Proactive Wealth Strategies LLC Incresed Positions in Q4 2024

Proactive Wealth Strategies LLC

  • $192 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
465
+ 6.01%
$35.31 - $38.83 $16.4K - $18.1K
8.21K $300K
ABT
Abbott Laboratories

Healthcare
324
+ 1.7%
$111.93 - $119.39 $36.3K - $38.7K
19.4K $2.2M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
444
+ 10.81%
$48.48 - $49.47 $21.5K - $22K
4.55K $222K
KEY
Keycorp

Financial Services
699
+ 4.07%
$16.21 - $19.97 $11.3K - $14K
17.9K $307K
VTV
Vanguard Value ETF

ETFs
152
+ 10.94%
$168.32 - $181.87 $25.6K - $27.6K
1.54K $261K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
285
+ 2.13%
$29.46 - $32.64 $8.4K - $9.3K
13.6K $421K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
188
+ 3.22%
$42.89 - $48.05 $8.06K - $9.03K
6.03K $271K
PCAR
Paccar Inc

Industrials
6
+ 0.23%
$97.92 - $118.41 $588 - $710
2.58K $268K
FTSL
First Trust Senior Ln Fund

ETFs
121
+ 1.84%
$45.9 - $46.48 $5.55K - $5.62K
6.71K $310K
TDIV
First Trust Nasdaq Technology

ETFs
162
+ 4.18%
$78.03 - $82.13 $12.6K - $13.3K
4.04K $317K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.36%
$278.19 - $315.36 $835 - $946
841 $242K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
17
+ 0.4%
$75.22 - $82.17 $1.28K - $1.4K
4.26K $324K
FEX
First Tr Large Cap Core Alphde

ETFs
18
+ 0.42%
$103.29 - $112.88 $1.86K - $2.03K
4.33K $452K
IFRA
Ishares Tr

ETFs
125
+ 2.05%
$45.94 - $51.71 $5.74K - $6.46K
6.23K $288K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
23
+ 1.24%
$113.92 - $127.38 $2.62K - $2.93K
1.88K $217K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
195
+ 3.58%
$45.17 - $47.23 $8.81K - $9.21K
5.65K $256K
CVX
Chevron Corp

Energy
26
+ 1.01%
$141.15 - $162.53 $3.67K - $4.23K
2.6K $376K
ILCV
Ishares Morningstar Value ETF

ETFs
22
+ 0.51%
$80.23 - $85.43 $1.77K - $1.88K
4.35K $352K
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.53%
$183.23 - $199.79 $1.28K - $1.4K
1.32K $245K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
296
+ 0.24%
N/A
123K $6.14M
FCEF
First Tr Exchange Traded Fd Vi
444
+ 1.55%
N/A
29K $627K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
59
+ 0.79%
$83.21 - $88.08 $4.91K - $5.2K
7.48K $638K
FAB
First Tr Multi Cap Value Alpha

ETFs
55
+ 0.69%
$81.02 - $90.16 $4.46K - $4.96K
7.98K $658K
HISF
First Tr Exc Traded Fd Iv High

ETFs
144
+ 1.16%
$43.73 - $45.64 $6.3K - $6.57K
12.6K $551K
FIW
First Trust Water ETF

ETFs
5
+ 0.23%
$102.02 - $110.91 $510 - $555
2.15K $219K
FNX
First Tr Mid Cap Core Alphadex

ETFs
10
+ 0.08%
$114.77 - $127.28 $1.15K - $1.27K
12.8K $1.48M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
607
+ 5.79%
$27.09 - $32.06 $16.4K - $19.5K
11.1K $311K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
3
+ 0.03%
$21.96 - $24.21 $65.9 - $72.6
10.9K $243K
QTEC
First Trust Nasdaq 100 Technol

ETFs
95
+ 0.69%
$185.87 - $204.12 $17.7K - $19.4K
13.9K $2.62M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.41K
+ 7.04%
$50.06 - $55.0 $121K - $132K
36.6K $1.84M
ODFL
Old Dominion Freight Line, Inc.

Industrials
2
+ 0.16%
$176.4 - $231.84 $353 - $464
1.28K $225K
XOM
Exxon Mobil Corp

Energy
29
+ 0.86%
$105.51 - $125.37 $3.06K - $3.64K
3.41K $367K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
61
+ 1.2%
$119.34 - $127.78 $7.28K - $7.79K
5.14K $613K
OMC
Omnicom Group Inc.

Communication Services
220
+ 6.74%
$85.82 - $105.47 $18.9K - $23.2K
3.49K $300K
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.42%
$244.52 - $284.07 $1.96K - $2.27K
1.91K $472K
TMO
Thermo Fisher Scientific Inc.

Healthcare
20
+ 2.73%
$501.29 - $612.85 $10K - $12.3K
753 $392K
CTAS
Cintas Corp

Industrials
7
+ 0.18%
$182.7 - $226.47 $1.28K - $1.59K
3.81K $697K
NEE
Nextera Energy Inc

Utilities
58
+ 0.69%
$69.77 - $85.43 $4.05K - $4.95K
8.47K $607K
AMGN
Amgen Inc

Healthcare
27
+ 0.79%
$258.78 - $328.31 $6.99K - $8.86K
3.46K $903K
KO
Coca Cola CO

Consumer Defensive
745
+ 2.37%
$61.74 - $71.71 $46K - $53.4K
32.2K $2.01M
Activity Summary
Buys All Purchases 105 New Holdings 14 Increased Positions 91 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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