Pathway Financial Advisers, LLC
Pathway Financial Advisers, LLC reported 167 positions worth $396.9M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: AVGO (3.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVGO | SH | $13.9M | 3.50% | 36,798 | — | — | |
| ▸ 2 | EPD | SH | $10.9M | 2.75% | 296,891 | — | — | |
| ▸ 3 | STLD | SH | $10.3M | 2.61% | 45,098 | — | — | |
| ▸ 4 | CSCO | SH | $9.6M | 2.41% | 81,319 | — | — | |
| ▸ 5 | JPM | SH | $9.1M | 2.30% | 27,930 | — | — | |
| ▸ 6 | ABBV | SH | $8.7M | 2.19% | 34,586 | — | — | |
| ▸ 7 | FDVV | SH | $8.0M | 2.01% | 132,384 | — | — | |
| ▸ 8 | DUK | SH | $7.4M | 1.87% | 58,552 | — | — | |
| ▸ 9 | AAPL | SH | $7.1M | 1.80% | 24,661 | — | — | |
| ▸ 10 | ENB | SH | $6.7M | 1.70% | 124,120 | — | — |
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Frequently Asked Questions
What stocks does Pathway Financial Advisers, LLC hold as of Q2 2026?
Pathway Financial Advisers, LLC reported 167 positions worth $396.9M in its Q2 2026 13F filing. Largest positions: AVGO (3.5%), EPD (2.7%), STLD (2.6%), CSCO (2.4%) and JPM (2.3%).
What did Pathway Financial Advisers, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Pathway Financial Advisers, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.