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Home > Institutional Investor > Proactive Wealth Strategies Llc > Profile

Instuitional Investor - Proactive Wealth Strategies Llc

Fund Profile
Filing Period:
Fund Name: Proactive Wealth Strategies Llc
Portfolio Value $232,247,433
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange Traded Fd - DORSEY WRT 5 ETF
 312,926 $19,376,290 8.34%
2.
Nvidia Corp
 NVDA 57,341 $10,698,713 4.61%
3.
Rbb Fd Inc
 132,348 $6,617,375 2.85%
4.
First Tr Exch Traded Fd Iii
 88,812 $6,212,413 2.67%
5.
Palo Alto Networks Inc
 PANW 26,670 $5,430,546 2.34%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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