PROACTIVE WEALTH STRATEGIES LLC

PrivateCIK: 2043129
Location

MARIETTA, GA

210
Positions
$532.02M
Total AUM (reported)
7.98M
Total Shares

Allocation by class

TOTAL AUM$532.02M210 positions
COM$143.48M27.0%
DORSEY WRT 5 ETF$36.84M6.9%
SHS$22.43M4.2%
F/M US TREASURY$16.50M3.1%
PHYSICAL SILVER$13.94M2.6%
COM SHS$13.44M2.5%
LNG/SHT EQUITY$12.81M2.4%

Portfolio Concentration

Top 314.4%4–1015.0%11–2522.5%Rest48.1%TOP 1029.3%0%100%
Top 3$76.48M14.4%
4–10$79.58M15.0%
11–25$119.83M22.5%
Rest$256.13M48.1%

Top 3 weight

14.4%

Top 10 weight

29.3%

Voting Authority Distribution

Total shares with voting rights: 7.98M

Sole

Full voting authority

67.36K

shares

% of voting shares0.8%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

7.91M

shares

% of voting shares99.2%

Investment Discretion (by position count)

Sole210
Shared0
Other0
Dominant voting typeNone · 99.2% of voting shares
Institutional Holdings210
Rows:

FIRST TR EXCHANGE TRADED FD

SOLE
DORSEY WRT 5 ETF
Shares609.50K
TypeSH
Market value$36.84M
6.92%
Sole
1.57K
Shared
0.00
None
607.93K

NVIDIA CORPORATION

SOLE
COM
Shares132.66K
TypeSH
Market value$23.14M
4.35%
Sole
820.00
Shared
0.00
None
131.84K

RBB FD INC

SOLE
F/M US TREASURY
Shares331.02K
TypeSH
Market value$16.50M
3.10%
Sole
468.00
Shared
0.00
None
330.55K

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL SILVER
Shares571.35K
TypeSH
Market value$13.94M
2.62%
Sole
0.00
Shared
0.00
None
571.35K

APPLE INC

SOLE
COM
Shares50.63K
TypeSH
Market value$12.85M
2.42%
Sole
369.00
Shared
0.00
None
50.26K

FIRST TR EXCH TRADED FD III

SOLE
LNG/SHT EQUITY
Shares182.05K
TypeSH
Market value$12.81M
2.41%
Sole
335.00
Shared
0.00
None
181.72K

PALO ALTO NETWORKS INC

SOLE
COM
Shares64K
TypeSH
Market value$10.26M
1.93%
Sole
674.00
Shared
0.00
None
63.33K

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL GOLD TR
Shares286.99K
TypeSH
Market value$10.17M
1.91%
Sole
0.00
Shared
0.00
None
286.99K

FIRST TR EXCHANGE-TRADED FD

SOLE
SHS
Shares207.93K
TypeSH
Market value$9.78M
1.84%
Sole
0.00
Shared
0.00
None
207.93K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares16.91K
TypeSH
Market value$9.77M
1.84%
Sole
448.00
Shared
0.00
None
16.46K

ALPHABET INC

SOLE
CAP STK CL A
Shares32.64K
TypeSH
Market value$9.39M
1.76%
Sole
0.00
Shared
0.00
None
32.64K

FIRST TR EXCHANGE TRADED FD

SOLE
RISNG DIVD ACHIV
Shares127.27K
TypeSH
Market value$8.69M
1.63%
Sole
150.00
Shared
0.00
None
127.12K

FIRST TR EXCHANGE-TRADED FD

SOLE
INDXX AEROSPACE
Shares191.12K
TypeSH
Market value$8.55M
1.61%
Sole
0.00
Shared
0.00
None
191.12K

MICROSOFT CORP

SOLE
COM
Shares22.99K
TypeSH
Market value$8.51M
1.60%
Sole
191.00
Shared
0.00
None
22.80K

ELI LILLY & CO

SOLE
COM
Shares9.11K
TypeSH
Market value$8.39M
1.58%
Sole
68.00
Shared
0.00
None
9.04K

COCA COLA CO

SOLE
COM
Shares107.21K
TypeSH
Market value$8.15M
1.53%
Sole
1.04K
Shared
0.00
None
106.16K

FIRST TR EXCHANGE-TRADED FD

SOLE
FIRST TR ENH NEW
Shares133.53K
TypeSH
Market value$7.98M
1.50%
Sole
205.00
Shared
0.00
None
133.32K

FIRST TR EXCHANGE-TRADED FD

SOLE
SHS
Shares156.26K
TypeSH
Market value$7.94M
1.49%
Sole
160.00
Shared
0.00
None
156.10K

AMAZON COM INC

SOLE
COM
Shares37.75K
TypeSH
Market value$7.86M
1.48%
Sole
0.00
Shared
0.00
None
37.75K

FIRST TR EXCHANGE TRADED FD

SOLE
RBA INDL ETF
Shares69.27K
TypeSH
Market value$7.68M
1.44%
Sole
60.00
Shared
0.00
None
69.21K

FIRST TR EXCHANGE-TRADED ALP

SOLE
SML CAP VAL ALPH
Shares122.61K
TypeSH
Market value$7.58M
1.42%
Sole
0.00
Shared
0.00
None
122.61K

WALMART INC

SOLE
COM
Shares60.76K
TypeSH
Market value$7.55M
1.42%
Sole
505.00
Shared
0.00
None
60.25K

PACER FDS TR

SOLE
US CASH COWS 100
Shares117.04K
TypeSH
Market value$7.32M
1.38%
Sole
580.00
Shared
0.00
None
116.46K

VULCAN MATLS CO

SOLE
COM
Shares26.85K
TypeSH
Market value$7.31M
1.37%
Sole
237.00
Shared
0.00
None
26.61K

NETFLIX INC.

SOLE
COM
Shares72.13K
TypeSH
Market value$6.94M
1.30%
Sole
1.37K
Shared
0.00
None
70.76K
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