Pathway Financial Advisors LLC Purchases in Q1 2025

Pathway Financial Advisors LLC

  • $517 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
538K
+ 59.62%
$99.85 - $100.19 $53.7M - $53.9M
1.44M $144M
VGIT
Vanguard Intermediate Term Tre

ETFs
234K
+ 356.07%
$57.44 - $59.4 $13.4M - $13.9M
299K $17.8M
VTV
Vanguard Value ETF

ETFs
43.5K
+ 14.87%
$167.73 - $179.21 $7.29M - $7.79M
336K $57.4M
IEMG
Ishares Inc

ETFs
87.4K
+ 58.83%
N/A
236K $12.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
49.8K
+ 442.35%
$91.45 - $91.75 $4.55M - $4.57M
61.1K $5.6M
VO
Vanguard Mid Cap ETF

ETFs
11.2K
+ 13.25%
$251.87 - $277.95 $2.82M - $3.11M
95.7K $24.6M
VUG
Vanguard Growth ETF

ETFs
18.6K
+ 15.8%
$369.1 - $427.61 $6.88M - $7.97M
137K $50.6M
BKCI
Bny Mellon ETF Tr Concentrated
40.9K
New
$47.19 - $50.41 $1.93M - $2.06M
40.9K $1.96M
GUNR
Flexshares Tr Morningstar Glob

ETFs
36.1K
+ 17.29%
$36.6 - $39.56 $1.32M - $1.43M
245K $9.51M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25.1K
+ 29.65%
$102.49 - $119.96 $2.57M - $3.01M
110K $11.5M
IEFA
Ishares Tr

ETFs
17.4K
+ 117.02%
$69.57 - $78.65 $1.21M - $1.37M
32.3K $2.44M
BRP
Brp Group, Inc.

Financial Services
25.5K
+ 22.09%
N/A
141K $5.63M
UITB
Usaa ETF Tr Core Intermediate

ETFs
18.2K
+ 12.93%
$45.41 - $47.18 $824K - $856K
159K $7.42M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.86K
New
$100.34 - $100.68 $789K - $791K
7.86K $791K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
10.2K
+ 51.48%
$55.05 - $58.37 $560K - $593K
29.9K $1.67M
MUB
Ishares National Muni Bond ETF

ETFs
4.54K
New
$104.71 - $107.69 $475K - $489K
4.54K $478K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.37K
New
$49.25 - $50.66 $412K - $424K
8.37K $414K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.5K
New
$34.58 - $45.97 $190K - $253K
5.5K $250K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.84K
New
$57.21 - $65.8 $220K - $253K
3.84K $223K
RSG
Republic Services, Inc.

Industrials
889
New
$200.09 - $242.16 $178K - $215K
889 $215K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.55K
New
$75.32 - $84.77 $192K - $216K
2.55K $208K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
8.91K
New
$22.83 - $23.75 $203K - $212K
8.91K $205K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.77K
+ 13.05%
$95.85 - $99.25 $170K - $176K
15.4K $1.52M
ABT
Abbott Laboratories

Healthcare
99
+ 1.42%
$111.1 - $140.22 $11K - $13.9K
7.08K $938K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
12.8K
+ 77.1%
$11.09 - $11.43 $142K - $147K
29.4K $330K
ACWI
Ishares Msci Acwi ETF

ETFs
1.23K
+ 54.34%
$115.16 - $124.13 $142K - $153K
3.5K $407K
HD
Home Depot, Inc.

Consumer Cyclical
448
+ 20.9%
$347.25 - $424.87 $156K - $190K
2.59K $949K
IVV
Ishares Core S&P 500 ETF

ETFs
205
+ 15.81%
$554.06 - $615.85 $114K - $126K
1.5K $843K
IQLT
Ishares Msci Intl Quality Fact

ETFs
556
+ 2.63%
$36.91 - $41.03 $20.5K - $22.8K
21.7K $859K
GNR
Spdr S&P Global Natural Resour

ETFs
432
+ 3.48%
$50.12 - $54.48 $21.7K - $23.5K
12.8K $685K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
648
+ 2.2%
$42.5 - $46.71 $27.5K - $30.3K
30.1K $1.37M
KO
Coca Cola CO

Consumer Defensive
264
+ 5.78%
$60.81 - $72.32 $16.1K - $19.1K
4.83K $346K
DSCF
Ea Series Trust Discipline Fd

ETFs
2
+ 0.0%
$22.07 - $23.11 $44.1 - $46.2
85.7K $1.97M
BA
Boeing CO

Industrials
400
+ 18.67%
$148.15 - $186.25 $59.3K - $74.5K
2.54K $433K
VEA
Vanguard Ftse Developed Market

ETFs
96
+ 0.69%
$47.4 - $52.99 $4.55K - $5.09K
14K $718K
PG
Procter & Gamble CO

Consumer Defensive
76
+ 1.85%
$158.56 - $176.26 $12.1K - $13.4K
4.18K $711K
IWD
Ishares Russell 1000 Val ETF

ETFs
27
+ 0.18%
$182.82 - $196.21 $4.94K - $5.3K
14.7K $2.73M
MU
Micron Technology Inc

Technology
110
+ 3.42%
$86.89 - $109.38 $9.56K - $12K
3.33K $289K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
98
+ 6.52%
$507.05 - $563.67 $49.7K - $55.2K
1.6K $822K
NEE
Nextera Energy Inc

Utilities
84
+ 1.53%
$66.96 - $76.16 $5.62K - $6.4K
5.58K $395K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
24
+ 0.23%
$8.4 - $9.45 $202 - $227
10.7K $95K
Matthews Asia Fds
20.9K
+ 55.56%
N/A
58.5K $0
Vanguard Instl Index Fd
111K
New
N/A
111K $0
Vanguard Instl Index Fd
185K
New
N/A
185K $0
2023 ETF Series Trust Ii
10.3K
New
N/A
10.3K $0
CBU
Community Bank System, Inc.

Financial Services
182
+ 4.53%
$56.08 - $67.99 $10.2K - $12.4K
4.2K $238K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
456
+ 4.51%
$38.41 - $44.06 $17.5K - $20.1K
10.6K $412K
MRK
Merck & Co., Inc.

Healthcare
95
+ 3.51%
$83.01 - $101.02 $7.89K - $9.6K
2.8K $251K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.05%
$576.36 - $736.67 $576 - $737
1.92K $1.1M
Activity Summary
Buys All Purchases 59 New Holdings 12 Increased Positions 47 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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