Pathway Financial Advisors LLC Incresed Positions in Q4 2024

Pathway Financial Advisors LLC

  • $421 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
314K
+ 53.33%
$99.85 - $100.22 $31.3M - $31.5M
903K $90.2M
IEMG
Ishares Inc

ETFs
138K
+ 1309.59%
N/A
149K $7.97M
AAPL
Apple Inc.

Technology
1.5K
+ 6.94%
$221.69 - $259.02 $331K - $387K
23.1K $5.77M
HON
Honeywell International Inc

Industrials
74
+ 0.27%
$202.84 - $236.0 $15K - $17.5K
27.9K $6.31M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.05K
+ 59.08%
$96.64 - $101.23 $488K - $511K
13.6K $1.32M
VO
Vanguard Mid Cap ETF

ETFs
1.31K
+ 1.57%
$261.5 - $284.63 $342K - $373K
84.5K $22.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.14K
+ 5.15%
$113.92 - $127.38 $472K - $528K
84.7K $9.76M
IEFA
Ishares Tr

ETFs
5.67K
+ 61.62%
$70.06 - $77.43 $397K - $439K
14.9K $1.04M
EEM
Ishares Msci Emerging Markets

ETFs
10.2K
+ 27.21%
$41.82 - $47.36 $425K - $481K
47.5K $1.99M
GNR
Spdr S&P Global Natural Resour

ETFs
6.41K
+ 107.04%
$48.67 - $58.43 $312K - $375K
12.4K $617K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.8K
+ 89.43%
$56.61 - $61.63 $215K - $234K
8.04K $456K
XJR
Ishares Tresg Screened S&P Sma

ETFs
4.09K
+ 54.47%
$40.62 - $45.4 $166K - $186K
11.6K $477K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.81K
+ 7.91%
$57.78 - $60.4 $278K - $291K
65.6K $3.81M
SHV
Ishares Tr

ETFs
1.2K
+ 10.77%
$109.92 - $110.57 $132K - $133K
12.3K $1.36M
GOOG
Alphabet Inc.

Communication Services
90
+ 2.45%
$163.08 - $198.16 $14.7K - $17.8K
3.77K $717K
MCD
Mcdonalds Corp

Consumer Cyclical
387
+ 24.49%
$288.47 - $316.54 $112K - $123K
1.97K $570K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
3.05K
+ 18.25%
$57.96 - $64.2 $177K - $196K
19.7K $1.15M
PG
Procter & Gamble CO

Consumer Defensive
524
+ 14.66%
$161.05 - $179.7 $84.4K - $94.2K
4.1K $687K
EMR
Emerson Electric CO

Industrials
38
+ 0.88%
$108.13 - $134.33 $4.11K - $5.1K
4.36K $539K
DIS
Walt Disney CO

Communication Services
92
+ 2.72%
$92.39 - $117.6 $8.5K - $10.8K
3.47K $386K
CVX
Chevron Corp

Energy
441
+ 29.07%
$141.15 - $162.53 $62.2K - $71.7K
1.96K $283K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.43K
+ 16.51%
$41.64 - $45.75 $59.6K - $65.5K
10.1K $422K
CSCO
Cisco Systems, Inc.

Technology
172
+ 3.06%
$52.45 - $60.02 $9.02K - $10.3K
5.79K $342K
TJX
Tjx Companies Inc

Consumer Cyclical
161
+ 3.0%
$112.15 - $127.2 $18.1K - $20.5K
5.52K $667K
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.6K
+ 300.0%
$25.93 - $105.3 $326K - $1.33M
16.8K $467K
ETN
Eaton Corp PLC

Industrials
56
+ 3.55%
$326.96 - $377.52 $18.3K - $21.1K
1.63K $541K
TFC
Truist Financial Corp

Financial Services
260
+ 2.19%
$41.51 - $48.1 $10.8K - $12.5K
12.1K $525K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
41
+ 5.82%
$442.29 - $483.08 $18.1K - $19.8K
746 $338K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.57K
+ 9.55%
$44.04 - $49.49 $113K - $127K
29.5K $1.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.9K
+ 200.0%
$22.4 - $68.28 $266K - $812K
17.8K $413K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
24
+ 0.23%
$8.22 - $9.44 $197 - $227
10.6K $93K
TXN
Texas Instruments Inc

Technology
1
+ 0.06%
N/A
1.77K $345K
Matthews Asia Fds
15.3K
+ 68.87%
N/A
37.6K $0
Matthews Intl Fds
152K
+ 85.32%
N/A
329K $0
ABT
Abbott Laboratories

Healthcare
39
+ 0.56%
$111.93 - $119.39 $4.37K - $4.66K
6.98K $789K
ADI
Analog Devices Inc

Technology
88
+ 5.04%
$206.35 - $236.48 $18.2K - $20.8K
1.84K $389K
XLE
Energy Sector Spdr

ETFs
25
+ 0.27%
$83.32 - $97.27 $2.08K - $2.43K
9.15K $783K
VBR
Vanguard Small Cap Value ETF

ETFs
79
+ 0.52%
$197.36 - $217.3 $15.6K - $17.2K
15.2K $3M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
153
+ 2.92%
$64.62 - $71.43 $9.89K - $10.9K
5.39K $348K
KO
Coca Cola CO

Consumer Defensive
66
+ 1.47%
$61.74 - $71.71 $4.07K - $4.73K
4.57K $284K
NEE
Nextera Energy Inc

Utilities
341
+ 6.62%
$69.77 - $85.43 $23.8K - $29.1K
5.49K $393K
ABBV
Abb Vie Inc.

Healthcare
100
+ 3.24%
$164.99 - $203.87 $16.5K - $20.4K
3.18K $565K
XOM
Exxon Mobil Corp

Energy
40
+ 0.79%
$105.51 - $125.37 $4.22K - $5.01K
5.11K $549K
VOE
Vanguard Mid Cap Value Index F

ETFs
124
+ 1.05%
$160.89 - $176.18 $20K - $21.8K
11.9K $1.92M
MU
Micron Technology Inc

Technology
43
+ 1.35%
$84.16 - $113.41 $3.62K - $4.88K
3.22K $270K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.7K
+ 100.0%
$18.41 - $40.87 $271K - $603K
29.5K $545K
VEA
Vanguard Ftse Developed Market

ETFs
86
+ 0.62%
$47.57 - $52.44 $4.09K - $4.51K
13.9K $665K
JNJ
Johnson & Johnson

Healthcare
74
+ 1.49%
$143.34 - $165.86 $10.6K - $12.3K
5.05K $730K
DSCF
Ea Series Trust Discipline Fd

ETFs
975
+ 1.15%
$22.29 - $23.51 $21.7K - $22.9K
85.7K $1.91M
Activity Summary
Buys All Purchases 66 New Holdings 10 Increased Positions 56 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pathway Financial Advisors LLC Portfolio

Follow Pathway Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pathway Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathway Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email