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
AVGO
Broadcom Inc.

Technology
266
+ 0.68%
$146.29 - $275.65 $38.9K - $73.3K
39.4K $10.9M
JPM
Jpmorgan Chase & CO

Financial Services
244
+ 0.78%
$210.28 - $289.91 $51.3K - $70.7K
31.7K $9.18M
MSFT
Microsoft Corp

Technology
455
+ 4.66%
$354.56 - $497.45 $161K - $226K
10.2K $5.09M
NVDA
Nvidia Corp

Technology
1.05K
+ 7.28%
$94.31 - $157.99 $98.6K - $165K
15.4K $2.44M
GS
Goldman Sachs Group Inc

Financial Services
36
+ 0.89%
$462.22 - $707.75 $16.6K - $25.5K
4.07K $2.88M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
13.2K
+ 3.55%
$12.25 - $15.47 $162K - $205K
386K $5.97M
EMR
Emerson Electric CO

Industrials
828
+ 4.33%
$94.15 - $133.33 $78K - $110K
19.9K $2.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
503
+ 18.72%
$496.48 - $617.85 $250K - $311K
3.19K $1.97M
DLR
Digital Realty Trust, Inc.

Real Estate
434
+ 3.68%
$136.11 - $177.69 $59.1K - $77.1K
12.2K $2.13M
MGK
Vanguard Mega Cap Growth ETF

ETFs
307
+ 5.73%
$273.67 - $366.17 $84K - $112K
5.67K $2.08M
KLAC
Kla Corp

Technology
33
+ 1.96%
$576.53 - $902.94 $19K - $29.8K
1.72K $1.54M
AMZN
Amazon Com Inc

Consumer Cyclical
645
+ 7.95%
$167.32 - $223.3 $108K - $144K
8.76K $1.92M
SOFI
So Fi Technologies, Inc.

Financial Services
537
+ 1.15%
$9.5 - $18.21 $5.1K - $9.78K
47.3K $861K
AXP
American Express CO

Financial Services
385
+ 12.94%
$231.39 - $318.98 $89.1K - $123K
3.36K $1.07M
MRVL
Marvell Technology, Inc.

Technology
338
+ 2.27%
$49.38 - $79.97 $16.7K - $27K
15.2K $1.18M
FDVV
Fidelity High Dividend ETF

ETFs
2.69K
+ 5.49%
$43.6 - $52.02 $117K - $140K
51.6K $2.68M
LMT
Lockheed Martin Corp

Industrials
142
+ 1.37%
$430.82 - $486.45 $61.2K - $69.1K
10.5K $4.88M
RY
Royal Bank Of Canada

Financial Services
513
+ 6.1%
$108.36 - $131.55 $55.6K - $67.5K
8.92K $1.17M
GOOGL
Alphabet Inc.

Communication Services
450
+ 6.71%
$144.7 - $178.6 $65.1K - $80.4K
7.15K $1.26M
ENB
Enbridge Inc

Energy
2.34K
+ 2.0%
$41.09 - $47.16 $96K - $110K
119K $5.4M
QCOM
Qualcomm Inc

Technology
613
+ 4.34%
$124.66 - $159.48 $76.4K - $97.8K
14.8K $2.35M
FDIS
Fidelity Covington Tr Msci Con

ETFs
204
+ 1.26%
$75.33 - $94.56 $15.4K - $19.3K
16.3K $1.54M
USB
Us Bancorp \De\

Financial Services
2.07K
+ 8.18%
$36.4 - $45.76 $75.2K - $94.6K
27.3K $1.24M
NOW
Service Now, Inc.

Technology
25
+ 4.04%
$721.65 - $1040.18 $18K - $26K
644 $662K
ET
Energy Transfer LP

Energy
11.6K
+ 11.9%
$15.65 - $18.93 $181K - $219K
109K $1.97M
GOOG
Alphabet Inc.

Communication Services
453
+ 11.52%
$146.58 - $180.01 $66.4K - $81.5K
4.38K $777K
GLW
Corning Inc

Technology
35
+ 0.15%
$39.07 - $52.59 $1.37K - $1.84K
22.9K $1.21M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
885
+ 2.85%
$26.99 - $33.86 $23.9K - $30K
32K $1.07M
XYL
Xylem Inc.

Industrials
685
+ 12.03%
$102.86 - $129.5 $70.5K - $88.7K
6.38K $825K
CMI
Cummins Inc

Industrials
114
+ 1.57%
$267.12 - $336.65 $30.5K - $38.4K
7.36K $2.41M
VIG
Vanguard Dividend Appreciation

ETFs
735
+ 3.87%
N/A
19.7K $3.59M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
9.29K
+ 4.79%
$8.45 - $9.78 $78.5K - $90.8K
203K $1.98M
SOXX
Ishares Semiconductor ETF

ETFs
83
+ 4.21%
$154.86 - $239.07 $12.9K - $19.8K
2.05K $490K
O
Realty Income Corp

Real Estate
2.47K
+ 2.68%
$52.27 - $58.52 $129K - $144K
94.5K $5.44M
UL
Unilever PLC

Consumer Defensive
740
+ 2.0%
$57.9 - $65.43 $42.8K - $48.4K
37.8K $2.31M
NSC
Norfolk Southern Corp

Industrials
123
+ 3.23%
$206.34 - $257.46 $25.4K - $31.7K
3.93K $1.01M
GD
General Dynamics Corp

Industrials
2
+ 0.04%
$247.68 - $291.66 $495 - $583
5.19K $1.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
69
+ 6.4%
$456.74 - $568.03 $31.5K - $39.2K
1.15K $651K
PDT
John Hancock Premium Dividend Fund

Financial Services
5.36K
+ 2.43%
$11.7 - $13.23 $62.7K - $70.9K
226K $2.98M
VICI
Vici Properties Inc.

Real Estate
2.77K
+ 2.8%
$29.41 - $32.97 $81.5K - $91.4K
102K $3.32M
DVY
Ishares Tr

ETFs
687
+ 10.9%
$118.37 - $134.86 $81.3K - $92.6K
6.99K $928K
UNP
Union Pacific Corp

Industrials
522
+ 8.48%
$208.27 - $238.46 $109K - $124K
6.68K $1.54M
BAC
Bank Of America Corp

Financial Services
39
+ 0.28%
$34.39 - $47.46 $1.34K - $1.85K
14.1K $669K
V
Visa Inc.

Financial Services
164
+ 3.66%
$308.27 - $373.31 $50.6K - $61.2K
4.65K $1.65M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
935
+ 8.28%
$90.85 - $102.31 $84.9K - $95.7K
12.2K $1.23M
ACN
Accenture PLC

Technology
316
+ 16.31%
$279.23 - $323.21 $88.2K - $102K
2.25K $673K
NEE
Nextera Energy Inc

Utilities
1.27K
+ 8.46%
$64.11 - $75.0 $81.4K - $95.3K
16.3K $1.13M
MET
Metlife Inc

Financial Services
750
+ 2.9%
$68.42 - $82.49 $51.3K - $61.9K
26.7K $2.14M
HD
Home Depot, Inc.

Consumer Cyclical
162
+ 2.94%
$335.24 - $380.78 $54.3K - $61.7K
5.68K $2.08M
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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