Pathway Financial Advisers, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2024 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:
- A decrease of -7,243,122 shares of $AVGO (~$1,679,245,404). This was a decrease of ~99% from their previous position.
- A decrease of -5,566,718 shares of $AAPL (~$1,394,017,522). This was a decrease of ~100% from their previous position.
- A decrease of -4,446,206 shares of $AMGN (~$1,158,859,132). This was a decrease of ~100% from their previous position.
- A decrease of -1,046,131 shares of $BLK (~$1,072,399,349). This was a decrease of ~100% from their previous position.
- A decrease of -2,524,103 shares of $CMI (~$879,902,306). This was a decrease of ~100% from their previous position.
- A decrease of -2,884,297 shares of $APD (~$836,561,502). 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.
