Pathway Financial Advisers, LLC Incresed Positions in Q2 2025

Pathway Financial Advisers, LLC

  • $302 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PEAK
Healthpeak Properties, Inc.

Real Estate
3.09K
+ 12.18%
N/A
28.5K $540K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
223
+ 6.2%
$60.99 - $77.53 $13.6K - $17.3K
3.82K $296K
PRU
Prudential Financial Inc

Financial Services
830
+ 8.42%
$95.12 - $112.71 $78.9K - $93.5K
10.7K $1.15M
SO
Southern CO

Utilities
578
+ 1.23%
$84.91 - $92.56 $49.1K - $53.5K
47.4K $4.36M
PLD
Prologis, Inc.

Real Estate
1.26K
+ 9.51%
$89.76 - $112.34 $113K - $142K
14.6K $1.53M
PEBO
Peoples Bancorp Inc

Financial Services
236
+ 0.72%
$26.85 - $31.02 $6.34K - $7.32K
33.1K $1.01M
STLD
Steel Dynamics Inc

Basic Materials
308
+ 0.69%
N/A
45.1K $4.43M
GPC
Genuine Parts CO

Consumer Cyclical
46
+ 0.44%
$105.54 - $129.09 $4.85K - $5.94K
10.5K $1.28M
CVS
Cvs Health Corp

Healthcare
222
+ 2.22%
$60.04 - $70.18 $13.3K - $15.6K
10.2K $706K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 5.73%
$908.13 - $1056.85 $13.6K - $15.9K
277 $274K
KO
Coca Cola CO

Consumer Defensive
725
+ 2.14%
$68.37 - $73.9 $49.6K - $53.6K
34.6K $2.45M
NNN
National Retail Properties, Inc.

Real Estate
274
+ 1.84%
$37.56 - $43.42 $10.3K - $11.9K
15.2K $656K
LLY
Eli Lilly & CO

Healthcare
123
+ 7.39%
$713.71 - $898.95 $87.8K - $111K
1.79K $1.39M
WM
Waste Management Inc

Industrials
249
+ 1.75%
$216.47 - $242.1 $53.9K - $60.3K
14.5K $3.31M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
179
+ 3.79%
$47.29 - $53.34 $8.46K - $9.55K
4.9K $257K
BX
Blackstone Inc.

Financial Services
10
+ 0.64%
$120.07 - $151.11 $1.2K - $1.51K
1.58K $235K
XOM
Exxon Mobil Corp

Energy
765
+ 12.65%
$99.93 - $119.04 $76.4K - $91.1K
6.81K $734K
WPC
W. P. Carey Inc.

Real Estate
669
+ 1.81%
$56.12 - $64.53 $37.5K - $43.2K
37.6K $2.34M
CI
Cigna Corp

Healthcare
34
+ 2.32%
$301.89 - $340.04 $10.3K - $11.6K
1.5K $496K
ALL
Allstate Corp

Financial Services
221
+ 4.09%
$180.53 - $212.64 $39.9K - $47K
5.63K $1.13M
FSTA
Fidelity Covington Tr Msci Con

ETFs
217
+ 4.68%
$47.94 - $52.5 $10.4K - $11.4K
4.85K $248K
TXN
Texas Instruments Inc

Technology
55
+ 0.79%
N/A
7.01K $1.36M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
61
+ 1.03%
$72.71 - $82.56 $4.44K - $5.04K
5.98K $487K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
1.71K
+ 0.63%
$3.55 - $4.0 $6.07K - $6.84K
272K $1.08M
NI
Nisource Inc.

Utilities
37
+ 0.29%
$37.11 - $40.64 $1.37K - $1.5K
12.9K $519K
EQIX
Equinix Inc

Real Estate
14
+ 3.17%
$740.07 - $914.43 $10.4K - $12.8K
455 $361K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
116
+ 0.98%
$7.05 - $8.02 $818 - $930
12K $95K
Kenvue Inc
368
+ 2.05%
N/A
18.3K $0
Wells Fargo CO New
8
+ 1.58%
N/A
514 $0
Lam Research Corp
96
+ 0.85%
N/A
11.4K $0
QTUM
ETF Ser Solutions Defiance Qua
424
+ 9.12%
N/A
5.07K $0
PFE
Pfizer Inc

Healthcare
1.73K
+ 4.35%
$21.59 - $24.84 $37.4K - $43K
41.6K $1.01M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
156
+ 0.94%
$5.62 - $6.14 $877 - $958
16.8K $96K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
27
+ 0.13%
$10.78 - $11.57 $291 - $312
20.9K $235K
AWR
American States Water CO

Utilities
22
+ 0.59%
$75.1 - $81.3 $1.65K - $1.79K
3.78K $289K
FRME
First Merchants Corp

Financial Services
58
+ 1.01%
$34.13 - $40.19 $1.98K - $2.33K
5.81K $222K
LYB
Lyondell Basell Industries N.V.

Basic Materials
478
+ 15.61%
$53.23 - $70.65 $25.4K - $33.8K
3.54K $204K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.4%
$210.83 - $235.28 $1.05K - $1.18K
1.27K $280K
ADC
Agree Realty Corp

Real Estate
645
+ 3.76%
$70.68 - $79.12 $45.6K - $51K
17.8K $1.3M
NOC
Northrop Grumman Corp

Industrials
24
+ 0.63%
$456.3 - $540.39 $11K - $13K
3.82K $1.91M
MAA
Mid America Apartment Communities Inc.

Real Estate
330
+ 7.28%
$145.91 - $168.0 $48.2K - $55.4K
4.86K $719K
WLKP
Westlake Chemical Partners LP

Basic Materials
2.52K
+ 2.43%
$21.61 - $23.8 $54.4K - $59.9K
106K $2.34M
AEP
American Electric Power CO Inc

Utilities
647
+ 3.09%
$98.59 - $109.11 $63.8K - $70.6K
21.6K $2.24M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.09K
+ 4.04%
$24.32 - $27.87 $148K - $170K
157K $4.16M
OHI
Omega Healthcare Investors Inc

Real Estate
1.77K
+ 1.96%
$35.55 - $39.05 $62.7K - $68.9K
91.7K $3.36M
TMO
Thermo Fisher Scientific Inc.

Healthcare
107
+ 7.73%
$390.26 - $489.06 $41.8K - $52.3K
1.49K $604K
MRK
Merck & Co., Inc.

Healthcare
1.68K
+ 7.45%
$73.47 - $87.12 $124K - $147K
24.3K $1.92M
APD
Air Products & Chemicals, Inc.

Basic Materials
56
+ 0.55%
$248.61 - $294.96 $13.9K - $16.5K
10.2K $2.88M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
35
+ 1.01%
$483.48 - $539.8 $16.9K - $18.9K
3.49K $1.7M
Activity Summary
Buys All Purchases 119 New Holdings 7 Increased Positions 112 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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