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
XLK
Technology Sector Spdr

ETFs
7
+ 0.45%
$250.97 - $282.66 $1.76K - $1.98K
1.57K $441K
BMO
Bank Of Montreal

Financial Services
348
New
$110.44 - $130.66 $38.4K - $45.5K
348 $45K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
460
New
$90.62 - $107.71 $41.7K - $49.5K
460 $45K
VHT
Vanguard Health Care ETF

ETFs
175
New
$239.12 - $259.95 $41.8K - $45.5K
175 $45K
KMI
Kinder Morgan, Inc.

Energy
1.59K
New
$26.23 - $28.5 $41.7K - $45.3K
1.59K $44K
AEE
Ameren Corp

Utilities
424
New
$95.0 - $104.38 $40.3K - $44.3K
424 $44K
CARR
Carrier Global Corp

Industrials
740
New
$58.75 - $80.73 $43.5K - $59.7K
740 $44K
MLM
Martin Marietta Materials Inc

Basic Materials
68
New
$546.36 - $631.12 $37.2K - $42.9K
68 $42K
NEM
Newmont Corp

Basic Materials
507
New
$57.35 - $85.25 $29.1K - $43.2K
507 $42K
PEBO
Peoples Bancorp Inc

Financial Services
2.01K
+ 6.07%
$28.16 - $32.1 $56.6K - $64.5K
35.1K $1.05M
DHS
Wisdomtree Tr U.S

ETFs
418
New
$96.42 - $101.82 $40.3K - $42.6K
418 $42K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
817
New
$49.48 - $53.78 $40.4K - $43.9K
817 $42K
TRV
Travelers Companies, Inc.

Financial Services
151
New
$250.62 - $279.43 $37.8K - $42.2K
151 $42K
FCOM
Fidelity Covington Tr Msci Com

ETFs
597
New
$63.98 - $72.59 $38.2K - $43.3K
597 $42K
HON
Honeywell International Inc

Industrials
197
New
$207.7 - $240.4 $40.9K - $47.4K
197 $41K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
603
New
N/A
603 $39K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
9.43K
+ 4.64%
$9.36 - $9.87 $88.3K - $93.1K
213K $2.02M
PCEF
Invesco Cef Income Composite E

ETFs
1.96K
New
$19.5 - $20.24 $38.3K - $39.7K
1.96K $39K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
50
+ 4.52%
$195.29 - $223.85 $9.76K - $11.2K
1.16K $256K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
593
New
$62.09 - $66.51 $36.8K - $39.4K
593 $38K
BKH
Black Hills Corp

Utilities
613
New
$55.87 - $61.62 $34.2K - $37.8K
613 $37K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
5.42K
New
$6.44 - $6.96 $34.9K - $37.7K
5.42K $37K
COP
Conocophillips

Energy
398
New
$91.0 - $98.99 $36.2K - $39.4K
398 $37K
BA
Boeing CO

Industrials
175
New
$209.79 - $237.38 $36.7K - $41.5K
175 $37K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
111
New
$275.84 - $326.36 $30.6K - $36.2K
111 $36K
MA
Mastercard Inc

Financial Services
58
+ 12.06%
$550.18 - $598.96 $31.9K - $34.7K
539 $306K
CRS
Carpenter Technology Corp

Industrials
149
New
$232.4 - $287.42 $34.6K - $42.8K
149 $36K
BX
Blackstone Inc.

Financial Services
10
+ 0.63%
$152.77 - $188.68 $1.53K - $1.89K
1.59K $270K
PANW
Palo Alto Networks Inc

Technology
168
New
$167.06 - $208.19 $28.1K - $35K
168 $34K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
2.94K
New
$10.78 - $11.84 $31.7K - $34.8K
2.94K $34K
XLI
Industrial Sector Spdr

ETFs
220
New
$147.94 - $154.99 $32.5K - $34.1K
220 $33K
FDX
Fedex Corp

Industrials
140
New
$217.1 - $243.2 $30.4K - $34K
140 $33K
BOTZ
Global X Fds

ETFs
928
New
$32.14 - $35.96 $29.8K - $33.4K
928 $32K
FDL
First Tr Morningstar Dividend

ETFs
750
New
$41.96 - $44.59 $31.5K - $33.4K
750 $32K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
2.66K
New
$11.27 - $12.14 $30K - $32.3K
2.66K $32K
ROK
Rockwell Automation, Inc

Industrials
94
New
$328.67 - $358.52 $30.9K - $33.7K
94 $32K
IRT
Independence Realty Trust, Inc.

Real Estate
2K
New
$16.35 - $18.11 $32.6K - $36.1K
2K $32K
NGG
National Grid PLC

Utilities
430
New
$67.98 - $74.38 $29.2K - $32K
430 $31K
SLB
Schlumberger Limited

Energy
927
New
$32.37 - $37.31 $30K - $34.6K
927 $31K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
591
New
$47.56 - $49.7 $28.1K - $29.4K
591 $29K
VNQ
Vanguard Specialized Funds Van

ETFs
324
New
$88.47 - $93.24 $28.7K - $30.2K
324 $29K
CB
Chubb LTD

Financial Services
101
New
$265.99 - $289.59 $26.9K - $29.2K
101 $28K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
2.23K
New
$11.55 - $12.56 $25.8K - $28K
2.23K $28K
WPM
Wheaton Precious Metals Corp.

Basic Materials
253
New
$86.72 - $111.84 $21.9K - $28.3K
253 $28K
MCHP
Microchip Technology Inc

Technology
447
New
$60.95 - $75.26 $27.2K - $33.6K
447 $28K
KKR
Kkr & Co. Inc.

Financial Services
187
New
$129.95 - $152.16 $24.3K - $28.5K
187 $24K
ABNB
Airbnb, Inc.

Consumer Cyclical
200
New
$118.3 - $142.16 $23.7K - $28.4K
200 $24K
KBE
Spdr S&P Bank ETF

ETFs
413
New
$55.26 - $61.99 $22.8K - $25.6K
413 $24K
RVT
Royce Value Trust, Inc.

Financial Services
1.5K
New
$14.94 - $16.5 $22.3K - $24.7K
1.5K $24K
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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