Proactive Wealth Strategies LLC
Top Portfolio Positions
81 positions ·
$219,184,590 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
132,665 | $23,136,776 | 10.56% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
571,348 | $13,935,177 | 6.36% | |
| AAPL |
Apple Inc.
Technology
|
50,631 | $12,849,641 | 5.86% | |
| PANW |
Palo Alto Networks Inc
Technology
|
64,004 | $10,261,121 | 4.68% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
286,988 | $10,170,854 | 4.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
16,913 | $9,761,845 | 4.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,643 | $9,386,821 | 4.28% | |
| MSFT |
Microsoft Corp
Technology
|
22,988 | $8,509,467 | 3.88% | |
| LLY |
ELI LILLY & Co
Healthcare
|
9,106 | $8,375,425 | 3.82% | |
| KO |
Coca Cola Co
Consumer Defensive
|
107,208 | $8,153,168 | 3.72% |
Portfolio Trend
7 quarters · across all stocks
Holdings in FFA
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,599 | 11,598 | Shares | Sole | 2026-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||