Proactive Wealth Strategies LLC Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$252.3M

Holdings

152

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (152 positions)

#StockSharesValue% PortfolioType
101
TMOTHERMO FISHER SCIENTIFIC INC
745$431K0.17%
102
ILCVISHARES TR
4,406$415K0.16%
103
TJXTJX COS INC NEW
2,690$413K0.16%
104
CVXCHEVRON CORP NEW
2,699$411K0.16%
105
HISFFIRST TR EXCHANGE-TRADED FD
8,942$404K0.16%
106
NOWSERVICENOW INC
2,515$385K0.15%
107
SZNEPACER FDS TR
10,977$383K0.15%
108
FEXFIRST TR EXCHANGE-TRADED ALP
3,187$378K0.15%
109
KEYKEYCORP
18,178$375K0.15%
110
VTVVANGUARD INDEX FDS
1,920$366K0.15%
111
SRVRPACER FDS TR
12,445$356K0.14%
112
IMCBISHARES TR
4,290$354K0.14%
113
BACBANK AMERICA CORP
6,342$348K0.14%
114
LOWLOWES COS INC
1,425$343K0.14%
115
VXUSVANGUARD STAR FDS
4,559$343K0.14%
116
HYLSFIRST TR EXCHANGE-TRADED FD
8,168$341K0.14%
117
MDIVFIRST TR EXCHANGE TRADED FD
21,630$340K0.13%
118
TDIVFIRST TR EXCHANGE TRADED FD
3,491$338K0.13%
119
FGDFIRST TR EXCHANGE TRADED FD
10,984$332K0.13%
120
FTSLFIRST TR EXCHANGE-TRADED FD
6,967$319K0.13%
121
FVCFIRST TR EXCHANGE TRADED FD
8,591$312K0.12%
122
RWJINVESCO EXCH TRADED FD TR II
6,150$299K0.12%
123
BABAALIBABA GROUP HLDG LTD
2,039$298K0.12%
124
IWDISHARES TR
1,347$283K0.11%
125
ROBTFIRST TR EXCHANGE TRADED FD
5,333$276K0.11%
126
IWOISHARES TR
836$270K0.11%
127
FNYFIRST TR EXCHANGE-TRADED ALP
2,947$268K0.11%
128
AHRAMERICAN HEALTHCARE REIT INC
5,585$262K0.10%
129
VMBSVANGUARD SCOTTSDALE FDS
5,554$261K0.10%
130
IFRAISHARES TR
4,933$259K0.10%
131
XFEBFIRST TR EXCH TRADED FD III
14,264$259K0.10%
132
ESGUISHARES TR
1,740$259K0.10%
133
DKSDICKS SPORTING GOODS INC
1,277$252K0.10%
134
VOOVANGUARD INDEX FDS
383$240K0.10%
135
OMCOMNICOM GROUP INC
2,968$239K0.09%
136
PTLCPACER FDS TR
4,286$238K0.09%
137
DIVOAMPLIFY ETF TR
5,323$236K0.09%
138
VEAVANGUARD TAX-MANAGED FDS
3,786$236K0.09%
139
FIWFIRST TR EXCHANGE-TRADED FD
2,163$235K0.09%
140
LMBSFIRST TR EXCHANGE-TRADED FD
4,690$234K0.09%
141
SPYSPDR S&P 500 ETF TR
329$224K0.09%
142
IJRISHARES TR
1,857$223K0.09%
143
SHOPSHOPIFY INC
1,350$217K0.09%
144
RDVIFIRST TR EXCHANGE-TRADED FD
8,269$216K0.09%
145
GEGE AEROSPACE
691$212K0.08%
146
IGSBISHARES TR
3,984$210K0.08%
147
KNGZFIRST TR EXCHANGE TRADED FD
5,744$205K0.08%
148
COSTCOSTCO WHSL CORP NEW
238$205K0.08%
149
ODFLOLD DOMINION FREIGHT LINE IN
1,286$201K0.08%
150
AMCAMC ENTMT HLDGS INC
91,474$142K0.06%
151
FFORD MTR CO
10,184$133K0.05%
152
CRDFCARDIFF ONCOLOGY INC
10,000$28K0.01%
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