| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 25 | Q2 2024 | 15.9% |
| VANGUARD INDEX FDS | 25 | Q2 2024 | 14.1% |
| VANGUARD INDEX FDS | 25 | Q2 2024 | 6.2% |
| SPDR S&P 500 ETF TR | 25 | Q2 2024 | 6.4% |
| ISHARES TR | 25 | Q2 2024 | 4.7% |
| FLEXSHARES TR | 25 | Q2 2024 | 3.7% |
| VANGUARD SPECIALIZED FUNDS | 25 | Q2 2024 | 3.2% |
| ISHARES TR | 25 | Q2 2024 | 5.8% |
| HONEYWELL INTL INC | 25 | Q2 2024 | 2.9% |
| ISHARES TR | 25 | Q2 2024 | 2.0% |
View Pathway Financial Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-08 |
| 13F-HR | 2024-07-24 |
| N-PX | 2024-07-22 |
| 13F-HR/A | 2024-04-10 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-23 |
View Pathway Financial Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.