Pathway Financial Advisers, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 1,055 shares of $QQQ (~$581,980). This was an increase of ~inf% over their previous position.
- An addition of 503 shares of $SPY (~$310,779). This was an increase of ~19% over their previous position.
- An addition of 873 shares of $TSLA (~$277,317). This was an increase of ~inf% over their previous position.
- An addition of 455 shares of $MSFT (~$226,322). This was an increase of ~5% over their previous position.
- An addition of 1,106 shares of $FTEC (~$218,125). This was an increase of ~inf% over their previous position.
- An addition of 11,554 shares of $ET (~$209,474). This was an increase of ~12% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Pathway Financial Advisers, LLC for more details.
