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Home > Institutional Investor > Pathway Financial Advisers, Llc > Profile

Instuitional Investor - Pathway Financial Advisers, Llc

Fund Profile
Filing Period:
Fund Name: Pathway Financial Advisers, Llc
Portfolio Value $342,854,404
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 37,448 $12,307,975 3.59%
2.
Jpmorgan Chase & Co
 JPM 29,148 $9,140,702 2.67%
3.
Enterprise Products Partners L.p.
 EPD 287,156 $8,973,313 2.62%
4.
Abbvie Inc.
 ABBV 33,576 $7,733,518 2.26%
5.
Fidelity Covington Trust
 131,143 $7,294,182 2.13%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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