Top 50 Proactive Wealth Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FV | FIRST TR EXCHANGE TRADED FD | 6.92% | 609.5K | $36.8M | +94.42%(+296.00K) | $59.66(+17.41%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.35% | 132.7K | $23.1M | +110.85%(+69.75K) | $155.93(+44.83%) | 2026-03-31 | |
| TBIL | RBB FD INC | 3.1% | 331.0K | $16.5M | +128.83%(+186.37K) | $49.93(-0.05%) | 2026-03-31 | |
| PSLV | SPROTT ASSET MANAGEMENT LP | 2.62% | 571.3K | $13.9M | +99.93%(+285.58K) | $18.35(+55.22%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.42% | 50.6K | $12.9M | +115.04%(+27.09K) | $242.85(+23.07%) | 2026-03-31 | |
| FTLS | FIRST TR EXCH TRADED FD III | 2.41% | 182.1K | $12.8M | +106.22%(+93.77K) | $67.18(+10.51%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 1.93% | 64.0K | $10.3M | +118.50%(+34.71K) | $175.22(+30.00%) | 2026-03-31 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 1.91% | 287.0K | $10.2M | +100.00%(+143.49K) | $28.66(+23.91%) | 2026-03-31 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 1.84% | 207.9K | $9.8M | +98.52%(+103.19K) | $44.83(+4.48%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.84% | 16.9K | $9.8M | +127.66%(+9.48K) | $558.97(+27.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.65% | +31.83% |
| Top 20 Holdings Unweighted | +10.85% | +36.21% |
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