Pathway Financial Advisors LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $517 Million distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs Access Treasury with a value of $144M, Vanguard Value ETF with a value of $57.4M, Vanguard Growth ETF with a value of $50.6M, Vanguard Mid Cap ETF with a value of $24.6M, and Vanguard Intermediate Term Tre with a value of $17.8M.
Examining the 13F form we can see an increase of $96.1M in the current position value, from $421M to 517M.
Below you can find more details about Pathway Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$517 Million
ETFs: $456 Million
Technology: $15.8 Million
Financial Services: $12.5 Million
Industrials: $12.2 Million
Consumer Cyclical: $4.91 Million
Consumer Defensive: $4.76 Million
Healthcare: $3.68 Million
Communication Services: $2.69 Million
Other: $2.52 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
