Pathway Financial Advisers, LLC Purchases in Q3 2025

Pathway Financial Advisers, LLC

  • $335 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EWL
Ishares Inc Msci Switzerlnd

ETFs
1.74K
New
$52.43 - $56.33 $91.1K - $97.8K
1.74K $95K
DLR
Digital Realty Trust, Inc.

Real Estate
636
+ 5.21%
$161.21 - $180.02 $103K - $114K
12.8K $2.22M
VDC
Vanguard Consumer Staples ETF

ETFs
431
New
$212.64 - $225.25 $91.6K - $97.1K
431 $92K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.21K
New
$72.91 - $77.23 $88.2K - $93.4K
1.21K $92K
SOXX
Ishares Semiconductor ETF

ETFs
97
+ 4.72%
$236.93 - $271.12 $23K - $26.3K
2.15K $582K
VOE
Vanguard Mid Cap Value Index F

ETFs
502
New
$164.63 - $174.58 $82.6K - $87.6K
502 $87K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.65K
New
$46.69 - $59.27 $76.9K - $97.6K
1.65K $87K
EWA
Ishares Msci Australia ETF

ETFs
3.2K
New
$25.91 - $27.57 $82.8K - $88.1K
3.2K $86K
AFL
Aflac Inc

Financial Services
771
New
$98.09 - $111.7 $75.6K - $86.1K
771 $86K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
49
+ 4.27%
$567.77 - $614.76 $27.8K - $30.1K
1.2K $732K
DVY
Ishares Tr

ETFs
95
+ 1.36%
$133.88 - $142.57 $12.7K - $13.5K
7.09K $1.01M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.16K
New
$24.11 - $24.94 $76.2K - $78.9K
3.16K $78K
EXC
Exelon Corp

Utilities
1.74K
New
$42.73 - $45.54 $74.3K - $79.1K
1.74K $78K
FPX
First Trust Us Equity Opportun

ETFs
473
New
$141.57 - $166.21 $67K - $78.6K
473 $78K
NVS
Novartis Ag

Healthcare
603
New
$113.5 - $129.73 $68.4K - $78.2K
603 $77K
VTI
Vanguard Total Stock Market Et

ETFs
234
New
$303.93 - $329.86 $71.1K - $77.2K
234 $76K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
767
New
$94.17 - $99.95 $72.2K - $76.7K
767 $76K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.21K
New
$60.9 - $70.75 $73.7K - $85.7K
1.21K $75K
OZK
Bank Ozk

Financial Services
1.39K
New
$47.4 - $53.14 $65.7K - $73.7K
1.39K $70K
VGT
Vanguard Information Technolog

ETFs
94
New
$656.44 - $753.15 $61.7K - $70.8K
94 $70K
TECK
Teck Resources LTD

Basic Materials
1.61K
New
$31.27 - $44.1 $50.3K - $71K
1.61K $70K
GDV
Gabelli Dividend & Income Trust

Financial Services
2.61K
New
$25.8 - $27.4 $67.3K - $71.4K
2.61K $70K
ARLP
Alliance Resource Partners LP

Energy
2.71K
New
$22.54 - $28.0 $61K - $75.8K
2.71K $68K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12
+ 0.34%
$459.11 - $506.91 $5.51K - $6.08K
3.51K $1.76M
PDT
John Hancock Premium Dividend Fund

Financial Services
1.95K
+ 0.86%
$13.12 - $13.46 $25.5K - $26.2K
228K $3.04M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
877
New
$68.24 - $73.73 $59.8K - $64.7K
877 $64K
IHF
Ishares Tr

ETFs
1.32K
New
$40.81 - $49.43 $53.7K - $65K
1.32K $64K
PEAK
Healthpeak Properties, Inc.

Real Estate
3.36K
+ 11.78%
N/A
31.9K $604K
MSTR
Microstrategy Inc

Technology
201
New
$300.7 - $455.9 $60.4K - $91.6K
201 $64K
KR
Kroger CO

Consumer Defensive
950
New
$64.52 - $74.35 $61.3K - $70.6K
950 $64K
UNM
Unum Group

Financial Services
769
New
$68.55 - $82.12 $52.7K - $63.2K
769 $59K
NFLX
Netflix Inc

Communication Services
50
New
$1147.87 - $1297.18 $57.4K - $64.9K
50 $59K
ASML
Asml Holding Nv

Technology
60
New
$689.63 - $968.09 $41.4K - $58.1K
60 $58K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
103
New
$473.44 - $553.71 $48.8K - $57K
103 $56K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
457
+ 11.96%
$77.92 - $81.94 $35.6K - $37.4K
4.28K $350K
MSEX
Middlesex Water CO

Utilities
995
New
$51.52 - $56.15 $51.3K - $55.9K
995 $53K
KMB
Kimberly Clark Corp

Consumer Defensive
431
New
$121.72 - $136.77 $52.5K - $58.9K
431 $53K
VO
Vanguard Mid Cap ETF

ETFs
181
New
$279.83 - $293.74 $50.6K - $53.2K
181 $53K
IONQ
Ion Q, Inc.

Technology
867
New
$36.79 - $75.14 $31.9K - $65.1K
867 $53K
ADP
Automatic Data Processing Inc

Industrials
180
New
$288.69 - $310.94 $52K - $56K
180 $52K
FENY
Fidelity Covington Tr Msci Ene

ETFs
2.1K
New
$23.27 - $25.46 $48.8K - $53.4K
2.1K $51K
MPC
Marathon Petroleum Corp

Energy
267
New
$158.59 - $198.69 $42.3K - $53.1K
267 $51K
ES
Eversource Energy

Utilities
712
New
$62.86 - $71.14 $44.8K - $50.7K
712 $50K
GLD
Spdr Gold Trust

ETFs
5
+ 0.52%
$300.96 - $355.47 $1.5K - $1.78K
964 $342K
NXPI
Nxp Semiconductors N.V.

Technology
221
New
$205.16 - $239.07 $45.3K - $52.8K
221 $50K
FVD
First Tr Value Line Divid Inde

ETFs
1.07K
New
$44.73 - $46.86 $47.9K - $50.1K
1.07K $49K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1.23K
New
N/A
1.23K $49K
WFC
Wells Fargo & Company

Financial Services
578
New
$77.05 - $85.16 $44.5K - $49.2K
578 $48K
VLO
Valero Energy Corp

Energy
285
New
$131.77 - $175.63 $37.6K - $50.1K
285 $48K
Activity Summary
Buys All Purchases 321 New Holdings 219 Increased Positions 102 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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