Proactive Wealth Strategies LLC Incresed Positions in Q3 2025

Proactive Wealth Strategies LLC

  • $215 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.12%
$284.45 - $324.95 $284 - $325
845 $270K
XOM
Exxon Mobil Corp

Energy
61
+ 1.3%
$105.83 - $117.22 $6.46K - $7.15K
4.74K $534K
FTA
First Tr Large Cap Value

ETFs
27
+ 0.49%
$78.13 - $83.78 $2.11K - $2.26K
5.57K $464K
KEY
Keycorp

Financial Services
191
+ 1.07%
$17.37 - $19.39 $3.32K - $3.7K
18K $336K
IFRA
Ishares Tr

ETFs
20
+ 0.41%
$49.77 - $52.82 $995 - $1.06K
4.91K $259K
AMGN
Amgen Inc

Healthcare
29
+ 0.83%
$271.18 - $309.22 $7.86K - $8.97K
3.52K $993K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
16
+ 0.38%
$79.58 - $83.45 $1.27K - $1.34K
4.27K $354K
IWD
Ishares Russell 1000 Val ETF

ETFs
10
+ 0.75%
$192.76 - $203.86 $1.93K - $2.04K
1.35K $273K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
61
+ 1.19%
$42.39 - $44.63 $2.59K - $2.72K
5.17K $230K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
3
+ 0.03%
$27.49 - $29.67 $82.5 - $89
11K $314K
FPE
First Tr Pfd Secs & Income ETF

ETFs
223
+ 1.4%
$17.81 - $18.39 $3.97K - $4.1K
16.2K $295K
FIW
First Trust Water ETF

ETFs
3
+ 0.14%
$107.54 - $115.08 $323 - $345
2.16K $242K
FTSL
First Trust Senior Ln Fund

ETFs
112
+ 1.61%
$45.81 - $46.18 $5.13K - $5.17K
7.06K $323K
SZNE
Pacer Fds Tr Cfra Stovall Eql

ETFs
220
+ 1.87%
$33.34 - $35.53 $7.33K - $7.82K
12K $408K
FXG
First Tr Exchange Traded First

ETFs
110
+ 1.27%
$61.54 - $65.93 $6.77K - $7.25K
8.77K $549K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
12
+ 0.31%
$52.39 - $53.11 $629 - $637
3.91K $207K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.06%
$695.21 - $791.73 $695 - $792
1.81K $1.33M
KO
Coca Cola CO

Consumer Defensive
2.5K
+ 6.41%
$65.67 - $71.67 $164K - $179K
41.4K $2.75M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
53
+ 0.42%
$30.4 - $33.62 $1.61K - $1.78K
12.7K $402K
EMR
Emerson Electric CO

Industrials
19
+ 0.38%
$128.6 - $149.63 $2.44K - $2.84K
5.06K $663K
NFLX
Netflix Inc

Communication Services
10
+ 3.51%
$1147.87 - $1297.18 $11.5K - $13K
295 $353K
KR
Kroger CO

Consumer Defensive
38
+ 0.5%
$64.52 - $74.35 $2.45K - $2.83K
7.6K $512K
CTAS
Cintas Corp

Industrials
5
+ 0.19%
$199.29 - $226.27 $996 - $1.13K
2.66K $546K
CRWD
Crowd Strike Holdings, Inc.

Technology
30
+ 0.86%
$412.46 - $514.1 $12.4K - $15.4K
3.51K $1.72M
DIS
Walt Disney CO

Communication Services
693
+ 4.44%
$112.25 - $124.0 $77.8K - $85.9K
16.3K $1.87M
Macquarie ETF Trust
8.89K
+ 91.84%
N/A
18.6K $0
FSK
Fs Kkr Capital Corp

Financial Services
1.67K
+ 2.64%
$14.93 - $22.48 $25K - $37.6K
65K $970K
FCEF
First Tr Exchange Traded Fd Vi
1.23K
+ 4.27%
N/A
29.9K $0
HAPI
Harbor ETF Tr Corporate Cultur
526
+ 1.84%
N/A
29.2K $0
Arista Networks Inc
130
+ 1.21%
N/A
10.9K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
6.05K
+ 7.89%
N/A
82.7K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
3.95K
+ 3.07%
N/A
132K $0
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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