Pathway Financial Advisers, LLC Incresed Positions in Q3 2024

Pathway Financial Advisers, LLC

  • $196 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LKFN
Lakeland Financial Corp

Financial Services
4
+ 0.04%
$57.94 - $71.18 $232 - $285
10K $653M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
790
+ 530.2%
$37.45 - $44.25 $29.6K - $35K
939 $40.2M
TSLA
Tesla, Inc.

Consumer Cyclical
20
+ 5.03%
$191.76 - $263.26 $3.84K - $5.27K
418 $109M
HBNC
Horizon Bancorp Inc

Financial Services
10
+ 0.11%
$11.89 - $16.57 $119 - $166
8.97K $139M
AES
Aes Corp

Utilities
434
+ 6.58%
$16.18 - $20.07 $7.02K - $8.71K
7.03K $141M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
101
+ 194.23%
$211.47 - $281.27 $21.4K - $28.4K
153 $37.6M
FRME
First Merchants Corp

Financial Services
51
+ 0.91%
$32.38 - $41.35 $1.65K - $2.11K
5.65K $210M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
13
+ 0.72%
$85.84 - $85.84 $1.12K - $1.12K
1.82K $176M
WELL
Welltower Inc.

Real Estate
1
+ 0.12%
$104.0 - $129.74 $104 - $130
823 $105M
AFL
Aflac Inc

Financial Services
3
+ 0.39%
$88.52 - $111.8 $266 - $335
771 $86.2M
MPC
Marathon Petroleum Corp

Energy
103
+ 30.93%
$158.61 - $180.75 $16.3K - $18.6K
436 $71.1M
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.06%
$107.93 - $120.23 $108 - $120
1.71K $201M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
204
+ 0.92%
$6.24 - $6.87 $1.27K - $1.4K
22.3K $153M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
235
+ 78.07%
$39.95 - $45.86 $9.39K - $10.8K
536 $24.4M
RUM
Rumble Inc.

Technology
2K
+ 90.09%
$5.05 - $7.17 $10.1K - $14.3K
4.22K $22.6M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
47
+ 6.68%
$87.56 - $95.49 $4.12K - $4.49K
751 $71.7M
KR
Kroger CO

Consumer Defensive
2
+ 0.17%
$50.43 - $57.3 $101 - $115
1.21K $69.6M
PLD
Prologis, Inc.

Real Estate
1
+ 0.16%
$111.95 - $132.43 $112 - $132
616 $77.8M
UNM
Unum Group

Financial Services
3
+ 0.3%
$49.81 - $59.44 $149 - $178
992 $59M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
84
+ 0.73%
$7.45 - $8.23 $626 - $691
11.7K $94.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.13%
$117.9 - $128.2 $118 - $128
746 $95.6M
VTI
Vanguard Total Stock Market Et

ETFs
24
+ 109.09%
$255.18 - $283.2 $6.12K - $6.8K
46 $12.9M
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.23%
$201.77 - $221.32 $202 - $221
434 $94.9M
HRL
Hormel Foods Corp

Consumer Defensive
39
+ 0.85%
$30.04 - $33.14 $1.17K - $1.29K
4.61K $146M
IHF
Ishares Tr

ETFs
2
+ 0.15%
$51.37 - $58.67 $103 - $117
1.31K $74.6M
UMH
Umh Properties, Inc.

Real Estate
13
+ 1.01%
$16.04 - $20.43 $209 - $266
1.3K $25.5M
XLP
Consumer Staples Sector Spdr

ETFs
30
+ 10.83%
$76.04 - $76.04 $2.28K - $2.28K
307 $25.4M
VGT
Vanguard Information Technolog

ETFs
5
+ 5.68%
$514.43 - $606.85 $2.57K - $3.03K
93 $54.3M
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.56%
$237.84 - $263.83 $238 - $264
178 $46.9M
IRT
Independence Realty Trust, Inc.

Real Estate
9
+ 0.46%
$18.32 - $21.15 $165 - $190
1.96K $40.1M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
38
+ 29.69%
$66.31 - $74.08 $2.52K - $2.82K
166 $12.2M
FDL
First Tr Morningstar Dividend

ETFs
8
+ 1.11%
$37.66 - $42.06 $301 - $336
731 $30.7M
KBE
Spdr S&P Bank ETF

ETFs
2
+ 0.5%
$45.47 - $54.71 $90.9 - $109
402 $21.3M
SCI
Service Corp International

Consumer Cyclical
1
+ 0.32%
$69.55 - $80.63 $69.6 - $80.6
315 $24.9M
Healthcare Rlty Tr
21
+ 1.72%
N/A
1.24K $22.5M
HYG
Ishares Tr

ETFs
4
+ 0.76%
$76.72 - $80.36 $307 - $321
532 $42.7M
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.48%
$135.05 - $148.35 $270 - $297
421 $59.9M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
12
+ 0.49%
$12.25 - $13.1 $147 - $157
2.47K $32.4M
NHI
National Health Investors Inc

Real Estate
1
+ 1.18%
$67.53 - $85.15 $67.5 - $85.2
86 $7.23M
SCHP
Schwab Strategic Us Tips ETF

ETFs
6
+ 0.94%
$51.58 - $53.79 $309 - $323
643 $34.5M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
18
+ 1.72%
$104.47 - $116.17 $1.88K - $2.09K
1.07K $115M
BOTZ
Global X Fds

ETFs
1
+ 0.11%
$27.68 - $32.27 $27.7 - $32.3
924 $29.7M
REXR
Rexford Industrial Realty, Inc.

Real Estate
1
+ 0.52%
$44.45 - $52.25 $44.5 - $52.3
192 $9.64M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
24
+ 3.96%
$16.42 - $18.12 $394 - $435
630 $11.4M
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 1.92%
$107.62 - $118.76 $108 - $119
53 $6.18M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4
+ 1.21%
$23.04 - $24.06 $92.2 - $96.2
335 $8.07M
FCX
Freeport Mcmoran Inc

Basic Materials
1
+ 0.4%
$39.52 - $51.92 $39.5 - $51.9
254 $12.7M
Ishares U S ETF Tr
2
+ 0.73%
N/A
275 $7.38M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2
+ 1.16%
$28.11 - $29.42 $56.2 - $58.8
174 $5.12M
Activity Summary
Buys All Purchases 255 New Holdings 22 Increased Positions 233 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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