Proactive Wealth Strategies LLC Purchases in Q3 2025

Proactive Wealth Strategies LLC

  • $215 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
2.55K
+ 182.19%
$625.65 - $812.69 $1.59M - $2.07M
3.95K $3.01M
NVDA
Nvidia Corp

Technology
119
+ 0.21%
$153.3 - $186.58 $18.2K - $22.2K
57.3K $10.7M
AAPL
Apple Inc.

Technology
569
+ 2.76%
$202.38 - $256.87 $115K - $146K
21.2K $5.39M
GOOGL
Alphabet Inc.

Communication Services
115
+ 0.73%
$174.36 - $254.72 $20.1K - $29.3K
15.8K $3.84M
PSLV
Sprott Physical Silver Trust

Financial Services
6.13K
+ 2.42%
$12.24 - $15.73 $75.1K - $96.5K
259K $4.07M
PANW
Palo Alto Networks Inc

Technology
4.48K
+ 20.18%
$167.06 - $208.19 $748K - $932K
26.7K $5.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
477
+ 7.88%
$546.99 - $602.2 $261K - $287K
6.53K $3.92M
BX
Blackstone Inc.

Financial Services
501
+ 2.4%
$152.77 - $188.68 $76.5K - $94.5K
21.4K $3.65M
FPX
First Trust Us Equity Opportun

ETFs
76
+ 0.38%
$141.57 - $166.21 $10.8K - $12.6K
20.3K $3.37M
FTLS
First Tr Long/Short Equity ETF

ETFs
1.72K
+ 1.97%
$65.78 - $69.95 $113K - $120K
88.8K $6.21M
MSFT
Microsoft Corp

Technology
237
+ 2.61%
$491.09 - $535.64 $116K - $127K
9.33K $4.83M
HGER
Harbor ETF Tr All Weather Infl
8.65K
+ 16.36%
$24.26 - $25.91 $210K - $224K
61.5K $1.59M
RDVY
First Trust Rising Dividend Ac

ETFs
174
+ 0.27%
$62.38 - $67.29 $10.9K - $11.7K
64.1K $4.31M
WMT
Walmart Inc.

Consumer Defensive
1.77K
+ 8.48%
$94.4 - $104.27 $167K - $185K
22.7K $2.34M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.74K
New
$134.94 - $145.86 $234K - $253K
1.74K $252K
AVUV
American Centy ETF Tr Avantis

ETFs
491
+ 2.33%
$90.37 - $102.12 $44.4K - $50.1K
21.6K $2.15M
KVLE
Kraneshares Kfa Val Line Dyna

ETFs
7.39K
+ 56.5%
$25.92 - $27.6 $192K - $204K
20.5K $564K
HD
Home Depot, Inc.

Consumer Cyclical
52
+ 1.03%
$357.4 - $423.42 $18.6K - $22K
5.11K $2.07M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
348
New
$567.77 - $614.76 $198K - $214K
348 $213K
GE
General Electric CO

Industrials
697
New
$244.75 - $305.63 $171K - $213K
697 $209K
FDVV
Fidelity High Dividend ETF

ETFs
3.67K
New
$52.42 - $55.71 $193K - $205K
3.67K $204K
SHOP
Shopify Inc.

Technology
1.35K
New
$112.11 - $157.12 $151K - $212K
1.35K $200K
FVD
First Tr Value Line Divid Inde

ETFs
583
+ 0.56%
$44.73 - $46.86 $26.1K - $27.3K
105K $4.86M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
383
+ 0.9%
$38.45 - $43.08 $14.7K - $16.5K
43.1K $1.84M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
882
+ 1.58%
$55.15 - $58.11 $48.6K - $51.3K
56.8K $3.26M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
38
+ 1.9%
$103.83 - $179.9 $3.95K - $6.84K
2.04K $364K
FDL
First Tr Morningstar Dividend

ETFs
76
+ 0.1%
$41.96 - $44.59 $3.19K - $3.39K
77.8K $3.38M
FYC
First Trust Small Cap Growth A

ETFs
181
+ 1.91%
$77.98 - $92.23 $14.1K - $16.7K
9.65K $874K
F
Ford Motor CO

Consumer Cyclical
10.1K
New
$10.82 - $12.09 $109K - $122K
10.1K $120K
FTC
First Tr Lge Cap Growth

ETFs
119
+ 1.18%
$149.47 - $162.84 $17.8K - $19.4K
10.2K $1.64M
AMZN
Amazon Com Inc

Consumer Cyclical
497
+ 3.15%
$211.65 - $238.24 $105K - $118K
16.3K $3.57M
MDIV
First Trust Multi Asset Divers

ETFs
6.2K
+ 40.25%
$15.87 - $16.26 $98.4K - $101K
21.6K $346K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.12%
$225.11 - $247.9 $1.13K - $1.24K
4.31K $1.07M
FTCS
First Trust Capital Strength E

ETFs
626
+ 6.62%
$89.72 - $93.74 $56.2K - $58.7K
10.1K $943K
FAD
First Tr Multi Cap Growth Alph

ETFs
3
+ 0.06%
$145.87 - $162.49 $438 - $487
5.32K $854K
OMFL
Invesco Exchange Traded Self I

ETFs
17
+ 0.07%
$57.41 - $60.45 $976 - $1.03K
26K $1.56M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
994
+ 1.51%
$59.81 - $60.11 $59.5K - $59.7K
66.7K $3.99M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.14%
$404.94 - $499.99 $405 - $500
715 $346K
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 0.55%
$620.67 - $670.08 $3.72K - $4.02K
1.09K $728K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.08%
$433.97 - $484.08 $434 - $484
1.32K $630K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
11.8K
+ 17.27%
N/A
80.3K $2.05M
FAB
First Tr Multi Cap Value Alpha

ETFs
35
+ 0.44%
$81.15 - $88.6 $2.84K - $3.1K
8.06K $703K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
6
+ 0.15%
$138.08 - $151.2 $828 - $907
4.05K $612K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
44
+ 0.32%
$62.09 - $66.51 $2.73K - $2.93K
13.7K $896K
EMLP
First Tr Exchange Traded Iv

ETFs
247
+ 0.52%
$36.99 - $38.38 $9.14K - $9.48K
47.6K $1.82M
TJX
Tjx Companies Inc

Consumer Cyclical
5
+ 0.23%
$121.35 - $144.54 $607 - $723
2.2K $317K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
31
+ 0.48%
$95.86 - $104.94 $2.97K - $3.25K
6.47K $670K
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.57%
$215.01 - $273.02 $1.72K - $2.18K
1.42K $356K
IWP
Ishares Russell Mid Cap Growth

ETFs
8
+ 0.08%
$137.51 - $145.26 $1.1K - $1.16K
9.72K $1.38M
Activity Summary
Buys All Purchases 93 New Holdings 10 Increased Positions 83 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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