Pathway Financial Advisers, LLC Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$345.0B

Holdings

163

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (163 positions)

#StockSharesValue% PortfolioType
101
XOMEXXON MOBIL CORP COM
7,934$954.0M0.28%
102
TMOTHERMO FISHER SCIENTIFIC INC
1,604$929.0M0.27%
103
CFRCULLEN/FROST BANKERS INC
7,142$904.0M0.26%
104
BLKBLACKROCK INC COM
806$863.0M0.25%
105
QTUMETF SER SOLUTIONS DEFIANCE QUANT
7,020$769.0M0.22%
106
NNNNNN REIT INC COM
19,360$767.0M0.22%
107
VOOVANGUARD INDEX FUNDS S&P 500 ETF USD
1,224$767.0M0.22%
108
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
10,325$766.0M0.22%
109
TDTORONTO DOMINION BANK ONT COM NPV ISIN #CA8911605092 SEDOL #2897222
7,826$737.0M0.21%
110
CITHE CIGNA GROUP COM
2,668$734.0M0.21%
111
COSTCOSTCO WHOLESALE CORP COM
824$710.0M0.21%
112
SFYTIDAL TRUST I SOFI SELECT 500 ETF
5,333$704.0M0.20%
113
MAAMID-AMER APT CMNTYS INC COM
5,030$698.0M0.20%
114
AMTAMERICAN TOWER CORP NEW COM
3,869$679.0M0.20%
115
ACNACCENTURE PLC
2,428$651.0M0.19%
116
SOXXISHARES TR ISHARES SEMICDTR
2,102$633.0M0.18%
117
DEDEERE & CO
1,354$630.0M0.18%
118
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
508$616.0M0.18%
119
RSGREPUBLIC SERVICES INC
2,828$599.0M0.17%
120
AREALEXANDRIA REAL ESTATE EQUITIES COM USD0 01
11,390$557.0M0.16%
121
HIIHUNTINGTON INGALLS INDUSTRIES INC
1,586$539.0M0.16%
122
BACBANK AMERICA CORP COM
9,796$538.0M0.16%
123
NUVNUVEEN MUNICIPAL VALUE FUND INC
59,076$535.0M0.16%
124
LKFNLAKELAND FINANCIAL CORP
9,276$529.0M0.15%
125
DOCHEALTHPEAK PROPERTIES INC COM
32,417$521.0M0.15%
126
NOWSERVICENOW INC COM USD0 001
3,406$521.0M0.15%
127
TDIVFIRST TR EXCHANGE TRADED FD VI NASDAQ TECH DIVID INDEX FD
5,233$506.0M0.15%
128
DLYDOUBLELINE YIELD OPPORTUNITIES COM
32,663$474.0M0.14%
129
EQIXEQUINIX INC COM
618$473.0M0.14%
130
XLKSELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
3,120$449.0M0.13%
131
REGLPROSHARES TR S&P MDCP 400 DIV
5,182$436.0M0.13%
132
NINISOURCE INC COM USD0 01
9,584$400.0M0.12%
133
GQ9SPDR GOLD TR GOLD SHS
1,005$398.0M0.12%
134
RGTIRIGETTI COMPUTING INC COMMON STOCK
16,789$371.0M0.11%
135
FIDUFIDELITY MSCI INDL INDEX ETF
4,397$362.0M0.10%
136
BIPCBROOKFIELD INFRASTRUCTURE CORP EXCHANGEABLE SUB VOTING SHS CL A ISIN #CA11276H1064 SEDOL #BSQLM28
7,555$343.0M0.10%
137
SLVISHARES SILVER TR ISHARES
5,223$336.0M0.10%
138
MAMASTERCARD INCORPORATED CL A
547$312.0M0.09%
139
KVUEKENVUE INC COM
17,728$305.0M0.09%
140
YUMYUM! BRANDS INC
2,012$304.0M0.09%
141
IRMIRON MTN INC DEL COM
3,648$302.0M0.09%
142
LOWLOWES COMPANIES INC COM USD0 50
1,240$299.0M0.09%
143
PFXFVANECK ETF TRUST PREFERRED SECURT
16,939$299.0M0.09%
144
TSLATESLA INC COM
652$293.0M0.08%
145
AWRAMER STATES WTR CO COM
3,831$277.0M0.08%
146
FUTYFIDELITY MSCI UTILS INDEX ETF
4,688$258.0M0.07%
147
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
1,151$258.0M0.07%
148
BXBLACKSTONE INC
1,600$246.0M0.07%
149
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF
5,001$246.0M0.07%
150
ELVELEVANCE HEALTH INC COM
678$237.0M0.07%
151
SMCISUPER MICRO COMPUTER INC COM NEW
7,967$233.0M0.07%
152
SCHGSCHWAB US LARGE-CAP GROWTH ETF
7,118$232.0M0.07%
153
AMDADVANCED MICRO DEVICES INC
1,086$232.0M0.07%
154
VSTVISTRA CORP COM
1,428$230.0M0.07%
155
MYIBLACKROCK MUNIYIELD QUALITY FD COM
20,870$226.0M0.07%
156
FRMEFIRST MERCHANTS CORP
5,913$221.0M0.06%
157
NUENUCOR CORP COM USD0 40
1,259$205.0M0.06%
158
TSMTAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
676$205.0M0.06%
159
LHXL3HARRIS TECHNOLOGIES INC COM
683$200.0M0.06%
160
NUNU HOLDINGS LTD USD0 000006666666 CLASS A
10,040$168.0M0.05%
161
AESAES CORP COM USD0 01
11,060$158.0M0.05%
162
NADNUVEEN QUALITY MUNCP INCOME FD COM
10,925$131.0M0.04%
163
OIAINVESCO MUN INCOME OPPRTNTS TR COM USD0 01
16,471$98.0M0.03%
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