Pathway Financial Advisors LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $363 Million distributed in 171 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs Access Treasury with a value of $62.2M, Vanguard Growth ETF with a value of $45.2M, Vanguard Value ETF with a value of $44M, Vanguard Mid Cap ETF with a value of $19M, and Spdr S&P 500 ETF Trust with a value of $13.9M.
Examining the 13F form we can see an decrease of $1.28M in the current position value, from $364M to 363M.
Below you can find more details about Pathway Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$363 Million
ETFs: $300 Million
Technology: $18.1 Million
Industrials: $13 Million
Financial Services: $11.1 Million
Consumer Cyclical: $5.34 Million
Consumer Defensive: $4.6 Million
Healthcare: $4.47 Million
Communication Services: $3.37 Million
Other: $2.52 Million
Stock Holdings Table Market Cap. of $200 Billions or more