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)

StockValue
XOMEXXON MOBIL CORP COM
$954K
TMOTHERMO FISHER SCIENTIFIC INC
$929K
CFRCULLEN/FROST BANKERS INC
$904K
BLKBLACKROCK INC COM
$863K
QTUMETF SER SOLUTIONS DEFIANCE QUANT
$769K
NNNNNN REIT INC COM
$767K
VOOVANGUARD INDEX FUNDS S&P 500 ETF USD
$767K
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
$766K
TDTORONTO DOMINION BANK ONT COM NPV ISIN #CA8911605092 SEDOL #2897222
$737K
CITHE CIGNA GROUP COM
$734K
COSTCOSTCO WHOLESALE CORP COM
$710K
SFYTIDAL TRUST I SOFI SELECT 500 ETF
$704K
MAAMID-AMER APT CMNTYS INC COM
$698K
AMTAMERICAN TOWER CORP NEW COM
$679K
ACNACCENTURE PLC
$651K
SOXXISHARES TR ISHARES SEMICDTR
$633K
DEDEERE & CO
$630K
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
$616K
RSGREPUBLIC SERVICES INC
$599K
AREALEXANDRIA REAL ESTATE EQUITIES COM USD0 01
$557K
HIIHUNTINGTON INGALLS INDUSTRIES INC
$539K
BACBANK AMERICA CORP COM
$538K
NUVNUVEEN MUNICIPAL VALUE FUND INC
$535K
LKFNLAKELAND FINANCIAL CORP
$529K
DOCHEALTHPEAK PROPERTIES INC COM
$521K
NOWSERVICENOW INC COM USD0 001
$521K
TDIVFIRST TR EXCHANGE TRADED FD VI NASDAQ TECH DIVID INDEX FD
$506K
DLYDOUBLELINE YIELD OPPORTUNITIES COM
$474K
EQIXEQUINIX INC COM
$473K
XLKSELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
$449K
REGLPROSHARES TR S&P MDCP 400 DIV
$436K
NINISOURCE INC COM USD0 01
$400K
GQ9SPDR GOLD TR GOLD SHS
$398K
RGTIRIGETTI COMPUTING INC COMMON STOCK
$371K
FIDUFIDELITY MSCI INDL INDEX ETF
$362K
BIPCBROOKFIELD INFRASTRUCTURE CORP EXCHANGEABLE SUB VOTING SHS CL A ISIN #CA11276H1064 SEDOL #BSQLM28
$343K
SLVISHARES SILVER TR ISHARES
$336K
MAMASTERCARD INCORPORATED CL A
$312K
KVUEKENVUE INC COM
$305K
YUMYUM! BRANDS INC
$304K
IRMIRON MTN INC DEL COM
$302K
LOWLOWES COMPANIES INC COM USD0 50
$299K
PFXFVANECK ETF TRUST PREFERRED SECURT
$299K
TSLATESLA INC COM
$293K
AWRAMER STATES WTR CO COM
$277K
FUTYFIDELITY MSCI UTILS INDEX ETF
$258K
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$258K
BXBLACKSTONE INC
$246K
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF
$246K
ELVELEVANCE HEALTH INC COM
$237K
SMCISUPER MICRO COMPUTER INC COM NEW
$233K
SCHGSCHWAB US LARGE-CAP GROWTH ETF
$232K
AMDADVANCED MICRO DEVICES INC
$232K
VSTVISTRA CORP COM
$230K
MYIBLACKROCK MUNIYIELD QUALITY FD COM
$226K
FRMEFIRST MERCHANTS CORP
$221K
NUENUCOR CORP COM USD0 40
$205K
TSMTAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
$205K
LHXL3HARRIS TECHNOLOGIES INC COM
$200K
NUNU HOLDINGS LTD USD0 000006666666 CLASS A
$168K
AESAES CORP COM USD0 01
$158K
NADNUVEEN QUALITY MUNCP INCOME FD COM
$131K
OIAINVESCO MUN INCOME OPPRTNTS TR COM USD0 01
$98K
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