Pathway Financial Advisers, LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationauburn, IN
- CIK0002024152
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
163 | $308.93M | AVGO, JPM, EPD, DUK | 13F-HR | Aug 21, 2025 | 000202415225000003 | ||
158 | $291.76M | EPD, JPM, DUK, ABBV | 13F-HR | May 8, 2025 | 000202415225000002 | ||
434 | $298.55M | AVGO, EPD, JPM, DUK | 13F-HR | Jan 30, 2025 | 000202415225000001 | ||
418 | $220.91M | JPM, ABBV, PEP, STEEL DYNAMICS INC | RESTATEMENT | Oct 25, 2024 | 000202415224000009 | ||
431 | $278.99M | EPD, AVGO, JPM, STEEL DYNAMICS INC | 13F-HR | Aug 20, 2024 | 000202415224000006 | ||
450 | $277.79M | EPD, JPM, STEEL DYNAMICS INC, AVGO | 13F-HR | May 29, 2024 | 000202415224000001 | ||
466 | $262.67M | EPD, JPM, AVGO, STEEL DYNAMICS INC | 13F-HR | Jul 19, 2024 | 000202415224000005 | ||
480 | $242.09M | EPD, PEP, STEEL DYNAMICS INC, JPM | 13F-HR | Jul 19, 2024 | 000202415224000004 | ||
493 | $248.72M | EPD, STEEL DYNAMICS INC, PEP, ABBV | 13F-HR | Jul 19, 2024 | 000202415224000002 | ||
563 | $246.69M | ABBV, STEEL DYNAMICS INC, PEP, EPD | 13F-HR | Jul 19, 2024 | 000202415224000003 |