Pathway Financial Advisers, LLC - Portfolio overview

Pathway Financial Advisers, LLC has 380 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVGO - BROADCOM INC, 3.11%
2. EPD - ENTERPRISE PRODS PARTNERS L, 3.01%
3. STLD - STEEL DYNAMICS INC, 2.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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