Fund Holdings — Proactive Wealth Strategies LLC

Total Portfolio Value
$232.25M
Total Bought
$147.36M
Total Sold
$78.84M
Net Transaction
+$68.53M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
314,250312,926-1,3241919,3768.34%+19,358
NVIDIA CORPORATION(NVDA)57,22257,341+119910,6994.61%+10,690
RBB FD INC
F/M US TREASURY
128,401132,348+3,94766,6172.85%+6,611
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
87,09388,812+1,71966,2122.67%+6,207
PALO ALTO NETWORKS INC(PANW)22,19226,670+4,47855,4312.34%+5,426
APPLE INC(AAPL)20,61621,185+56945,3942.32%+5,390
FIRST TR EXCHANGE-TRADED FD
SHS
104,457105,040+58354,8572.09%+4,852
MICROSOFT CORP(MSFT)9,0889,325+23754,8302.08%+4,825
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
63,97464,148+17444,3151.86%+4,311
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
54,91153,106-1,80544,1451.78%+4,141
SPROTT ASSET MANAGEMENT LP(PSLV)252,927259,060+6,13334,0671.75%+4,064
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
65,66366,657+99443,9931.72%+3,989
SPROTT ASSET MANAGEMENT LP(PHYS)135,416134,504-91233,9841.72%+3,981
INVESCO QQQ TR6,0536,530+47733,9201.69%+3,917
ALPHABET INC(GOOG)15,66415,779+11533,8361.65%+3,833
FIRST TR EXCHANGE-TRADED ALP
SML CAP VAL ALPH
69,38165,746-3,63533,6751.58%+3,671
BLACKSTONE INC(BX)20,85521,356+50133,6491.57%+3,646
FIRST TR EXCHANGE-TRADED FD13,08213,032-5043,6471.57%+3,643
AMAZON COM INC(AMZN)15,75816,255+49733,5691.54%+3,566
VULCAN MATLS CO(VMC)11,92311,527-39633,5461.53%+3,543
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
35,86535,728-13733,4541.49%+3,451
FIRST TR EXCHANGE-TRADED FD77,73277,808+7633,3781.45%+3,374
FIRST TR EXCHANGE-TRADED FD20,23120,307+7633,3741.45%+3,371
PACER FDS TR
US CASH COWS 100
55,92456,806+88233,2651.41%+3,262
ELI LILLY & CO(LLY)1,3983,945+2,54713,0101.30%+3,009
COCA COLA CO(KO)38,89741,392+2,49532,7451.18%+2,742
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
16,24216,217-2532,7241.17%+2,722
TESLA INC(TSLA)6,0275,884-14322,6171.13%+2,615
MEDTRONIC PLC(MDT)27,16826,940-22822,5661.10%+2,563
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
56,25055,406-84422,5181.08%+2,516
HARBOR ETF TRUST
LONG TERM GROWER
68,44780,267+11,82022,5011.08%+2,499
HARBOR ETF TRUST
INTERNATNAL COMP
76,65482,699+6,04522,4451.05%+2,443
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
32,14631,965-18122,4301.05%+2,427
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
40,77340,589-18422,4111.04%+2,408
FIRST TR EXCHANGE-TRADED FD96723,862+22,89512,3611.02%+2,360
WALMART INC(WMT)20,89022,662+1,77222,3361.01%+2,334
CLOUDFLARE INC(NET)10,61510,615022,2780.98%+2,276
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
57,03156,918-11322,1640.93%+2,162
FIRST TR EXCHANGE-TRADED FD96759,913+58,94612,1510.93%+2,151
AMERICAN CENTY ETF TR21,06621,557+49122,1460.92%+2,144
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
17,37015,894-1,47622,1370.92%+2,134
HOME DEPOT INC(HD)5,0565,108+5222,0700.89%+2,068
DISNEY WALT CO(DIS)15,61316,306+69321,8670.80%+1,865
FIRST TR EXCHANGE-TRADED FD
SSI STRG ETF
42,75043,133+38321,8450.79%+1,843
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
47,32347,570+24721,8210.78%+1,820
CROWDSTRIKE HLDGS INC(CRWD)3,4753,505+3021,7190.74%+1,717
FIRST TR EXCHANGE-TRADED ALP
COM SHS
10,09810,217+11921,6410.71%+1,640
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
33,62233,046-57621,6300.70%+1,628
HARBOR ETF TRUST
COMM ALL WEA ETF
52,89361,546+8,65311,5880.68%+1,587
ARISTA NETWORKS INC(ANET)10,75010,880+13011,5850.68%+1,584
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
25,93925,956+1711,5640.67%+1,563
PACER FDS TR
TRENDPILOT 100
19,80219,802011,5350.66%+1,534
FIRST TR EXCHANGE-TRADED ALP
COM SHS
12,22612,083-14311,5150.65%+1,514
ISHARES TR3,1973,165-3211,4830.64%+1,481
SPDR SERIES TRUST
ST STR R1K LOWV
11,26311,132-13111,4820.64%+1,480
INVESCO EXCH TRD SLF IDX FD
RUSL 2000 DYNM
33,03832,555-48311,4320.62%+1,431
ISHARES TR9,7149,722+811,3840.60%+1,383
META PLATFORMS INC(META)1,8091,810+111,3290.57%+1,328
DBX ETF TR50,44149,247-1,19411,2150.52%+1,214
HARBOR ETF TRUST
HUMAN CAP LARGE
28,63729,163+52611,1740.51%+1,173
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
4,3054,310+511,0650.46%+1,064
ISHARES TR8,7538,731-2211,0540.45%+1,053
ISHARES TR9,6609,628-3211,0040.43%+1,003
AMGEN INC(AMGN)3,4923,521+2919940.43%+993
FS KKR CAP CORP(FSK)63,36065,033+1,67319710.42%+970
FIRST TR EXCHANGE-TRADED FD9,45310,079+62619440.41%+943
ISHARES TR13,69713,741+4418970.39%+896
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
9,4649,645+18118750.38%+874
FIRST TR EXCHANGE-TRADED ALP
COM SHS
5,3185,321+318540.37%+853
PALANTIR TECHNOLOGIES INC(PLTR)4,3754,355-2017940.34%+794
ADVANCED MICRO DEVICES INC(AMD)4,9614,910-5117940.34%+794
FIRST TR EXCHNG TRADED FD VI
LOW DUR STRTGC
39,71740,148+43117680.33%+767
ISHARES TR1,0821,088+617280.31%+728
FIRST TR EXCHANGE-TRADED ALP
SHS ISSUED FRST
8,0268,061+3517030.30%+703
BROADCOM INC(AVGO)1,2482,082+83406870.30%+686
FIRST TR EXCHNG TRADED FD VI
INCOME OPPRTNTES
28,70129,927+1,22616850.29%+684
FIRST TR EXCHANGE-TRADED FD
INDXX NEXTG ETF
6,4386,469+3116700.29%+669
EMERSON ELEC CO(EMR)5,0425,061+1916640.29%+663
VANGUARD INDEX FDS1,3141,315+116310.27%+630
NEXTERA ENERGY INC(NEE)8,1798,143-3616150.26%+614
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
4,0484,054+616120.26%+612
MARRIOTT INTL INC NEW(MAR)2,3812,347-3416110.26%+611
KRANESHARES TRUST13,08020,470+7,39005650.24%+564
MACQUARIE ETF TRUST9,68018,570+8,89005580.24%+558
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
8,6588,768+11015500.24%+549
BERKSHIRE HATHAWAY INC DEL1,0911,091015490.24%+548
CINTAS CORP(CTAS)2,6582,663+515470.24%+546
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
19,54519,646+10115370.23%+536
EXXON MOBIL CORP4,6814,742+6115350.23%+534
KROGER CO(KR)7,5637,601+3815120.22%+512
INVESCO EXCH TRADED FD TR II
NASDAQNXTGEN100
14,14913,994-15505010.22%+500
SERVICENOW INC(NOW)518518014770.21%+476
FIRST TR EXCHANGE-TRADED ALP
COM SHS
5,5475,574+2704640.20%+464
COREWEAVE INC(CRWV)03,357+3,35704590.20%+459
INTUITIVE SURGICAL INC967967014320.19%+432
CHEVRON CORP NEW(CVX)2,6732,703+3004200.18%+419
PACER FDS TR
CFRA STVAL EQL
11,73611,956+22004080.18%+408
PACER FDS TR
DATA AND INFRAST
12,64612,699+5304020.17%+402
FIRST TR EXCHANGE-TRADED FD
HIGH INCM STRGC
12,2648,833-3,43113990.17%+398
ISHARES TR4,3924,383-903950.17%+394
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