Fund HoldingsProactive Wealth Strategies LLC

Total Portfolio Value
$191.9K
Total Bought
$24.1K
Total Sold
$12.2K
Net Transaction
+$12.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
030,063+30,063021.21%+2
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
041,390+41,390021.17%+2
WALMART INC(WMT)016,421+16,421010.77%+1
HARBOR ETF TRUST
HUMAN CAP LARGE
026,803+26,803010.50%+1
TESLA INC(TSLA)5,8656,139+274221.29%+1
NVIDIA CORPORATION(NVDA)49,61751,619+2,002673.61%+1
ISHARES SILVER TR(SLV)79,743114,146+34,403231.57%+1
ARISTA NETWORKS INC(ANET)06,120+6,120010.35%+1
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
69,88277,474+7,592452.66%+1
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
291,029298,141+7,11217189.17%+1
AMAZON COM INC(AMZN)15,03615,423+387331.76%+1
ELI LILLY & CO(LLY)4421,256+814010.50%+1
SPDR GOLD TR(GLD)11,95114,253+2,302331.80%+1
FIRST TR EXCHANGE-TRADED FD19,16622,098+2,932231.38%+1
CROWDSTRIKE HLDGS INC(CRWD)1,1642,264+1,100010.40%0
APPLE INC(AAPL)20,66220,924+262552.73%0
FIRST TR LRG CP VL ALPHADEX
COM SHS
05,497+5,497000.22%0
INVESCO QQQ TR2,1582,855+697110.76%0
BLACKSTONE INC(BX)18,74718,902+155331.70%0
FS KKR CAP CORP(FSK)52,04064,966+12,926110.74%0
ALPHABET INC(GOOG)16,07716,094+17331.59%0
HARBOR ETF TRUST
LONG TERM GROWER
013,240+13,240000.19%0
PALANTIR TECHNOLOGIES INC(PLTR)04,500+4,500000.18%0
FIRST TR EXCHANGE-TRADED FD14,29913,815-484331.75%0
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
16,71517,043+328221.06%0
PALO ALTO NETWORKS INC(PANW)10,44721,218+10,771442.01%0
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
06,267+6,267000.15%0
BLACKROCK INC(BLK)0255+255000.14%0
FIRST TR EXCHANGE-TRADED FD6,4059,542+3,137110.44%0
PACER FDS TR
TRENDP US LAR CP
04,491+4,491000.13%0
CLOUDFLARE INC(NET)11,62010,920-700110.61%0
FIRST TR EXCHANGE-TRADED FD54,31461,276+6,962221.00%0
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
29,80331,294+1,491221.03%0
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
62,55466,251+3,697442.04%0
NETFLIX INC(NFLX)0237+237000.11%0
BROADCOM INC(AVGO)0894+894000.11%0
FISERV INC(FISV)01,000+1,000000.11%0
DISNEY WALT CO(DIS)19,00018,087-913221.05%0
PACER FDS TR
US CASH COWS 100
42,47646,689+4,213231.37%0
META PLATFORMS INC(META)2,0092,249+240110.69%0
FIRST TR MORNINGSTAR DIVID L71,80678,550+6,744331.65%0
PACER FDS TR
TRENDPILOT 100
19,28521,006+1,721120.81%0
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
54,75857,102+2,344331.78%0
ISHARES TR8661,077+211010.33%0
AMERICAN CENTY ETF TR13,43014,707+1,277110.74%0
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
16,94516,690-255221.29%0
SERVICENOW INC(NOW)423468+45000.26%0
ISHARES TR8,7259,272+547110.49%0
SPDR SER TR
ST STR R1K LOWV
10,09611,278+1,182110.74%0
ISHARES TR9,6729,771+99110.65%0
VULCAN MATLS CO(VMC)11,00211,090+88331.49%0
DBX ETF TR46,52151,926+5,405110.68%0
PACER FDS TR
CFRA STVAL EQL
8,67211,722+3,050000.22%0
MARRIOTT INTL INC NEW(MAR)2,3972,452+55110.36%0
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
08,489+8,489000.18%0
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
20,16422,489+2,325110.44%0
MICROSOFT CORP(MSFT)8,7619,102+341442.00%0
VANGUARD INDEX FDS1,1701,255+85010.27%0
EMERSON ELEC CO(EMR)4,0504,066+16010.26%0
ISHARES TR9,9389,952+14110.46%0
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
7,2818,621+1,340010.29%0
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
10,51010,381-129110.75%0
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
4,1534,212+59110.46%0
KROGER CO(KR)6,3336,663+330000.21%0
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
24,02924,195+166220.81%0
ISHARES TR3,4373,316-121110.69%0
BANK AMERICA CORP06,329+6,329000.14%0
HOME DEPOT INC(HD)1,8922,063+171110.42%0
DICKS SPORTING GOODS INC(DKS)01,248+1,248000.15%0
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
52,95152,259-692331.48%0
INTUITIVE SURGICAL INC8878870000.24%0
FIRST TR MULTI CAP GROWTH AL
COM SHS
5,3045,316+12110.38%0
FIRST TR EXCHANGE-TRADED FD
DORSEY WRIGHT
08,206+8,206000.16%0
FIRST TR EXCHANGE-TRADED FD
SSI STRG ETF
43,52742,794-733220.82%0
ABBOTT LABS19,08519,409+324221.14%0
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
04,551+4,551000.12%0
KEYCORP(KEY)017,886+17,886000.16%0
VANGUARD INDEX FDS01,541+1,541000.14%0
FIRST TR EXCHANGE-TRADED FD
NASDQ ARTFCIAL
06,025+6,025000.14%0
INVESCO EXCH TRADED FD TR II
NASDAQNXTGEN100
13,36313,648+285000.22%0
PACCAR INC(PCAR)02,580+2,580000.14%0
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
6,5916,712+121000.16%0
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
3,8744,036+162000.17%0
PACER FDS TR
METAURUS CAP 400
05,844+5,844000.12%0
ISHARES TR0841+841000.13%0
FIRST TR LRGE CP CORE ALPHA
COM SHS
4,3164,334+18000.24%0
ISHARES TR4,2414,258+17000.17%0
ISHARES TR
US INFRASTRUC
06,229+6,229000.15%0
ISHARES TR01,881+1,881000.11%0
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
05,649+5,649000.13%0
CHEVRON CORP NEW(CVX)2,5702,596+26000.20%-0
ISHARES TR4,3294,351+22000.18%-0
ISHARES TR01,323+1,323000.13%0
BERKSHIRE HATHAWAY INC DEL1,0911,0910100.26%-0
FIRST TR EXCHANGE-TRADED FD
MULTI ASSET DI
015,400+15,400000.13%0
INVESCO EXCH TRD SLF IDX FD
RUSL 2000 DYNM
34,40934,195-214110.70%-0
RBB FD INC
F/M US TREASURY
122,935123,231+296663.20%-0
FIRST TR EXCHNG TRADED FD VI
INCOME OPPRTNTES
28,55629,000+444110.33%-0
FIRST TR EXCHANGE TRADED FD
INDXX NEXTG ETF
7,4247,483+59110.33%-0
FIRST TR MULTI CP VAL ALPHA
SHS ISSUED FRST
7,9207,975+55110.34%-0
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