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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 $191,936
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd - DORSEY WRT 5 ETF
 298,141 $17,608 9.17%
2.
Nvidia Corp
 NVDA 51,619 $6,932 3.61%
3.
Rbb Fd Inc
 123,231 $6,144 3.2%
4.
First Tr Value Line Divid In
 136,471 $5,956 3.1%
5.
Apple Inc.
 AAPL 20,924 $5,240 2.73%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)