Proactive-Wealth-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "BABA",
  "GOOGL",
  "BLK",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  null,
  null,
  "EMR",
  "META",
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MDT",
  null,
  "MSFT",
  null,
  null,
  "OMC",
  "ODFL",
  "PCAR",
  "BX",
  "ANET",
  "IWD",
  "KR",
  null,
  null,
  null,
  null,
  null,
  "IWF",
  "PANW",
  "IVV",
  "AAPL",
  "NVDA",
  "PLTR",
  "AMGN",
  null,
  null,
  "NOW",
  "GLD",
  null,
  "TMO",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWO",
  null,
  "FSK",
  null,
  null,
  "AMD",
  "FI",
  "IWP",
  "IPG",
  "AMZN",
  null,
  null,
  null,
  null,
  "DKS",
  "VUG",
  "VTV",
  "WMT",
  "KEY",
  null,
  null,
  null,
  null,
  null,
  "BAC",
  "BRK-B",
  "BMY",
  "CVX",
  "CTAS",
  "NET",
  "KO",
  "CRWD",
  "VMC",
  "NEE",
  "MAR",
  "QQQ",
  "DIS",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 130
Total Value: 187537
Accession Number: 0002043129-25-000003
Form Type: 13F-HR
CIK: proactive-wealth-strategies
Manager Name: Proactive-Wealth-Strategies

Data Enrichment

45% identified

59 identified71 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

130 positions • $187.5K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Vulcan Materials CO

VMC|929160109

Shares:11.4K

Value:$2.6M

% of Portfolio:1413.1% ($2.6M/$187.5K)

Medtronic plc

MDT|G5960L103

Shares:28.4K

Value:$2.5M

% of Portfolio:1359.7% ($2.5M/$187.5K)

336920103

Shares:21.7K

Value:$2.4M

% of Portfolio:1295.2% ($2.4M/$187.5K)

Alphabet Inc.

GOOGL|02079K305

Shares:15.7K

Value:$2.4M

% of Portfolio:1290.9% ($2.4M/$187.5K)

337345102

Shares:13.9K

Value:$2.4M

% of Portfolio:1287.7% ($2.4M/$187.5K)

33738R704

Shares:35.2K

Value:$2.4M

% of Portfolio:1280.3% ($2.4M/$187.5K)

COCA COLA CO

KO|191216100

Shares:33.2K

Value:$2.4M

% of Portfolio:1268.0% ($2.4M/$187.5K)

33734X184

Shares:57.5K

Value:$2.4M

% of Portfolio:1256.3% ($2.4M/$187.5K)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:38.0K

Value:$2.3M

% of Portfolio:1235.0% ($2.3M/$187.5K)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:4.9K

Value:$2.3M

% of Portfolio:1217.9% ($2.3M/$187.5K)

33734X135

Shares:40.7K

Value:$2.2M

% of Portfolio:1149.1% ($2.2M/$187.5K)

33734X176

Shares:16.3K

Value:$2.2M

% of Portfolio:1147.0% ($2.2M/$187.5K)

33734X846

Shares:32.3K

Value:$2.0M

% of Portfolio:1084.1% ($2.0M/$187.5K)

33741X102

Shares:57.1K

Value:$1.9M

% of Portfolio:1020.6% ($1.9M/$187.5K)

33733E823

Shares:60.3K

Value:$1.8M

% of Portfolio:956.6% ($1.8M/$187.5K)

33734X192

Shares:17.4K

Value:$1.8M

% of Portfolio:949.1% ($1.8M/$187.5K)

33739Q705

Shares:33.9K

Value:$1.7M

% of Portfolio:912.4% ($1.7M/$187.5K)

Walt Disney Co

DIS|254687106

Shares:17.1K

Value:$1.7M

% of Portfolio:900.6% ($1.7M/$187.5K)

025072877

Shares:19.3K

Value:$1.7M

% of Portfolio:896.9% ($1.7M/$187.5K)

33738D101

Shares:43.0K

Value:$1.6M

% of Portfolio:860.1% ($1.6M/$187.5K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Vulcan Materials CO(VMCcusip929160109)	11.4K	QoQ +2.41% (-268) YoY-	All Managers (Combined)	$2.6M	1413.1% ($2.6M/$187.5K)	QoQ -7.11% (-$0) YoY-
Medtronic plc(MDTcusipG5960L103)	28.4K	QoQ -0.54% (-155) YoY-	All Managers (Combined)	$2.5M	1359.7% ($2.5M/$187.5K)	QoQ +11.89% (-$0) YoY-
(cusip336920103)✕	21.7K	QoQ -1.64% (-364) YoY-	All Managers (Combined)	$2.4M	1295.2% ($2.4M/$187.5K)	QoQ -8.02% (-$0) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	15.7K	QoQ -2.71% (-437) YoY-	All Managers (Combined)	$2.4M	1290.9% ($2.4M/$187.5K)	QoQ -20.54% (-$1) YoY-
(cusip337345102)✕	13.9K	QoQ 0.00% (-1) YoY-	All Managers (Combined)	$2.4M	1287.7% ($2.4M/$187.5K)	QoQ -7.82% (-$0) YoY-
(cusip33738R704)✕	35.2K	QoQ +17.10% (+5.1K) YoY-	All Managers (Combined)	$2.4M	1280.3% ($2.4M/$187.5K)	QoQ +3.67% (+$0) YoY-
COCA COLA CO(KOcusip191216100)	33.2K	QoQ +3.02% (+974) YoY-	All Managers (Combined)	$2.4M	1268.0% ($2.4M/$187.5K)	QoQ +18.48% (+$0) YoY-
(cusip33734X184)✕	57.5K	QoQ +155.47% (+35.0K) YoY-	All Managers (Combined)	$2.4M	1256.3% ($2.4M/$187.5K)	QoQ +176.85% (+$2) YoY-
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	38.0K	QoQ NEW(+38.0K) YoY-	All Managers (Combined)	$2.3M	1235.0% ($2.3M/$187.5K)	QoQ NEW(+$2) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	4.9K	QoQ +70.64% (+2.0K) YoY-	All Managers (Combined)	$2.3M	1217.9% ($2.3M/$187.5K)	QoQ +56.54% (+$1) YoY-
(cusip33734X135)✕	40.7K	QoQ -1.77% (-733) YoY-	All Managers (Combined)	$2.2M	1149.1% ($2.2M/$187.5K)	QoQ -3.79% (-$0) YoY-
(cusip33734X176)✕	16.3K	QoQ -2.56% (-428) YoY-	All Managers (Combined)	$2.2M	1147.0% ($2.2M/$187.5K)	QoQ -13.23% (-$0) YoY-
(cusip33734X846)✕	32.3K	QoQ +3.11% (+975) YoY-	All Managers (Combined)	$2.0M	1084.1% ($2.0M/$187.5K)	QoQ +2.36% (+$0) YoY-
(cusip33741X102)✕	57.1K	QoQ -0.40% (-234) YoY-	All Managers (Combined)	$1.9M	1020.6% ($1.9M/$187.5K)	QoQ -6.95% (-$0) YoY-
(cusip33733E823)✕	60.3K	QoQ -1.60% (-982) YoY-	All Managers (Combined)	$1.8M	956.6% ($1.8M/$187.5K)	QoQ -6.75% (-$0) YoY-
(cusip33734X192)✕	17.4K	QoQ +2.17% (-370) YoY-	All Managers (Combined)	$1.8M	949.1% ($1.8M/$187.5K)	QoQ -12.31% (-$0) YoY-
(cusip33739Q705)✕	33.9K	QoQ -7.49% (-2.7K) YoY-	All Managers (Combined)	$1.7M	912.4% ($1.7M/$187.5K)	QoQ -6.90% (-$0) YoY-
Walt Disney Co(DIScusip254687106)	17.1K	QoQ -5.40% (-978) YoY-	All Managers (Combined)	$1.7M	900.6% ($1.7M/$187.5K)	QoQ -16.13% (-$0) YoY-
(cusip025072877)✕	19.3K	QoQ +31.23% (+4.6K) YoY-	All Managers (Combined)	$1.7M	896.9% ($1.7M/$187.5K)	QoQ +18.45% (+$0) YoY-
(cusip33738D101)✕	43.0K	QoQ NEW(+43.0K) YoY-	All Managers (Combined)	$1.6M	860.1% ($1.6M/$187.5K)	QoQ NEW(+$2) YoY-