Pathway Financial Advisors LLC Reduced Holdings in Q4 2024

Pathway Financial Advisors LLC

  • $421 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CBU
Community Bank System, Inc.

Financial Services
-6.19K
- 60.66%
$56.38 - $71.45 $349K - $442K
4.01K $247K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-585
- 0.42%
$45.83 - $48.07 $26.8K - $28.1K
140K $6.45M
IVE
Ishares S&P 500 Value ETF

ETFs
-125
- 0.42%
$189.5 - $206.17 $23.7K - $25.8K
29.4K $5.61M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-2.14K
- 5.28%
$27.8 - $29.05 $59.6K - $62.3K
38.5K $1.07M
UNH
Unitedhealth Group Inc

Healthcare
-5
- 0.46%
$485.52 - $625.25 $2.43K - $3.13K
1.09K $549K
MSFT
Microsoft Corp

Technology
-71
- 1.11%
$406.35 - $454.46 $28.9K - $32.3K
6.32K $2.66M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-45
- 0.27%
$134.53 - $150.65 $6.05K - $6.78K
16.9K $2.29M
IWD
Ishares Russell 1000 Val ETF

ETFs
-26
- 0.18%
$183.23 - $199.79 $4.76K - $5.19K
14.7K $2.71M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-38
- 0.93%
$59.25 - $72.99 $2.25K - $2.77K
4.04K $241K
VTI
Vanguard Total Stock Market Et

ETFs
-299
- 7.15%
$280.04 - $302.45 $83.7K - $90.4K
3.88K $1.13M
UPS
United Parcel Service Inc

Industrials
-14
- 0.39%
$122.65 - $138.35 $1.72K - $1.94K
3.56K $448K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-150
- 10.57%
$370.24 - $418.94 $55.5K - $62.8K
1.27K $509K
ICE
Intercontinental Exchange, Inc.

Financial Services
-18
- 1.16%
$148.29 - $166.93 $2.67K - $3K
1.53K $227K
VIG
Vanguard Dividend Appreciation

ETFs
-97
- 0.23%
N/A
41.2K $7.51M
IWR
Ishares Russell Mid Cap ETF

ETFs
-275
- 0.92%
$87.25 - $95.52 $24K - $26.3K
29.7K $2.62M
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
-293
- 1.73%
$11.02 - $12.05 $3.23K - $3.53K
16.6K $186K
VB
Vanguard Small Cap ETF

ETFs
-294
- 1.45%
$233.76 - $261.58 $68.7K - $76.9K
20K $4.8M
PSEP
Innovator U.S. Equity Power Bu
-1.03K
- 1.94%
N/A
52.2K $0
Morgan Stanley ETF Trust
-1.81K
- 13.1%
N/A
12K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-27
- 1.77%
$521.84 - $558.82 $14.1K - $15.1K
1.5K $809K
IVV
Ishares Core S&P 500 ETF

ETFs
-17
- 1.29%
$570.51 - $610.59 $9.7K - $10.4K
1.3K $763K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-25
- 1.48%
$178.39 - $215.0 $4.46K - $5.38K
1.66K $320K
META
Meta Platforms, Inc.

Communication Services
-37
- 1.9%
$554.08 - $632.68 $20.5K - $23.4K
1.92K $1.13M
GS
Goldman Sachs Group Inc

Financial Services
-11
- 2.09%
$486.1 - $608.57 $5.35K - $6.69K
515 $294K
AMZN
Amazon Com Inc

Consumer Cyclical
-15
- 0.81%
$180.88 - $232.93 $2.71K - $3.49K
1.84K $404K
CRM
Salesforce, Inc.

Technology
-13
- 0.8%
$270.87 - $367.87 $3.52K - $4.78K
1.62K $541K
GOOGL
Alphabet Inc.

Communication Services
-35
- 0.81%
$161.86 - $196.66 $5.67K - $6.88K
4.3K $813K
TSLA
Tesla, Inc.

Consumer Cyclical
-55
- 4.58%
$213.65 - $479.86 $11.8K - $26.4K
1.15K $463K
NVDA
Nvidia Corp

Technology
-1K
- 4.3%
$117.0 - $148.88 $117K - $149K
22.3K $2.99M
JPM
Jpmorgan Chase & CO

Financial Services
-19
- 0.31%
$205.18 - $250.29 $3.9K - $4.76K
6.07K $1.46M
SPY
Spdr S&P 500 ETF Trust

ETFs
-50
- 0.21%
$567.81 - $607.81 $28.4K - $30.4K
24.3K $14.2M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-1.09K
- 1.82%
$90.31 - $106.37 $98.1K - $116K
58.4K $5.82M
AVGO
Broadcom Inc.

Technology
-50
- 0.57%
$159.67 - $250.0 $7.98K - $12.5K
8.67K $2.01M
VUG
Vanguard Growth ETF

ETFs
-3.63K
- 2.99%
$378.79 - $428.11 $1.38M - $1.55M
118K $48.4M
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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