Pathway Financial Advisers, LLC

Q1 2025 13F Holdings

  • Location
    auburn, IN
  • Num holdings

    158

  • Value ($000)

    $291,755

  • Date Filed
    05/08/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
EPD
EPD

ENTERPRISE PRODS PARTNERS L P COM

COM
293792107
$9.39 M
3 %

274,924

JPM
JPM

JPMORGAN CHASE &CO COM

COM
46625H100
$7.71 M
3 %

31,434

DUK
DUK

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

COM NEW
26441C204
$7.02 M
2 %

57,522

ABBV
ABBV

ABBVIE INC COM USD0 01

COM
00287Y109
$6.73 M
2 %

32,115

AVGO
AVGO

BROADCOM INC COM

COM
11135F101
$6.56 M
2 %

39,152

OKE
OKE

ONEOK INC COM USD0 01

COM
682680103
$5.91 M
2 %

59,536

---

STEEL DYNAMICS INC

COM
858119100
$5.61 M
2 %

44,828

PEP
PEP

PEPSICO INC

COM
713448108
$5.51 M
2 %

36,758

CSCO
CSCO

CISCO SYSTEMS INC

COM
17275R102
$5.49 M
2 %

88,906

O
O

REALTY INCOME CORP COM

COM
756109104
$5.34 M
2 %

92,026

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