Proactive Wealth Strategies LLC Diversified Active

CIK: 0002043129 · Show all filings

Period: Q3 2024 (Next →)

Filing Date: Nov 4, 2024

Total Value ($000): $180 (100.0% shares, 0.0% debt)

Holdings (124)

FV FIRST TR EXCHANGE-TRADED FD 9.4%
Value ($000) $17 Shares 291,029 Est. Cost $0.06 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 4.3%
Value ($000) $8 Shares 168,802 Est. Cost $0.05 Unrealized
TBIL RBB FD INC 3.4%
Value ($000) $6 Shares 122,935 Est. Cost $0.05 Unrealized
NVDA NVIDIA CORPORATION 3.3%
Value ($000) $6 Shares 49,617 Est. Cost $118.07 Unrealized 0.0%
AAPL APPLE INC 2.7%
Value ($000) $5 Shares 20,662 Est. Cost $221.95 Unrealized 0.0%
FTLS FIRST TR EXCH TRADED FD III 2.5%
Value ($000) $4 Shares 69,882 Est. Cost $0.06 Unrealized
FYT FIRST TR EXCHANGE-TRADED ALP 2.4%
Value ($000) $4 Shares 78,119 Est. Cost $0.06 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 2.3%
Value ($000) $4 Shares 55,503 Est. Cost $0.08 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $4 Shares 8,761 Est. Cost $423.10 Unrealized 0.0%
RDVY FIRST TR EXCHANGE-TRADED FD 2.1%
Value ($000) $4 Shares 62,554 Est. Cost $0.06 Unrealized
PANW PALO ALTO NETWORKS INC 2.0%
Value ($000) $4 Shares 10,447 Est. Cost $168.32 Unrealized 0.0%
FTSM FIRST TR EXCHANGE-TRADED FD 1.8%
Value ($000) $3 Shares 54,758 Est. Cost $0.06 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $3 Shares 14,299 Est. Cost $0.21 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 1.7%
Value ($000) $3 Shares 71,806 Est. Cost $0.04 Unrealized
GLD SPDR GOLD TR 1.6%
Value ($000) $3 Shares 11,951 Est. Cost $0.24 Unrealized
BX BLACKSTONE INC 1.6%
Value ($000) $3 Shares 18,747 Est. Cost $133.67 Unrealized 0.0%
OMFL INVESCO EXCH TRD SLF IDX FD 1.6%
Value ($000) $3 Shares 52,951 Est. Cost $0.05 Unrealized
AMZN AMAZON COM INC 1.6%
Value ($000) $3 Shares 15,036 Est. Cost $182.46 Unrealized 0.0%
SDVY FIRST TR EXCHANGE-TRADED FD 1.5%
Value ($000) $3 Shares 75,918 Est. Cost $0.04 Unrealized
VMC VULCAN MATLS CO 1.5%
Value ($000) $3 Shares 11,002 Est. Cost $245.85 Unrealized 0.0%
GOOGL ALPHABET INC 1.5%
Value ($000) $3 Shares 16,077 Est. Cost $166.73 Unrealized 0.0%
QTEC FIRST TR NASDAQ 100 TECH IND 1.5%
Value ($000) $3 Shares 13,821 Est. Cost $0.19 Unrealized
MDT MEDTRONIC PLC 1.5%
Value ($000) $3 Shares 29,369 Est. Cost $80.83 Unrealized 0.0%
FTXL FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $2 Shares 26,631 Est. Cost $0.09 Unrealized
COWZ PACER FDS TR 1.4%
Value ($000) $2 Shares 42,476 Est. Cost $0.06 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 1.3%
Value ($000) $2 Shares 16,945 Est. Cost $0.14 Unrealized
SLV ISHARES SILVER TR 1.3%
Value ($000) $2 Shares 79,743 Est. Cost $0.03 Unrealized
KO COCA COLA CO 1.3%
Value ($000) $2 Shares 31,486 Est. Cost $65.65 Unrealized 0.0%
ABT ABBOTT LABS 1.2%
Value ($000) $2 Shares 19,085 Est. Cost $107.07 Unrealized 0.0%
FPX FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $2 Shares 19,166 Est. Cost $0.11 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $2 Shares 34,198 Est. Cost $0.05 Unrealized
DIS DISNEY WALT CO 1.0%
Value ($000) $2 Shares 19,000 Est. Cost $90.57 Unrealized 0.0%
APTIV PLC 1.0%
Value ($000) $2 Shares 25,201 Est. Cost $0.07 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 1.0%
Value ($000) $2 Shares 29,803 Est. Cost $0.06 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $2 Shares 16,715 Est. Cost $0.10 Unrealized
FTGS FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $2 Shares 54,314 Est. Cost $0.03 Unrealized
FCVT FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $2 Shares 43,527 Est. Cost $0.04 Unrealized
TSLA TESLA INC 0.9%
Value ($000) $2 Shares 5,865 Est. Cost $228.05 Unrealized 0.0%
FXD FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $2 Shares 24,029 Est. Cost $0.06 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.8%
Value ($000) $1 Shares 12,796 Est. Cost $0.12 Unrealized
PTNQ PACER FDS TR 0.8%
Value ($000) $1 Shares 19,285 Est. Cost $0.07 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.8%
Value ($000) $1 Shares 10,510 Est. Cost $0.13 Unrealized
OMFS INVESCO EXCH TRD SLF IDX FD 0.8%
Value ($000) $1 Shares 34,409 Est. Cost $0.04 Unrealized
NXT NEXTRACKER INC 0.7%
Value ($000) $1 Shares 35,330 Est. Cost $41.68 Unrealized 0.0%
ONEV SPDR SER TR 0.7%
Value ($000) $1 Shares 10,096 Est. Cost $0.13 Unrealized
IWF ISHARES TR 0.7%
Value ($000) $1 Shares 3,437 Est. Cost $0.38 Unrealized
AVUV AMERICAN CENTY ETF TR 0.7%
Value ($000) $1 Shares 13,430 Est. Cost $0.10 Unrealized
RVNU DBX ETF TR 0.7%
Value ($000) $1 Shares 46,521 Est. Cost $0.03 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $1 Shares 2,009 Est. Cost $512.12 Unrealized 0.0%
IWP ISHARES TR 0.6%
Value ($000) $1 Shares 9,672 Est. Cost $0.12 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $1 Shares 3,436 Est. Cost $313.17 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $1 Shares 2,158 Est. Cost $0.49 Unrealized
FSK FS KKR CAP CORP 0.6%
Value ($000) $1 Shares 52,040 Est. Cost $16.02 Unrealized 0.0%
NET CLOUDFLARE INC 0.5%
Value ($000) $1 Shares 11,620 Est. Cost $80.39 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $1 Shares 5,382 Est. Cost $151.94 Unrealized 0.0%
IJH ISHARES TR 0.5%
Value ($000) $1 Shares 13,886 Est. Cost $0.06 Unrealized
ILCG ISHARES TR 0.5%
Value ($000) $1 Shares 9,938 Est. Cost $0.08 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $1 Shares 8,725 Est. Cost $0.10 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1 Shares 4,153 Est. Cost $0.20 Unrealized
CTAS CINTAS CORP 0.4%
Value ($000) $1 Shares 3,806 Est. Cost $190.88 Unrealized 0.0%
LDSF FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1 Shares 40,633 Est. Cost $0.02 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1 Shares 20,164 Est. Cost $0.04 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1 Shares 1,892 Est. Cost $352.64 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1 Shares 8,409 Est. Cost $74.86 Unrealized 0.0%
FAD FIRST TR MULTI CAP GROWTH AL 0.4%
Value ($000) $1 Shares 5,304 Est. Cost $0.13 Unrealized
FAB FIRST TR MULTI CP VAL ALPHA 0.4%
Value ($000) $1 Shares 7,920 Est. Cost $0.08 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1 Shares 7,424 Est. Cost $0.09 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1 Shares 5,079 Est. Cost $0.13 Unrealized
FCEF FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1 Shares 28,556 Est. Cost $0.02 Unrealized
DBMF LITMAN GREGORY FDS TR 0.3%
Value ($000) $1 Shares 22,163 Est. Cost $0.03 Unrealized
MAR MARRIOTT INTL INC NEW 0.3%
Value ($000) $1 Shares 2,397 Est. Cost $229.79 Unrealized 0.0%
FTCS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1 Shares 6,405 Est. Cost $0.09 Unrealized
HISF FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1 Shares 12,437 Est. Cost $0.05 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1 Shares 1,904 Est. Cost $236.16 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1 Shares 1,091 Est. Cost $442.18 Unrealized 0.0%
IVV ISHARES TR 0.3%
Value ($000) $0 Shares 866 Est. Cost $0.58 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $0 Shares 7,281 Est. Cost $0.07 Unrealized
ARISTA NETWORKS INC 0.3%
Value ($000) $0 Shares 1,255 Est. Cost $0.38 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $0 Shares 733 Est. Cost $589.13 Unrealized 0.0%
FEX FIRST TR LRGE CP CORE ALPHA 0.2%
Value ($000) $0 Shares 4,316 Est. Cost $0.10 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $0 Shares 1,170 Est. Cost $0.38 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $0 Shares 4,050 Est. Cost $105.08 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $0 Shares 887 Est. Cost $465.56 Unrealized 0.0%
SRVR PACER FDS TR 0.2%
Value ($000) $0 Shares 13,427 Est. Cost $0.03 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $0 Shares 13,363 Est. Cost $0.03 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $0 Shares 3,385 Est. Cost $110.03 Unrealized 0.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $0 Shares 442 Est. Cost $890.31 Unrealized 0.0%
NOW SERVICENOW INC 0.2%
Value ($000) $0 Shares 423 Est. Cost $164.40 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $0 Shares 2,570 Est. Cost $139.96 Unrealized 0.0%
KR KROGER CO 0.2%
Value ($000) $0 Shares 6,333 Est. Cost $52.14 Unrealized 0.0%
FPE FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $0 Shares 20,024 Est. Cost $0.02 Unrealized
ILCV ISHARES TR 0.2%
Value ($000) $0 Shares 4,329 Est. Cost $0.08 Unrealized
SZNE PACER FDS TR 0.2%
Value ($000) $0 Shares 8,672 Est. Cost $0.04 Unrealized
OMC OMNICOM GROUP INC 0.2%
Value ($000) $0 Shares 3,266 Est. Cost $91.35 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.2%
Value ($000) $0 Shares 10,487 Est. Cost $29.01 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $0 Shares 1,164 Est. Cost $284.07 Unrealized 0.0%
IMCB ISHARES TR 0.2%
Value ($000) $0 Shares 4,241 Est. Cost $0.08 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $0 Shares 3,874 Est. Cost $0.08 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $0 Shares 1,500 Est. Cost $188.34 Unrealized 0.0%
FTSL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $0 Shares 6,591 Est. Cost $0.05 Unrealized
KEY KEYCORP 0.2%
Value ($000) $0 Shares 17,187 Est. Cost $14.86 Unrealized 0.0%
IFRA ISHARES TR 0.2%
Value ($000) $0 Shares 6,104 Est. Cost $0.05 Unrealized
FMB FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $0 Shares 5,499 Est. Cost $0.05 Unrealized
FVC FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $0 Shares 7,741 Est. Cost $0.04 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 6,330 Est. Cost $0.04 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $0 Shares 10,943 Est. Cost $0.02 Unrealized
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $0 Shares 1,235 Est. Cost $206.76 Unrealized 0.0%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $0 Shares 5,454 Est. Cost $0.05 Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 5,837 Est. Cost $0.04 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 15,400 Est. Cost $0.02 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $0 Shares 2,574 Est. Cost $92.23 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $0 Shares 1,275 Est. Cost $192.73 Unrealized 0.0%
IWD ISHARES TR 0.1%
Value ($000) $0 Shares 1,316 Est. Cost $0.19 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 1,389 Est. Cost $0.17 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $0 Shares 6,092 Est. Cost $38.77 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $0 Shares 254 Est. Cost $0.95 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $0 Shares 838 Est. Cost $0.28 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 2,143 Est. Cost $0.11 Unrealized
QDPL PACER FDS TR 0.1%
Value ($000) $0 Shares 5,765 Est. Cost $0.04 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $0 Shares 1,858 Est. Cost $0.12 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $0 Shares 4,042 Est. Cost $0.05 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $0 Shares 2,007 Est. Cost $0.11 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 4,107 Est. Cost $0.05 Unrealized
F FORD MTR CO 0.1%
Value ($000) $0 Shares 10,290 Est. Cost $10.44 Unrealized 0.0%