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Pathway Financial Advisers, LLC

Q2 2026 13F filing

Updated 43 days ago

167 disclosed positions worth $396.9M

Portfolio value
$396.9M
Total holdings
167
New positions
7
Closed positions
4
Increased
111
Decreased
45
Turnover
6.6%
Filed
2026-07-30

Full holdings

Every line item disclosed in Q2 2026

A

BROADCOM INC COM

-1.1%
Value
$13.9M
Shares
36.8K
% Port
3.50%
E

ENTERPRISE PRODS PARTNERS L P COM

+1.0%
Value
$10.9M
Shares
296.9K
% Port
2.75%
S

STEEL DYNAMICS INC

-1.4%
Value
$10.3M
Shares
45.1K
% Port
2.61%
C

CISCO SYSTEMS INC

-1.0%
Value
$9.6M
Shares
81.3K
% Port
2.41%
J

JPMORGAN CHASE &CO. COM

-0.0%
Value
$9.1M
Shares
27.9K
% Port
2.30%
A

ABBVIE INC COM USD0.01

+1.0%
Value
$8.7M
Shares
34.6K
% Port
2.19%
F
7.FIS

FIDELITY HIGH DIVIDEND ETF

-1.0%
Value
$8M
Shares
132.4K
% Port
2.01%
D

DUKE ENERGY CORP NEW COM NEW ISIN US26441C2044 SEDOL B7JZSK0

+0.1%
Value
$7.4M
Shares
58.6K
% Port
1.87%
A

APPLE INC

+2.5%
Value
$7.1M
Shares
24.7K
% Port
1.80%
E

ENBRIDGE INC COM ISIN CA29250N1050 SEDOL 2466149

+0.3%
Value
$6.7M
Shares
124.1K
% Port
1.70%
E
11.EXG

EATON VANCE TAX-MANAGED DIVERS COM

+1.4%
Value
$6.5M
Shares
446.4K
% Port
1.64%
O
12.O

REALTY INCOME CORP COM

+1.6%
Value
$6.4M
Shares
103.2K
% Port
1.61%
B
13.BX

VANGUARD SPECIALIZED FUNDS DIV APP ETF

+4.2%
Value
$5.6M
Shares
23.9K
% Port
1.42%
B
14.BNS

BANK OF NOVA SCOTIA COM NPV ISIN CA0641491075 SEDOL 2076281

-0.3%
Value
$5.6M
Shares
64.6K
% Port
1.41%
P
15.PEP

PEPSICO INC

+0.6%
Value
$5.4M
Shares
39.9K
% Port
1.36%
I
16.IBM

INTERNATIONAL BUS MACH CORP COM USD0.20

+0.8%
Value
$5.1M
Shares
18.1K
% Port
1.28%
K
17.KLAC

KLA CORP COM NEW

+906.4%
Value
$5.1M
Shares
16.8K
% Port
1.28%
C
18.CVX

CHEVRON CORP NEW COM

+0.9%
Value
$5.1M
Shares
30.6K
% Port
1.28%
N
19.NVDA

NVIDIA CORPORATION COM

-0.8%
Value
$5.1M
Shares
25.3K
% Port
1.27%
M
20.MSFT

MICROSOFT CORP

+5.8%
Value
$5M
Shares
13.5K
% Port
1.27%
M
21.MRVL

MARVELL TECHNOLOGY INC COM

-2.0%
Value
$5M
Shares
16.7K
% Port
1.25%
G

ALPHABET INC CAP STK CL A

+1.3%
Value
$4.9M
Shares
13.8K
% Port
1.25%
O
23.OKE

ONEOK INC COM USD0.01

+0.7%
Value
$4.8M
Shares
55.3K
% Port
1.21%
O
24.OHI

OMEGA HEALTHCARE INVESTORS INC

+1.3%
Value
$4.7M
Shares
99.6K
% Port
1.20%
C
25.CMI

CUMMINS INC

-2.2%
Value
$4.7M
Shares
6.6K
% Port
1.19%
?
26.N/A

RTX CORPORATION COM USD1.00

Value
$4.7M
Shares
24.9K
% Port
1.19%
G
27.GLW

CORNING INC

-1.6%
Value
$4.7M
Shares
18.4K
% Port
1.18%
J
28.JNJ

JOHNSON &JOHNSON COM

+0.4%
Value
$4.7M
Shares
18.5K
% Port
1.18%
L
29.LRCX

LAM RESEARCH CORP COM NEW

-0.2%
Value
$4.7M
Shares
10.8K
% Port
1.18%
V
30.VZ

VERIZON COMMUNICATIONS INC

+1.2%
Value
$4.4M
Shares
104.1K
% Port
1.11%
S
31.SOMN

SOUTHERN CO

-0.0%
Value
$4.3M
Shares
45.1K
% Port
1.09%
W
32.WMT

WALMART INC COM

+0.3%
Value
$4.2M
Shares
36.9K
% Port
1.05%
M
33.MRK

MERCK &CO. INC COM

+1.6%
Value
$4.1M
Shares
32.0K
% Port
1.04%
A
34.AEP

AMERICAN ELEC PWR CO INC COM

+2.7%
Value
$4.1M
Shares
29.8K
% Port
1.03%
V
35.VGES

VANGUARD MEGA CAP GROWTH INDEX FUND

+406.9%
Value
$4M
Shares
46.0K
% Port
1.02%
P
36.PM

PHILIP MORRIS INTERNATIONAL INC COM NPV

+0.5%
Value
$4M
Shares
22.1K
% Port
1.01%
E
37.EVRG

EVERGY INC COM

-0.2%
Value
$3.8M
Shares
43.7K
% Port
0.95%
G

GOLDMAN SACHS GROUP INC COM USD0.01

-0.5%
Value
$3.6M
Shares
3.6K
% Port
0.91%
A
39.AMGN

AMGEN INC

-0.8%
Value
$3.6M
Shares
9.8K
% Port
0.89%
L
40.LLY

ELI LILLY &CO COM

+3.6%
Value
$3.5M
Shares
2.9K
% Port
0.87%
U
41.UNP

UNION PAC CORP COM

+4.9%
Value
$3.5M
Shares
12.7K
% Port
0.87%
M
42.MCD

MCDONALD S CORP

+0.9%
Value
$3.4M
Shares
12.8K
% Port
0.87%
W
43.WM

WASTE MANAGEMENT INC

+0.9%
Value
$3.4M
Shares
15.4K
% Port
0.87%
A
44.AMZN

AMAZON.COM INC

+5.3%
Value
$3.4M
Shares
14.1K
% Port
0.85%
Q
45.QCOM

QUALCOMM INC

+2.7%
Value
$3.3M
Shares
18.1K
% Port
0.84%
R

ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN CA7800871021 SEDOL 2754383

+2.1%
Value
$3.3M
Shares
16.1K
% Port
0.84%
U
47.UNH

UNITEDHEALTH GROUP INC

-0.3%
Value
$3.3M
Shares
7.9K
% Port
0.83%
L
48.LMT

LOCKHEED MARTIN CORP COM USD1.00

-0.4%
Value
$3.2M
Shares
6.3K
% Port
0.81%
E
49.EMR

EMERSON ELECTRIC CO

+3.3%
Value
$3.2M
Shares
22.5K
% Port
0.81%
V
50.VICI

VICI PPTYS INC COM

+3.5%
Value
$3.1M
Shares
118.5K
% Port
0.79%