Pathway Financial Advisers
Latest statistics and disclosures from Pathway Financial Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPM, ABBV, PEP, STLD, LMT, and represent 13.94% of Pathway Financial Advisers's stock portfolio.
- Added to shares of these 10 stocks: IFF, WEC, ACN, GPC, AXP, LMT, VICI, ETY, NNN, EPD.
- Started 22 new stock positions in EMN, VBR, IUSG, VST, HESM, WEC, TAP, ETHE, GTLS, Sirius XM Holdings. Grayscale Ethereum Mini Tr E, AHR, GFS, Gabelli Util Tr, DHS, VIGI, FVD, Grayscale Bitcoin Mini Trust BTC, WOLF, JEPI, ACN, FPX.
- Reduced shares in these 10 stocks: IBM, PCEF, FIS, LHX, HBAN, PFE, STAG, SO, JPM, WMT.
- Sold out of its positions in STRV, ALAB, NRGU, BK, MYI, BCX, BLMN, CASS, CLF, CBRL.
- Pathway Financial Advisers was a net seller of stock by $-199k.
- Pathway Financial Advisers has $221M in assets under management (AUM), dropping by -20.71%.
- Central Index Key (CIK): 0002024152
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Portfolio Holdings for Pathway Financial Advisers
Pathway Financial Advisers holds 417 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 3.1 | $6.9M | -5% | 33k | 210.86 |
|
| Abbvie (ABBV) | 2.9 | $6.5M | 33k | 197.48 |
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| Pepsi (PEP) | 2.8 | $6.1M | +3% | 36k | 170.05 |
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| Steel Dynamics (STLD) | 2.6 | $5.7M | 46k | 126.08 |
|
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| Lockheed Martin Corporation (LMT) | 2.6 | $5.7M | +6% | 9.7k | 584.57 |
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| Apple (AAPL) | 2.5 | $5.6M | 24k | 233.00 |
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| Realty Income (O) | 2.5 | $5.6M | +3% | 88k | 63.42 |
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| Oneok (OKE) | 2.5 | $5.5M | 60k | 91.13 |
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| International Flavors & Fragrances (IFF) | 2.4 | $5.3M | +57% | 27k | 197.16 |
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| Southern Company (SO) | 2.1 | $4.6M | -8% | 51k | 90.18 |
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| Verizon Communications (VZ) | 2.0 | $4.5M | 100k | 44.91 |
|
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| Amgen (AMGN) | 2.0 | $4.5M | +3% | 14k | 322.20 |
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| Procter & Gamble Company (PG) | 2.0 | $4.4M | -6% | 26k | 173.20 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.9 | $4.2M | 50k | 84.53 |
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| Microsoft Corporation (MSFT) | 1.8 | $4.0M | 9.3k | 430.30 |
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| UnitedHealth (UNH) | 1.8 | $3.9M | 6.7k | 584.70 |
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| Wal-Mart Stores (WMT) | 1.7 | $3.7M | -9% | 46k | 80.75 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.7 | $3.7M | +5% | 19k | 198.06 |
|
| Medtronic SHS (MDT) | 1.7 | $3.7M | +3% | 41k | 90.03 |
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| McDonald's Corporation (MCD) | 1.6 | $3.6M | 12k | 304.51 |
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| Omega Healthcare Investors (OHI) | 1.6 | $3.6M | 89k | 40.70 |
|
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| Johnson & Johnson (JNJ) | 1.5 | $3.2M | 20k | 162.06 |
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| Philip Morris International (PM) | 1.5 | $3.2M | +3% | 27k | 121.40 |
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| Raytheon Technologies Corp (RTX) | 1.4 | $3.2M | +2% | 26k | 121.16 |
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| Vici Pptys (VICI) | 1.4 | $3.1M | +13% | 94k | 33.31 |
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| Hancock John Prem Divid Com Sh Ben Int (PDT) | 1.3 | $2.9M | 221k | 13.22 |
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| Air Products & Chemicals (APD) | 1.3 | $2.9M | 9.7k | 297.73 |
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| Waste Management (WM) | 1.3 | $2.8M | -5% | 14k | 207.60 |
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| Merck & Co (MRK) | 1.1 | $2.5M | 22k | 113.56 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 1.1 | $2.5M | +7% | 49k | 50.65 |
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| Unilever Spon Adr New (UL) | 1.1 | $2.4M | 37k | 64.96 |
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| United Parcel Service CL B (UPS) | 1.1 | $2.3M | +7% | 17k | 136.34 |
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| Qualcomm (QCOM) | 1.0 | $2.2M | -2% | 13k | 170.06 |
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| Toronto Dominion Bk Ont Com New (TD) | 1.0 | $2.2M | +11% | 35k | 63.26 |
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| MetLife (MET) | 1.0 | $2.2M | 26k | 83.22 |
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| Wp Carey (WPC) | 1.0 | $2.1M | +3% | 34k | 62.30 |
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| Goldman Sachs (GS) | 1.0 | $2.1M | -2% | 4.3k | 495.06 |
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| Home Depot (HD) | 0.9 | $2.1M | 5.2k | 405.18 |
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| Truist Financial Corp equities (TFC) | 0.9 | $2.1M | 48k | 42.77 |
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| American Electric Power Company (AEP) | 0.9 | $2.0M | 19k | 102.60 |
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| Northrop Grumman Corporation (NOC) | 0.8 | $1.7M | 3.3k | 528.04 |
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| NVIDIA Corporation (NVDA) | 0.8 | $1.7M | 14k | 121.44 |
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| Wec Energy Group (WEC) | 0.7 | $1.7M | NEW | 17k | 96.18 |
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| General Dynamics Corporation (GD) | 0.7 | $1.5M | -3% | 5.1k | 302.18 |
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| Iron Mountain (IRM) | 0.7 | $1.5M | -18% | 13k | 118.83 |
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| Phillips 66 (PSX) | 0.7 | $1.5M | -3% | 12k | 131.45 |
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| Sun Life Financial (SLF) | 0.7 | $1.5M | +2% | 26k | 58.02 |
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| Nutrien (NTR) | 0.7 | $1.5M | +10% | 31k | 48.06 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $1.4M | 6.9k | 206.56 |
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| Alexandria Real Estate Equities (ARE) | 0.6 | $1.4M | -2% | 12k | 118.74 |
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| Union Pacific Corporation (UNP) | 0.6 | $1.4M | 5.7k | 246.46 |
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| Genuine Parts Company (GPC) | 0.6 | $1.4M | +56% | 10k | 139.68 |
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| Nextera Energy Partners Com Unit Part In (NEP) | 0.6 | $1.4M | +3% | 50k | 27.62 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.6 | $1.4M | -3% | 16k | 88.44 |
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| Amazon (AMZN) | 0.6 | $1.3M | +3% | 7.0k | 186.32 |
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| Agree Realty Corporation (ADC) | 0.6 | $1.2M | +22% | 16k | 75.33 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.2M | 2.1k | 573.84 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.5 | $1.2M | +2% | 11k | 106.76 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.5 | $1.2M | +14% | 26k | 44.46 |
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| Pfizer (PFE) | 0.5 | $1.1M | -31% | 40k | 28.94 |
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| Us Bancorp Del Com New (USB) | 0.5 | $1.1M | +16% | 24k | 45.73 |
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| Visa Com Cl A (V) | 0.5 | $1.1M | 4.0k | 274.96 |
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| Prudential Financial (PRU) | 0.5 | $1.1M | +5% | 9.1k | 121.09 |
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| Marvell Technology (MRVL) | 0.5 | $1.1M | +3% | 15k | 72.12 |
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| Western Asst High Incm Opprtnty Fnd (HIO) | 0.5 | $1.1M | +2% | 269k | 4.05 |
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| Kla Corp Com New (KLAC) | 0.5 | $1.1M | -5% | 1.4k | 774.32 |
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| Nextera Energy (NEE) | 0.5 | $1.1M | +6% | 13k | 84.53 |
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| Allstate Corporation (ALL) | 0.5 | $1.1M | -2% | 5.6k | 189.64 |
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| Peoples Ban (PEBO) | 0.5 | $1.0M | 34k | 30.09 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.5 | $1.0M | -3% | 14k | 72.80 |
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| American Tower Reit (AMT) | 0.5 | $997k | 4.3k | 232.53 |
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| Rbc Cad (RY) | 0.4 | $964k | +2% | 7.7k | 124.73 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $880k | 1.4k | 618.48 |
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| Ishares Tr Select Divid Etf (DVY) | 0.4 | $841k | 6.2k | 135.07 |
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| Starbucks Corporation (SBUX) | 0.4 | $783k | 8.0k | 97.49 |
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| NiSource (NI) | 0.3 | $753k | +8% | 22k | 34.65 |
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| Lam Research Corporation (LRCX) | 0.3 | $736k | +3% | 902.00 | 815.78 |
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| Alphabet Cap Stk Cl C (GOOGL) | 0.3 | $716k | +28% | 4.3k | 165.86 |
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| American Express Company (AXP) | 0.3 | $682k | +120% | 2.5k | 271.24 |
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| Lakeland Financial Corporation (LKFN) | 0.3 | $653k | 10k | 65.12 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.3 | $649k | 506.00 | 1282.20 |
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| Alphabet Cap Stk Cl A (GOOG) | 0.3 | $595k | -4% | 3.6k | 167.20 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $577k | NEW | 1.6k | 353.51 |
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| Republic Services (RSG) | 0.3 | $575k | -3% | 2.9k | 200.87 |
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| Albemarle Corporation (ALB) | 0.3 | $575k | -2% | 6.1k | 94.71 |
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| National Retail Properties (NNN) | 0.3 | $556k | +100% | 12k | 48.49 |
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| Servicenow (NOW) | 0.3 | $554k | +41% | 906.00 | 611.26 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.2 | $546k | -6% | 30k | 18.26 |
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| Mid-America Apartment (MAA) | 0.2 | $534k | +26% | 3.4k | 158.88 |
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| General Mills (GIS) | 0.2 | $533k | +6% | 7.2k | 73.85 |
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| Nuveen Muni Value Fund (NUV) | 0.2 | $527k | -2% | 58k | 9.02 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $526k | +12% | 996.00 | 527.77 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.2 | $507k | 6.2k | 81.78 |
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| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.2 | $452k | 5.6k | 80.30 |
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| Peak (DOC) | 0.2 | $438k | +15% | 19k | 22.87 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $420k | +19% | 1.8k | 230.61 |
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| Sofi Technologies (SOFI) | 0.2 | $394k | +13% | 50k | 7.86 |
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| Flaherty & Crumrine/Claymore Total Retur (FLC) | 0.2 | $388k | -16% | 22k | 17.29 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $367k | 1.6k | 225.82 |
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| Lowe's Companies (LOW) | 0.2 | $358k | 1.3k | 270.79 |
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| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.2 | $349k | +1435% | 5.1M | 0.07 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.1 | $326k | -39% | 11k | 29.48 |
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| Abbott Laboratories (ABT) | 0.1 | $315k | +99% | 2.8k | 113.99 |
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| American States Water Company (AWR) | 0.1 | $309k | 3.7k | 83.30 |
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| Yum! Brands (YUM) | 0.1 | $297k | 2.1k | 139.72 |
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| Stag Industrial (STAG) | 0.1 | $290k | -61% | 7.4k | 39.09 |
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| Enterprise Products Partners (EPD) | 0.1 | $267k | +2862% | 7.8M | 0.03 |
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| Scotts Miracle-gro Cl A (SMG) | 0.1 | $258k | -48% | 3.0k | 86.71 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $256k | -20% | 4.9k | 51.82 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $254k | -3% | 1.0k | 242.95 |
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| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $254k | -3% | 3.5k | 72.16 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $250k | 20k | 12.38 |
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| Kenvue (KVUE) | 0.1 | $247k | +107% | 11k | 23.13 |
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| Fidelity Covington Trust Consmr Staples (FSTA) | 0.1 | $232k | 4.5k | 51.05 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $230k | +20% | 466.00 | 493.70 |
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| Fidelity National Information Services (FIS) | 0.1 | $222k | -81% | 2.7k | 83.76 |
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| First Merchants Corporation (FRME) | 0.1 | $210k | 5.7k | 37.20 |
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| TJX Companies (TJX) | 0.1 | $201k | 1.7k | 117.57 |
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| Hershey Company (HSY) | 0.1 | $199k | +47% | 1.0k | 191.86 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $191k | -9% | 392.00 | 488.06 |
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| BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $187k | +950% | 1.9M | 0.10 |
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| Nucor Corporation (NUE) | 0.1 | $181k | -15% | 1.2k | 150.34 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $179k | 1.0k | 174.46 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $176k | 1.8k | 96.95 |
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| Applied Materials (AMAT) | 0.1 | $165k | -7% | 816.00 | 202.02 |
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| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.1 | $158k | -5% | 2.9k | 54.20 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $156k | -7% | 659.00 | 237.31 |
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| Invesco Municipal Income Opp Trust (OIA) | 0.1 | $153k | 22k | 6.86 |
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| Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) | 0.1 | $150k | -86% | 7.6k | 19.71 |
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| Kellogg Company (K) | 0.1 | $148k | 1.8k | 80.73 |
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| Wells Fargo & Company (WFC) | 0.1 | $147k | 2.6k | 56.48 |
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| Hormel Foods Corporation (HRL) | 0.1 | $146k | 4.6k | 31.70 |
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| AES Corporation (AES) | 0.1 | $141k | +6% | 7.0k | 20.06 |
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| Horizon Ban (HBNC) | 0.1 | $139k | 9.0k | 15.55 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $136k | -4% | 4.8k | 28.41 |
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| Analog Devices (ADI) | 0.1 | $130k | 565.00 | 230.19 |
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| Illinois Tool Works (ITW) | 0.1 | $124k | 474.00 | 262.07 |
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| Ge Aerospace Com New (GE) | 0.1 | $116k | -8% | 616.00 | 188.44 |
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| Intel Corporation (INTC) | 0.1 | $116k | +2% | 4.9k | 23.46 |
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| Zimmer Holdings (ZBH) | 0.1 | $115k | 1.1k | 107.91 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $114k | +16% | 136.00 | 835.36 |
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| Enbridge (ENB) | 0.1 | $113k | +4119% | 4.6M | 0.02 |
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| Tesla Motors (TSLA) | 0.0 | $109k | +5% | 418.00 | 261.46 |
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| Welltower Inc Com reit (WELL) | 0.0 | $105k | 823.00 | 127.97 |
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| Westlake Chem Partners Com Unit Rp Lp (WLKP) | 0.0 | $100k | +2177% | 2.2M | 0.04 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $96k | 1.3k | 73.67 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $96k | 746.00 | 128.12 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $95k | 434.00 | 218.59 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $94k | 12k | 8.07 |
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| Cisco Systems (CSCO) | 0.0 | $93k | +5231% | 4.9M | 0.02 |
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| Molson Coors Beverage CL B (TAP) | 0.0 | $91k | NEW | 1.6k | 57.53 |
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| Ishares Msci Switzerland (EWL) | 0.0 | $91k | 1.7k | 52.09 |
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| L3harris Technologies (LHX) | 0.0 | $89k | -89% | 373.00 | 237.92 |
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| Ishares Msci Aust Etf (EWA) | 0.0 | $87k | 3.2k | 27.11 |
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| AFLAC Incorporated (AFL) | 0.0 | $86k | 771.00 | 111.75 |
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| FedEx Corporation (FDX) | 0.0 | $84k | 307.00 | 274.04 |
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| Teck Resources CL B (TECK) | 0.0 | $84k | 1.6k | 52.24 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $83k | +1837% | 1.3M | 0.06 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $82k | -2% | 1.6k | 50.51 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $81k | 288.00 | 281.93 |
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| Prologis (PLD) | 0.0 | $78k | 616.00 | 126.35 |
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| American Healthcare Reit Com Shs (AHR) | 0.0 | $76k | NEW | 2.9k | 26.10 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $75k | -14% | 449.00 | 167.79 |
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| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $75k | 1.3k | 57.13 |
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| Oracle Corporation (ORCL) | 0.0 | $74k | 435.00 | 170.53 |
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| Bk Nova Cad (BNS) | 0.0 | $73k | +5380% | 4.0M | 0.02 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $72k | +6% | 751.00 | 95.48 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $71k | +30% | 436.00 | 163.02 |
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| Kroger (KR) | 0.0 | $70k | 1.2k | 57.32 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $68k | 594.00 | 114.94 |
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| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.0 | $68k | 2.7k | 25.00 |
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| Advanced Micro Devices (AMD) | 0.0 | $66k | 405.00 | 163.89 |
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| Altria (MO) | 0.0 | $66k | -32% | 1.3k | 51.04 |
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| Middlesex Water Company (MSEX) | 0.0 | $65k | 994.00 | 65.26 |
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| Flaherty &crumrine Dynamic SHS (DFP) | 0.0 | $64k | -4% | 3.0k | 21.50 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $63k | 992.00 | 63.84 |
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| Public Storage (PSA) | 0.0 | $61k | 167.00 | 364.66 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $60k | +670% | 154.00 | 390.18 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $60k | 421.00 | 142.26 |
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| Unum (UNM) | 0.0 | $59k | 992.00 | 59.43 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $59k | +11471% | 6.8M | 0.01 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $55k | 2.3k | 24.08 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $54k | +5% | 93.00 | 584.10 |
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| Fortune Brands (FBIN) | 0.0 | $54k | 600.00 | 89.53 |
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| Bce Com New (BCE) | 0.0 | $53k | +3355% | 1.9M | 0.03 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.0 | $52k | NEW | 470.00 | 110.19 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $49k | NEW | 828.00 | 59.54 |
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| First Tr Value Line Divid In SHS (FVD) | 0.0 | $48k | NEW | 1.0k | 45.50 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $47k | 667.00 | 71.13 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $47k | 178.00 | 263.52 |
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| Yum China Holdings (YUMC) | 0.0 | $44k | 984.00 | 45.04 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $43k | 532.00 | 80.29 |
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| Westlake Chemical Corporation (WLK) | 0.0 | $42k | 282.00 | 150.52 |
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| Broadcom (AVGO) | 0.0 | $42k | +156028% | 7.3M | 0.01 |
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| Evergy (EVRG) | 0.0 | $41k | +6854% | 2.5M | 0.02 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $40k | +530% | 939.00 | 42.79 |
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| Flaherty & Crumrine Pref. Income (PFD) | 0.0 | $40k | 3.4k | 11.95 |
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| Independence Realty Trust In (IRT) | 0.0 | $40k | 2.0k | 20.50 |
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| Honeywell International (HON) | 0.0 | $40k | 193.00 | 206.65 |
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| Ge Vernova (GEV) | 0.0 | $39k | -8% | 152.00 | 254.98 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $38k | NEW | 403.00 | 93.78 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $38k | 683.00 | 55.12 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $38k | +194% | 153.00 | 245.45 |
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| Ameren Corporation (AEE) | 0.0 | $37k | 423.00 | 87.51 |
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| Doubleline Yield (DLY) | 0.0 | $37k | +1569% | 605k | 0.06 |
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| Martin Marietta Materials (MLM) | 0.0 | $36k | 67.00 | 536.97 |
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| Travelers Companies (TRV) | 0.0 | $35k | 151.00 | 234.12 |
|
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| Microchip Technology (MCHP) | 0.0 | $35k | 439.00 | 80.36 |
|
|
| Kinder Morgan (KMI) | 0.0 | $35k | -13% | 1.6k | 22.10 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $35k | 622.00 | 55.49 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $35k | 643.00 | 53.66 |
|
|
| Coca-Cola Company (KO) | 0.0 | $35k | +7006% | 2.5M | 0.01 |
|
| Palo Alto Networks (PANW) | 0.0 | $34k | 98.00 | 341.78 |
|
|
| Essential Utils (WTRG) | 0.0 | $33k | +4309% | 1.3M | 0.03 |
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $32k | 2.5k | 13.10 |
|
|
| Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.0 | $32k | +1149% | 403k | 0.08 |
|
| Grayscale Ethereum Tr Eth SHS (ETHE) | 0.0 | $32k | NEW | 1.4k | 21.89 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $31k | 320.00 | 97.42 |
|
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $31k | +1616% | 1.1M | 0.03 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.0 | $31k | 731.00 | 41.95 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $31k | 137.00 | 222.81 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $30k | -44% | 429.00 | 69.62 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $30k | 924.00 | 32.14 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $30k | -15% | 219.00 | 135.42 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $28k | +5864% | 1.7M | 0.02 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $28k | 425.00 | 64.62 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $27k | 506.00 | 53.40 |
|
|
| Chevron Corporation (CVX) | 0.0 | $27k | +15750% | 3.9M | 0.01 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $26k | 276.00 | 93.85 |
|
|
| UMH Properties (UMH) | 0.0 | $26k | 1.3k | 19.67 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $25k | +10% | 307.00 | 82.88 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $25k | 200.00 | 126.81 |
|
|
| Service Corporation International (SCI) | 0.0 | $25k | 315.00 | 78.90 |
|
|
| Blackrock Muniyield Quality Fund (MQY) | 0.0 | $25k | +7424% | 298k | 0.08 |
|
| Rockwell Automation (ROK) | 0.0 | $25k | 92.00 | 267.09 |
|
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $24k | +78% | 536.00 | 45.61 |
|
| Kkr & Co (KKR) | 0.0 | $24k | 186.00 | 130.40 |
|
|
| Royce Value Trust (RVT) | 0.0 | $24k | 1.5k | 15.70 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $23k | 173.00 | 135.32 |
|
|
| Corning Incorporated (GLW) | 0.0 | $23k | +4306% | 1.1M | 0.02 |
|
| Rumble Com Cl A (RUM) | 0.0 | $23k | +90% | 4.2k | 5.36 |
|
| Meta Platforms Cl A (META) | 0.0 | $23k | -9% | 39.00 | 578.51 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $23k | 1.2k | 18.14 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $22k | 284.00 | 77.91 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $21k | 119.00 | 179.19 |
|
|
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $21k | 402.00 | 52.87 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $21k | 1.0k | 20.95 |
|
|
| Stryker Corporation (SYK) | 0.0 | $21k | 57.00 | 363.54 |
|
|
| Dow (DOW) | 0.0 | $20k | +5312% | 1.1M | 0.02 |
|
| Hartford Financial Services (HIG) | 0.0 | $20k | 168.00 | 117.86 |
|
|
| Ford Motor Company (F) | 0.0 | $19k | 1.8k | 10.56 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $19k | -96% | 1.3k | 14.70 |
|
| Xylem (XYL) | 0.0 | $19k | 143.00 | 134.98 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $19k | 76.00 | 251.20 |
|
|
| Emerson Electric (EMR) | 0.0 | $19k | +10993% | 2.1M | 0.01 |
|
| Gabelli Utility Trust (GUT) | 0.0 | $18k | +2% | 3.4k | 5.20 |
|
| Simon Property (SPG) | 0.0 | $18k | -44% | 104.00 | 169.12 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $17k | 267.00 | 64.73 |
|
|
| Ing Global Advantage And Premium Opportunity Fund (IGA) | 0.0 | $17k | 1.8k | 9.50 |
|
|
| Ishares Tr Us Trsprtion (IYT) | 0.0 | $17k | 248.00 | 68.91 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $17k | 219.00 | 78.03 |
|
|
| D R S Technologies (DRS) | 0.0 | $17k | 600.00 | 28.22 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $16k | 837.00 | 19.63 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $16k | 391.00 | 41.92 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $16k | 435.00 | 36.15 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $16k | 46.00 | 341.76 |
|
|
| Stonecastle Finl (BANX) | 0.0 | $16k | 750.00 | 20.69 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $15k | 253.00 | 61.00 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $15k | 64.00 | 238.59 |
|
|
| Ammo (POWW) | 0.0 | $15k | 11k | 1.43 |
|
|
| General Motors Company (GM) | 0.0 | $15k | 333.00 | 44.84 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $15k | 755.00 | 19.72 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $15k | 102.00 | 145.60 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $15k | 162.00 | 91.33 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $14k | +1842% | 571k | 0.03 |
|
| Mccormick &co Com Non Vtg (MKC) | 0.0 | $14k | 172.00 | 82.30 |
|
|
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.0 | $14k | 232.00 | 58.97 |
|
|
| Lazard Global Total Return & Income Fund (LGI) | 0.0 | $14k | 750.00 | 18.14 |
|
|
| American Water Works (AWK) | 0.0 | $14k | 93.00 | 145.51 |
|
|
| CSX Corporation (CSX) | 0.0 | $13k | +3325% | 459k | 0.03 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $13k | +109% | 46.00 | 280.13 |
|
| Proshares Tr Invt Int Rt Hg (IGHG) | 0.0 | $13k | 165.00 | 76.94 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $13k | 254.00 | 49.84 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $12k | -5% | 33.00 | 377.24 |
|
| Netflix (NFLX) | 0.0 | $12k | -5% | 17.00 | 720.88 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $12k | +29% | 166.00 | 73.36 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $12k | -39% | 80.00 | 149.86 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $12k | 176.00 | 67.38 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $12k | +15301% | 1.9M | 0.01 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $11k | +3% | 630.00 | 18.04 |
|
| Highwoods Properties (HIW) | 0.0 | $11k | -90% | 339.00 | 33.51 |
|
| Extra Space Storage (EXR) | 0.0 | $11k | +17832% | 2.0M | 0.01 |
|
| Masterbrand Common Stock (MBC) | 0.0 | $11k | 600.00 | 18.54 |
|
|
| Hess Midstream Cl A Shs (HESM) | 0.0 | $11k | NEW | 300.00 | 35.27 |
|
| Global X Fds Internet Of Thng (SNSR) | 0.0 | $10k | 288.00 | 34.68 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $9.9k | -3% | 29.00 | 341.90 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $9.6k | 192.00 | 50.21 |
|
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $9.4k | 187.00 | 50.43 |
|
|
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.0 | $9.3k | 188.00 | 49.28 |
|
|
| Grayscale Bitcoin Mini Tr Bt SHS | 0.0 | $9.1k | NEW | 1.6k | 5.63 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $9.0k | 50.00 | 180.20 |
|
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $8.9k | 1.3k | 7.10 |
|
|
| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $8.8k | 376.00 | 23.51 |
|
|
| BlackRock MuniVest Fund (MVF) | 0.0 | $8.5k | +666% | 65k | 0.13 |
|
| Fidelity Covington Trust Disruptive Tech (FDTX) | 0.0 | $8.4k | 258.00 | 32.59 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $8.3k | +38392% | 431k | 0.02 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $8.1k | 335.00 | 24.08 |
|
|
| Cummins (CMI) | 0.0 | $7.8k | +31489% | 2.5M | 0.00 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $7.4k | 125.00 | 59.20 |
|
|
| Ishares U S Etf Tr Inflation Hedg (LQDI) | 0.0 | $7.4k | 275.00 | 26.84 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $7.4k | 67.00 | 110.13 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $7.4k | 118.00 | 62.37 |
|
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.0 | $7.3k | 332.00 | 21.91 |
|
|
| National Health Investors (NHI) | 0.0 | $7.2k | 86.00 | 84.02 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $6.9k | NEW | 34.00 | 202.29 |
|
| Smith & Wesson Brands (SWBI) | 0.0 | $6.7k | 520.00 | 12.97 |
|
|
| Twilio Cl A (TWLO) | 0.0 | $6.7k | 102.00 | 65.22 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $6.6k | -2% | 38.00 | 174.66 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $6.5k | NEW | 49.00 | 132.16 |
|
| Regions Financial Corporation (RF) | 0.0 | $6.3k | -44% | 270.00 | 23.33 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $6.2k | 53.00 | 116.51 |
|
|
| Fidelity Covington Trust Enhanced Small (FESM) | 0.0 | $6.0k | 187.00 | 32.13 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $6.0k | -53% | 12.00 | 495.92 |
|
| Franklin Electric (FELE) | 0.0 | $5.7k | 55.00 | 104.53 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $5.7k | 26.00 | 221.08 |
|
|
| Fidelity Covington Trust High Yild Etf (FDHY) | 0.0 | $5.2k | 105.00 | 49.49 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $5.1k | 417.00 | 12.35 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $5.1k | 100.00 | 51.48 |
|
|
| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.0 | $5.1k | +11621% | 223k | 0.02 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $5.1k | 174.00 | 29.40 |
|
|
| Blackrock Muniassets Fund (MUA) | 0.0 | $4.9k | +1152% | 60k | 0.08 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $4.8k | +12865% | 570k | 0.01 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $4.5k | 63.00 | 70.73 |
|
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $4.4k | +2% | 93.00 | 47.84 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $4.3k | 94.00 | 45.22 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $4.2k | +5577% | 264k | 0.02 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $4.2k | 314.00 | 13.41 |
|
|
| Globalfoundries Ordinary Shares (GFS) | 0.0 | $4.0k | NEW | 100.00 | 40.25 |
|
| Nano X Imaging Ord Shs (NNOX) | 0.0 | $4.0k | 650.00 | 6.08 |
|
|
| Wolfspeed (WOLF) | 0.0 | $3.9k | NEW | 400.00 | 9.70 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $3.6k | 7.00 | 517.71 |
|
|
| Norfolk Southern (NSC) | 0.0 | $3.6k | +25181% | 894k | 0.00 |
|
| Grayscale Ethereum Mini Tr E Com Unit | 0.0 | $3.5k | NEW | 1.4k | 2.44 |
|
| Mirum Pharmaceuticals (MIRM) | 0.0 | $3.4k | 87.00 | 39.00 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $3.4k | +48599% | 1.6M | 0.00 |
|
| Spire Global Com Cl A New (SPIR) | 0.0 | $3.3k | 334.00 | 9.99 |
|
|
| Spx Corp (SPXC) | 0.0 | $3.2k | 20.00 | 159.45 |
|
|
| Vistra Energy (VST) | 0.0 | $3.0k | NEW | 25.00 | 118.56 |
|
| Allied Motion Technologies (ALNT) | 0.0 | $2.9k | 154.00 | 18.99 |
|
|
| Leggett & Platt (LEG) | 0.0 | $2.9k | -38% | 213.00 | 13.62 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $2.5k | NEW | 29.00 | 86.93 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $2.2k | 60.00 | 37.20 |
|
|
| Deere & Company (DE) | 0.0 | $2.1k | +53338% | 855k | 0.00 |
|
| Custom Truck One Source Com Cl A (CTOS) | 0.0 | $1.9k | +245% | 6.5k | 0.29 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.8k | -94% | 15.00 | 122.93 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $1.8k | -25% | 3.00 | 591.67 |
|
| Exelon Corporation (EXC) | 0.0 | $1.7k | +3979% | 70k | 0.02 |
|
| Hldgs (UAL) | 0.0 | $1.7k | 30.00 | 57.07 |
|
|
| Mural Oncology Pub Ord Shs (MURA) | 0.0 | $1.7k | 532.00 | 3.13 |
|
|
| Etf Ser Solutions Roundhill Acqui (SIXG) | 0.0 | $1.6k | +4243% | 71k | 0.02 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.6k | -14% | 6.00 | 269.17 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $1.6k | +3609% | 57k | 0.03 |
|
| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $1.6k | +2709% | 44k | 0.04 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.5k | +15294% | 237k | 0.01 |
|
| Canadian Natl Ry (CNI) | 0.0 | $1.5k | +11610% | 178k | 0.01 |
|
| Liberty Global Com Cl A (LBTYA) | 0.0 | $1.5k | 71.00 | 21.11 |
|
|
| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $1.4k | +841% | 13k | 0.11 |
|
| Bank Ozk (OZK) | 0.0 | $1.3k | +4232% | 58k | 0.02 |
|
| Anthem (ELV) | 0.0 | $1.2k | +51967% | 658k | 0.00 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $1.2k | +8456% | 103k | 0.01 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $1.1k | +92759% | 1.0M | 0.00 |
|
| BlackRock (BLK) | 0.0 | $1.2k | +89389% | 1.0M | 0.00 |
|
| Walt Disney Company (DIS) | 0.0 | $1.1k | +9500% | 102k | 0.01 |
|
| Blackrock Tcp Cap Corp (TCPC) | 0.0 | $874.832400 | +729% | 7.3k | 0.12 |
|
| Dominion Resources (D) | 0.0 | $833.444800 | +351% | 48k | 0.02 |
|
| Carrier Global Corporation (CARR) | 0.0 | $729.405200 | +7968% | 59k | 0.01 |
|
| Eversource Energy (ES) | 0.0 | $712.244400 | +6705% | 49k | 0.01 |
|
| Doubleline Income Solutions (DSL) | 0.0 | $682.257900 | +1214% | 8.8k | 0.08 |
|
| Dorchester Minerals Com Unit (DMLP) | 0.0 | $670.109500 | +2912% | 20k | 0.03 |
|
| Eaton Vance Muni Income Trus Sh Ben Int (EVN) | 0.0 | $665.304000 | +996% | 7.3k | 0.09 |
|
| Black Hills Corporation (BKH) | 0.0 | $587.267600 | +6073% | 36k | 0.02 |
|
| Dws Municipal Income Cf non-tax cef (KTF) | 0.0 | $505.812900 | +896% | 5.0k | 0.10 |
|
| BlackRock Insured Municipal Income Trust (BYM) | 0.0 | $489.292800 | +1104% | 5.9k | 0.08 |
|
| Siriusxm Holdings Common Stock | 0.0 | $465.000000 | NEW | 20.00 | 23.25 |
|
| Equinix (EQIX) | 0.0 | $438.834000 | +89348% | 399k | 0.00 |
|
| Constellation Energy (CEG) | 0.0 | $437.357200 | +25880% | 115k | 0.00 |
|
| Blackrock N Y Mun Income Tru Sh Ben Int (BNY) | 0.0 | $438.956100 | +1000% | 4.8k | 0.09 |
|
| ConocoPhillips (COP) | 0.0 | $388.635500 | +10470% | 41k | 0.01 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $372.828500 | +75894% | 339k | 0.00 |
|
| Dollar General (DG) | 0.0 | $375.299000 | +8358% | 32k | 0.01 |
|
| C3 Ai Cl A (AI) | 0.0 | $365.257200 | +2501% | 8.8k | 0.04 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $338.039400 | +2701% | 31k | 0.01 |
|
| Caterpillar (CAT) | 0.0 | $323.362000 | +43846% | 124k | 0.00 |
|
| Entergy Corporation (ETR) | 0.0 | $295.450000 | +21143% | 39k | 0.01 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $268.747400 | +4990% | 14k | 0.02 |
|
| Cellebrite Di Ordinary Shares (CLBT) | 0.0 | $260.053200 | +1583% | 4.4k | 0.06 |
|
| Consolidated Edison (ED) | 0.0 | $234.681600 | +10302% | 24k | 0.01 |
|
| Crown Castle Intl (CCI) | 0.0 | $225.204000 | +592% | 27k | 0.01 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $199.591400 | +11169% | 22k | 0.01 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $197.127200 | +4108% | 8.2k | 0.02 |
|
| Automatic Data Processing (ADP) | 0.0 | $175.334400 | +33258% | 49k | 0.00 |
|
| Cintas Corporation (CTAS) | 0.0 | $167.419200 | +81013% | 35k | 0.00 |
|
| Citigroup Com New (C) | 0.0 | $159.524700 | +6170% | 10k | 0.02 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $150.388200 | +5662% | 8.6k | 0.02 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $149.795100 | +15857% | 24k | 0.01 |
|
| Chubb (CB) | 0.0 | $100.019500 | +28765% | 29k | 0.00 |
|
| Gabelli Util Tr Right 10/21/2024 | 0.0 | $93.150000 | NEW | 3.4k | 0.03 |
|
| Etf Ser Solutions Defiance Connect (DEEP) | 0.0 | $75.915900 | +3480% | 2.7k | 0.03 |
|
| Cabot Corporation (CBT) | 0.0 | $68.832600 | +11108% | 7.7k | 0.01 |
|
| Chart Industries (GTLS) | 0.0 | $65.358900 | NEW | 8.1k | 0.01 |
|
| Ati Physical Therapy Com Cl A (ATIP) | 0.0 | $61.008000 | +322% | 372.00 | 0.16 |
|
| Cadence Design Systems (CDNS) | 0.0 | $56.158600 | +27003% | 15k | 0.00 |
|
| Eastman Chemical Company (EMN) | 0.0 | $50.222700 | NEW | 5.6k | 0.01 |
|
| Barrick Gold Corp (GOLD) | 0.0 | $35.017600 | +1861% | 706.00 | 0.05 |
|
| Everest Re Group (EG) | 0.0 | $35.656400 | +39082% | 14k | 0.00 |
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $33.232000 | +16142% | 5.4k | 0.01 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $20.025600 | +16928% | 3.6k | 0.01 |
|
Past Filings by Pathway Financial Advisers
SEC 13F filings are viewable for Pathway Financial Advisers going back to 2024
- Pathway Financial Advisers 2024 Q3 restated filed Oct. 25, 2024
- Pathway Financial Advisers 2024 Q2 filed Aug. 20, 2024
- Pathway Financial Advisers 2023 Q1 filed July 19, 2024
- Pathway Financial Advisers 2022 Q4 filed July 19, 2024
- Pathway Financial Advisers 2023 Q3 filed July 19, 2024
- Pathway Financial Advisers 2023 Q4 filed July 19, 2024
- Pathway Financial Advisers 2024 Q1 filed May 29, 2024