Pathway Financial Advisers, LLC has filed its 13F form on August 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $302 Million distributed in 163 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $10.9M, Jpmorgan Chase & CO with a value of $9.18M, Enterprise Products Partners L.P. with a value of $8.7M, Duke Energy Corp with a value of $6.71M, and International Business Machines Corp with a value of $6.3M.
Examining the 13F form we can see an increase of $15.2M in the current position value, from $287M to 302M.
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
$302 Million
Financial Services: $50.7 Million
Technology: $44.9 Million
Energy: $28.9 Million
Industrials: $27.8 Million
Healthcare: $25.8 Million
Real Estate: $24.9 Million
ETFs: $24 Million
Utilities: $23.3 Million
Other: $51.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
