Pathway Financial Advisers, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $335 Million distributed in 376 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $12.4M, Jpmorgan Chase & CO with a value of $9.19M, Enterprise Products Partners L.P. with a value of $8.98M, Abb Vie Inc. with a value of $7.77M, and Fidelity High Dividend ETF with a value of $7.31M.
Examining the 13F form we can see an increase of $32.4M in the current position value, from $302M to 335M.
Pathway Financial Advisers, LLC is based out at Auburn, IN
Below you can find more details about Pathway Financial Advisers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$335 Million
Financial Services: $53.5 Million
Technology: $51.6 Million
Industrials: $32.6 Million
Energy: $31.1 Million
Healthcare: $29.8 Million
ETFs: $29.6 Million
Utilities: $26.3 Million
Real Estate: $26 Million
Other: $54.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
