J.w. Cole Advisors »

Symbotic shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by J.w. Cole 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $739k 14k 53.90
2025-06-30 $414k 11k 38.85

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr S&p 500 Grwt Etf (IVW)
JPMorgan Chase & Co. (JPM)

View all positions for J.w. Cole Advisors

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
Raymond James Financial
Goldman Sachs Group
UBS Group

View all funds holding Symbotic