Pathway Financial Advisers, LLC Portfolio Holdings
Pathway Financial Advisers, LLC
- $196 Billion
- Q3 2024
Pathway Financial Advisers, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $196 Billion distributed in 419 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $6.85B, Abb Vie Inc. with a value of $6.45B, Pepsico Inc with a value of $6.08B, Steel Dynamics Inc with a value of $5.74B, and Lockheed Martin Corp with a value of $5.68B.
Examining the 13F form we can see an decrease of $82.5B in the current position value, from $279B to 196B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 419
- Current Value $196 Billion
- Prior Value $279 Billion
- Filing
- Period Q3 2024
- Filing Date October 23, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 22 stocks
- Additional Purchases 233 stocks
- Sold out of 0 stocks
- Reduced holdings in 98 stocks