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:

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NETFLIX INC

NFLX|64110L106

Shares:257

Value:$240.0K

% of Portfolio:128.0% ($240.0K/$187.5K)

69374H105

Shares:4.4K

Value:$227.0K

% of Portfolio:121.0% ($227.0K/$187.5K)

33739Q200

Shares:4.6K

Value:$226.0K

% of Portfolio:120.5% ($226.0K/$187.5K)

FISERV INC

FI|337738108

Shares:1.0K

Value:$221.0K

% of Portfolio:117.8% ($221.0K/$187.5K)

33733B100

Shares:2.2K

Value:$217.0K

% of Portfolio:115.7% ($217.0K/$187.5K)

69374H436

Shares:5.9K

Value:$216.0K

% of Portfolio:115.2% ($216.0K/$187.5K)

464287648

IWO|464287648

Shares:843

Value:$215.0K

% of Portfolio:114.6% ($215.0K/$187.5K)

OLD DOMINION FREIGHT LINE, INC.

ODFL|679580100

Shares:1.3K

Value:$212.0K

% of Portfolio:113.0% ($212.0K/$187.5K)

464288646

Shares:3.9K

Value:$202.0K

% of Portfolio:107.7% ($202.0K/$187.5K)

Broadcom Inc.

AVGO|11135F101

Shares:1.2K

Value:$202.0K

% of Portfolio:107.7% ($202.0K/$187.5K)

Instrument	Shares		Other Manager	Value	% of Portfolio
NETFLIX INC(NFLXcusip64110L106)	257	QoQ +8.43% (+20) YoY-	All Managers (Combined)	$240.0K	128.0% ($240.0K/$187.5K)	QoQ +13.74% (+$0) YoY-
(cusip69374H105)✕	4.4K	QoQ -1.60% (-72) YoY-	All Managers (Combined)	$227.0K	121.0% ($227.0K/$187.5K)	QoQ -5.41% (-$0) YoY-
(cusip33739Q200)✕	4.6K	QoQ +1.03% (+47) YoY-	All Managers (Combined)	$226.0K	120.5% ($226.0K/$187.5K)	QoQ +1.80% (+$0) YoY-
FISERV INC(FIcusip337738108)	1.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$221.0K	117.8% ($221.0K/$187.5K)	QoQ +7.80% (+$0) YoY-
(cusip33733B100)✕	2.2K	QoQ +0.13% (-3) YoY-	All Managers (Combined)	$217.0K	115.7% ($217.0K/$187.5K)	QoQ -0.91% (-$0) YoY-
(cusip69374H436)✕	5.9K	QoQ +1.36% (-80) YoY-	All Managers (Combined)	$216.0K	115.2% ($216.0K/$187.5K)	QoQ -3.57% (-$0) YoY-
(IWOcusip464287648)	843	QoQ +0.23% (-2) YoY-	All Managers (Combined)	$215.0K	114.6% ($215.0K/$187.5K)	QoQ -11.15% (-$0) YoY-
OLD DOMINION FREIGHT LINE, INC.(ODFLcusip679580100)	1.3K	QoQ +0.15% (-2) YoY-	All Managers (Combined)	$212.0K	113.0% ($212.0K/$187.5K)	QoQ -5.77% (-$0) YoY-
(cusip464288646)✕	3.9K	QoQ NEW(+3.9K) YoY-	All Managers (Combined)	$202.0K	107.7% ($202.0K/$187.5K)	QoQ NEW(+$0) YoY-
Broadcom Inc.(AVGOcusip11135F101)	1.2K	QoQ +34.89% (-312) YoY-	All Managers (Combined)	$202.0K	107.7% ($202.0K/$187.5K)	QoQ -2.41% (-$0) YoY-