account_balance
Investment manager · 13F filer · SEC CIK 2024152
Pathway Financial Advisers, LLC
Reported value$399Mas of Sep 30, 2026
Positions405 241 new, 3 sold out
Top 10 weight22.6%AVGO alone is 3%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVGOBroadcom Inc.
3.2%
EPDEnterprise Products Partners L.P.
2.7%
STLDSteel Dynamics Inc
2.4%Trimmed −4%
ABBVAbbVie Inc.
2.3%Added +3%
JPMJPMorgan Chase & Co
2.3%
FDVVFidelity Covington Trust
2.0%
AAPLApple Inc.
2.0%
CSCOCisco Systems, Inc.
2.0%Trimmed −10%
MSFTMicrosoft Corp
1.9%Added +7%
DUKDuke Energy CORP
1.7%Added +2%
CVXChevron Corp
1.6%+2%
ETYEaton Vance Tax-Managed Diversified Equity Income Fund
1.6%
AVGOBroadcom Inc.
3.2%
EPDEnterprise Products Partners L.P.
2.7%
STLDSteel Dynamics Inc
2.4%
ABBVAbbVie Inc.
2.3%+3%
JPMJPMorgan Chase & Co
2.3%
FDVVFidelity Covington Trust
2.0%
AAPLApple Inc.
2.0%
CSCOCisco Systems, Inc.
2.0%
MSFTMicrosoft Corp
1.9%
DUKDuke Energy CORP
1.7%
CVXChevron Corp
1.6%
ETYEaton Vance Tax-Managed Diversified Equity Income Fund
1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVGO Broadcom Inc. 3.2% HeldEPD Enterprise Products Partners L.P. 2.7% HeldSTLD Steel Dynamics Inc 2.4% Trimmed −4%ABBV AbbVie Inc. 2.3% Added +3%JPM JPMorgan Chase & Co 2.3% Held
FDVV Fidelity Covington Trust 2.0% Held
AAPL Apple Inc. 2.0% HeldCSCO Cisco Systems, Inc. 2.0% Trimmed −10%MSFT Microsoft Corp 1.9% Added +7%DUK Duke Energy CORP 1.7% Added +2%CVX Chevron Corp 1.6% Added +2%ETY Eaton Vance Tax-Managed Diversified Equity Income Fund 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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