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Symbotic shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4k 40 59.50

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ssga Active Etf Tr State Street Mul (RLY)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Hartford Fds Exchange Traded Strategic Income (HFSI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust State Street Spd (SLYG)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding Symbotic

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

View all funds holding Symbotic