Pathway Financial Advisers, LLC New Holdings in Q3 2025

Pathway Financial Advisers, LLC

  • $335 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
168
New
$167.06 - $208.19 $28.1K - $35K
168 $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
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
BOTZ
Global X Fds

ETFs
928
New
$32.14 - $35.96 $29.8K - $33.4K
928 $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
SLB
Schlumberger Limited

Energy
927
New
$32.37 - $37.31 $30K - $34.6K
927 $31K
NGG
National Grid PLC

Utilities
430
New
$67.98 - $74.38 $29.2K - $32K
430 $31K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
591
New
$47.56 - $49.7 $28.1K - $29.4K
591 $29K
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
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
ABNB
Airbnb, Inc.

Consumer Cyclical
200
New
$118.3 - $142.16 $23.7K - $28.4K
200 $24K
KKR
Kkr & Co. Inc.

Financial Services
187
New
$129.95 - $152.16 $24.3K - $28.5K
187 $24K
RVT
Royce Value Trust, Inc.

Financial Services
1.5K
New
$14.94 - $16.5 $22.3K - $24.7K
1.5K $24K
KBE
Spdr S&P Bank ETF

ETFs
413
New
$55.26 - $61.99 $22.8K - $25.6K
413 $24K
VMC
Vulcan Materials CO

Basic Materials
77
New
$260.62 - $307.62 $20.1K - $23.7K
77 $23K
XLP
Consumer Staples Sector Spdr

ETFs
310
New
N/A
310 $23K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
536
New
$42.43 - $45.05 $22.7K - $24.1K
536 $23K
TM
Toyota Motor Corp

Consumer Cyclical
120
New
$167.86 - $202.79 $20.1K - $24.3K
120 $22K
GUT
Gabelli Utility Trust

Financial Services
3.72K
New
$5.8 - $6.18 $21.6K - $23K
3.72K $22K
WLK
Westlake Corp

Basic Materials
289
New
$75.43 - $90.6 $21.8K - $26.2K
289 $22K
SNOW
Snowflake Inc.

Technology
99
New
$191.73 - $241.0 $19K - $23.9K
99 $22K
SYK
Stryker Corp

Healthcare
58
New
$368.57 - $403.53 $21.4K - $23.4K
58 $21K
AZN
Astrazeneca PLC

Healthcare
286
New
$68.72 - $82.11 $19.7K - $23.5K
286 $21K
ADBE
Adobe Inc.

Technology
58
New
$333.65 - $392.1 $19.4K - $22.7K
58 $20K
SPG
Simon Property Group Inc

Real Estate
110
New
$159.93 - $187.67 $17.6K - $20.6K
110 $20K
UMH
Umh Properties, Inc.

Real Estate
1.37K
New
$14.69 - $17.34 $20.1K - $23.7K
1.37K $20K
SCHW
Schwab Charles Corp

Financial Services
208
New
$91.03 - $98.69 $18.9K - $20.5K
208 $19K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
45
New
$393.18 - $439.39 $17.7K - $19.8K
45 $19K
C
Citigroup Inc

Financial Services
195
New
$85.57 - $103.49 $16.7K - $20.2K
195 $19K
SFL
Sfl Corp Ltd.

Industrials
2.65K
New
$7.53 - $9.48 $20K - $25.1K
2.65K $19K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
1.8K
New
$9.52 - $10.0 $17.1K - $18K
1.8K $17K
HYG
Ishares Tr

ETFs
207
New
$79.85 - $81.32 $16.5K - $16.8K
207 $16K
IWF
Ishares Russell 1000 Gr ETF

ETFs
35
New
$420.11 - $472.68 $14.7K - $16.5K
35 $16K
CLX
Clorox CO

Consumer Defensive
136
New
$117.67 - $131.43 $16K - $17.9K
136 $16K
MP
Mp Materials Corp.

Basic Materials
225
New
$30.03 - $77.13 $6.76K - $17.4K
225 $15K
CTOS
Custom Truck One Source, Inc.

Industrials
2.19K
New
$4.9 - $6.42 $10.7K - $14K
2.19K $14K
IBB
Ishares Biotechnology ETF

ETFs
103
New
$127.63 - $144.37 $13.1K - $14.9K
103 $14K
VUG
Vanguard Growth ETF

ETFs
31
New
$433.97 - $484.08 $13.5K - $15K
31 $14K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
175
New
$79.76 - $85.78 $14K - $15K
175 $14K
PYPL
Pay Pal Holdings, Inc.

Financial Services
200
New
$65.64 - $78.22 $13.1K - $15.6K
200 $13K
NDAQ
Nasdaq, Inc.

Financial Services
151
New
$86.73 - $96.94 $13.1K - $14.6K
151 $13K
AWK
American Water Works Company, Inc.

Utilities
95
New
$135.05 - $147.0 $12.8K - $14K
95 $13K
REXR
Rexford Industrial Realty, Inc.

Real Estate
335
New
$35.43 - $43.53 $11.9K - $14.6K
335 $13K
ARCC
Ares Capital Corp

Financial Services
680
New
$20.41 - $23.25 $13.9K - $15.8K
680 $13K
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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