CIK 1738828
Pathway Financial Advisors LLC
Institutional 13F holdings & portfolio
Holdings
147
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–147 of 147
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 498 | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 6K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 754 | $100K–$500K | SH |
| CIGI | COLLIERS INTL GROUP INC | 3K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 7K | $100K–$500K | SH |
| ESML | ISHARES TR | 7K | $100K–$500K | SH |
| MCO | MOODYS CORP | 600 | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 3K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 949 | $100K–$500K | SH |
| ISCB | ISHARES TR | 4K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 690 | $100K–$500K | SH |
| SPD | SIMPLIFY EXCHANGE TRADED FUN | 7K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 923 | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| SLF | SUN LIFE FINANCIAL INC. | 4K | $100K–$500K | SH |
| EFAV | ISHARES TR | 3K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 2K | $100K–$500K | SH |
| SUSA | ISHARES TR | 2K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 414 | $100K–$500K | SH |
| SHEL | SHELL PLC | 3K | $100K–$500K | SH |
| GLQ | CLOUGH GLOBAL EQUITY FD | 30K | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 718 | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 5K | $100K–$500K | SH |
| HL | HECLA MNG CO | 10K | $100K–$500K | SH |
| CBU | COMMUNITY FINANCIAL SYSTEM I | 4K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| MMC | MARSH & MCLENNAN COS INC | 1K | $100K–$500K | SH |
| IJH | ISHARES TR | 3K | $100K–$500K | SH |
| MMM | 3M CO | 1K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 306 | $100K–$500K | SH |
| NI | NISOURCE INC | 5K | $100K–$500K | SH |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | 9K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 2K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 2K | $100K–$500K | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |