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Symbotic shares owned by Proactive Wealth Strategies

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Proactive Wealth Strategies from 13F filings

Historical chart of Proactive Wealth Strategies investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by Proactive Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $880k 15k 59.50

More positions owned by Proactive Wealth Strategies

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
NVIDIA Corporation (NVDA)
RBB Us Treas 3 Mnth (TBIL)
Sprott Asset Management Physical Silver (PSLV)
Apple (AAPL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Palo Alto Networks (PANW)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded SHS (FVD)
Sprott Asset Management Physical Gold Tr (PHYS)
Eli Lilly & Co. (LLY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded Indxx Aerospace (MISL)

View all positions for Proactive Wealth Strategies

Top funds holding Symbotic

Softbank Group Corp
Navis Wealth Advisors
Walmart
Baillie Gifford & Co
Vanguard Group
SVF Sponsor III
Citadel Advisors
Susquehanna International
Jane Street
Mirae Asset Global Etfs Holdings
BlackRock
Ghisallo Capital Management
Goldman Sachs Group
UBS Group
Renaissance Technologies

View all funds holding Symbotic