Proactive Wealth Strategies LLC Top Holdings and 13F Report (2024) About Proactive Wealth Strategies LLCInvestment ActivityProactive Wealth Strategies LLC has $180.05 thousand in total holdings as of September 30, 2024.Proactive Wealth Strategies LLC owns shares of 124 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Largest Holdings First Trust Dorsey Wright Focus 5 ETF $16,958First Trust Value Line Dividend Index Fund $7,679US Treasury 3 Month Bill ETF $6,152NVIDIA $6,025Apple $4,814 Sector AllocationMap of 500 Largest Holdings ofProactive Wealth Strategies LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorFVFirst Trust Dorsey Wright Focus 5 ETF$16,958291,0299.4%ManufacturingFVDFirst Trust Value Line Dividend Index Fund$7,679168,8024.3%ETFTBILUS Treasury 3 Month Bill ETF$6,152122,9353.4%ETFNVDANVIDIA$6,02549,6173.3%Computer and TechnologyAAPLApple$4,81420,6622.7%Computer and TechnologyFTLSFirst Trust Long/Short Equity ETF$4,43569,8822.5%ETFFYTFirst Trust Small Cap Value AlphaDEX Fund$4,34078,1192.4%ETFFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$4,20555,5032.3%ETFMSFTMicrosoft$3,7708,7612.1%Computer and TechnologyRDVYFirst Trust NASDAQ Rising Dividend Achievers$3,70462,5542.1%ManufacturingPANWPalo Alto Networks$3,57110,4472.0%Computer and TechnologyFTSMFirst Trust Enhanced Short Maturity ETF$3,27854,7581.8%ManufacturingFDNFirst Trust Dow Jones Internet Index Fund$3,02914,2991.7%ETFFDLFirst Trust Morningstar Dividend Leaders Index$3,01271,8061.7%ETFGLDSPDR Gold Shares$2,90511,9511.6%FinanceBXBlackstone$2,87118,7471.6%FinanceOMFLInvesco Russell 1000 Dynamic Multifactor ETF$2,80652,9511.6%ETFAMZNAmazon.com$2,80215,0361.6%Retail/WholesaleSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$2,76275,9181.5%ETFVMCVulcan Materials$2,75511,0021.5%ConstructionGOOGLAlphabet$2,66616,0771.5%Computer and TechnologyQTECFirst Trust NASDAQ 100 Technology Index Fund$2,64413,8211.5%ManufacturingMDTMedtronic$2,64429,3691.5%MedicalFTXLFirst Trust Nasdaq Semiconductor ETF$2,48426,6311.4%ManufacturingCOWZPacer US Cash Cows 100 ETF$2,45642,4761.4%ETFFXLFirst Trust Technology AlphaDEX Fund$2,34916,9451.3%ETFSLViShares Silver Trust$2,26679,7431.3%ETFKOCoca-Cola$2,26331,4861.3%Consumer StaplesABTAbbott Laboratories$2,17619,0851.2%MedicalFPXFirst Trust US Equity Opportunities ETF$2,11219,1661.2%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$1,86334,1981.0%ETFDISWalt Disney$1,82819,0001.0%Consumer DiscretionaryAPTVAptiv$1,81525,2011.0%Business ServicesCIBRFirst Trust Nasdaq Cybersecurity ETF$1,76529,8031.0%ManufacturingSKYYFirst Trust Cloud Computing ETF$1,70916,7150.9%ManufacturingFTGSFirst Trust Growth Strength ETF$1,69654,3140.9%ETFFCVTFirst Trust SSI Strategic Convertible Securities ETF$1,55443,5270.9%ETFTSLATesla$1,5345,8650.9%Auto/Tires/TrucksFXDFirst Trust Consumer Discretionary AlphaDEX Fund$1,52124,0290.8%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$1,49912,7960.8%ManufacturingPTNQPacer Trendpilot 100 ETF$1,41419,2850.8%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$1,38110,5100.8%ETFOMFSInvesco Russell 2000 Dynamic Multifactor ETF$1,36134,4090.8%ETFNXTNextracker$1,32435,3300.7%Oils/EnergyONEVSPDR Russell 1000 Low Volatility Focus ETF$1,31010,0960.7%ETFIWFiShares Russell 1000 Growth ETF$1,2903,4370.7%ETFAVUVAvantis U.S. Small Cap Value ETF$1,28913,4300.7%ETFRVNUXtrackers Municipal Infrastructure Revenue Bond Fund$1,21646,5210.7%ETFMETAMeta Platforms$1,1502,0090.6%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$1,1349,6720.6%ETFAMGNAmgen$1,1073,4360.6%MedicalQQQInvesco QQQ$1,0532,1580.6%FinanceFSKFS KKR Capital$1,02752,0400.6%FinanceNETCloudflare$94011,6200.5%Computer and TechnologyAMDAdvanced Micro Devices$8835,3820.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$86513,8860.5%ETFILCGiShares Morningstar Growth ETF$8359,9380.5%ETFIVWiShares S&P 500 Growth ETF$8358,7250.5%ETFQQQMInvesco NASDAQ 100 ETF$8344,1530.5%ETFCTASCintas$7843,8060.4%Industrial ProductsLDSFFirst Trust Low Duration Strategic Focus ETF$77940,6330.4%ManufacturingFXUFirst Trust Utilities AlphaDEX Fund$77620,1640.4%ETFHDHome Depot$7671,8920.4%Retail/WholesaleNEENextEra Energy$7118,4090.4%UtilitiesFADFirst Trust MultiCap Growth AlphaDEX Fund$7095,3040.4%ETFFABFirst Trust Multi Cap Value AlphaDEX Fund$6697,9200.4%ManufacturingNXTGFirst Trust Indxx NextG ETF$6487,4240.4%ManufacturingGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$6465,0790.4%ETFFCEFFirst Trust Income Opportunities ETF$63628,5560.4%ETFDBMFiMGP DBi Managed Futures Strategy ETF$62322,1630.3%ETFMARMarriott International$5962,3970.3%Consumer DiscretionaryFTCSFirst Trust Capital Strength ETF$5826,4050.3%ETFHISFFirst Trust High Income Strategic Focus ETF$56512,4370.3%ETFLOWLowe's Companies$5161,9040.3%Retail/WholesaleBRK.BBerkshire Hathaway$5021,0910.3%FinanceIVViShares Core S&P 500 ETF$4998660.3%ETFFXGFirst Trust Consumer Staples AlphaDEX Fund$4977,2810.3%ETFANETArista Networks$4821,2550.3%Computer and TechnologyTMOThermo Fisher Scientific$4537330.3%MedicalFEXFirst Trust Large Cap Core AlphaDEX Fund$4504,3160.2%ETFVUGVanguard Growth ETF$4491,1700.2%ETFEMREmerson Electric$4434,0500.2%Industrial ProductsISRGIntuitive Surgical$4368870.2%MedicalSRVRPacer Data & Infrastructure Real Estate ETF$43213,4270.2%ETFQQQJInvesco NASDAQ Next Gen 100 ETF$40613,3630.2%ManufacturingXOMExxon Mobil$3973,3850.2%Oils/EnergyLLYEli Lilly and Company$3924420.2%MedicalCVXChevron$3782,5700.2%Oils/EnergyNOWServiceNow$3784230.2%Computer and TechnologyKRKroger$3636,3330.2%Retail/WholesaleFPEFirst Trust Preferred Securities and Income ETF$36220,0240.2%ETFILCViShares Morningstar Value ETF$3564,3290.2%ETFSZNEPacer CFRA-Stovall Equal Weight Seasonal Rotation Index ETF$3398,6720.2%ETFOMCOmnicom Group$3383,2660.2%Business ServicesIPGInterpublic Group of Companies$33210,4870.2%Business ServicesCRWDCrowdStrike$3261,1640.2%Computer and TechnologyIMCBiShares Morningstar Mid-Cap ETF$3224,2410.2%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$3113,8740.2%ManufacturingHONHoneywell International$3101,5000.2%Multi-Sector ConglomeratesFTSLFirst Trust Senior Loan ETF$3026,5910.2%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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