Pathway Financial Advisers, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$342.9B

Holdings

376

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (376 positions)

#StockSharesValue% PortfolioType
101
BLKBLACKROCK INC COM
830$943.2M0.28%
102
CFRCULLEN/FROST BANKERS INC
6,899$870.9M0.25%
103
XOMEXXON MOBIL CORP COM
7,450$836.8M0.24%
104
NNNNNN REIT INC COM
19,535$830.3M0.24%
105
AMTAMERICAN TOWER CORP NEW COM
4,288$820.7M0.24%
106
TMOTHERMO FISHER SCIENTIFIC INC
1,643$781.0M0.23%
107
COSTCOSTCO WHOLESALE CORP COM
844$756.7M0.22%
108
CITHE CIGNA GROUP COM
2,636$752.3M0.22%
109
VOOVANGUARD INDEX FUNDS S&P 500 ETF USD
1,196$720.8M0.21%
110
MAAMID-AMER APT CMNTYS INC COM
5,150$716.1M0.21%
111
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
10,319$687.7M0.20%
112
QTUMETF SER SOLUTIONS DEFIANCE QUANT
6,265$653.1M0.19%
113
RSGREPUBLIC SERVICES INC
2,834$647.7M0.19%
114
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
510$629.5M0.18%
115
SFYTIDAL TRUST I SOFI SELECT 500 ETF
4,886$627.4M0.18%
116
TDTORONTO DOMINION BANK ONT COM NPV ISIN #CA8911605092 SEDOL #2897222
7,790$622.2M0.18%
117
DEDEERE & CO
1,354$615.8M0.18%
118
DOCHEALTHPEAK PROPERTIES INC COM
31,853$609.6M0.18%
119
NOWSERVICENOW INC COM USD0 001
657$598.1M0.17%
120
LKFNLAKELAND FINANCIAL CORP
9,276$595.5M0.17%
121
ACNACCENTURE PLC
2,429$592.9M0.17%
122
SOXXISHARES TR ISHARES SEMICDTR
2,150$575.1M0.17%
123
DLYDOUBLELINE YIELD OPPORTUNITIES COM
35,793$539.5M0.16%
124
NUVNUVEEN MUNICIPAL VALUE FUND INC
58,489$525.2M0.15%
125
TDIVFIRST TR EXCHANGE TRADED FD VI NASDAQ TECH DIVID INDEX FD
5,265$517.6M0.15%
126
BACBANK AMERICA CORP COM
9,777$504.0M0.15%
127
EQIXEQUINIX INC COM
631$484.2M0.14%
128
RGTIRIGETTI COMPUTING INC COMMON STOCK
15,995$476.4M0.14%
129
REGLPROSHARES TR S&P MDCP 400 DIV
5,188$441.2M0.13%
130
XLKSELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS
1,568$439.6M0.13%
131
SMCISUPER MICRO COMPUTER INC COM NEW
8,657$414.3M0.12%
132
NINISOURCE INC COM USD0 01
9,568$414.0M0.12%
133
IRMIRON MTN INC DEL COM
3,954$402.8M0.12%
134
HIIHUNTINGTON INGALLS INDUSTRIES INC
1,333$380.7M0.11%
135
FIDUFIDELITY MSCI INDL INDEX ETF
4,278$348.6M0.10%
136
GQ9SPDR GOLD TR GOLD SHS
964$341.0M0.10%
137
KVUEKENVUE INC COM
19,847$321.9M0.09%
138
BIPCBROOKFIELD INFRASTRUCTURE CORP EXCHANGEABLE SUB VOTING SHS CL A ISIN #CA11276H1064 SEDOL #BSQLM28
7,603$312.2M0.09%
139
LOWLOWES COMPANIES INC COM USD0 50
1,238$310.3M0.09%
140
YUMYUM! BRANDS INC
2,013$305.8M0.09%
141
MAMASTERCARD INCORPORATED CL A
539$302.5M0.09%
142
PFXFVANECK ETF TRUST PREFERRED SECURT
16,645$295.6M0.09%
143
TSLATESLA INC COM
635$281.0M0.08%
144
AWRAMER STATES WTR CO COM
3,806$279.0M0.08%
145
BXBLACKSTONE INC
1,586$270.9M0.08%
146
FUTYFIDELITY MSCI UTILS INDEX ETF
4,689$263.7M0.08%
147
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
1,156$254.0M0.07%
148
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF
5,069$251.6M0.07%
149
VSTVISTRA CORP COM
1,263$246.0M0.07%
150
FRMEFIRST MERCHANTS CORP
5,860$220.9M0.06%
151
SLVISHARES SILVER TR ISHARES
5,174$219.2M0.06%
152
ELVELEVANCE HEALTH INC COM
678$218.9M0.06%
153
SCHGSCHWAB US LARGE-CAP GROWTH ETF
6,846$218.2M0.06%
154
LHXL3HARRIS TECHNOLOGIES INC COM
684$207.8M0.06%
155
MYIBLACKROCK MUNIYIELD QUALITY FD COM
18,698$207.1M0.06%
156
ABTABBOTT LABORATORIES
1,519$203.1M0.06%
157
TSMTAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
679$188.8M0.06%
158
NUENUCOR CORP COM USD0 40
1,326$179.1M0.05%
159
NUNU HOLDINGS LTD USD0 000006666666 CLASS A
10,443$167.1M0.05%
160
GEGE AEROSPACE COM NEW
551$165.5M0.05%
161
MOALTRIA GROUP INC
2,465$162.6M0.05%
162
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
1,623$161.9M0.05%
163
TJXTJX COMPANIES INC
1,116$160.9M0.05%
164
EXREXTRA SPACE STORAGE INC
1,114$156.2M0.05%
165
VBVANGUARD SMALL-CAP INDEX FUND
612$153.8M0.04%
166
AMDADVANCED MICRO DEVICES INC
952$152.6M0.04%
167
JEPIJ P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM
2,681$152.6M0.04%
168
AMATAPPLIED MATERIALS INC COM USD0 01
735$149.7M0.04%
169
WELLWELLTOWER INC COM
830$147.6M0.04%
170
AESAES CORP COM USD0 01
11,058$145.5M0.04%
171
CNRCANADIAN NATL RY CO COM ISIN #CA1363751027 SEDOL #2180632
1,521$143.4M0.04%
172
GBTCGRAYSCALE BITCOIN TRUST ETF
1,589$142.6M0.04%
173
PLTRPALANTIR TECHNOLOGIES INC CL A
785$141.7M0.04%
174
MOATVANECK ETF TRUST MRNGSTR WDE MOAT
1,425$140.9M0.04%
175
ADIANALOG DEVICES INC COM
568$139.2M0.04%
176
VYMVANGUARD WHITEHALL FDS HIGH DIV YLD
965$135.5M0.04%
177
NADNUVEEN QUALITY MUNCP INCOME FD COM
10,672$124.7M0.04%
178
CSXCSX CORP COM USD1
3,505$124.3M0.04%
179
ORCLORACLE CORP
440$123.7M0.04%
180
ITWILLINOIS TOOL WORKS INC COM
474$123.6M0.04%
181
ETRENTERGY CORP
1,300$120.8M0.04%
182
HBNCHORIZON BANCORP INC COM
7,283$116.6M0.03%
183
HRLHORMEL FOODS CORP
4,611$114.1M0.03%
184
CATCATERPILLAR INC COM
234$111.2M0.03%
185
METAMETA PLATFORMS INC CLASS A COMMON STOCK
154$107.9M0.03%
186
DISDISNEY WALT CO COM
916$104.7M0.03%
187
FBCGFIDELITY BLUE CHIP GROWTH ETF
1,917$102.5M0.03%
188
HSYHERSHEY COMPANY COM USD1 00
539$100.8M0.03%
189
OIAINVESCO MUN INCOME OPPRTNTS TR COM USD0 01
16,320$98.4M0.03%
190
EWLISHARES MSCI SWITZERLAND ETF
1,737$95.9M0.03%
191
FNCLFIDELITY MSCI FINLS INDEX ETF
1,210$92.0M0.03%
192
VDCVANGUARD WORLD FD CONSUM STP ETF
431$91.8M0.03%
193
CPCANADIAN PAC KANS CITY LTD ISIN #CA13646K1084 SEDOL #BMBQR09
1,210$90.1M0.03%
194
BMTABRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0 25 BNY
1,647$87.4M0.03%
195
VOEVANGUARD MID-CAP VALUE INDEX FUND
502$87.3M0.03%
196
EWAISHARES INC MSCI AUST ETF
3,196$86.3M0.03%
197
AFLAFLAC INC COM
771$86.1M0.03%
198
RIORIO TINTO ADR EACH REP 1 ORD
1,224$80.7M0.02%
199
HYMBSPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
3,162$78.7M0.02%
200
FPXFIRST TRUST US EQUITY OPPORTUNITIES ETF
473$78.5M0.02%
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