Pathway Financial Advisers, LLC: 13F holdings
CIK 20241522026Q2
| Positions | 167 |
|---|---|
| Reported value | $396.9m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AVGO BROADCOM INC COM | 36,798 | $13.9m | 3.5% |
| EPD ENTERPRISE PRODS PARTNERS L P COM | 296,891 | $10.9m | 2.7% |
| STLD STEEL DYNAMICS INC | 45,098 | $10.3m | 2.6% |
| CSCO CISCO SYSTEMS INC | 81,319 | $9.6m | 2.4% |
| JPM JPMORGAN CHASE &CO. COM | 27,930 | $9.1m | 2.3% |
| ABBV ABBVIE INC COM USD0.01 | 34,586 | $8.7m | 2.2% |
| FDVV FIDELITY HIGH DIVIDEND ETF | 132,384 | $8.0m | 2.0% |
| DUK DUKE ENERGY CORP NEW COM NEW ISIN US26441C2044 SEDOL B7JZSK0 | 58,552 | $7.4m | 1.9% |
| AAPL APPLE INC | 24,661 | $7.1m | 1.8% |
| ENB ENBRIDGE INC COM ISIN CA29250N1050 SEDOL 2466149 | 124,120 | $6.7m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2024152")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.