Pathway Financial Advisors LLC Purchases in Q4 2024

Pathway Financial Advisors LLC

  • $421 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
314K
+ 53.33%
$99.85 - $100.22 $31.3M - $31.5M
903K $90.2M
IEMG
Ishares Inc

ETFs
138K
+ 1309.59%
N/A
149K $7.97M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
46.9K
New
$50.37 - $50.6 $2.36M - $2.38M
46.9K $2.36M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.4K
New
$311.11 - $335.64 $1.06M - $1.14M
3.4K $1.1M
AAPL
Apple Inc.

Technology
1.5K
+ 6.94%
$221.69 - $259.02 $331K - $387K
23.1K $5.77M
HON
Honeywell International Inc

Industrials
74
+ 0.27%
$202.84 - $236.0 $15K - $17.5K
27.9K $6.31M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.05K
+ 59.08%
$96.64 - $101.23 $488K - $511K
13.6K $1.32M
VO
Vanguard Mid Cap ETF

ETFs
1.31K
+ 1.57%
$261.5 - $284.63 $342K - $373K
84.5K $22.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.76K
New
$91.94 - $100.02 $346K - $376K
3.76K $348K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.14K
+ 5.15%
$113.92 - $127.38 $472K - $528K
84.7K $9.76M
EEM
Ishares Msci Emerging Markets

ETFs
10.2K
+ 27.21%
$41.82 - $47.36 $425K - $481K
47.5K $1.99M
GNR
Spdr S&P Global Natural Resour

ETFs
6.41K
+ 107.04%
$48.67 - $58.43 $312K - $375K
12.4K $617K
MRK
Merck & Co., Inc.

Healthcare
2.7K
New
$96.31 - $114.76 $260K - $310K
2.7K $268K
ACWI
Ishares Msci Acwi ETF

ETFs
2.27K
New
$117.05 - $123.03 $266K - $279K
2.27K $266K
DE
Deere & CO

Industrials
500
+ 26.23%
$389.45 - $466.0 $195K - $233K
2.41K $1.02M
IBM
International Business Machines Corp

Technology
973
New
$204.9 - $238.04 $199K - $232K
973 $213K
ANSS
Ansys Inc

Technology
612
New
$313.05 - $361.45 $192K - $221K
612 $206K
TDY
Teledyne Technologies Inc

Technology
436
New
$436.59 - $489.24 $190K - $213K
436 $202K
RJF
Raymond James Financial Inc

Financial Services
1.29K
New
$123.0 - $170.1 $159K - $220K
1.29K $200K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.8K
+ 89.43%
$56.61 - $61.63 $215K - $234K
8.04K $456K
XJR
Ishares Tresg Screened S&P Sma

ETFs
4.09K
+ 54.47%
$40.62 - $45.4 $166K - $186K
11.6K $477K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.81K
+ 7.91%
$57.78 - $60.4 $278K - $291K
65.6K $3.81M
SHV
Ishares Tr

ETFs
1.2K
+ 10.77%
$109.92 - $110.57 $132K - $133K
12.3K $1.36M
GOOG
Alphabet Inc.

Communication Services
90
+ 2.45%
$163.08 - $198.16 $14.7K - $17.8K
3.77K $717K
MCD
Mcdonalds Corp

Consumer Cyclical
387
+ 24.49%
$288.47 - $316.54 $112K - $123K
1.97K $570K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
3.05K
+ 18.25%
$57.96 - $64.2 $177K - $196K
19.7K $1.15M
PG
Procter & Gamble CO

Consumer Defensive
524
+ 14.66%
$161.05 - $179.7 $84.4K - $94.2K
4.1K $687K
EMR
Emerson Electric CO

Industrials
38
+ 0.88%
$108.13 - $134.33 $4.11K - $5.1K
4.36K $539K
DIS
Walt Disney CO

Communication Services
92
+ 2.72%
$92.39 - $117.6 $8.5K - $10.8K
3.47K $386K
CVX
Chevron Corp

Energy
441
+ 29.07%
$141.15 - $162.53 $62.2K - $71.7K
1.96K $283K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.43K
+ 16.51%
$41.64 - $45.75 $59.6K - $65.5K
10.1K $422K
CSCO
Cisco Systems, Inc.

Technology
172
+ 3.06%
$52.45 - $60.02 $9.02K - $10.3K
5.79K $342K
TJX
Tjx Companies Inc

Consumer Cyclical
161
+ 3.0%
$112.15 - $127.2 $18.1K - $20.5K
5.52K $667K
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.6K
+ 300.0%
$25.93 - $105.3 $326K - $1.33M
16.8K $467K
ETN
Eaton Corp PLC

Industrials
56
+ 3.55%
$326.96 - $377.52 $18.3K - $21.1K
1.63K $541K
TFC
Truist Financial Corp

Financial Services
260
+ 2.19%
$41.51 - $48.1 $10.8K - $12.5K
12.1K $525K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
41
+ 5.82%
$442.29 - $483.08 $18.1K - $19.8K
746 $338K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.57K
+ 9.55%
$44.04 - $49.49 $113K - $127K
29.5K $1.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.9K
+ 200.0%
$22.4 - $68.28 $266K - $812K
17.8K $413K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
24
+ 0.23%
$8.22 - $9.44 $197 - $227
10.6K $93K
TXN
Texas Instruments Inc

Technology
1
+ 0.06%
N/A
1.77K $345K
Matthews Intl Fds
152K
+ 85.32%
N/A
329K $0
Matthews Asia Fds
15.3K
+ 68.87%
N/A
37.6K $0
Lam Research Corp
7.85K
New
N/A
7.85K $0
ABT
Abbott Laboratories

Healthcare
39
+ 0.56%
$111.93 - $119.39 $4.37K - $4.66K
6.98K $789K
ADI
Analog Devices Inc

Technology
88
+ 5.04%
$206.35 - $236.48 $18.2K - $20.8K
1.84K $389K
XLE
Energy Sector Spdr

ETFs
25
+ 0.27%
$83.32 - $97.27 $2.08K - $2.43K
9.15K $783K
VBR
Vanguard Small Cap Value ETF

ETFs
79
+ 0.52%
$197.36 - $217.3 $15.6K - $17.2K
15.2K $3M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
153
+ 2.92%
$64.62 - $71.43 $9.89K - $10.9K
5.39K $348K
Activity Summary
Buys All Purchases 66 New Holdings 10 Increased Positions 56 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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