Pathway Financial Advisers, LLC

Q4 2024 13F Holdings

  • Location
    auburn, IN
  • Num holdings

    434

  • Value ($000)

    $298,547

  • Date Filed
    01/30/2025
  • Form type
    13F-HR
  • CIK
    0002024152
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVGO
AVGO

BROADCOM INC COM

COM
11135F101
$9.70M
3 %

41,848

EPD
EPD

ENTERPRISE PRODS PARTNERS L P COM

COM
293792107
$8.47M
3 %

270,066

JPM
JPM

JPMORGAN CHASE &CO. COM

COM
46625H100
$7.81M
3 %

32,579

DUK
DUK

DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0

COM NEW
26441C204
$6.28M
2 %

58,303

OKE
OKE

ONEOK INC COM USD0.01

COM
682680103
$6.02M
2 %

59,936

AAPL
AAPL

APPLE INC

COM
037833100
$5.98M
2 %

23,870

ABBV
ABBV

ABBVIE INC COM USD0.01

COM
00287Y109
$5.81M
2 %

32,716

PEP
PEP

PEPSICO INC

COM
713448108
$5.50M
2 %

36,154

CSCO
CSCO

CISCO SYSTEMS INC

COM
17275R102
$5.48M
2 %

92,573

XETYX
XETYX

EATON VANCE TAX-MANAGED DIVERS COM

COM
27828N102
$5.35M
2 %

357,618

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