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Proactive Wealth Strategies LLC

Q1 2025 Holdings

Filed 2025-04-23 | 130 holdings | $15.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Nextera Energy Inc(NEE)COM65339F101$5758,1180.0%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$5811,0910.0%
Marriott Intl Inc New(MAR)CL A571903202$6082,5520.0%
Ishares TR(IVV)CORE S&P500 ETF464287200$6191,1010.0%
First TR Exchng Traded FD VI(FCEF)INCOME OPPRTNTES33740F409$63629,3050.0%
First TR Multi CP VAL Alpha(FAB)SHS ISSUED FRST33733C108$6367,9950.0%
First TR Exchange Traded FD(NXTG)INDXX NEXTG ETF33737K205$6777,9750.0%
First TR Multi Cap Growth AL(FAD)COM SHS33733F101$6885,3160.0%
Cintas Corp(CTAS)COM172908105$7343,5730.0%
First TR Exchng Traded FD VI(LDSF)LOW DUR STRTGC33740F870$74839,6660.0%
Ishares TR(ILCG)MORNINGSTAR GRWT464287119$7869,7000.0%
Ishares TR(IJH)CORE S&P MCP ETF464287507$79713,6540.0%
Home Depot Inc(HD)COM437076102$7992,1810.0%
Invesco Exch Traded FD TR II(QQQM)NASDAQ 100 ETF46138G649$8144,2190.0%
First TR Exchange-Traded FD(FTCS)CAP STRENGTH ETF33733E104$8409,3740.0%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$8679,3430.0%
Crowdstrike Hldgs Inc(CRWD)CL A22788C105$1.0K2,8940.0%
Meta Platforms Inc(META)CL A30303M102$1.1K1,8580.0%
Amgen Inc(AMGN)COM031162100$1.1K3,4880.0%
ELI Lilly & Co(LLY)COM532457108$1.1K1,3240.0%
Ishares TR(IWP)RUS MD CP GR ETF464287481$1.1K9,7790.0%
Harbor ETF Trust(WINN)LONG TERM GROWER41151J406$1.2K47,4100.0%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$1.2K3,3190.0%
Invesco Exch TRD SLF IDX FD(OMFS)RUSL 2000 DYNM46138J593$1.3K33,8620.0%
Spdr Gold TR(GLD)GOLD SHS78463V107$1.3K4,5770.0%
First TR Mid Cap Core Alphad(FNX)COM SHS33735B108$1.3K12,1980.0%
First Trust Lrgcp GWT Alphad(FTC)COM SHS33735K108$1.3K10,1310.0%
FS KKR Cap Corp(FSK)COM302635206$1.3K63,7660.0%
Spdr SER TR(ONEV)RUSSELL LOW VOL78468R754$1.4K11,3240.0%
First TR Exchange-Traded FD(FCVT)SSI STRG ETF33739Q507$1.5K42,6150.0%
Walmart Inc(WMT)COM931142103$1.5K17,1540.0%
Pacer FDS TR(PTNQ)TRENDPILOT 10069374H303$1.5K21,2220.0%
Tesla Inc(TSLA)COM88160R101$1.6K6,1740.0%
First TR Exchange-Traded FD(EMLP)NO AMER ENERGY33738D101$1.6K43,0220.0%
Disney Walt Co(DIS)COM254687106$1.7K17,1090.0%
First TR Exchange-Traded FD(KNG)FT VEST S&P 50033739Q705$1.7K33,8620.0%
First TR Exchange Traded FD(SKYY)CLOUD COMPUTING33734X192$1.8K17,4130.0%
First TR Exchange-Traded FD(FTGS)GROWTH STRENGTH33733E823$1.8K60,2940.0%
First TR Exchange-Traded FD(SDVY)SMID RISNG ETF33741X102$1.9K57,1380.0%
First TR Exchange Traded FD(CIBR)NASDAQ CYB ETF33734X846$2.0K32,2690.0%
First TR Exchange Traded FD(FXL)TECH ALPHADEX33734X176$2.2K16,2620.0%
First TR Exchange Traded FD(FXO)FINLS ALPHADEX33734X135$2.2K40,6570.0%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$2.3K4,8720.0%
Bristol-Myers Squibb Co(BMY)COM110122108$2.3K37,9720.0%
First TR Exchange Traded FD(FXU)UTILITIES ALPH33734X184$2.4K57,4530.0%
Coca Cola Co(KO)COM191216100$2.4K33,2050.0%
First TR Exchange Traded FD(AIRR)RBA INDL ETF33738R704$2.4K35,2060.0%
First TR Nasdaq 100 Tech IND(QTEC)SHS337345102$2.4K13,9170.0%
First TR Exchange-Traded FD(FPX)US EQTY OPPT ETF336920103$2.4K21,7340.0%
Medtronic PLC(MDT)SHSG5960L103$2.6K28,3730.0%
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