Pathway Financial Advisers, LLC

Q2 2025 13F Holdings

  • Location
    auburn, IN
  • Num holdings

    163

  • Value ($000)

    $308,931

  • Date Filed
    08/21/2025
  • Form type
    13F-HR
  • CIK
    0002024152
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVGO
AVGO

BROADCOM INC

COM
11135F101
$10.87M
4 %

39,418

JPM
JPM

JPMORGAN CHASE &CO.

COM
46625H100
$9.18M
3 %

31,678

EPD
EPD

ENTERPRISE PRODS PARTNERS L

COM
293792107
$8.70M
3 %

280,594

DUK
DUK

DUKE ENERGY CORP NEW

COM NEW
26441C204
$6.71M
2 %

56,892

IBM
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$6.30M
2 %

21,357

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$6.16M
2 %

88,854

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$6.03M
2 %

32,494

XETYX
XETYX

EATON VANCE TAX-MANAGED DIVE

COM
27828N102
$5.97M
2 %

385,599

---

STEEL DYNAMICS INC

COM
858119100
$5.78M
2 %

45,136

O
O

REALTY INCOME CORP

COM
756109104
$5.44M
2 %

94,492

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