Pathway Financial Advisers, LLC Purchases in Q1 2025

Pathway Financial Advisers, LLC

  • $287 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
5.36K
New
$307.43 - $357.48 $1.65M - $1.92M
5.36K $1.66M
PLD
Prologis, Inc.

Real Estate
12.6K
+ 1740.44%
$103.59 - $124.04 $1.3M - $1.56M
13.3K $1.49M
PM
Philip Morris International Inc.

Consumer Defensive
114
+ 0.42%
$117.15 - $158.79 $13.4K - $18.1K
27.1K $4.3M
EPD
Enterprise Products Partners L.P.

Energy
4.86K
+ 1.8%
$31.75 - $34.14 $154K - $166K
275K $9.39M
AMGN
Amgen Inc

Healthcare
519
+ 3.71%
$258.59 - $327.36 $134K - $170K
14.5K $4.52M
CVX
Chevron Corp

Energy
600
+ 2.22%
$146.71 - $167.97 $88K - $101K
27.6K $4.61M
XYL
Xylem Inc.

Industrials
5.38K
+ 1690.57%
$114.02 - $132.04 $613K - $710K
5.69K $680K
IBM
International Business Machines Corp

Technology
41
+ 0.19%
$217.4 - $264.74 $8.91K - $10.9K
21.5K $5.33M
O
Realty Income Corp

Real Estate
2.71K
+ 3.03%
$51.67 - $58.49 $140K - $158K
92K $5.34M
RTX
Raytheon Technologies Corp

Industrials
930
+ 3.53%
$114.1 - $135.66 $106K - $126K
27.3K $3.62M
AEP
American Electric Power CO Inc

Utilities
1.56K
+ 8.02%
$90.32 - $109.27 $141K - $170K
21K $2.29M
WPC
W. P. Carey Inc.

Real Estate
3.04K
+ 8.99%
$53.5 - $65.05 $163K - $198K
36.9K $2.33M
CI
Cigna Corp

Healthcare
1.47K
New
$274.49 - $329.0 $403K - $483K
1.47K $482K
LLY
Eli Lilly & CO

Healthcare
478
+ 40.3%
$725.72 - $929.72 $347K - $444K
1.66K $1.37M
VICI
Vici Properties Inc.

Real Estate
3.63K
+ 3.8%
$28.21 - $32.68 $102K - $119K
99.2K $3.23M
MPLX
Mplx LP

Energy
5.21K
+ 19.21%
$47.88 - $54.65 $249K - $285K
32.3K $1.73M
MDT
Medtronic PLC

Healthcare
324
+ 0.81%
$79.84 - $94.5 $25.9K - $30.6K
40.1K $3.61M
EVRG
Evergy, Inc.

Utilities
722
+ 1.68%
$59.9 - $69.52 $43.2K - $50.2K
43.6K $3.01M
NOC
Northrop Grumman Corp

Industrials
416
+ 12.3%
$433.45 - $513.82 $180K - $214K
3.8K $1.94M
WEC
Wec Energy Group, Inc.

Utilities
557
+ 3.15%
$92.12 - $108.98 $51.3K - $60.7K
18.2K $1.99M
ENB
Enbridge Inc

Energy
2.38K
+ 2.08%
$41.54 - $45.45 $99K - $108K
117K $5.18M
CEG
Constellation Energy Corp

Utilities
1.58K
+ 261.22%
$201.63 - $347.44 $319K - $550K
2.19K $441K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
47
+ 1.38%
$442.66 - $534.52 $20.8K - $25.1K
3.46K $1.84M
V
Visa Inc.

Financial Services
340
+ 8.21%
$306.92 - $362.71 $104K - $123K
4.48K $1.57M
KLAC
Kla Corp

Technology
254
+ 17.77%
$636.62 - $777.63 $162K - $198K
1.68K $1.14M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.06K
New
$69.82 - $78.67 $214K - $241K
3.06K $215K
SPY
Spdr S&P 500 ETF Trust

ETFs
437
+ 19.42%
$551.42 - $612.93 $241K - $268K
2.69K $1.5M
MAA
Mid America Apartment Communities Inc.

Real Estate
786
+ 20.98%
$146.9 - $170.92 $115K - $134K
4.53K $759K
UNH
Unitedhealth Group Inc

Healthcare
88
+ 1.32%
$461.52 - $548.18 $40.6K - $48.2K
6.76K $3.54M
AMT
American Tower Corp

Real Estate
91
+ 2.19%
$173.46 - $217.6 $15.8K - $19.8K
4.25K $925K
NTR
Nutrien Ltd.

Basic Materials
116
+ 0.38%
$45.28 - $53.84 $5.25K - $6.25K
30.3K $1.5M
XOM
Exxon Mobil Corp

Energy
773
+ 14.66%
$105.44 - $118.93 $81.5K - $91.9K
6.05K $719K
GOOGL
Alphabet Inc.

Communication Services
2.03K
+ 43.35%
$154.33 - $206.19 $313K - $418K
6.7K $1.04M
PSX
Phillips 66

Energy
277
+ 2.37%
$113.93 - $131.55 $31.6K - $36.4K
12K $1.48M
ADC
Agree Realty Corp

Real Estate
392
+ 2.34%
$68.36 - $77.19 $26.8K - $30.3K
17.1K $1.32M
NEE
Nextera Energy Inc

Utilities
2.12K
+ 16.49%
$66.96 - $76.16 $142K - $162K
15K $1.06M
UNP
Union Pacific Corp

Industrials
373
+ 6.45%
$225.21 - $254.42 $84K - $94.9K
6.16K $1.46M
UL
Unilever PLC

Consumer Defensive
383
+ 1.04%
$54.72 - $60.29 $21K - $23.1K
37.1K $2.21M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.07K
+ 0.71%
$27.01 - $28.54 $28.8K - $30.5K
151K $4.22M
APD
Air Products & Chemicals, Inc.

Basic Materials
257
+ 2.59%
$283.24 - $338.07 $72.8K - $86.9K
10.2K $3M
RSG
Republic Services, Inc.

Industrials
6
+ 0.21%
$200.09 - $242.16 $1.2K - $1.45K
2.88K $696K
NNN
National Retail Properties, Inc.

Real Estate
2.08K
+ 16.22%
$38.0 - $43.19 $79.2K - $90K
14.9K $636K
PEAK
Healthpeak Properties, Inc.

Real Estate
5.12K
+ 25.22%
N/A
25.4K $481K
QCOM
Qualcomm Inc

Technology
614
+ 4.54%
$151.94 - $175.86 $93.3K - $108K
14.1K $2.17M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.48K
+ 12.73%
$92.51 - $102.81 $137K - $153K
13.1K $1.22M
BMY
Bristol Myers Squibb CO

Healthcare
487
+ 5.39%
$53.9 - $63.11 $26.2K - $30.7K
9.52K $580K
SBUX
Starbucks Corp

Consumer Cyclical
96
+ 1.16%
$91.75 - $115.81 $8.81K - $11.1K
8.38K $822K
GD
General Dynamics Corp

Industrials
72
+ 1.41%
$241.94 - $272.58 $17.4K - $19.6K
5.19K $1.41M
HD
Home Depot, Inc.

Consumer Cyclical
483
+ 9.6%
$347.25 - $424.87 $168K - $205K
5.51K $2.02M
Activity Summary
Buys All Purchases 96 New Holdings 4 Increased Positions 92 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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