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
Healthcare Rlty Tr Cl A Com
21
+ 1.69%
N/A
1.26K $0
META
Meta Platforms, Inc.

Communication Services
1
+ 2.56%
$554.08 - $632.68 $554 - $633
40 $23K
VLO
Valero Energy Corp

Energy
56
+ 32.37%
$118.59 - $144.02 $6.64K - $8.07K
229 $28K
SCI
Service Corp International

Consumer Cyclical
2
+ 0.63%
$73.36 - $88.6 $147 - $177
317 $25K
XLP
Consumer Staples Sector Spdr

ETFs
1
+ 0.33%
N/A
308 $23K
UMH
Umh Properties, Inc.

Real Estate
15
+ 1.16%
$18.21 - $19.85 $273 - $298
1.31K $24K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.46%
$131.76 - $143.99 $132 - $144
220 $28K
BOTZ
Global X Fds

ETFs
1
+ 0.11%
$31.11 - $34.18 $31.1 - $34.2
925 $29K
Labcorp Holdings Inc Com Shs
1
+ 0.73%
N/A
138 $0
FDL
First Tr Morningstar Dividend

ETFs
5
+ 0.68%
$39.59 - $43.95 $198 - $220
736 $29K
PANW
Palo Alto Networks Inc

Technology
80
+ 81.63%
$181.96 - $405.9 $14.6K - $32.5K
178 $32K
SCHP
Schwab Strategic Us Tips ETF

ETFs
655
+ 101.87%
$25.74 - $53.78 $16.9K - $35.2K
1.3K $33K
Fidelity Wise Origin Bitcoin Fund
1K
+ 160.77%
N/A
1.62K $0
KMI
Kinder Morgan, Inc.

Energy
1
+ 0.06%
$22.59 - $28.54 $22.6 - $28.5
1.59K $43K
MCHP
Microchip Technology Inc

Technology
3
+ 0.68%
$55.51 - $79.05 $167 - $237
442 $25K
AEE
Ameren Corp

Utilities
1
+ 0.24%
$85.81 - $94.98 $85.8 - $95
424 $37K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1
+ 0.65%
$238.25 - $261.28 $238 - $261
154 $37K
DHS
Wisdomtree Tr U.S

ETFs
4
+ 0.99%
$92.66 - $100.58 $371 - $402
407 $37K
HON
Honeywell International Inc

Industrials
1
+ 0.52%
$202.84 - $236.0 $203 - $236
194 $43K
IRT
Independence Realty Trust, Inc.

Real Estate
9
+ 0.46%
$18.78 - $22.01 $169 - $198
1.97K $38K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
2.97K
+ 88.56%
$11.02 - $12.05 $32.8K - $35.8K
6.33K $71K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
272
+ 28.97%
$42.05 - $48.31 $11.4K - $13.1K
1.21K $56K
WLK
Westlake Corp

Basic Materials
2
+ 0.71%
$113.23 - $148.98 $226 - $298
284 $32K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 0.1%
$43.37 - $51.46 $43.4 - $51.5
985 $47K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.56%
$261.5 - $284.63 $262 - $285
179 $47K
RIO
Rio Tinto PLC

Basic Materials
64
+ 9.6%
$58.59 - $71.15 $3.75K - $4.55K
731 $42K
FVD
First Tr Value Line Divid Inde

ETFs
7
+ 0.67%
$43.4 - $46.7 $304 - $327
1.05K $45K
JEPI
J P Morgan Exchange Traded Fd

ETFs
141
+ 17.03%
$57.53 - $60.83 $8.11K - $8.58K
969 $55K
FPX
First Trust Us Equity Opportun

ETFs
1
+ 0.21%
$109.38 - $131.9 $109 - $132
471 $56K
FENY
Fidelity Covington Tr Msci Ene

ETFs
23
+ 1.01%
$23.14 - $26.91 $532 - $619
2.31K $55K
UNM
Unum Group

Financial Services
4
+ 0.4%
$58.88 - $77.07 $236 - $308
996 $72K
KMB
Kimberly Clark Corp

Consumer Defensive
3
+ 0.71%
$130.37 - $146.09 $391 - $438
424 $55K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
+ 0.65%
$338.38 - $446.21 $338 - $446
155 $67K
PSA
Public Storage

Real Estate
2
+ 1.2%
$289.33 - $360.21 $579 - $720
169 $50K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
71
+ 7.16%
$63.19 - $73.31 $4.49K - $5.21K
1.06K $73K
MSEX
Middlesex Water CO

Utilities
1
+ 0.1%
$52.63 - $69.7 $52.6 - $69.7
995 $52K
MO
Altria Group, Inc.

Consumer Defensive
23
+ 1.79%
$49.06 - $57.74 $1.13K - $1.33K
1.31K $68K
KR
Kroger CO

Consumer Defensive
3
+ 0.25%
$55.21 - $63.3 $166 - $190
1.22K $74K
MPC
Marathon Petroleum Corp

Energy
1
+ 0.23%
$131.65 - $174.84 $132 - $175
437 $60K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5
+ 0.67%
$91.94 - $100.02 $460 - $500
756 $70K
ORCL
Oracle Corp

Technology
2
+ 0.46%
$165.41 - $192.43 $331 - $385
437 $72K
IHF
Ishares Tr

ETFs
3
+ 0.23%
$47.41 - $56.83 $142 - $170
1.31K $62K
VOE
Vanguard Mid Cap Value Index F

ETFs
49
+ 10.91%
$160.89 - $176.18 $7.88K - $8.63K
498 $80K
PLD
Prologis, Inc.

Real Estate
106
+ 17.21%
$101.4 - $126.96 $10.7K - $13.5K
722 $76K
VHT
Vanguard Health Care ETF

ETFs
13
+ 4.51%
$250.81 - $283.3 $3.26K - $3.68K
301 $76K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1
+ 0.06%
$47.29 - $84.74 $47.3 - $84.7
1.62K $120K
FDX
Fedex Corp

Industrials
2
+ 0.65%
$260.5 - $305.15 $521 - $610
309 $86K
LHX
L3 Harris Technologies, Inc.

Industrials
2
+ 0.54%
$208.94 - $264.22 $418 - $528
375 $78K
TAP
Molson Coors Beverage CO

Consumer Defensive
320
+ 20.32%
$53.97 - $63.88 $17.3K - $20.4K
1.9K $108K
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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