Pathway Financial Advisors LLC Incresed Positions in Q3 2025

Pathway Financial Advisors LLC

  • $679 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
57.7K
+ 13.48%
$175.51 - $186.57 $10.1M - $10.8M
486K $90.6M
VUG
Vanguard Growth ETF

ETFs
16.1K
+ 9.26%
$433.97 - $484.08 $6.98M - $7.79M
190K $91M
IEFA
Ishares Tr

ETFs
129K
+ 106.84%
$81.7 - $87.53 $10.6M - $11.3M
250K $21.8M
VO
Vanguard Mid Cap ETF

ETFs
13.1K
+ 10.76%
$279.83 - $293.74 $3.66M - $3.84M
135K $39.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
30.9K
+ 19.34%
$108.46 - $120.63 $3.35M - $3.73M
191K $22.7M
IEMG
Ishares Inc

ETFs
68.4K
+ 18.1%
N/A
446K $23.9M
GUNR
Flexshares Tr Morningstar Glob

ETFs
42.5K
+ 12.99%
$40.15 - $43.86 $1.71M - $1.86M
370K $16.2M
ACWI
Ishares Msci Acwi ETF

ETFs
39
+ 0.02%
$128.32 - $138.41 $5K - $5.4K
244K $33.8M
BKCI
Bny Mellon ETF Tr Concentrated
41.2K
+ 29.56%
$49.4 - $52.59 $2.04M - $2.17M
181K $9.31M
MXI
Ishares Global Materials ETF

ETFs
10.1K
+ 5.91%
$83.91 - $92.47 $844K - $931K
180K $16.7M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
8.72K
+ 13.71%
$107.5 - $115.86 $937K - $1.01M
72.3K $8.27M
SPY
Spdr S&P 500 ETF Trust

ETFs
36
+ 0.15%
$617.65 - $666.84 $22.2K - $24K
24.4K $16.3M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
10.6K
+ 25.68%
$63.88 - $69.11 $676K - $732K
51.8K $3.52M
AAPL
Apple Inc.

Technology
178
+ 1.15%
$202.38 - $256.87 $36K - $45.7K
15.6K $3.98M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
5.42K
+ 212.63%
$87.05 - $93.19 $472K - $505K
7.97K $740K
UITB
Usaa ETF Tr Core Intermediate

ETFs
6.46K
+ 1.79%
$46.38 - $47.74 $300K - $309K
367K $17.4M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.26K
+ 77.51%
$50.79 - $76.4 $217K - $326K
9.76K $745K
MSFT
Microsoft Corp

Technology
622
+ 9.9%
$491.09 - $535.64 $305K - $333K
6.9K $3.58M
JPM
Jpmorgan Chase & CO

Financial Services
600
+ 22.07%
$282.78 - $316.06 $170K - $190K
3.32K $1.05M
GLDM
World Gold Trust

ETFs
770
+ 4.75%
$64.73 - $76.45 $49.8K - $58.9K
17K $1.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.45K
+ 4.46%
$49.43 - $54.52 $71.6K - $79K
33.9K $1.84M
GE
General Electric CO

Industrials
373
+ 43.52%
$244.75 - $305.63 $91.3K - $114K
1.23K $370K
PG
Procter & Gamble CO

Consumer Defensive
1.04K
+ 25.58%
$150.47 - $161.22 $157K - $168K
5.11K $785K
AMZN
Amazon Com Inc

Consumer Cyclical
556
+ 30.09%
$211.65 - $238.24 $118K - $132K
2.4K $527K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.44K
+ 6.2%
$41.43 - $44.2 $59.8K - $63.8K
24.7K $1.09M
VEU
Vanguard Ftse All World Ex Us

ETFs
851
+ 16.76%
$66.38 - $71.68 $56.5K - $61K
5.93K $423K
MRK
Merck & Co., Inc.

Healthcare
691
+ 26.62%
$77.6 - $87.37 $53.6K - $60.4K
3.29K $275K
DIS
Walt Disney CO

Communication Services
718
+ 41.03%
$112.25 - $124.0 $80.6K - $89K
2.47K $282K
DSCF
Ea Series Trust Discipline Fd

ETFs
768
+ 0.89%
$23.21 - $24.25 $17.8K - $18.6K
87.3K $2.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.02%
$28.92 - $32.19 $86.8 - $96.6
16.9K $538K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
407
+ 7.86%
$71.6 - $76.11 $29.1K - $31K
5.58K $422K
IWM
Ishares Russell 2000 ETF

ETFs
7
+ 0.67%
$214.92 - $244.84 $1.5K - $1.71K
1.05K $254K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
109
+ 0.77%
$97.75 - $100.75 $10.7K - $11K
14.3K $1.43M
MUB
Ishares National Muni Bond ETF

ETFs
6
+ 0.08%
$103.24 - $106.68 $619 - $640
7.14K $760K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.0%
N/A
41K $7.47M
Morgan Stanley ETF Trust
7.54K
+ 62.94%
N/A
19.5K $0
Vanguard Instl Index Fd
77.1K
+ 28.32%
N/A
349K $0
2023 ETF Series Trust Ii
9.73K
+ 50.92%
N/A
28.8K $0
2023 ETF Series Trust Ii
6K
+ 15.64%
N/A
44.4K $0
Vanguard Instl Index Fd
15.2K
+ 5.18%
N/A
310K $0
UPS
United Parcel Service Inc

Industrials
45
+ 1.61%
$82.58 - $105.54 $3.72K - $4.75K
2.85K $237K
HON
Honeywell International Inc

Industrials
32
+ 0.12%
$207.7 - $240.4 $6.65K - $7.69K
27.1K $5.71M
Activity Summary
Buys All Purchases 52 New Holdings 9 Increased Positions 43 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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