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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 $623,162,103
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange Traded Fd - DORSEY WRT 5 ETF
 604,871 $45,897,010 7.37%
2.
Nvidia Corp
 NVDA 139,435 $27,904,242 4.48%
3.
Palo Alto Networks Inc
 PANW 67,278 $22,943,156 3.68%
4.
Apple Inc.
 AAPL 57,593 $16,667,220 2.67%
5.
Rbb Fd Inc
 332,352 $16,570,978 2.66%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.