Long-term investor
Pathway Financial Advisers, LLC @pathwayfinancialadvisers
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002024152).
Record
- Tracked since 2025-06-30 (462 days), 72 trades recorded
- Returns: week n/a · month n/a · 90 days -4.5% · 6 months +1.3% · 1 year +2.4% · all +2.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 3.5% · long · since 2025-06-30
- EPD · 2.7% · long · since 2025-06-30
- STLD · 2.6% · long · since 2025-06-30
- CSCO · 2.4% · long · since 2025-06-30
- JPM · 2.3% · long · since 2025-06-30
- 00287Y109 · 2.2% · long · since 2025-06-30
- 316092840 · 2.0% · long · since 2025-06-30
- 26441C204 · 1.9% · long · since 2025-06-30
- AAPL · 1.8% · long · since 2025-06-30
- 29250N105 · 1.7% · long · since 2025-06-30
- 27828N102 · 1.6% · long · since 2025-06-30
- O · 1.6% · long · since 2025-06-30