Fund HoldingsProactive Wealth Strategies LLC

Total Portfolio Value
$187.5K
Total Bought
$18.4K
Total Sold
$14.5K
Net Transaction
+$3.9K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SPROTT PHYSICAL GOLD TR(PHYS)0110,882+110,882031.42%+3
BRISTOL-MYERS SQUIBB CO(BMY)037,972+37,972021.23%+2
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
043,022+43,022020.86%+2
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
22,48957,453+34,964121.26%+2
INVESCO QQQ TR2,8554,872+2,017121.22%+1
HARBOR ETF TRUST
LONG TERM GROWER
13,24047,410+34,170010.62%+1
ISHARES SILVER TR(SLV)114,146112,322-1,824331.86%0
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
57,10264,182+7,080342.05%0
COCA COLA CO(KO)033,205+33,205021.27%+2
PACER FDS TR
US CASH COWS 100
46,68954,831+8,142331.60%0
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
77,47484,591+7,117552.89%0
ALIBABA GROUP HLDG LTD(BABA)02,107+2,107000.15%0
MEDTRONIC PLC(MDT)028,373+28,373031.36%+3
AMERICAN CENTY ETF TR14,70719,300+4,593120.90%0
CROWDSTRIKE HLDGS INC(CRWD)2,2642,894+630110.54%0
ISHARES TR03,858+3,858000.11%0
RBB FD INC
F/M US TREASURY
123,231126,653+3,422663.38%0
FIRST TR MORNINGSTAR DIVID L78,55077,169-1,381331.79%0
AMGEN INC(AMGN)03,488+3,488010.58%+1
ELI LILLY & CO(LLY)1,2561,324+68110.58%0
BERKSHIRE HATHAWAY INC DEL1,0911,0910010.31%0
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
30,06335,206+5,143221.28%0
KROGER CO(KR)6,6637,004+341000.25%0
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
31,29432,269+975221.08%0
EXXON MOBIL CORP03,445+3,445000.22%0
CHEVRON CORP NEW(CVX)2,5962,502-94000.22%0
FIRST TR EXCHANGE TRADED FD
INDXX NEXTG ETF
7,4837,975+492110.36%0
CINTAS CORP(CTAS)03,573+3,573010.39%+1
NETFLIX INC(NFLX)237257+20000.13%0
VANGUARD INDEX FDS1,5411,651+110000.15%0
PALANTIR TECHNOLOGIES INC(PLTR)4,5004,300-200000.19%0
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
010,947+10,947000.14%0
WALMART INC(WMT)16,42117,154+733120.80%0
SPDR SER TR
ST STR R1K LOWV
11,27811,324+46110.77%0
CLOUDFLARE INC(NET)10,92010,615-305110.64%0
FISERV INC(FISV)1,0001,0000000.12%0
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
8,6218,661+40110.30%0
FIRST TR EXCHNG TRADED FD VI
LOW DUR STRTGC
039,666+39,666010.40%+1
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
5,6495,743+94000.14%0
FIRST TR EXCHNG TRADED FD VI
INCOME OPPRTNTES
29,00029,305+305110.34%0
ISHARES TR1,3231,329+6000.13%0
FIRST TR LRG CP VL ALPHADEX
COM SHS
5,4975,525+28000.23%0
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
4,5514,598+47000.12%0
ISHARES TR4,3514,371+20000.19%0
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
8,4898,622+133000.19%0
FIRST TR EXCHANGE TRADED FD
MULTI ASSET DI
15,40015,4000000.13%0
FIRST TR EXCHANGE-TRADED FD9,5429,374-168110.45%0
FIRST TR EXCH TRADED FD III015,745+15,745000.15%0
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
6,7126,828+116000.17%0
FIRST TR EXCHANGE-TRADED FD
HIGH INCM STRGC
012,485+12,485010.29%+1
ISHARES TR
US INFRASTRUC
6,2296,366+137000.15%-0
THERMO FISHER SCIENTIFIC INC(TMO)0786+786000.21%0
FIRST TR EXCHANGE TRADED FD
DORSEY WRIGHT
8,2068,468+262000.16%-0
FIRST TR EXCHANGE-TRADED FD
WTR ETF
02,151+2,151000.12%0
INTERPUBLIC GROUP COS INC011,342+11,342000.16%0
HOME DEPOT INC(HD)2,0632,181+118110.43%-0
BROADCOM INC(AVGO)8941,206+312000.11%-0
PACER FDS TR
METAURUS CAP 400
5,8445,924+80000.12%-0
INTUITIVE SURGICAL INC887917+30000.24%-0
ISHARES TR4,2584,242-16000.17%-0
BANK AMERICA CORP6,3296,368+39000.14%-0
PACER FDS TR
TRENDP US LAR CP
4,4914,419-72000.12%-0
OLD DOMINION FREIGHT LINE IN(ODFL)01,279+1,279000.11%0
ISHARES TR1,0771,101+24110.33%-0
OMNICOM GROUP INC(OMC)03,432+3,432000.15%0
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
021,584+21,584010.29%+1
KEYCORP(KEY)17,88618,122+236000.15%-0
BLACKROCK INC(BLK)255257+2000.13%-0
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
4,0364,050+14000.16%-0
INVESCO EXCH TRADED FD TR II
NASDAQNXTGEN100
13,64813,771+123000.21%-0
FIRST TR EXCHANGE TRADED FD
NASDQ ARTFCIAL
6,0256,140+115000.13%-0
PACCAR INC(PCAR)2,5802,541-39000.13%-0
HARBOR ETF TRUST
HUMAN CAP LARGE
26,80327,342+539110.50%-0
FIRST TR MULTI CP VAL ALPHA
SHS ISSUED FRST
7,9757,995+20110.34%-0
PACER FDS TR
CFRA STVAL EQL
11,72211,717-5000.22%-0
LOWES COS INC(LOW)01,920+1,920000.24%0
ISHARES TR841843+2000.11%-0
PACER FDS TR
DATA AND INFRAST
012,602+12,602000.20%0
FIRST TR LRGE CP CORE ALPHA
COM SHS
4,3344,107-227000.22%-0
NEXTERA ENERGY INC(NEE)08,118+8,118010.31%+1
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
6,2676,268+1000.14%-0
DICKS SPORTING GOODS INC(DKS)1,2481,2480000.13%-0
VANGUARD INDEX FDS1,2551,286+31100.25%-0
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
05,076+5,076010.31%+1
EMERSON ELEC CO(EMR)4,0664,226+160100.25%-0
FIRST TR MULTI CAP GROWTH AL
COM SHS
5,3165,3160110.37%-0
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
52,25952,252-7331.49%-0
PACER FDS TR
TRENDPILOT 100
21,00621,222+216220.80%-0
ISHARES TR013,654+13,654010.42%+1
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
66,25165,979-272442.06%-0
INVESCO EXCH TRD SLF IDX FD
RUSL 2000 DYNM
34,19533,862-333110.69%-0
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
4,2124,219+7110.43%-0
ISHARES TR9,2729,343+71110.46%-0
FS KKR CAP CORP(FSK)64,96663,766-1,200110.71%-0
MARRIOTT INTL INC NEW(MAR)2,4522,552+100110.32%-0
DBX ETF TR51,92650,097-1,829110.66%-0
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
41,39040,657-733221.15%-0
FIRST TR EXCHANGE-TRADED FD
SSI STRG ETF
42,79442,615-179210.79%-0
ISHARES TR9,7719,779+8110.61%-0
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
10,38110,131-250110.71%-0
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