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Size ($ in 1000's)
At 03/31/2025: $187,537
At 12/31/2024: $191,936Proactive Wealth Strategies LLC AUM history
Proactive Wealth Strategies LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Proactive Wealth Strategies LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2025, below is a summary of the Proactive Wealth Strategies LLC top holdings by largest position size, as per the latest 13f filing made by Proactive Wealth Strategies LLC.
In the Proactive Wealth Strategies LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Proactive Wealth Strategies LLC in that top holding, then the share count change between reporting periods, and finally the Proactive Wealth Strategies LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2024 to 03/31/2025 |
Position Size
($ in 1000's) |
|---|
| FIRST TR EXCHANGE TRADED FD (FV) |
309,595 |
+11,454 |
$16,984 | | FV | 309,595 | +11,454 | $16,984 | | RBB FD INC |
126,653 |
+3,422 |
$6,334 | | TBIL | 126,653 | +3,422 | $6,334 | | NVIDIA CORPORATION |
55,128 |
+3,509 |
$5,975 | | NVDA | 55,128 | +3,509 | $5,975 | | FIRST TR EXCH TRADED FD III (FTLS) |
84,591 |
+7,117 |
$5,421 | | FTLS | 84,591 | +7,117 | $5,421 | | FIRST TR VALUE LINE DIVID IN (FVD) |
106,027 |
-30,444 |
$4,728 | | FVD | 106,027 | -30,444 | $4,728 | | APPLE INC |
20,726 |
-198 |
$4,604 | | AAPL | 20,726 | -198 | $4,604 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
65,979 |
-272 |
$3,862 | | RDVY | 65,979 | -272 | $3,862 | | FIRST TR EXCHANGE TRADED FD (FXR) |
55,181 |
-125 |
$3,843 | | FXR | 55,181 | -125 | $3,843 | | FIRST TR EXCHANGE TRADED FD (FTSM) |
64,182 |
+7,080 |
$3,841 | | FTSM | 64,182 | +7,080 | $3,841 | | FIRST TR EXCHANGE TRADED ALP (FYT) |
71,731 |
-2,038 |
$3,567 | | FYT | 71,731 | -2,038 | $3,567 | | ISHARES SILVER TR (SLV) |
112,322 |
-1,824 |
$3,481 | | SLV | 112,322 | -1,824 | $3,481 | | PALO ALTO NETWORKS INC |
20,371 |
-847 |
$3,476 | | PANW | 20,371 | -847 | $3,476 | | MICROSOFT CORP |
9,134 |
+32 |
$3,429 | | MSFT | 9,134 | +32 | $3,429 | | FIRST TR MORNINGSTAR DIVID L (FDL) |
77,169 |
-1,381 |
$3,352 | | FDL | 77,169 | -1,381 | $3,352 | | PACER FDS TR |
54,831 |
+8,142 |
$3,003 | | COWZ | 54,831 | +8,142 | $3,003 | | FIRST TR EXCHANGE TRADED FD (FDN) |
13,517 |
-298 |
$3,003 | | FDN | 13,517 | -298 | $3,003 | | AMAZON COM INC |
14,971 |
-452 |
$2,848 | | AMZN | 14,971 | -452 | $2,848 | | INVESCO EXCH TRD SLF IDX FD |
52,252 |
-7 |
$2,786 | | OMFL | 52,252 | -7 | $2,786 | | BLACKSTONE INC |
19,411 |
+509 |
$2,713 | | BX | 19,411 | +509 | $2,713 | | SPROTT PHYSICAL GOLD TR |
110,882 |
+110,882 |
$2,668 | | PHYS | 110,882 | +110,882 | $2,668 | | VULCAN MATLS CO |
11,358 |
+268 |
$2,650 | | VMC | 11,358 | +268 | $2,650 | | MEDTRONIC PLC |
28,373 |
-155 |
$2,550 | | MDT | 28,373 | -155 | $2,550 | | FIRST TR EXCHANGE TRADED FD (FPX) |
21,734 |
-364 |
$2,429 | | FPX | 21,734 | -364 | $2,429 | | ALPHABET INC |
15,657 |
-437 |
$2,421 | | GOOGL | 15,657 | -437 | $2,421 | | FIRST TR NASDAQ 100 TECH IND (QTEC) |
13,917 |
+1 |
$2,415 | | QTEC | 13,917 | +1 | $2,415 | | FIRST TR EXCHANGE TRADED FD (AIRR) |
35,206 |
+5,143 |
$2,401 | | AIRR | 35,206 | +5,143 | $2,401 | | COCA COLA CO |
33,205 |
+974 |
$2,378 | | KO | 33,205 | +974 | $2,378 | | FIRST TR EXCHANGE TRADED FD (FXU) |
57,453 |
+34,964 |
$2,356 | | FXU | 57,453 | +34,964 | $2,356 | | BRISTOL MYERS SQUIBB CO |
37,972 |
+37,972 |
$2,316 | | BMY | 37,972 | +37,972 | $2,316 | | INVESCO QQQ TR |
4,872 |
+2,017 |
$2,284 | | QQQ | 4,872 | +2,017 | $2,284 | | FIRST TR EXCHANGE TRADED FD (FXO) |
40,657 |
-733 |
$2,155 | | FXO | 40,657 | -733 | $2,155 | | FIRST TR EXCHANGE TRADED FD (FXL) |
16,262 |
-428 |
$2,151 | | FXL | 16,262 | -428 | $2,151 | | FIRST TR EXCHANGE TRADED FD (CIBR) |
32,269 |
+975 |
$2,033 | | CIBR | 32,269 | +975 | $2,033 | | FIRST TR EXCHANGE TRADED FD (SDVY) |
57,138 |
-234 |
$1,914 | | SDVY | 57,138 | -234 | $1,914 | | FIRST TR EXCHANGE TRADED FD (FTGS) |
60,294 |
-982 |
$1,794 | | FTGS | 60,294 | -982 | $1,794 | | FIRST TR EXCHANGE TRADED FD (SKYY) |
17,413 |
+370 |
$1,780 | | SKYY | 17,413 | +370 | $1,780 | | FIRST TR EXCHANGE TRADED FD (KNG) |
33,862 |
-2,745 |
$1,711 | | KNG | 33,862 | -2,745 | $1,711 | | DISNEY WALT CO |
17,109 |
-978 |
$1,689 | | DIS | 17,109 | -978 | $1,689 | | AMERICAN CENTY ETF TR (AVUV) |
19,300 |
+4,593 |
$1,682 | | AVUV | 19,300 | +4,593 | $1,682 | | FIRST TR EXCHANGE TRADED FD (EMLP) |
43,022 |
+43,022 |
$1,613 | | EMLP | 43,022 | +43,022 | $1,613 | | TESLA INC |
6,174 |
+35 |
$1,600 | | TSLA | 6,174 | +35 | $1,600 | | PACER FDS TR |
21,222 |
+216 |
$1,507 | | PTNQ | 21,222 | +216 | $1,507 | | WALMART INC |
17,154 |
+733 |
$1,506 | | WMT | 17,154 | +733 | $1,506 | | FIRST TR EXCHANGE TRADED FD (FCVT) |
42,615 |
-179 |
$1,488 | | FCVT | 42,615 | -179 | $1,488 | | SPDR SER TR (ONEV) |
11,324 |
+46 |
$1,436 | | ONEV | 11,324 | +46 | $1,436 | | FS KKR CAP CORP |
63,766 |
-1,200 |
$1,336 | | FSK | 63,766 | -1,200 | $1,336 | | FIRST TRUST LRGCP GWT ALPHAD (FTC) |
10,131 |
-250 |
$1,331 | | FTC | 10,131 | -250 | $1,331 | | FIRST TR MID CAP CORE ALPHAD (FNX) |
12,198 |
-608 |
$1,329 | | FNX | 12,198 | -608 | $1,329 | | SPDR GOLD TR (GLD) |
4,577 |
-9,676 |
$1,319 | | GLD | 4,577 | -9,676 | $1,319 | | INVESCO EXCH TRD SLF IDX FD |
33,862 |
-333 |
$1,286 | | OMFS | 33,862 | -333 | $1,286 |
See Full List: All Stocks Held By Proactive Wealth Strategies LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Proactive Wealth Strategies LLC
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