRST TR EXCHANGE TRADED FD 0.92% 2.137 M $ 15894 2024/09/30 221.988 K $ 10.51 %
2025/09/30 HD HOME DEPOT INC 0.89% 2.070 M $ 5108 2024/09/30 194.908 K $ 10.51 %
2025/09/30 DIS DISNEY WALT CO 0.80% 1.867 M $ 16306 2024/09/30 -148.479 K $ -7.67 %
2025/09/30 FCVT FIRST TR EXCHANGE-TRADED FD 0.79% 1.845 M $ 43133 2024/09/30 169.290 K $ 10.20 %
2025/09/30 EMLP FIRST TR EXCHANGE-TRADED FD 0.78% 1.821 M $ 47570 2025/03/31 36.911 K $ 2.08 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.74% 1.719 M $ 3505 2024/09/30 -65.781 K $ -3.72 %
2025/09/30 FTC FIRST TR EXCHANGE-TRADED ALP 0.71% 1.641 M $ 10217 2024/09/30 97.849 K $ 6.42 %
2025/09/30 KNG FIRST TR EXCHANGE-TRADED FD 0.70% 1.630 M $ 33046 2024/09/30 7.060 K $ 0.43 %
2025/09/30 HGER HARBOR ETF TRUST 0.68% 1.588 M $ 61546 2025/06/30 79.868 K $ 6.22 %
2025/09/30 ANET ARISTA NETWORKS INC 0.68% 1.585 M $ 10880 2024/12/31 466.550 K $ 42.41 %
2025/09/30 OMFL INVESCO EXCH TRD SLF IDX FD 0.67% 1.564 M $ 25956 2024/09/30 64.328 K $ 4.29 %
2025/09/30 PTNQ PACER FDS TR 0.66% 1.535 M $ 19802 2024/09/30 121.980 K $ 8.63 %
2025/09/30 FNX FIRST TR EXCHANGE-TRADED ALP 0.65% 1.515 M $ 12083 2024/09/30 129.106 K $ 9.20 %
2025/09/30 IWF ISHARES TR 0.64% 1.483 M $ 3165 2024/09/30 140.124 K $ 10.33 %
2025/09/30 ONEV SPDR SERIES TRUST 0.64% 1.482 M $ 11132 2024/09/30 45.164 K $ 3.11 %
2025/09/30 OMFS INVESCO EXCH TRD SLF IDX FD 0.62% 1.432 M $ 32555 2024/09/30 128.848 K $ 9.73 %
2025/09/30 IWP ISHARES TR 0.60% 1.384 M $ 9722 2024/09/30 36.233 K $ 2.69 %
2025/09/30 META META PLATFORMS INC 0.57% 1.329 M $ 1810 2024/09/30 -6.711 K $ -0.50 %
2025/09/30 RVNU DBX ETF TR 0.52% 1.215 M $ 49247 2024/09/30 34.299 K $ 2.83 %
2025/09/30 HAPI HARBOR ETF TRUST 0.51% 1.174 M $ 29163 2024/12/31 59.564 K $ 5.45 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 0.46% 1.065 M $ 4310 2024/09/30 86.186 K $ 8.81 %
2025/09/30 IVW ISHARES TR 0.45% 1.054 M $ 8731 2024/09/30 92.956 K $ 9.64 %
2025/09/30 ILCG ISHARES TR 0.43% 1.004 M $ 9628 2024/09/30 71.483 K $ 7.64 %
2025/09/30 AMGN AMGEN INC 0.43% 993.663 K $ 3521 2024/09/30 10.441 K $ 1.07 %
2025/09/30 FSK FS KKR CAP CORP 0.42% 970.948 K $ 65033 2024/09/30 -368.755 K $ -28.04 %
2025/09/30 FTCS FIRST TR EXCHANGE-TRADED FD 0.41% 943.796 K $ 10079 2024/09/30 25.995 K $ 3.03 %
2025/09/30 IJH ISHARES TR 0.39% 896.716 K $ 13741 2024/09/30 44.378 K $ 5.23 %
2025/09/30 FYC FIRST TR EXCHANGE-TRADED ALP 0.38% 874.894 K $ 9645 2025/06/30 105.334 K $ 13.99 %
2025/09/30 FAD FIRST TR EXCHANGE-TRADED ALP 0.37% 854.208 K $ 5321 2024/09/30 73.016 K $ 9.35 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.34% 794.440 K $ 4355 2024/12/31 201.687 K $ 33.84 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.34% 794.388 K $ 4910 2024/09/30 98.674 K $ 14.02 %
2025/09/30 LDSF FIRST TR EXCHNG TRADED FD VI 0.33% 767.634 K $ 40148 2024/09/30 4.766 K $ 0.63 %
2025/09/30 IVV ISHARES TR 0.31% 728.354 K $ 1088 2024/09/30 52.368 K $ 7.79 %
2025/09/30 FAB FIRST TR EXCHANGE-TRADED ALP 0.30% 703.396 K $ 8061 2024/09/30 48.075 K $ 7.37 %
2025/09/30 AVGO BROADCOM INC 0.30% 686.760 K $ 2082 2024/12/31 67.716 K $ 19.69 %
2025/09/30 FCEF FIRST TR EXCHNG TRADED FD VI 0.29% 684.731 K $ 29927 2024/09/30 13.202 K $ 2.05 %
2025/09/30 NXTG FIRST TR EXCHANGE-TRADED FD 0.29% 670.052 K $ 6469 2024/09/30 40.559 K $ 6.48 %
2025/09/30 EMR EMERSON ELEC CO 0.29% 663.920 K $ 5061 2024/09/30 -10.840 K $ -1.61 %
2025/09/30 VUG VANGUARD INDEX FDS 0.27% 630.846 K $ 1315 2024/09/30 54.149 K $ 9.40 %
2025/09/30 NEE NEXTERA ENERGY INC 0.26% 614.722 K $ 8143 2024/09/30 49.646 K $ 8.74 %
2025/09/30 GRID FIRST TR EXCHANGE TRADED FD 0.26% 612.415 K $ 4054 2024/09/30 48.818 K $ 8.67 %
2025/09/30 MAR MARRIOTT INTL INC NEW 0.26% 611.304 K $ 2347 2024/09/30 -30.405 K $ -4.68 %
2025/09/30 KRANESHARES TRUST 0.24% 564.654 K $ 20470 2025/06/30 20.797 K $ 6.12 %
2025/09/30 LRGG MACQUARIE ETF TRUST 0.24% 558.032 K $ 18570 2025/06/30 13.261 K $ 4.77 %
2025/09/30 FXG FIRST TR EXCHANGE TRADED FD 0.24% 549.515 K $ 8768 2024/09/30 -5.281 K $ -0.96 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.24% 548.616 K $ 1091 2024/09/30 18.514 K $ 3.49 %
2025/09/30 CTAS CINTAS CORP 0.24% 546.702 K $ 2663 2024/09/30 -46.807 K $ -7.91 %
2025/09/30 DBMF LITMAN GREGORY FDS TR 0.23% 536.533 K $ 19646 2024/09/30 30.881 K $ 6.14 %
2025/09/30 XOM EXXON MOBIL CORP 0.23% 534.667 K $ 4742 2024/09/30 23.170 K $ 4.59 %
2025/09/30 KR KROGER CO 0.22% 512.371 K $ 7601 2024/09/30 -32.672 K $ -6.03 %
2025/09/30 QQQJ INVESCO EXCH TRADED FD TR II 0.22% 500.850 K $ 13994 2024/09/30 53.907 K $ 11.93 %
2025/09/30 NOW SERVICENOW INC 0.21% 476.706 K $ 518 2024/09/30 -55.840 K $ -10.48 %
2025/09/30 FTA FIRST TR EXCHANGE-TRADED ALP 0.20% 464.442 K $ 5574 2024/12/31 26.070 K $ 5.98 %
2025/09/30 CRWV COREWEAVE INC 0.20% 459.409 K $ 3357 2025/09/30 0.000 $ 0.00 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.19% 432.472 K $ 967 2024/09/30 -93.006 K $ -17.72 %
2025/09/30 CVX CHEVRON CORP NEW 0.18% 419.715 K $ 2703 2024/09/30 32.343 K $ 8.44 %
2025/09/30 SZNE PACER FDS TR 0.18% 408.174 K $ 11956 2024/09/30 -3.872 K $ -0.96 %
2025/09/30 SRVR PACER FDS TR 0.17% 402.299 K $ 12699 2024/09/30 -8.093 K $ -1.98 %
2025/09/30 HISF FIRST TR EXCHANGE-TRADED FD 0.17% 398.949 K $ 8833 2024/09/30 5.641 K $ 1.03 %
2025/09/30 ILCV ISHARES TR 0.17% 394.566 K $ 4383 2024/09/30 29.118 K $ 7.96 %