Arkadios Wealth Advisors »

Symbotic shares owned by Arkadios Wealth Advisors

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

Historical chart of Arkadios Wealth Advisors investment in Symbotic

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Symbotic by Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $784k 15k 53.90
2025-06-30 $652k 17k 38.85

More positions owned by Arkadios Wealth Advisors

Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Angel Oak Income Etf Etf (CARY)
Invesco Qqq Trust Series I Etf (QQQ)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Broadcom Stock (AVGO)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Meta Platforms Inc Cl A Stock (META)
Ishares S&p 500 Growth Etf Etf (IVW)

View all positions for Arkadios Wealth Advisors

Top funds holding Symbotic

Softbank Group Corp
Walmart
Baillie Gifford & Co
SVF Sponsor III
Vanguard Group
Toroso Investments
Citadel Advisors
Susquehanna International
Morgan Stanley
Mirae Asset Global Etfs Holdings
UBS Group
BlackRock
Jane Street
Raymond James Financial
Renaissance Technologies

View all funds holding Symbotic