Holdings
Pathway Financial Advisors LLC
As of Sep 30, 2026, Pathway Financial Advisors LLC reported 34 positions worth US$33.9M. Largest: Apple Inc, Microsoft Corp. and The Baldwin Insurance Group, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 16,026 | US$5.34M | −174 | Sep 30, 2026 |
| Microsoft Corp. | 6,302 | US$3.23M | −443 | Sep 30, 2026 |
| The Baldwin Insurance Group, Inc. | 76,394 | US$2.43M | no change | Sep 30, 2026 |
| Caterpillar, Inc. | 2,709 | US$2.2M | +9 | Sep 30, 2026 |
| Church & Dwight Company, Inc. | 22,736 | US$2.14M | no change | Sep 30, 2026 |
| Nvidia Corporation | 8,844 | US$2.02M | +60 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 5,710 | US$1.96M | +53 | Sep 30, 2026 |
| Johnson & Johnson | 4,500 | US$1.19M | no change | Sep 30, 2026 |
| Broadcom Inc. | 2,960 | US$1.04M | no change | Sep 30, 2026 |
| Abbvie Inc. | 3,797 | US$993K | no change | Sep 30, 2026 |