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PATHWAY FINANCIAL ADVISERS, LLC 13F portfolio summary

PATHWAY FINANCIAL ADVISERS, LLC of PATHWAY FINANCIAL ADVISERS, LLC has 163 current stock holdings with a reported portfolio value of $353.6M. The portfolio 1 year return is +13.64%. Top holdings include QQQ (0.00%), BIP (0.00%), AWR (0.00%), PFXF (0.00%), SPY (0.00%).

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PATHWAY FINANCIAL ADVISERS, LLC

PATHWAY FINANCIAL ADVISERS, LLC
Latest filing: 2026-03-31

PATHWAY FINANCIAL ADVISERS, LLC runs PATHWAY FINANCIAL ADVISERS, LLC and currently holds 163 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $353.60M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PATHWAY FINANCIAL ADVISERS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PATHWAY FINANCIAL ADVISERS, LLC's portfolio at PATHWAY FINANCIAL ADVISERS, LLC has delivered returns of +13.64%. Their 3-year annualized return is +155.12%. Looking at the 5-year horizon, PATHWAY FINANCIAL ADVISERS, LLC has achieved +154.68% annualized returns at PATHWAY FINANCIAL ADVISERS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+13.64%
#0/1000
3 Year
+155.12%
#0/1000
5 Year
+154.68%
#0/1000

Portfolio Value

$353.60M

Alpha Score

111.3

#0 of 1000

Holdings

163

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change