Long-term investor
Proactive Wealth Strategies LLC @proactivewealthstrategie
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002043129).
Record
- Tracked since 2025-06-30 (450 days), 96 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +6.6% · 1 year n/a · all +18.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 33738R605 · 7.4% · long · since 2025-06-30
- NVDA · 4.5% · long · since 2025-06-30
- PANW · 3.7% · long · since 2025-06-30
- AAPL · 2.7% · long · since 2025-06-30
- 74933W452 · 2.7% · long · since 2025-06-30
- 33739P103 · 2.2% · long · since 2025-06-30
- 46090E103 · 2.0% · long · since 2025-06-30
- GOOGL · 1.9% · long · since 2025-06-30
- LLY · 1.9% · long · since 2025-06-30
- 85207K107 · 1.7% · long · since 2025-06-30
- 33738R506 · 1.6% · long · since 2025-06-30
- 33734H106 · 1.6% · long · since 2025-06-30