Pathway Financial Advisers, LLC
Q4 2025 13F Holdings
- Locationauburn, IN
- Num holdings
163
- Value ($000)
$345,009
- Date Filed02/06/2026
- Form type13F-HR
- CIK0002024152
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BROADCOM INC COM | COM | 11135F101 | $12.69M | 4 % | 36,657 | ||
ENTERPRISE PRODS PARTNERS L P COM | COM | 293792107 | $9.29M | 3 % | 289,794 | ||
JPMORGAN CHASE &CO COM | COM | 46625H100 | $9.26M | 3 % | 28,725 | ||
STEEL DYNAMICS INC | COM | 858119100 | $7.93M | 2 % | 46,774 | ||
ABBVIE INC COM USD0 01 | COM | 00287Y109 | $7.67M | 2 % | 33,551 | ||
FIDELITY HIGH DIVIDEND ETF | HIGH DIVID ETF | 316092840 | $7.48M | 2 % | 131,999 | ||
DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 | COM NEW | 26441C204 | $6.73M | 2 % | 57,382 | ||
CISCO SYSTEMS INC | COM | 17275R102 | $6.59M | 2 % | 85,570 | ||
APPLE INC | COM | 037833100 | $6.52M | 2 % | 24,001 | ||
EATON VANCE TAX-MANAGED DIVERS COM | COM | 27828N102 | $6.38M | 2 % | 416,174 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100