Pathway Financial Advisors LLC Sells in Q2 2025

Pathway Financial Advisors LLC

  • $623 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
-244K
- 16.96%
$99.83 - $100.19 $24.4M - $24.5M
1.2M $120M
AAPL
Apple Inc.

Technology
-7.59K
- 32.94%
$172.42 - $223.89 $1.31M - $1.7M
15.4K $3.17M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-17.1K
- 20.97%
$72.96 - $90.39 $1.25M - $1.54M
64.4K $5.75M
JPM
Jpmorgan Chase & CO

Financial Services
-3.35K
- 55.22%
$210.28 - $289.91 $705K - $972K
2.72K $788K
AVGO
Broadcom Inc.

Technology
-5.66K
- 65.66%
$146.29 - $275.65 $828K - $1.56M
2.96K $815K
META
Meta Platforms, Inc.

Communication Services
-1.12K
- 58.61%
$484.66 - $738.09 $544K - $829K
793 $585K
ABT
Abbott Laboratories

Healthcare
-3.59K
- 50.69%
$123.95 - $138.08 $445K - $495K
3.49K $474K
XLE
Energy Sector Spdr

ETFs
-3.07K
- 33.95%
$76.44 - $94.13 $235K - $289K
5.98K $506K
NSC
Norfolk Southern Corp

Industrials
-1.53K
- 44.51%
$206.34 - $257.46 $315K - $393K
1.9K $486K
MCD
Mcdonalds Corp

Consumer Cyclical
-947
- 48.14%
$285.55 - $321.23 $270K - $304K
1.02K $298K
GNR
Spdr S&P Global Natural Resour

ETFs
-4.41K
- 34.32%
$45.66 - $55.03 $201K - $242K
8.43K $457K
PM
Philip Morris International Inc.

Consumer Defensive
-1.9K
- 32.86%
$149.23 - $184.95 $284K - $351K
3.88K $707K
DIS
Walt Disney CO

Communication Services
-1.7K
- 49.25%
$81.72 - $124.01 $139K - $211K
1.75K $217K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.23K
- 7.98%
$96.84 - $99.46 $119K - $122K
14.1K $1.4M
CAT
Caterpillar Inc

Industrials
-823
- 23.36%
$273.94 - $388.21 $225K - $319K
2.7K $1.05M
UPS
United Parcel Service Inc

Industrials
-760
- 21.35%
$91.92 - $110.2 $69.9K - $83.8K
2.8K $282K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-3.93K
- 10.35%
$28.21 - $28.85 $111K - $113K
34K $977K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.06K
- 1.74%
$91.43 - $91.74 $97.3K - $97.6K
60K $5.5M
ABBV
Abb Vie Inc.

Healthcare
-25
- 0.79%
$170.16 - $206.27 $4.25K - $5.16K
3.13K $581K
JNJ
Johnson & Johnson

Healthcare
-66
- 1.31%
$146.36 - $159.82 $9.66K - $10.5K
4.97K $759K
PG
Procter & Gamble CO

Consumer Defensive
-105
- 2.51%
$157.66 - $172.39 $16.6K - $18.1K
4.07K $648K
CVX
Chevron Corp

Energy
-108
- 5.6%
$133.73 - $168.51 $14.4K - $18.2K
1.82K $260K
XOM
Exxon Mobil Corp

Energy
-133
- 3.31%
$99.93 - $119.04 $13.3K - $15.8K
3.88K $418K
MRK
Merck & Co., Inc.

Healthcare
-203
- 7.25%
$73.47 - $87.12 $14.9K - $17.7K
2.6K $205K
KO
Coca Cola CO

Consumer Defensive
-330
- 6.83%
$68.37 - $73.9 $22.6K - $24.4K
4.5K $318K
PSEP
Innovator U.S. Equity Power Bu
-1.34K
- 2.69%
N/A
48.3K $0
Matthews Intl Fds
-74.1K
- 23.2%
N/A
245K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-96
- 2.5%
$51.16 - $62.02 $4.91K - $5.95K
3.74K $232K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-89
- 2.36%
$73.0 - $85.5 $6.5K - $7.61K
3.69K $310K
XJR
Ishares Tresg Screened S&P Sma

ETFs
-81
- 0.68%
$32.75 - $39.55 $2.65K - $3.2K
11.9K $469K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-210
- 3.9%
$59.98 - $74.92 $12.6K - $15.7K
5.18K $385K
IBM
International Business Machines Corp

Technology
-23
- 2.43%
$221.03 - $294.78 $5.08K - $6.78K
925 $272K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-76
- 6.03%
$320.42 - $424.58 $24.4K - $32.3K
1.19K $503K
IYM
Ishares Tr

ETFs
-76
- 0.62%
$116.16 - $140.01 $8.83K - $10.6K
12.2K $1.7M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-532
- 3.14%
$108.87 - $133.04 $57.9K - $70.8K
16.4K $2.18M
VEA
Vanguard Ftse Developed Market

ETFs
-119
- 0.85%
$45.65 - $57.01 $5.43K - $6.78K
13.9K $792K
IWD
Ishares Russell 1000 Val ETF

ETFs
-21
- 0.14%
$166.82 - $194.23 $3.5K - $4.08K
14.7K $2.85M
AAXJ
Ishares Msci All Country Asia

ETFs
-1.59K
- 4.79%
$65.0 - $82.89 $103K - $132K
31.6K $2.61M
VB
Vanguard Small Cap ETF

ETFs
-575
- 2.88%
$193.73 - $237.37 $111K - $136K
19.4K $4.6M
HON
Honeywell International Inc

Industrials
-810
- 2.9%
$182.86 - $232.88 $148K - $189K
27.1K $6.31M
MSFT
Microsoft Corp

Technology
-13
- 0.21%
$354.56 - $497.45 $4.61K - $6.47K
6.28K $3.12M
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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