Proactive Wealth Strategies LLC
Net buyer this quarter
$623M
97
+$16.3M
23.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $27.9M | 4.48% | 0.00% | +5.1% | Q3 2024 |
 PANW | $22.9M | 3.68% | 0.01% | +5.1% | Q3 2024 |
 AAPL | $16.7M | 2.67% | 0.00% | +13.8% | Q3 2024 |
 QQQ | $12.7M | 2.04% | Not reported | +2.1% | Q3 2024 |
 GOOGL | $11.8M | 1.89% | 0.00% | +1.1% | Q3 2024 |
 LLY | $11.6M | 1.86% | 0.00% | +6.2% | Q3 2024 |
 PSLV | $10.7M | 1.72% | 0.09% | -0.3% | Q2 2025 |
 FVD | $9.99M | 1.60% | Not reported | -0.3% | Q3 2024 |
 MSFT | $9.62M | 1.54% | 0.00% | +12.2% | Q3 2024 |
 AMZN | $9.49M | 1.52% | 0.00% | +5.4% | Q3 2024 |
 KO | $9.13M | 1.47% | 0.00% | +4.8% | Q3 2024 |
| PHYS | $8.66M | 1.39% | 0.06% | 0.0% | Q1 2025 |
 VMC | $8.27M | 1.33% | 0.02% | +4.4% | Q3 2024 |
 WINN | $7.17M | 1.15% | Not reported | +1.6% | Q4 2024 |
 WMT | $6.82M | 1.09% | 0.00% | -0.9% | Q4 2024 |
 CRWD | $6.76M | 1.08% | 0.00% | +5.1% | Q3 2024 |
 BX | $6.63M | 1.06% | 0.01% | +6.1% | Q3 2024 |
 META | $6.5M | 1.04% | Not reported | +19.6% | Q3 2024 |
 AMD | $5.86M | 0.94% | 0.00% | -0.6% | Q3 2024 |
 NET | $5.75M | 0.92% | Not reported | +0.3% | Q3 2024 |
 NFLX | $5.71M | 0.92% | 0.00% | +10.8% | Q4 2024 |
| SKYY | $4.13M | 0.66% | Not reported | Not reported | Q3 2024 |
 HD | $3.9M | 0.63% | 0.00% | -2.4% | Q3 2024 |
 MDT | $3.74M | 0.60% | 0.00% | -12.1% | Q3 2024 |
 TSLA | $3.73M | 0.60% | 0.00% | +0.1% | Q3 2024 |
 AGIX | $3.73M | 0.60% | Not reported | +333.3% | Q1 2026 |
 ANET | $3.7M | 0.59% | 0.00% | +0.2% | Q3 2024 |
 ONEV | $3.3M | 0.53% | Not reported | 0.0% | Q3 2024 |
 KMB | $2.88M | 0.46% | 0.01% | +3.4% | Q4 2025 |
 AMGN | $2.6M | 0.42% | 0.00% | +0.7% | Q3 2024 |
 DELL | $2.59M | 0.42% | 0.00% | +5.6% | Q1 2026 |
 TJX | $2.28M | 0.37% | 0.00% | +52.1% | Q2 2025 |
 CRWV | $2.22M | 0.36% | Not reported | +15.1% | Q3 2025 |
 SYM | $2.08M | 0.33% | 0.01% | +11.7% | Q4 2025 |
 MAR | $1.81M | 0.29% | 0.00% | +1.8% | Q3 2024 |
 CAT | $1.56M | 0.25% | 0.00% | +98.6% | Q1 2026 |
 EMR | $1.54M | 0.25% | 0.00% | +0.4% | Q3 2024 |
 AVGO | $1.53M | 0.25% | 0.00% | -1.2% | Q4 2024 |
 FSK | $1.38M | 0.22% | 0.05% | -3.3% | Q3 2024 |
 BRK.B | $1.34M | 0.22% | Not reported | +3.9% | Q3 2024 |
 XOM | $1.31M | 0.21% | 0.00% | -0.2% | Q3 2024 |
 NEE | $1.22M | 0.20% | 0.00% | -5.1% | Q3 2024 |
 SNOW | $1.19M | 0.19% | 0.00% | +12.3% | Q1 2026 |
 PLTR | $975K | 0.16% | 0.00% | +2.8% | Q4 2024 |
 CTAS | $913K | 0.15% | 0.00% | +0.3% | Q3 2024 |
 CVX | $895K | 0.14% | 0.00% | +0.9% | Q3 2024 |
 ISRG | $865K | 0.14% | 0.00% | +0.6% | Q3 2024 |
 KEY | $854K | 0.14% | 0.00% | +0.9% | Q3 2024 |
 KR | $842K | 0.14% | 0.00% | +0.5% | Q3 2024 |
 IMCB | $801K | 0.13% | 0.01% | -3.6% | Q3 2024 |
| Q1 2026 | |||||
| NVDA | $23.1M | 4.35% | 0.00% | +110.9% | Q3 2024 |
| PSLV | $13.9M | 2.62% | 0.09% | +99.9% | Q2 2025 |
| AAPL | $12.9M | 2.42% | 0.00% | +115.0% | Q3 2024 |
| PANW | $10.3M | 1.93% | 0.01% | +118.5% | Q3 2024 |
| PHYS | $10.2M | 1.91% | 0.06% | +100.0% | Q1 2025 |
| FVD | $9.78M | 1.84% | Not reported | +98.5% | Q3 2024 |
| QQQ | $9.77M | 1.84% | Not reported | +127.7% | Q3 2024 |
| GOOGL | $9.39M | 1.76% | 0.00% | +103.5% | Q3 2024 |
| MSFT | $8.51M | 1.60% | 0.00% | +119.6% | Q3 2024 |
| LLY | $8.39M | 1.58% | 0.00% | +112.0% | Q3 2024 |
| KO | $8.15M | 1.53% | 0.00% | +120.7% | Q3 2024 |
| AMZN | $7.86M | 1.48% | 0.00% | +117.3% | Q3 2024 |
| WMT | $7.55M | 1.42% | 0.00% | +126.5% | Q4 2024 |
| VMC | $7.31M | 1.37% | 0.02% | +115.0% | Q3 2024 |
| NFLX | $6.94M | 1.30% | 0.00% | +167.8% | Q4 2024 |
| BX | $6.1M | 1.15% | 0.01% | +123.6% | Q3 2024 |
| WINN | $6.03M | 1.13% | Not reported | +126.6% | Q4 2024 |
| META | $5.52M | 1.04% | Not reported | +333.1% | Q3 2024 |
| NET | $4.82M | 0.91% | Not reported | +117.3% | Q3 2024 |
| MDT | $4.71M | 0.89% | 0.00% | +101.4% | Q3 2024 |
| HD | $3.73M | 0.70% | 0.00% | +118.2% | Q3 2024 |
| SKYY | $3.36M | 0.63% | Not reported | +96.6% | Q3 2024 |
| TSLA | $3.3M | 0.62% | 0.00% | +40.7% | Q3 2024 |
| CRWD | $3.29M | 0.62% | 0.00% | +127.4% | Q3 2024 |
| ONEV | $3.09M | 0.58% | Not reported | +100.2% | Q3 2024 |
| ANET | $2.67M | 0.50% | 0.00% | +102.1% | Q3 2024 |
| AMGN | $2.51M | 0.47% | 0.00% | +101.4% | Q3 2024 |
| KMB | $2.45M | 0.46% | 0.01% | +97.2% | Q4 2025 |
| SYM | $2.2M | 0.41% | 0.01% | +179.6% | Q4 2025 |
| AMD | $2.06M | 0.39% | 0.00% | +100.0% | Q3 2024 |
| XOM | $1.63M | 0.31% | 0.00% | +101.8% | Q3 2024 |
| TJX | $1.58M | 0.30% | 0.00% | +267.6% | Q2 2025 |
| MAR | $1.57M | 0.29% | 0.00% | +100.5% | Q3 2024 |
| CRWV | $1.5M | 0.28% | Not reported | +187.8% | Q3 2025 |
| EMR | $1.4M | 0.26% | 0.00% | +100.7% | Q3 2024 |
| FSK | $1.39M | 0.26% | 0.05% | +99.1% | Q3 2024 |
| NEE | $1.36M | 0.26% | 0.00% | +101.3% | Q3 2024 |
| AVGO | $1.27M | 0.24% | 0.00% | +97.0% | Q4 2024 |
| BRK.B | $1.24M | 0.23% | Not reported | +100.0% | Q3 2024 |
| PLTR | $1.19M | 0.22% | 0.00% | +122.4% | Q4 2024 |
| CVX | $1.11M | 0.21% | 0.00% | +98.2% | Q3 2024 |
| KR | $1.09M | 0.21% | 0.00% | +92.9% | Q3 2024 |
| ISRG | $998K | 0.19% | 0.00% | +99.1% | Q3 2024 |
| DELL | $933K | 0.18% | 0.00% | New | Q1 2026 |
| CTAS | $905K | 0.17% | 0.00% | +100.5% | Q3 2024 |
 TMO | $763K | 0.14% | 0.00% | +107.9% | Q3 2024 |
| KEY | $737K | 0.14% | 0.00% | +102.1% | Q3 2024 |
| IMCB | $718K | 0.13% | 0.01% | +100.6% | Q3 2024 |
 LOW | $676K | 0.13% | 0.00% | +100.8% | Q3 2024 |
| GLD | $670K | 0.13% | 0.00% | +32.4% | Q3 2024 |
| Q4 2025 | |||||
| NVDA | $11.7M | 4.65% | 0.00% | +9.7% | Q3 2024 |
| PSLV | $6.76M | 2.68% | 0.05% | +10.3% | Q2 2025 |
| AAPL | $6.4M | 2.54% | 0.00% | +11.1% | Q3 2024 |
| PANW | $5.4M | 2.14% | 0.00% | +9.8% | Q3 2024 |
| MSFT | $5.06M | 2.01% | 0.00% | +12.3% | Q3 2024 |
| GOOGL | $5.02M | 1.99% | 0.00% | +1.6% | Q3 2024 |
| FVD | $4.83M | 1.91% | Not reported | -0.3% | Q3 2024 |
| PHYS | $4.74M | 1.88% | 0.03% | +6.7% | Q1 2025 |
| LLY | $4.62M | 1.83% | 0.00% | +8.9% | Q3 2024 |
| QQQ | $4.56M | 1.81% | Not reported | +13.8% | Q3 2024 |
| AMZN | $4.01M | 1.59% | 0.00% | +6.9% | Q3 2024 |
| BX | $3.66M | 1.45% | 0.00% | +11.2% | Q3 2024 |
| VMC | $3.56M | 1.41% | 0.01% | +8.3% | Q3 2024 |
| KO | $3.4M | 1.35% | 0.00% | +17.4% | Q3 2024 |
| WMT | $2.99M | 1.18% | 0.00% | +18.4% | Q4 2024 |
| WINN | $2.98M | 1.18% | Not reported | +19.5% | Q4 2024 |
| TSLA | $2.84M | 1.12% | 0.00% | +7.2% | Q3 2024 |
| MDT | $2.59M | 1.03% | 0.00% | +0.2% | Q3 2024 |
| NFLX | $2.53M | 1.00% | 0.00% | +813.1% | Q4 2024 |
| NET | $2.12M | 0.84% | Not reported | +1.3% | Q3 2024 |
| SKYY | $2.03M | 0.81% | Not reported | -1.7% | Q3 2024 |
| HD | $1.79M | 0.71% | 0.00% | +1.8% | Q3 2024 |
| CRWD | $1.74M | 0.69% | 0.00% | +5.7% | Q3 2024 |
| ONEV | $1.53M | 0.61% | Not reported | +3.4% | Q3 2024 |
| META | $1.47M | 0.58% | Not reported | +23.0% | Q3 2024 |
| ANET | $1.41M | 0.56% | 0.00% | -1.2% | Q3 2024 |
| KMB | $1.3M | 0.51% | 0.00% | New | Q4 2025 |
| AMGN | $1.16M | 0.46% | 0.00% | +0.7% | Q3 2024 |
| AMD | $1.09M | 0.43% | 0.00% | +3.3% | Q3 2024 |
| FSK | $1.01M | 0.40% | 0.02% | +5.2% | Q3 2024 |
| SYM | $880K | 0.35% | 0.00% | New | Q4 2025 |
| MAR | $742K | 0.29% | 0.00% | +1.9% | Q3 2024 |
| AVGO | $722K | 0.29% | 0.00% | +0.1% | Q4 2024 |
| EMR | $706K | 0.28% | 0.00% | +5.2% | Q3 2024 |
| PLTR | $650K | 0.26% | 0.00% | -16.1% | Q4 2024 |
| BRK.B | $649K | 0.26% | Not reported | +18.3% | Q3 2024 |
| ISRG | $616K | 0.24% | 0.00% | +12.4% | Q3 2024 |
| NEE | $585K | 0.23% | 0.00% | -10.4% | Q3 2024 |
| XOM | $573K | 0.23% | 0.00% | +0.4% | Q3 2024 |
| CTAS | $502K | 0.20% | 0.00% | +0.3% | Q3 2024 |
| KR | $489K | 0.19% | 0.00% | +2.9% | Q3 2024 |
| CRWV | $482K | 0.19% | Not reported | +100.4% | Q3 2025 |
| GLD | $466K | 0.18% | 0.00% | +21.6% | Q3 2024 |
| TMO | $432K | 0.17% | 0.00% | +4.2% | Q3 2024 |
| TJX | $413K | 0.16% | 0.00% | +22.3% | Q2 2025 |
| CVX | $411K | 0.16% | 0.00% | -0.2% | Q3 2024 |
 NOW | $385K | 0.15% | 0.00% | -2.9% | Q3 2024 |
| KEY | $375K | 0.15% | 0.00% | +1.0% | Q3 2024 |
| IMCB | $355K | 0.14% | 0.01% | +0.4% | Q3 2024 |
 BAC | $349K | 0.14% | 0.00% | -10.8% | Q3 2024 |
| Q3 2025 | |||||
| NVDA | $10.7M | 4.61% | 0.00% | +0.2% | Q3 2024 |
| PANW | $5.43M | 2.34% | 0.00% | +20.2% | Q3 2024 |
| AAPL | $5.39M | 2.32% | 0.00% | +2.8% | Q3 2024 |
| FVD | $4.86M | 2.09% | Not reported | +0.6% | Q3 2024 |
| MSFT | $4.83M | 2.08% | 0.00% | +2.6% | Q3 2024 |
| PSLV | $4.07M | 1.75% | 0.05% | +2.4% | Q2 2025 |
| PHYS | $3.98M | 1.72% | 0.03% | -0.7% | Q1 2025 |
| QQQ | $3.92M | 1.69% | Not reported | +7.9% | Q3 2024 |
| GOOGL | $3.84M | 1.65% | 0.00% | +0.7% | Q3 2024 |
| BX | $3.65M | 1.57% | 0.00% | +2.4% | Q3 2024 |
| AMZN | $3.57M | 1.54% | 0.00% | +3.2% | Q3 2024 |
| VMC | $3.55M | 1.53% | 0.01% | -3.3% | Q3 2024 |
| LLY | $3.01M | 1.30% | 0.00% | +182.2% | Q3 2024 |
| KO | $2.75M | 1.18% | 0.00% | +6.4% | Q3 2024 |
| TSLA | $2.62M | 1.13% | 0.00% | -2.4% | Q3 2024 |
| MDT | $2.57M | 1.10% | 0.00% | -0.8% | Q3 2024 |
| WINN | $2.5M | 1.08% | Not reported | +17.3% | Q4 2024 |
| WMT | $2.34M | 1.01% | 0.00% | +8.5% | Q4 2024 |
| NET | $2.28M | 0.98% | Not reported | Not reported | Q3 2024 |
| SKYY | $2.14M | 0.92% | Not reported | -8.5% | Q3 2024 |
| HD | $2.07M | 0.89% | 0.00% | +1.0% | Q3 2024 |
 DIS | $1.87M | 0.80% | 0.00% | +4.4% | Q3 2024 |
| CRWD | $1.72M | 0.74% | 0.00% | +0.9% | Q3 2024 |
| ANET | $1.59M | 0.68% | 0.00% | +1.2% | Q3 2024 |
| ONEV | $1.48M | 0.64% | Not reported | -1.2% | Q3 2024 |
| META | $1.33M | 0.57% | Not reported | +0.1% | Q3 2024 |
| AMGN | $994K | 0.43% | 0.00% | +0.8% | Q3 2024 |
| FSK | $971K | 0.42% | 0.02% | +2.6% | Q3 2024 |
| PLTR | $794K | 0.34% | 0.00% | -0.5% | Q4 2024 |
| AMD | $794K | 0.34% | 0.00% | -1.0% | Q3 2024 |
| AVGO | $687K | 0.30% | 0.00% | +66.8% | Q4 2024 |
| EMR | $664K | 0.29% | 0.00% | +0.4% | Q3 2024 |
| NEE | $615K | 0.26% | 0.00% | -0.4% | Q3 2024 |
| MAR | $611K | 0.26% | 0.00% | -1.4% | Q3 2024 |
| BRK.B | $549K | 0.24% | Not reported | Not reported | Q3 2024 |
| CTAS | $547K | 0.24% | 0.00% | +0.2% | Q3 2024 |
| XOM | $535K | 0.23% | 0.00% | +1.3% | Q3 2024 |
| KR | $512K | 0.22% | 0.00% | +0.5% | Q3 2024 |
| NOW | $477K | 0.21% | 0.00% | Not reported | Q3 2024 |
| CRWV | $459K | 0.20% | Not reported | New | Q3 2025 |
| ISRG | $432K | 0.19% | 0.00% | Not reported | Q3 2024 |
| CVX | $420K | 0.18% | 0.00% | +1.1% | Q3 2024 |
| BAC | $367K | 0.16% | 0.00% | +1.0% | Q3 2024 |
 BABA | $364K | 0.16% | 0.00% | +1.9% | Q3 2024 |
| LOW | $356K | 0.15% | 0.00% | +0.6% | Q3 2024 |
| IMCB | $355K | 0.15% | 0.01% | +0.4% | Q3 2024 |
| NFLX | $354K | 0.15% | 0.00% | +3.5% | Q4 2024 |
| TMO | $347K | 0.15% | 0.00% | +0.1% | Q3 2024 |
| GLD | $344K | 0.15% | 0.00% | Not reported | Q3 2024 |
| KEY | $336K | 0.14% | 0.00% | +1.1% | Q3 2024 |