Holdings
Proactive Wealth Strategies LLC
As of Jun 30, 2026, Proactive Wealth Strategies LLC reported 79 positions worth US$230M. Largest: Nvidia Corporation, Palo Alto Networks, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 139K | US$27.9M | +6,770 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 67,278 | US$22.9M | +3,274 | Jun 30, 2026 |
| Apple Inc | 57,593 | US$16.7M | +6,962 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 34,247 | US$12.2M | +359 | Jun 30, 2026 |
| Eli Lilly And Company | 9,669 | US$11.6M | +563 | Jun 30, 2026 |
| Microsoft Corp. | 25,783 | US$9.62M | +2,795 | Jun 30, 2026 |
| Amazon.com, Inc. | 39,804 | US$9.49M | +2,052 | Jun 30, 2026 |
| Coca-cola Company (the) | 112K | US$9.13M | +5,165 | Jun 30, 2026 |
| Vulcan Materials Company (holding Company) | 28,036 | US$8.27M | +1,186 | Jun 30, 2026 |
| Walmart Inc. | 60,206 | US$6.82M | −552 | Jun 30, 2026 |