Notify me when Pathway Financial Advisers, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 163 | $345,008,932 | +$9,189,597 | -$14,896,067 | -$5,706,470 | AVGO, EPD, JPM, STLD, ABBV | 13F-HR | 05 Feb 2026, 17:33 |
| Q3 2025 | 376 | $342,854,404 | +$36,747,561 | -$18,477,209 | +$18,270,352 | AVGO, JPM, EPD, ABBV, FDVV | 13F-HR | 13 Nov 2025, 11:01 |
| Q2 2025 | 163 | $308,930,865 | +$9,381,852 | -$1,330,039 | +$8,051,813 | AVGO, JPM, EPD, DUK, IBM | 13F-HR | 21 Aug 2025, 17:24 |
| Q1 2025 | 158 | $291,755,300 | +$12,105,526 | -$21,349,792 | -$9,244,266 | EPD, JPM, DUK, ABBV, AVGO | 13F-HR | 08 May 2025, 17:39 |
| Q4 2024 | 434 | $296,638,739 | +$13,038,430 | -$2,276,476 | +$10,761,954 | AVGO, EPD, JPM, DUK, OKE | 13F-HR | 29 Jan 2025, 19:15 |
| Q3 2024 | 417 | $213,131,185 | +$8,723,995 | -$12,837,571 | -$4,113,576 | JPM, ABBV, PEP, STLD, LMT | Restatement | 25 Oct 2024, 16:02 |
| Q2 2024 | 448 | $278,956,458 | +$6,362,346 | -$1,676,621 | +$4,685,725 | EPD, AVGO, JPM, STLD, DUK | 13F-HR | 20 Aug 2024, 17:26 |
| Q1 2024 | 448 | $277,792,617 | +$15,781,449 | -$15,349,574 | +$431,875 | EPD, JPM, STLD, AVGO, PEP | 13F-HR | 29 May 2024, 17:17 |
| Q4 2023 | 466 | $261,897,843 | +$4,929,486 | -$5,294,173 | -$364,687 | EPD, JPM, AVGO, STLD, DUK | 13F-HR | 19 Jul 2024, 10:56 |
| Q3 2023 | 484 | $242,091,821 | +$22,026,298 | -$20,061,407 | +$1,964,891 | EPD, PEP, STLD, JPM, DUK | 13F-HR | 19 Jul 2024, 10:52 |
| Q1 2023 | 498 | $248,715,539 | +$15,970,010 | -$13,375,428 | +$2,594,582 | EPD, STLD, PEP, ABBV, DUK | 13F-HR | 19 Jul 2024, 10:30 |
| Q4 2022 | 575 | $246,689,598 | $0 | $0 | $0 | ABBV, STLD, PEP, EPD, DUK | 13F-HR | 19 Jul 2024, 10:36 |