Pathway Financial Advisors LLC Purchases in Q4 2025

Pathway Financial Advisors LLC

  • $704 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
21K
+ 4.32%
$182.87 - $189.72 $3.84M - $3.98M
507K $94.9M
VUG
Vanguard Growth ETF

ETFs
6.34K
+ 3.34%
$470.44 - $504.26 $2.98M - $3.19M
196K $94.8M
IEFA
Ishares Tr

ETFs
35.1K
+ 14.01%
$86.09 - $89.88 $3.02M - $3.15M
285K $25.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
29.6K
+ 37.55%
$91.46 - $91.76 $2.71M - $2.72M
108K $9.94M
IEMG
Ishares Inc

ETFs
31.5K
+ 7.07%
N/A
478K $25.6M
XLK
Technology Sector Spdr

ETFs
5.6K
+ 99.96%
$278.39 - $304.13 $1.56M - $1.7M
11.2K $3.23M
VO
Vanguard Mid Cap ETF

ETFs
8.28K
+ 6.15%
$286.27 - $296.23 $2.37M - $2.45M
143K $41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.9K
+ 7.29%
$114.27 - $121.15 $1.59M - $1.68M
205K $23.9M
NOW
Service Now, Inc.

Technology
1.2K
+ 400.0%
$835.79 - $946.29 $1.01M - $1.14M
1.51K $1.26M
BKCI
Bny Mellon ETF Tr Concentrated
18K
+ 9.96%
$51.05 - $53.08 $919K - $955K
199K $10.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
13.5K
+ 2.72%
$59.84 - $60.54 $806K - $816K
510K $30.6M
UITB
Usaa ETF Tr Core Intermediate

ETFs
15K
+ 4.08%
$47.38 - $47.93 $709K - $717K
382K $18.1M
GUNR
Flexshares Tr Morningstar Glob

ETFs
7.51K
+ 2.03%
$42.74 - $44.85 $321K - $337K
377K $16.8M
ACWI
Ishares Msci Acwi ETF

ETFs
1.08K
+ 0.44%
$135.71 - $142.56 $146K - $153K
245K $34.4M
XLE
Energy Sector Spdr

ETFs
5.98K
+ 100.0%
$85.22 - $92.02 $509K - $550K
12K $1.1M
MXI
Ishares Global Materials ETF

ETFs
5.97K
+ 3.31%
$87.96 - $93.19 $525K - $556K
186K $17.1M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
3.45K
+ 6.66%
$66.27 - $69.46 $229K - $240K
55.3K $3.81M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.77K
New
$132.94 - $139.8 $235K - $247K
1.77K $242K
ISRG
Intuitive Surgical Inc

Healthcare
414
New
$429.59 - $576.2 $178K - $239K
414 $226K
CSCO
Cisco Systems, Inc.

Technology
2.71K
New
$67.46 - $78.0 $183K - $211K
2.71K $210K
MDT
Medtronic PLC

Healthcare
2.03K
New
$90.06 - $98.43 $183K - $200K
2.03K $195K
STX
Seagate Technology Holdings PLC

Technology
718
New
$211.63 - $293.99 $152K - $211K
718 $185K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.08K
+ 7.57%
$99.87 - $101.27 $108K - $109K
15.3K $1.53M
IQLT
Ishares Msci Intl Quality Fact

ETFs
986
+ 3.99%
$43.84 - $45.35 $43.2K - $44.7K
25.7K $1.15M
DSCF
Ea Series Trust Discipline Fd

ETFs
1.1K
+ 1.25%
$23.98 - $24.42 $26.3K - $26.7K
88.4K $2.14M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
333
+ 0.98%
$52.54 - $55.77 $17.5K - $18.6K
34.3K $1.88M
AMZN
Amazon Com Inc

Consumer Cyclical
5
+ 0.21%
$213.04 - $254.0 $1.07K - $1.27K
2.41K $565K
UPS
United Parcel Service Inc

Industrials
18
+ 0.63%
$82.87 - $97.4 $1.49K - $1.75K
2.86K $269K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
351
+ 6.29%
$74.84 - $78.22 $26.3K - $27.5K
5.93K $453K
XOM
Exxon Mobil Corp

Energy
3
+ 0.08%
$110.64 - $119.78 $332 - $359
3.89K $457K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.02%
$321.8 - $337.95 $322 - $338
4.6K $1.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.8%
$475.68 - $513.11 $2.85K - $3.08K
754 $383K
SCHG
Schwab Strategic Tr Us Large C

ETFs
14
+ 0.08%
$31.41 - $33.69 $440 - $472
16.9K $544K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.01%
N/A
41K $7.47M
XJR
Ishares Tresg Screened S&P Sma

ETFs
371
+ 3.12%
$40.74 - $43.22 $15.1K - $16K
12.2K $505K
Vanguard Instl Index Fd
60.1K
+ 17.22%
N/A
409K $0
CVX
Chevron Corp

Energy
1
+ 0.05%
$148.9 - $157.72 $149 - $158
1.82K $282K
Gmo ETF Trust
5.02K
+ 11.32%
N/A
49.4K $0
Ge Vernova Inc
306
New
N/A
306 $0
Matthews Asia Fds
230
+ 0.27%
N/A
85.9K $0
Solstice Advanced Matls Inc
6.78K
New
N/A
6.78K $0
Morgan Stanley ETF Trust
552
+ 2.83%
N/A
20.1K $0
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
161
+ 1.52%
$42.41 - $44.49 $6.83K - $7.16K
10.7K $462K
VB
Vanguard Small Cap ETF

ETFs
278
+ 1.43%
$248.1 - $260.08 $69K - $72.3K
19.7K $4.91M
Activity Summary
Buys All Purchases 45 New Holdings 7 Increased Positions 38 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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