Pathway Financial Advisers, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2025 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 5,362 shares of $MGK (~$1,656,215). This was an increase of ~inf% over their previous position.
- A decrease of -9,497 shares of $EXR (~$1,410,210). This was a decrease of ~84% from their previous position.
- An addition of 12,566 shares of $PLD (~$1,404,753). This was an increase of ~1740% over their previous position.
- A decrease of -48,088 shares of $BCE (~$1,104,100). This was a decrease of ~100% from their previous position.
- A decrease of -13,541 shares of $CVS (~$917,403). This was a decrease of ~57% from their previous position.
- A decrease of -18,632 shares of $DOW (~$650,629). This was a decrease of ~100% from 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.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
