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
DGRO
Ishares Core Dividend Growth E

ETFs
196
New
$64.12 - $68.08 $12.6K - $13.3K
196 $13K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
179
New
$70.77 - $73.59 $12.7K - $13.2K
179 $13K
VTV
Vanguard Value ETF

ETFs
73
New
$175.51 - $186.57 $12.8K - $13.6K
73 $13K
IDCC
Inter Digital, Inc.

Communication Services
38
New
$221.35 - $349.23 $8.41K - $13.3K
38 $13K
BANX
Arrow Mark Financial Corp.

Financial Services
557
New
$20.4 - $22.85 $11.4K - $12.7K
557 $12K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
716
New
$16.46 - $17.1 $11.8K - $12.2K
716 $12K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
750
New
$16.64 - $17.8 $12.5K - $13.4K
750 $12K
VCR
Vanguard Consumer Discretionar

ETFs
30
New
$359.61 - $401.35 $10.8K - $12K
30 $11K
SNSR
Global X Fds Internet Of Thing

ETFs
290
New
$36.13 - $39.89 $10.5K - $11.6K
290 $11K
FSK
Fs Kkr Capital Corp

Financial Services
755
New
$14.93 - $22.48 $11.3K - $17K
755 $11K
HTGC
Hercules Capital, Inc.

Financial Services
577
New
$18.34 - $19.53 $10.6K - $11.3K
577 $10K
TROW
Price T Rowe Group Inc

Financial Services
105
New
$98.67 - $111.52 $10.4K - $11.7K
105 $10K
SCI
Service Corp International

Consumer Cyclical
125
New
$75.63 - $83.25 $9.45K - $10.4K
125 $10K
NXST
Nexstar Media Group, Inc.

Communication Services
48
New
$176.71 - $211.31 $8.48K - $10.1K
48 $9K
QUAL
Ishares Msci Usa Quality Facto

ETFs
51
New
$182.33 - $194.5 $9.3K - $9.92K
51 $9K
ARKG
Ark Genomic Revolution ETF (De

ETFs
351
New
$22.91 - $27.85 $8.04K - $9.78K
351 $9K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
336
New
$23.54 - $23.97 $7.91K - $8.05K
336 $8K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
50
New
$148.97 - $165.88 $7.45K - $8.29K
50 $8K
USA
Liberty All Star Equity Fund

Financial Services
1.25K
New
$6.34 - $6.94 $7.93K - $8.68K
1.25K $7K
ZS
Zscaler, Inc.

Technology
26
New
$267.68 - $316.5 $6.96K - $8.23K
26 $7K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
34
New
$173.23 - $213.34 $5.89K - $7.25K
34 $7K
RF
Regions Financial Corp

Financial Services
282
New
$24.03 - $27.41 $6.78K - $7.73K
282 $7K
HDV
Ishares Core High Dividend ETF

ETFs
55
New
$118.16 - $123.66 $6.5K - $6.8K
55 $6K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
87
New
$48.39 - $77.69 $4.21K - $6.76K
87 $6K
FISV
Fiserv Inc

Technology
53
New
N/A
53 $6K
CBT
Cabot Corp

Basic Materials
71
New
$72.0 - $82.94 $5.11K - $5.89K
71 $5K
WSO
Watsco Inc

Industrials
13
New
$381.94 - $489.97 $4.97K - $6.37K
13 $5K
MLPA
Global X Mlp ETF

ETFs
104
New
$48.25 - $51.56 $5.02K - $5.36K
104 $5K
PH
Parker Hannifin Corp

Industrials
6
New
$697.13 - $769.67 $4.18K - $4.62K
6 $4K
TW
Tradeweb Markets Inc.

Financial Services
41
New
$110.5 - $146.12 $4.53K - $5.99K
41 $4K
CDNS
Cadence Design Systems Inc

Technology
14
New
$309.46 - $373.37 $4.33K - $5.23K
14 $4K
OKTA
Okta, Inc.

Technology
34
New
$88.51 - $101.1 $3.01K - $3.44K
34 $3K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
30
New
$86.07 - $90.74 $2.58K - $2.72K
30 $2K
DEEP
ETF Ser Solutions Roundhill Ac

Technology
78
New
$32.37 - $37.59 $2.52K - $2.93K
78 $2K
SPOT
Spotify Technology S.A.

Communication Services
3
New
$620.01 - $738.53 $1.86K - $2.22K
3 $2K
UAL
United Airlines Holdings, Inc.

Industrials
30
New
$80.05 - $109.36 $2.4K - $3.28K
30 $2K
PATH
Ui Path, Inc.

Technology
192
New
$10.44 - $13.38 $2K - $2.57K
192 $2K
ACM
Aecom

Industrials
12
New
$111.08 - $132.99 $1.33K - $1.6K
12 $1K
RUM
Rumble Inc.

Technology
228
New
$7.11 - $10.02 $1.62K - $2.28K
228 $1K
PRIM
Primoris Services Corp

Industrials
12
New
$79.61 - $137.33 $955 - $1.65K
12 $1K
Ishares Bitcoin Trust ETF
1.02K
New
N/A
1.02K $0
Labcorp Holdings Inc Com Shs
139
New
N/A
139 $0
Circle Internet Group Inc Com Cl A
42
New
N/A
42 $0
Karman Hldgs Inc Common Stock
328
New
N/A
328 $0
STRV
Ea Ser Tr Strive 500 ETF
442
New
N/A
442 $0
Arista Networks Inc Com Shs
7.16K
New
N/A
7.16K $0
Siriusxm Holdings Inc Common Stock
21
New
N/A
21 $0
Canadian Pac Kans City LTD Isin #Ca13646 K1084 Sedol #Bmbqr09
1.21K
New
N/A
1.21K $0
Coreweave Inc Com Cl A
98
New
N/A
98 $0
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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