Pathway Financial Advisers, LLC Incresed Positions in Q4 2024

Pathway Financial Advisers, LLC

  • $292 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
50
+ 3.63%
$614.46 - $829.55 $30.7K - $41.5K
1.43K $900K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
1.88K
+ 0.7%
$3.86 - $4.04 $7.26K - $7.6K
270K $1.06M
MRVL
Marvell Technology, Inc.

Technology
91
+ 0.6%
$70.31 - $124.78 $6.4K - $11.4K
15.2K $1.68M
PRU
Prudential Financial Inc

Financial Services
25
+ 0.27%
$114.59 - $129.52 $2.86K - $3.24K
9.13K $1.08M
V
Visa Inc.

Financial Services
112
+ 2.78%
$273.87 - $320.91 $30.7K - $35.9K
4.14K $1.31M
USB
Us Bancorp \De\

Financial Services
392
+ 1.61%
$43.98 - $53.66 $17.2K - $21K
24.7K $1.18M
MPLX
Mplx LP

Energy
1.06K
+ 4.06%
$43.77 - $51.66 $46.3K - $54.7K
27.1K $1.3M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
145
+ 1.31%
$99.2 - $108.47 $14.4K - $15.7K
11.2K $1.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
183
+ 8.85%
$567.81 - $607.81 $104K - $111K
2.25K $1.32M
ADC
Agree Realty Corp

Real Estate
449
+ 2.75%
$69.44 - $77.65 $31.2K - $34.9K
16.7K $1.18M
FDIS
Fidelity Covington Tr Msci Con

ETFs
85
+ 0.55%
$85.33 - $104.24 $7.25K - $8.86K
15.6K $1.52M
GPC
Genuine Parts CO

Consumer Cyclical
152
+ 1.52%
$113.11 - $143.63 $17.2K - $21.8K
10.2K $1.19M
UNP
Union Pacific Corp

Industrials
93
+ 1.63%
$223.15 - $249.32 $20.8K - $23.2K
5.79K $1.32M
SLF
Sun Life Financial Inc

Financial Services
609
+ 2.35%
$55.43 - $62.69 $33.8K - $38.2K
26.6K $1.58M
PSX
Phillips 66

Energy
222
+ 1.93%
$110.35 - $138.93 $24.5K - $30.8K
11.7K $1.33M
GD
General Dynamics Corp

Industrials
65
+ 1.29%
$260.28 - $314.03 $16.9K - $20.4K
5.12K $1.35M
WEC
Wec Energy Group, Inc.

Utilities
481
+ 2.8%
$92.94 - $101.82 $44.7K - $49K
17.7K $1.66M
NOC
Northrop Grumman Corp

Industrials
76
+ 2.3%
$466.52 - $543.88 $35.5K - $41.3K
3.38K $1.59M
AEP
American Electric Power CO Inc

Utilities
90
+ 0.47%
$90.91 - $102.21 $8.18K - $9.2K
19.4K $1.79M
TFC
Truist Financial Corp

Financial Services
86
+ 0.18%
$41.51 - $48.1 $3.57K - $4.14K
48.3K $2.09M
QCOM
Qualcomm Inc

Technology
588
+ 4.54%
$150.4 - $178.04 $88.4K - $105K
13.5K $2.08M
UL
Unilever PLC

Consumer Defensive
146
+ 0.4%
$56.7 - $64.64 $8.28K - $9.44K
36.7K $2.08M
MRK
Merck & Co., Inc.

Healthcare
231
+ 1.04%
$96.31 - $114.76 $22.2K - $26.5K
22.5K $2.24M
WM
Waste Management Inc

Industrials
216
+ 1.6%
$201.79 - $228.46 $43.6K - $49.3K
13.7K $2.77M
APD
Air Products & Chemicals, Inc.

Basic Materials
193
+ 1.99%
$285.5 - $335.62 $55.1K - $64.8K
9.91K $2.88M
PDT
John Hancock Premium Dividend Fund

Financial Services
1.43K
+ 0.65%
$12.01 - $13.54 $17.2K - $19.3K
222K $2.83M
VICI
Vici Properties Inc.

Real Estate
1.69K
+ 1.8%
$28.27 - $33.19 $47.8K - $56.1K
95.5K $2.79M
RTX
Raytheon Technologies Corp

Industrials
273
+ 1.05%
$114.45 - $127.21 $31.2K - $34.7K
26.4K $3.05M
PM
Philip Morris International Inc.

Consumer Defensive
491
+ 1.85%
$118.38 - $133.06 $58.1K - $65.3K
27K $3.25M
JNJ
Johnson & Johnson

Healthcare
89
+ 0.44%
$143.34 - $165.86 $12.8K - $14.8K
20.1K $2.91M
OHI
Omega Healthcare Investors Inc

Real Estate
483
+ 0.55%
$37.51 - $42.56 $18.1K - $20.6K
89K $3.37M
MCD
Mcdonalds Corp

Consumer Cyclical
62
+ 0.52%
$288.47 - $316.54 $17.9K - $19.6K
12K $3.46M
VIG
Vanguard Dividend Appreciation

ETFs
624
+ 3.37%
N/A
19.2K $3.49M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.01%
$485.52 - $625.25 $486 - $625
6.68K $3.38M
MSFT
Microsoft Corp

Technology
195
+ 2.1%
$406.35 - $454.46 $79.2K - $88.6K
9.49K $4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
100K
+ 202.71%
$26.93 - $84.95 $2.7M - $8.52M
150K $4.09M
PG
Procter & Gamble CO

Consumer Defensive
111
+ 0.44%
$161.05 - $179.7 $17.9K - $19.9K
25.6K $4.29M
AMGN
Amgen Inc

Healthcare
132
+ 0.95%
$258.78 - $328.31 $34.2K - $43.3K
14K $3.64M
VZ
Verizon Communications Inc

Communication Services
903
+ 0.9%
$39.6 - $45.21 $35.8K - $40.8K
101K $4.04M
O
Realty Income Corp

Real Estate
1.29K
+ 1.47%
$51.76 - $64.71 $66.8K - $83.5K
89.3K $4.77M
LMT
Lockheed Martin Corp

Industrials
125
+ 1.29%
$479.66 - $614.62 $60K - $76.8K
9.84K $4.78M
PEP
Pepsico Inc

Consumer Defensive
428
+ 1.2%
$151.29 - $176.1 $64.8K - $75.4K
36.2K $5.5M
ABBV
Abb Vie Inc.

Healthcare
37
+ 0.11%
$164.99 - $203.87 $6.1K - $7.54K
32.7K $5.81M
JPM
Jpmorgan Chase & CO

Financial Services
79
+ 0.24%
$205.18 - $250.29 $16.2K - $19.8K
32.6K $7.81M
Activity Summary
Buys All Purchases 230 New Holdings 35 Increased Positions 195 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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