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Home > Institutional Investor > Pathway Financial Advisers, Llc > Profile

Instuitional Investor - Pathway Financial Advisers, Llc

Fund Profile
Filing Period:
Fund Name: Pathway Financial Advisers, Llc
Portfolio Value $296,892,247
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 41,848 $9,702,022 3.24%
2.
Enterprise Products Partners L.p.
 EPD 270,066 $8,469,243 2.83%
3.
Jpmorgan Chase & Co
 JPM 32,579 $7,809,415 2.61%
4.
Duke Energy Corp
 DUK 58,303 $6,281,533 2.1%
5.
Oneok Inc W
 OKE 59,936 $6,017,547 2.01%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)