Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $291,755,300
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Enterprise Products Partners L.p.
 EPD 274,924 $9,385,919 3.22%
2.
Jpmorgan Chase & Co
 JPM 31,434 $7,710,641 2.64%
3.
Duke Energy Corp
 DUK 57,522 $7,015,942 2.4%
4.
Abbvie Inc.
 ABBV 32,115 $6,728,678 2.31%
5.
Broadcom Inc.
 AVGO 39,152 $6,555,210 2.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)