Pathway Financial Advisors LLC Purchases in Q2 2025

Pathway Financial Advisors LLC

  • $623 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
241K
+ 6875.79%
$103.59 - $128.6 $24.9M - $31M
244K $31.4M
VUG
Vanguard Growth ETF

ETFs
37.2K
+ 27.22%
$329.49 - $438.4 $12.2M - $16.3M
174K $76.1M
VTV
Vanguard Value ETF

ETFs
92.4K
+ 27.5%
$153.67 - $176.74 $14.2M - $16.3M
428K $75.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
202K
+ 67.34%
$58.63 - $59.9 $11.8M - $12.1M
501K $30M
UITB
Usaa ETF Tr Core Intermediate

ETFs
202K
+ 127.44%
$45.95 - $47.33 $9.28M - $9.56M
361K $17M
VO
Vanguard Mid Cap ETF

ETFs
25.7K
+ 26.88%
$228.54 - $279.83 $5.88M - $7.2M
121K $34M
IEFA
Ishares Tr

ETFs
88.7K
+ 274.87%
$67.83 - $84.09 $6.02M - $7.46M
121K $10.1M
IEMG
Ishares Inc

ETFs
142K
+ 60.15%
N/A
378K $20.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
50K
+ 45.55%
$90.56 - $109.49 $4.53M - $5.48M
160K $17.5M
BKCI
Bny Mellon ETF Tr Concentrated
98.6K
+ 240.85%
$43.23 - $51.9 $4.26M - $5.12M
139K $7.16M
MXI
Ishares Global Materials ETF

ETFs
22.9K
+ 15.58%
$71.63 - $86.87 $1.64M - $1.99M
170K $14.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
92
+ 0.38%
$496.48 - $617.85 $45.7K - $56.8K
24.4K $15.1M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
4.17K
+ 7.02%
$83.67 - $109.12 $349K - $455K
63.6K $6.94M
NVDA
Nvidia Corp

Technology
416
+ 1.89%
$94.31 - $157.99 $39.2K - $65.7K
22.4K $3.53M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
11.3K
+ 37.85%
$50.48 - $64.85 $572K - $734K
41.2K $2.67M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.97K
+ 15.16%
$82.96 - $110.1 $329K - $437K
30.2K $3.32M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.69K
+ 12.42%
$74.88 - $91.97 $276K - $339K
33.4K $3.07M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.73K
New
$45.11 - $52.34 $439K - $509K
9.73K $509K
VEU
Vanguard Ftse All World Ex Us

ETFs
5.08K
New
$54.19 - $67.22 $275K - $341K
5.08K $341K
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.4K
New
$20.42 - $25.3 $274K - $340K
13.4K $339K
VTI
Vanguard Total Stock Market Et

ETFs
691
+ 17.61%
$243.75 - $303.93 $168K - $210K
4.61K $1.4M
MUB
Ishares National Muni Bond ETF

ETFs
2.59K
+ 57.09%
$102.31 - $105.8 $265K - $274K
7.13K $745K
ISCB
International Speedway Corp

ETFs
4.35K
New
$47.12 - $58.28 $205K - $254K
4.35K $253K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.35K
+ 7.79%
$39.89 - $49.46 $93.6K - $116K
32.5K $1.61M
GE
General Electric CO

Industrials
857
New
$166.81 - $257.39 $143K - $221K
857 $220K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
18.8K
+ 63.68%
$10.35 - $11.31 $194K - $212K
48.2K $545K
GLD
Spdr Gold Trust

ETFs
690
New
$273.71 - $316.29 $189K - $218K
690 $210K
ORCL
Oracle Corp

Technology
920
New
$122.82 - $218.63 $113K - $201K
920 $201K
MMM
3 M CO

Industrials
1.32K
New
$126.09 - $154.15 $166K - $203K
1.32K $200K
GLDM
World Gold Trust

ETFs
1.79K
+ 12.4%
$58.96 - $67.97 $105K - $121K
16.2K $1.06M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.6K
+ 7.38%
$35.9 - $43.76 $57.4K - $69.9K
23.3K $1.01M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18
+ 1.13%
$456.74 - $568.03 $8.22K - $10.2K
1.62K $919K
TSLA
Tesla, Inc.

Consumer Cyclical
50
+ 4.58%
$221.86 - $362.89 $11.1K - $18.1K
1.14K $362K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11
+ 0.07%
$22.27 - $29.21 $245 - $321
16.9K $492K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
650
+ 8.27%
$100.35 - $100.71 $65.2K - $65.5K
8.51K $856K
DSCF
Ea Series Trust Discipline Fd

ETFs
910
+ 1.06%
$22.12 - $23.62 $20.1K - $21.5K
86.6K $2.03M
AMZN
Amazon Com Inc

Consumer Cyclical
2
+ 0.11%
$167.32 - $223.3 $335 - $447
1.85K $405K
Matthews Asia Fds
27.6K
+ 47.24%
N/A
86.1K $0
2023 ETF Series Trust Ii
28.1K
+ 272.0%
N/A
38.4K $0
Vanguard Instl Index Fd
109K
+ 58.94%
N/A
294K $0
2023 ETF Series Trust Ii
19.1K
New
N/A
19.1K $0
Vanguard Instl Index Fd
161K
+ 145.3%
N/A
272K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.81%
$483.48 - $539.8 $2.9K - $3.24K
748 $363K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.77K
+ 370.71%
$87.84 - $1441.89 $156K - $2.56M
2.25K $202K
Activity Summary
Buys All Purchases 45 New Holdings 9 Increased Positions 36 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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