Proactive Wealth Strategies LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002043129

Type: FundHoldings: 130Value: $187.5MLatest: 2025Q1

Proactive Wealth Strategies LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 130 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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33738R605

Shares:309.6K

Value:$17.0M

% of Portfolio:9056.3% ($17.0M/$187.5K)

74933W452

Shares:126.7K

Value:$6.3M

% of Portfolio:3377.5% ($6.3M/$187.5K)

NVIDIA CORP

NVDA|67066G104

Shares:55.1K

Value:$6.0M

% of Portfolio:3186.0% ($6.0M/$187.5K)

33739P103

Shares:84.6K

Value:$5.4M

% of Portfolio:2890.6% ($5.4M/$187.5K)

33734H106

Shares:106.0K

Value:$4.7M

% of Portfolio:2521.1% ($4.7M/$187.5K)

Apple Inc.

AAPL|037833100

Shares:20.7K

Value:$4.6M

% of Portfolio:2455.0% ($4.6M/$187.5K)

33738R506

Shares:66.0K

Value:$3.9M

% of Portfolio:2059.3% ($3.9M/$187.5K)

33734X150

Shares:55.2K

Value:$3.8M

% of Portfolio:2049.2% ($3.8M/$187.5K)

33739Q408

Shares:64.2K

Value:$3.8M

% of Portfolio:2048.1% ($3.8M/$187.5K)

33737M409

Shares:71.7K

Value:$3.6M

% of Portfolio:1902.0% ($3.6M/$187.5K)

46428Q109

Shares:112.3K

Value:$3.5M

% of Portfolio:1856.2% ($3.5M/$187.5K)

Palo Alto Networks Inc

PANW|697435105

Shares:20.4K

Value:$3.5M

% of Portfolio:1853.5% ($3.5M/$187.5K)

MICROSOFT CORP

MSFT|594918104

Shares:9.1K

Value:$3.4M

% of Portfolio:1828.4% ($3.4M/$187.5K)

336917109

Shares:77.2K

Value:$3.4M

% of Portfolio:1787.4% ($3.4M/$187.5K)

69374H881

Shares:54.8K

Value:$3.0M

% of Portfolio:1601.3% ($3.0M/$187.5K)

33733E302

Shares:13.5K

Value:$3.0M

% of Portfolio:1601.3% ($3.0M/$187.5K)

AMAZON COM INC

AMZN|023135106

Shares:15.0K

Value:$2.8M

% of Portfolio:1518.6% ($2.8M/$187.5K)

46138J619

Shares:52.3K

Value:$2.8M

% of Portfolio:1485.6% ($2.8M/$187.5K)

Blackstone Inc.

BX|09260D107

Shares:19.4K

Value:$2.7M

% of Portfolio:1446.6% ($2.7M/$187.5K)

85207H104

Shares:110.9K

Value:$2.7M

% of Portfolio:1422.7% ($2.7M/$187.5K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33738R605)✕	309.6K	QoQ +3.84% (-11.5K) YoY-	All Managers (Combined)	$17.0M	9056.3% ($17.0M/$187.5K)	QoQ -3.54% (-$1) YoY-
(cusip74933W452)✕	126.7K	QoQ +2.77% (+3.4K) YoY-	All Managers (Combined)	$6.3M	3377.5% ($6.3M/$187.5K)	QoQ +3.09% (+$0) YoY-
NVIDIA CORP(NVDAcusip67066G104)	55.1K	QoQ +6.79% (-3.5K) YoY-	All Managers (Combined)	$6.0M	3186.0% ($6.0M/$187.5K)	QoQ -13.80% (-$1) YoY-
(cusip33739P103)✕	84.6K	QoQ +9.18% (+7.1K) YoY-	All Managers (Combined)	$5.4M	2890.6% ($5.4M/$187.5K)	QoQ +6.31% (+$0) YoY-
(cusip33734H106)✕	106.0K	QoQ -22.30% (-30.4K) YoY-	All Managers (Combined)	$4.7M	2521.1% ($4.7M/$187.5K)	QoQ -20.61% (-$1) YoY-
Apple Inc.(AAPLcusip037833100)	20.7K	QoQ -0.94% (-198) YoY-	All Managers (Combined)	$4.6M	2455.0% ($4.6M/$187.5K)	QoQ -12.13% (-$1) YoY-
(cusip33738R506)✕	66.0K	QoQ -0.41% (-272) YoY-	All Managers (Combined)	$3.9M	2059.3% ($3.9M/$187.5K)	QoQ -1.42% (-$0) YoY-
(cusip33734X150)✕	55.2K	QoQ -0.22% (-125) YoY-	All Managers (Combined)	$3.8M	2049.2% ($3.8M/$187.5K)	QoQ -7.10% (-$0) YoY-
(cusip33739Q408)✕	64.2K	QoQ +12.39% (+7.1K) YoY-	All Managers (Combined)	$3.8M	2048.1% ($3.8M/$187.5K)	QoQ +12.54% (+$0) YoY-
(cusip33737M409)✕	71.7K	QoQ -2.76% (-2.0K) YoY-	All Managers (Combined)	$3.6M	1902.0% ($3.6M/$187.5K)	QoQ -12.09% (-$0) YoY-
(cusip46428Q109)✕	112.3K	QoQ -1.59% (-1.8K) YoY-	All Managers (Combined)	$3.5M	1856.2% ($3.5M/$187.5K)	QoQ +15.84% (-$0) YoY-
Palo Alto Networks Inc(PANWcusip697435105)	20.4K	QoQ -3.99% (-847) YoY-	All Managers (Combined)	$3.5M	1853.5% ($3.5M/$187.5K)	QoQ -9.97% (-$0) YoY-
MICROSOFT CORP(MSFTcusip594918104)	9.1K	QoQ +0.35% (-32) YoY-	All Managers (Combined)	$3.4M	1828.4% ($3.4M/$187.5K)	QoQ -10.63% (-$0) YoY-
(cusip336917109)✕	77.2K	QoQ -1.75% (-1.4K) YoY-	All Managers (Combined)	$3.4M	1787.4% ($3.4M/$187.5K)	QoQ +6.00% (-$0) YoY-
(cusip69374H881)✕	54.8K	QoQ +17.43% (+8.1K) YoY-	All Managers (Combined)	$3.0M	1601.3% ($3.0M/$187.5K)	QoQ +13.87% (+$0) YoY-
(cusip33733E302)✕	13.5K	QoQ -2.15% (-298) YoY-	All Managers (Combined)	$3.0M	1601.3% ($3.0M/$187.5K)	QoQ -10.59% (-$0) YoY-
AMAZON COM INC(AMZNcusip023135106)	15.0K	QoQ -2.93% (-452) YoY-	All Managers (Combined)	$2.8M	1518.6% ($2.8M/$187.5K)	QoQ -15.83% (-$1) YoY-
(cusip46138J619)✕	52.3K	QoQ -0.01% (-7) YoY-	All Managers (Combined)	$2.8M	1485.6% ($2.8M/$187.5K)	QoQ -1.69% (-$0) YoY-
Blackstone Inc.(BXcusip09260D107)	19.4K	QoQ +2.69% (-509) YoY-	All Managers (Combined)	$2.7M	1446.6% ($2.7M/$187.5K)	QoQ -16.75% (-$1) YoY-
(cusip85207H104)✕	110.9K	QoQ NEW(+110.9K) YoY-	All Managers (Combined)	$2.7M	1422.7% ($2.7M/$187.5K)	QoQ NEW(+$3) YoY-