Pathway Financial Advisers, LLC Incresed Positions in Q3 2025

Pathway Financial Advisers, LLC

  • $335 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
79.6K
+ 154.31%
$52.42 - $55.71 $4.17M - $4.43M
131K $7.31M
NVDA
Nvidia Corp

Technology
7.97K
+ 51.7%
$153.3 - $186.58 $1.22M - $1.49M
23.4K $4.36M
ABBV
Abb Vie Inc.

Healthcare
1.08K
+ 3.33%
$184.85 - $231.54 $200K - $251K
33.6K $7.77M
GOOGL
Alphabet Inc.

Communication Services
5.03K
+ 70.35%
$174.36 - $254.72 $877K - $1.28M
12.2K $2.96M
AAPL
Apple Inc.

Technology
54
+ 0.22%
$202.38 - $256.87 $10.9K - $13.9K
24.2K $6.16M
RY
Royal Bank Of Canada

Financial Services
6.65K
+ 74.55%
$128.46 - $148.6 $854K - $988K
15.6K $2.29M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.78K
+ 31.4%
$362.31 - $405.74 $645K - $722K
7.45K $3M
UNP
Union Pacific Corp

Industrials
3.34K
+ 49.99%
$214.91 - $237.16 $718K - $792K
10K $2.37M
XYL
Xylem Inc.

Industrials
4.84K
+ 75.89%
$129.67 - $147.5 $628K - $714K
11.2K $1.65M
ENB
Enbridge Inc

Energy
3.78K
+ 3.17%
$43.79 - $50.46 $166K - $191K
123K $6.2M
CMI
Cummins Inc

Industrials
40
+ 0.54%
$327.85 - $426.39 $13.1K - $17.1K
7.4K $3.12M
PEP
Pepsico Inc

Consumer Defensive
2.25K
+ 5.93%
$133.81 - $152.16 $301K - $342K
40.2K $5.64M
AEP
American Electric Power CO Inc

Utilities
3.8K
+ 17.59%
$103.26 - $115.0 $393K - $437K
25.4K $2.86M
LMT
Lockheed Martin Corp

Industrials
428
+ 4.06%
$410.74 - $499.21 $176K - $214K
11K $5.47M
PLD
Prologis, Inc.

Real Estate
3.9K
+ 26.8%
$104.08 - $115.35 $406K - $450K
18.5K $2.11M
UNH
Unitedhealth Group Inc

Healthcare
983
+ 13.61%
$237.77 - $353.61 $234K - $348K
8.2K $2.83M
MSFT
Microsoft Corp

Technology
674
+ 6.59%
$491.09 - $535.64 $331K - $361K
10.9K $5.65M
O
Realty Income Corp

Real Estate
4.16K
+ 4.4%
$56.13 - $60.79 $233K - $253K
98.7K $6M
LLY
Eli Lilly & CO

Healthcare
749
+ 41.91%
$625.65 - $812.69 $469K - $609K
2.54K $1.93M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
22.6K
+ 5.85%
$15.5 - $16.01 $350K - $361K
408K $6.49M
NOC
Northrop Grumman Corp

Industrials
149
+ 3.9%
$498.9 - $609.32 $74.3K - $90.8K
3.97K $2.42M
COST
Costco Wholesale Corp

Consumer Defensive
567
+ 204.69%
$915.95 - $994.57 $519K - $564K
844 $781K
QQQ
Invesco Qqq Trust, Series 1

ETFs
728
+ 69.0%
$546.99 - $602.2 $398K - $438K
1.78K $1.07M
CEG
Constellation Energy Corp

Utilities
1.41K
+ 53.49%
$298.82 - $354.89 $422K - $501K
4.05K $1.33M
AMZN
Amazon Com Inc

Consumer Cyclical
2.06K
+ 23.45%
$211.65 - $238.24 $435K - $490K
10.8K $2.38M
CVX
Chevron Corp

Energy
660
+ 2.36%
$145.57 - $161.83 $96.1K - $107K
28.6K $4.44M
DUK
Duke Energy Corp

Utilities
604
+ 1.06%
$116.31 - $125.93 $70.3K - $76.1K
57.5K $7.12M
MRK
Merck & Co., Inc.

Healthcare
3.39K
+ 13.97%
$77.6 - $87.37 $263K - $296K
27.6K $2.32M
SOFI
So Fi Technologies, Inc.

Financial Services
230
+ 0.49%
$17.64 - $29.81 $4.06K - $6.86K
47.5K $1.26M
MPLX
Mplx LP

Energy
8.64K
+ 25.39%
$49.42 - $52.71 $427K - $455K
42.6K $2.13M
GOOG
Alphabet Inc.

Communication Services
183
+ 4.17%
$175.16 - $255.24 $32.1K - $46.7K
4.57K $1.11M
EVRG
Evergy, Inc.

Utilities
245
+ 0.56%
$67.73 - $76.02 $16.6K - $18.6K
43.7K $3.32M
MCD
Mcdonalds Corp

Consumer Cyclical
579
+ 4.78%
$291.67 - $316.99 $169K - $184K
12.7K $3.85M
QCOM
Qualcomm Inc

Technology
1.16K
+ 7.84%
$145.84 - $173.55 $169K - $201K
15.9K $2.65M
RGTI
Rigetti Computing, Inc.

Technology
631
+ 4.11%
$11.33 - $32.1 $7.15K - $20.3K
16K $476K
EPD
Enterprise Products Partners L.P.

Energy
6.56K
+ 2.34%
$30.74 - $32.14 $202K - $211K
287K $8.98M
UL
Unilever PLC

Consumer Defensive
5.82K
+ 15.38%
$58.43 - $65.01 $340K - $378K
43.6K $2.59M
MRVL
Marvell Technology, Inc.

Technology
2.02K
+ 13.27%
$62.31 - $84.07 $126K - $170K
17.3K $1.45M
CI
Cigna Corp

Healthcare
1.14K
+ 75.62%
$262.23 - $334.39 $298K - $380K
2.64K $759K
GD
General Dynamics Corp

Industrials
16
+ 0.31%
$293.92 - $341.0 $4.7K - $5.46K
5.21K $1.77M
ET
Energy Transfer LP

Energy
20.3K
+ 18.63%
$17.11 - $18.16 $346K - $368K
129K $2.21M
NEE
Nextera Energy Inc

Utilities
1.86K
+ 11.43%
$69.77 - $77.54 $130K - $144K
18.1K $1.37M
AMGN
Amgen Inc

Healthcare
694
+ 4.72%
$271.18 - $309.22 $188K - $215K
15.4K $4.34M
HD
Home Depot, Inc.

Consumer Cyclical
47
+ 0.83%
$357.4 - $423.42 $16.8K - $19.9K
5.72K $2.32M
V
Visa Inc.

Financial Services
833
+ 17.93%
$332.09 - $358.86 $277K - $299K
5.48K $1.87M
WEC
Wec Energy Group, Inc.

Utilities
236
+ 1.3%
$103.66 - $114.59 $24.5K - $27K
18.4K $2.11M
PSX
Phillips 66

Energy
58
+ 0.49%
$118.37 - $139.46 $6.87K - $8.09K
12K $1.63M
TMO
Thermo Fisher Scientific Inc.

Healthcare
151
+ 10.12%
$404.94 - $499.99 $61.1K - $75.5K
1.64K $796K
ADC
Agree Realty Corp

Real Estate
3.16K
+ 17.77%
$70.53 - $75.05 $223K - $237K
20.9K $1.49M
Activity Summary
Buys All Purchases 321 New Holdings 219 Increased Positions 102 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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