Proactive Wealth Strategies LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$180M
Signature - Title
Ashleigh Swayze - Counsel
Location
Marietta, GA
Summary
This page shows a list of all the recent 13F filings made by Proactive Wealth Strategies LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Proactive Wealth Strategies LLC reported 124 stock holdings with total value $180M as of Q3 2024. Top holdings included FV, FVD, TBIL, NVDA, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 124 $180M $0 $0 FV, FVD, TBIL, NVDA, AAPL 13F-HR 11/4/2024, 03:22 PM