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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Tesla, Inc.

TSLA|88160R101

Shares:6.2K

Value:$1.6M

% of Portfolio:853.2% ($1.6M/$187.5K)

69374H303

Shares:21.2K

Value:$1.5M

% of Portfolio:803.6% ($1.5M/$187.5K)

Walmart Inc.

WMT|931142103

Shares:17.2K

Value:$1.5M

% of Portfolio:803.0% ($1.5M/$187.5K)

33739Q507

Shares:42.6K

Value:$1.5M

% of Portfolio:793.4% ($1.5M/$187.5K)

78468R754

Shares:11.3K

Value:$1.4M

% of Portfolio:765.7% ($1.4M/$187.5K)

FS KKR Capital Corp

FSK|302635206

Shares:63.8K

Value:$1.3M

% of Portfolio:712.4% ($1.3M/$187.5K)

33735K108

Shares:10.1K

Value:$1.3M

% of Portfolio:709.7% ($1.3M/$187.5K)

33735B108

Shares:12.2K

Value:$1.3M

% of Portfolio:708.7% ($1.3M/$187.5K)

SPDR GOLD TRUST

GLD|78463V107

Shares:4.6K

Value:$1.3M

% of Portfolio:703.3% ($1.3M/$187.5K)

46138J593

Shares:33.9K

Value:$1.3M

% of Portfolio:685.7% ($1.3M/$187.5K)

233051705

Shares:50.1K

Value:$1.2M

% of Portfolio:658.0% ($1.2M/$187.5K)

464287614

IWF|464287614

Shares:3.3K

Value:$1.2M

% of Portfolio:639.3% ($1.2M/$187.5K)

Cloudflare, Inc.

NET|18915M107

Shares:10.6K

Value:$1.2M

% of Portfolio:637.7% ($1.2M/$187.5K)

41151J406

Shares:47.4K

Value:$1.2M

% of Portfolio:619.6% ($1.2M/$187.5K)

464287481

IWP|464287481

Shares:9.8K

Value:$1.1M

% of Portfolio:612.7% ($1.1M/$187.5K)

ELI LILLY & Co

LLY|532457108

Shares:1.3K

Value:$1.1M

% of Portfolio:582.8% ($1.1M/$187.5K)

AMGEN INC

AMGN|031162100

Shares:3.5K

Value:$1.1M

% of Portfolio:579.6% ($1.1M/$187.5K)

Meta Platforms, Inc.

META|30303M102

Shares:1.9K

Value:$1.1M

% of Portfolio:571.1% ($1.1M/$187.5K)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:2.9K

Value:$1.0M

% of Portfolio:543.9% ($1.0M/$187.5K)

41151J877

Shares:27.3K

Value:$932.0K

% of Portfolio:497.0% ($932.0K/$187.5K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Tesla, Inc.(TSLAcusip88160R101)	6.2K	QoQ +0.57% (-35) YoY-	All Managers (Combined)	$1.6M	853.2% ($1.6M/$187.5K)	QoQ -35.45% (-$1) YoY-
(cusip69374H303)✕	21.2K	QoQ +1.02% (-216) YoY-	All Managers (Combined)	$1.5M	803.6% ($1.5M/$187.5K)	QoQ -3.08% (-$0) YoY-
Walmart Inc.(WMTcusip931142103)	17.2K	QoQ +4.46% (+733) YoY-	All Managers (Combined)	$1.5M	803.0% ($1.5M/$187.5K)	QoQ +1.48% (+$0) YoY-
(cusip33739Q507)✕	42.6K	QoQ -0.41% (-179) YoY-	All Managers (Combined)	$1.5M	793.4% ($1.5M/$187.5K)	QoQ -5.46% (-$0) YoY-
(cusip78468R754)✕	11.3K	QoQ +0.40% (+46) YoY-	All Managers (Combined)	$1.4M	765.7% ($1.4M/$187.5K)	QoQ +1.48% (+$0) YoY-
FS KKR Capital Corp(FSKcusip302635206)	63.8K	QoQ -1.84% (-1.2K) YoY-	All Managers (Combined)	$1.3M	712.4% ($1.3M/$187.5K)	QoQ -5.31% (-$0) YoY-
(cusip33735K108)✕	10.1K	QoQ -2.40% (-250) YoY-	All Managers (Combined)	$1.3M	709.7% ($1.3M/$187.5K)	QoQ -7.24% (-$0) YoY-
(cusip33735B108)✕	12.2K	QoQ -4.74% (-608) YoY-	All Managers (Combined)	$1.3M	708.7% ($1.3M/$187.5K)	QoQ -10.32% (-$0) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	4.6K	QoQ -67.88% (-9.7K) YoY-	All Managers (Combined)	$1.3M	703.3% ($1.3M/$187.5K)	QoQ -61.77% (-$2) YoY-
(cusip46138J593)✕	33.9K	QoQ -0.97% (-333) YoY-	All Managers (Combined)	$1.3M	685.7% ($1.3M/$187.5K)	QoQ -4.95% (-$0) YoY-
(cusip233051705)✕	50.1K	QoQ -3.52% (-1.8K) YoY-	All Managers (Combined)	$1.2M	658.0% ($1.2M/$187.5K)	QoQ -5.94% (-$0) YoY-
(IWFcusip464287614)	3.3K	QoQ +0.09% (-3) YoY-	All Managers (Combined)	$1.2M	639.3% ($1.2M/$187.5K)	QoQ -9.91% (-$0) YoY-
Cloudflare, Inc.(NETcusip18915M107)	10.6K	QoQ -2.79% (-305) YoY-	All Managers (Combined)	$1.2M	637.7% ($1.2M/$187.5K)	QoQ +1.70% (-$0) YoY-
(cusip41151J406)✕	47.4K	QoQ +258.08% (+34.2K) YoY-	All Managers (Combined)	$1.2M	619.6% ($1.2M/$187.5K)	QoQ +222.77% (+$1) YoY-
(IWPcusip464287481)	9.8K	QoQ +0.08% (-8) YoY-	All Managers (Combined)	$1.1M	612.7% ($1.1M/$187.5K)	QoQ -7.18% (-$0) YoY-
ELI LILLY & Co(LLYcusip532457108)	1.3K	QoQ +5.41% (+68) YoY-	All Managers (Combined)	$1.1M	582.8% ($1.1M/$187.5K)	QoQ +12.79% (+$0) YoY-
AMGEN INC(AMGNcusip031162100)	3.5K	QoQ +0.72% (+25) YoY-	All Managers (Combined)	$1.1M	579.6% ($1.1M/$187.5K)	QoQ +20.37% (+$0) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	1.9K	QoQ -17.38% (-391) YoY-	All Managers (Combined)	$1.1M	571.1% ($1.1M/$187.5K)	QoQ -18.67% (-$0) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	2.9K	QoQ +27.82% (+630) YoY-	All Managers (Combined)	$1.0M	543.9% ($1.0M/$187.5K)	QoQ +31.61% (+$0) YoY-
(cusip41151J877)✕	27.3K	QoQ +2.01% (-539) YoY-	All Managers (Combined)	$932.0K	497.0% ($932.0K/$187.5K)	QoQ -2.30% (-$0) YoY-