Pathway Financial Advisors LLC has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $364 Million distributed in 172 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs Access Treasury with a value of $68.8M, Vanguard Value ETF with a value of $44M, Vanguard Growth ETF with a value of $42.4M, Vanguard Mid Cap ETF with a value of $19.6M, and Spdr S&P 500 ETF Trust with a value of $13.4M.
Examining the 13F form we can see an increase of $21M in the current position value, from $343M to 364M.
Also it can be appreciated an additional of 13 stocks purchases and 2 closed positions.
Below you can find more details about Pathway Financial Advisors LLC portfolio as well as his latest detailed transactions.