Pathway Financial Advisors LLC Incresed Positions in Q1 2025

Pathway Financial Advisors LLC

  • $517 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
538K
+ 59.62%
$99.85 - $100.19 $53.7M - $53.9M
1.44M $144M
VGIT
Vanguard Intermediate Term Tre

ETFs
234K
+ 356.07%
$57.44 - $59.4 $13.4M - $13.9M
299K $17.8M
VTV
Vanguard Value ETF

ETFs
43.5K
+ 14.87%
$167.73 - $179.21 $7.29M - $7.79M
336K $57.4M
IEMG
Ishares Inc

ETFs
87.4K
+ 58.83%
N/A
236K $12.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
49.8K
+ 442.35%
$91.45 - $91.75 $4.55M - $4.57M
61.1K $5.6M
VO
Vanguard Mid Cap ETF

ETFs
11.2K
+ 13.25%
$251.87 - $277.95 $2.82M - $3.11M
95.7K $24.6M
VUG
Vanguard Growth ETF

ETFs
18.6K
+ 15.8%
$369.1 - $427.61 $6.88M - $7.97M
137K $50.6M
GUNR
Flexshares Tr Morningstar Glob

ETFs
36.1K
+ 17.29%
$36.6 - $39.56 $1.32M - $1.43M
245K $9.51M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25.1K
+ 29.65%
$102.49 - $119.96 $2.57M - $3.01M
110K $11.5M
MXI
Ishares Global Materials ETF

ETFs
13.4K
+ 10.04%
$77.39 - $84.98 $1.04M - $1.14M
147K $12.1M
BRP
Brp Group, Inc.

Financial Services
25.5K
+ 22.09%
N/A
141K $5.63M
UITB
Usaa ETF Tr Core Intermediate

ETFs
18.2K
+ 12.93%
$45.41 - $47.18 $824K - $856K
159K $7.42M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
10.2K
+ 51.48%
$55.05 - $58.37 $560K - $593K
29.9K $1.67M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.77K
+ 13.05%
$95.85 - $99.25 $170K - $176K
15.4K $1.52M
ABT
Abbott Laboratories

Healthcare
99
+ 1.42%
$111.1 - $140.22 $11K - $13.9K
7.08K $938K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
12.8K
+ 77.1%
$11.09 - $11.43 $142K - $147K
29.4K $330K
ACWI
Ishares Msci Acwi ETF

ETFs
1.23K
+ 54.34%
$115.16 - $124.13 $142K - $153K
3.5K $407K
HD
Home Depot, Inc.

Consumer Cyclical
448
+ 20.9%
$347.25 - $424.87 $156K - $190K
2.59K $949K
IVV
Ishares Core S&P 500 ETF

ETFs
205
+ 15.81%
$554.06 - $615.85 $114K - $126K
1.5K $843K
IQLT
Ishares Msci Intl Quality Fact

ETFs
556
+ 2.63%
$36.91 - $41.03 $20.5K - $22.8K
21.7K $859K
GNR
Spdr S&P Global Natural Resour

ETFs
432
+ 3.48%
$50.12 - $54.48 $21.7K - $23.5K
12.8K $685K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
648
+ 2.2%
$42.5 - $46.71 $27.5K - $30.3K
30.1K $1.37M
KO
Coca Cola CO

Consumer Defensive
264
+ 5.78%
$60.81 - $72.32 $16.1K - $19.1K
4.83K $346K
DSCF
Ea Series Trust Discipline Fd

ETFs
2
+ 0.0%
$22.07 - $23.11 $44.1 - $46.2
85.7K $1.97M
BA
Boeing CO

Industrials
400
+ 18.67%
$148.15 - $186.25 $59.3K - $74.5K
2.54K $433K
VEA
Vanguard Ftse Developed Market

ETFs
96
+ 0.69%
$47.4 - $52.99 $4.55K - $5.09K
14K $718K
PG
Procter & Gamble CO

Consumer Defensive
76
+ 1.85%
$158.56 - $176.26 $12.1K - $13.4K
4.18K $711K
IWD
Ishares Russell 1000 Val ETF

ETFs
27
+ 0.18%
$182.82 - $196.21 $4.94K - $5.3K
14.7K $2.73M
MU
Micron Technology Inc

Technology
110
+ 3.42%
$86.89 - $109.38 $9.56K - $12K
3.33K $289K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
98
+ 6.52%
$507.05 - $563.67 $49.7K - $55.2K
1.6K $822K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
24
+ 0.23%
$8.4 - $9.45 $202 - $227
10.7K $95K
NEE
Nextera Energy Inc

Utilities
84
+ 1.53%
$66.96 - $76.16 $5.62K - $6.4K
5.58K $395K
Matthews Asia Fds
20.9K
+ 55.56%
N/A
58.5K $0
CBU
Community Bank System, Inc.

Financial Services
182
+ 4.53%
$56.08 - $67.99 $10.2K - $12.4K
4.2K $238K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
456
+ 4.51%
$38.41 - $44.06 $17.5K - $20.1K
10.6K $412K
MRK
Merck & Co., Inc.

Healthcare
95
+ 3.51%
$83.01 - $101.02 $7.89K - $9.6K
2.8K $251K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.05%
$576.36 - $736.67 $576 - $737
1.92K $1.1M
XJR
Ishares Tresg Screened S&P Sma

ETFs
353
+ 3.04%
$36.7 - $42.78 $13K - $15.1K
12K $449K
SCHG
Schwab Strategic Tr Us Large C

ETFs
81
+ 0.48%
$24.91 - $29.02 $2.02K - $2.35K
16.9K $421K
EMR
Emerson Electric CO

Industrials
97
+ 2.23%
$108.64 - $131.17 $10.5K - $12.7K
4.45K $488K
VTI
Vanguard Total Stock Market Et

ETFs
39
+ 1.0%
$271.18 - $303.12 $10.6K - $11.8K
3.92K $1.07M
AMZN
Amazon Com Inc

Consumer Cyclical
2
+ 0.11%
$190.26 - $242.06 $381 - $484
1.85K $351K
ETN
Eaton Corp PLC

Industrials
27
+ 1.65%
$271.83 - $371.23 $7.34K - $10K
1.66K $451K
GOOGL
Alphabet Inc.

Communication Services
4
+ 0.09%
$154.33 - $206.19 $617 - $825
4.3K $665K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
993
+ 1.7%
$91.68 - $109.93 $91K - $109K
59.4K $5.57M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.0%
$551.42 - $612.93 $551 - $613
24.3K $13.6M
Activity Summary
Buys All Purchases 59 New Holdings 12 Increased Positions 47 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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