Investments: Pathway Financial Advisers, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
340.263.565 $+5.545.111 $337.591.472 $+33.415.705 $304.881.893 $+16.026.940 $288.854.953 $+288.854.953 $
BANK OF AMERICA CORP /DE/BAC162.785.336 $-2.016.630 $164.801.966 $+15.445.689 $149.356.277 $+10.903.185 $138.453.092 $+138.453.092 $
JPMORGAN CHASE & COJPM9.255.833 $+115.131 $9.140.702 $-43.026 $9.183.728 $+1.473.087 $7.710.641 $+7.710.641 $
STEEL DYNAMICS INCSTLD7.925.791 $+1.664.530 $6.261.261 $+483.417 $5.777.844 $+170.748 $5.607.096 $+5.607.096 $
AbbVie Inc.ABBV7.666.062 $-67.456 $7.733.518 $+1.701.977 $6.031.541 $-697.137 $6.728.678 $+6.728.678 $
Duke Energy CORPDUK6.725.788 $-368.377 $7.094.165 $+380.872 $6.713.293 $-302.649 $7.015.942 $+7.015.942 $
APPFOLIO INCAPPF6.524.962 $+398.831 $6.126.131 $+1.175.304 $4.950.827 $-330.669 $5.281.496 $+5.281.496 $
ENBRIDGE INCENB5.922.378 $-273.913 $6.196.291 $+796.676 $5.399.615 $+223.884 $5.175.731 $+5.175.731 $
REALTY INCOME CORPO5.626.338 $-359.610 $5.985.948 $+542.272 $5.443.676 $+105.257 $5.338.419 $+5.338.419 $
PEPSICO INCPEP5.693.525 $+76.230 $5.617.295 $+609.742 $5.007.553 $-503.893 $5.511.446 $+5.511.446 $
MICROSOFT CORPMSFT5.321.892 $-253.536 $5.575.428 $+488.255 $5.087.173 $+1.418.948 $3.668.225 $+3.668.225 $
LOCKHEED MARTIN CORPLMT5.187.548 $-198.316 $5.385.864 $+505.683 $4.880.181 $+236.542 $4.643.639 $+4.643.639 $
ALPHA PRO TECH LTDAPT5.307.870 $+1.263.085 $4.044.785 $+2.006.441 $2.038.344 $+387.581 $1.650.763 $+1.650.763 $
AMGEN INCAMGN4.997.540 $+693.598 $4.303.942 $+202.170 $4.101.772 $-413.711 $4.515.483 $+4.515.483 $
BANK OF NOVA SCOTIABNS4.925.783 $+610.163 $4.315.620 $+454.686 $3.860.934 $+458.437 $3.402.497 $+3.402.497 $
RTX CorpRTX4.894.462 $+359.913 $4.534.549 $+561.679 $3.972.870 $+355.749 $3.617.121 $+3.617.121 $
CHEVRON CORPCVX4.370.297 $-52.072 $4.422.369 $+421.881 $4.000.488 $-614.201 $4.614.689 $+4.614.689 $
VERIZON COMMUNICATIONS INCVZ4.115.911 $-307.390 $4.423.301 $+101.124 $4.322.177 $-154.277 $4.476.454 $+4.476.454 $
NVIDIA CORPNVDA4.433.839 $+81.005 $4.352.834 $+1.917.438 $2.435.396 $+878.059 $1.557.337 $+1.557.337 $
SOUTHERN COSO3.825.378 $-327.426 $4.152.804 $-203.748 $4.356.552 $+47.516 $4.309.036 $+4.309.036 $
PROCTER & GAMBLE CoPG2.264.801 $-291.730 $2.556.531 $-1.308.718 $3.865.249 $-240.833 $4.106.082 $+4.106.082 $
Walmart Inc.WMT4.065.036 $+319.206 $3.745.830 $+20.297 $3.725.533 $+335.863 $3.389.670 $+3.389.670 $
JOHNSON & JOHNSONJNJ3.942.429 $+383.674 $3.558.755 $+613.249 $2.945.506 $-256.610 $3.202.116 $+3.202.116 $
MCDONALDS CORPMCD3.846.693 $+29.545 $3.817.148 $+281.334 $3.535.814 $-195.053 $3.730.867 $+3.730.867 $
Medtronic plcMDT3.707.016 $-11.478 $3.718.494 $+268.526 $3.449.968 $-156.016 $3.605.984 $+3.605.984 $
CUMMINS INCCMI3.683.691 $+589.442 $3.094.249 $+685.306 $2.408.943 $+139.151 $2.269.792 $+2.269.792 $
UNITEDHEALTH GROUP INCUNH2.654.223 $-144.562 $2.798.785 $+546.019 $2.252.766 $-1.289.875 $3.542.641 $+3.542.641 $
GOLDMAN SACHS GROUP INCGS3.302.925 $+310.875 $2.992.050 $+109.771 $2.882.279 $+677.594 $2.204.685 $+2.204.685 $
EMERSON ELECTRIC COEMR2.715.033 $+89.168 $2.625.865 $-31.965 $2.657.830 $+563.045 $2.094.785 $+2.094.785 $
ROYAL BANK OF CANADARY2.702.649 $+416.400 $2.286.249 $+1.112.580 $1.173.669 $+225.780 $947.889 $+947.889 $
ELI LILLY & CoLLY2.700.994 $+816.656 $1.884.338 $+491.222 $1.393.116 $+18.402 $1.374.714 $+1.374.714 $
AMAZON COM INCAMZN2.610.308 $+241.796 $2.368.512 $+446.016 $1.922.496 $+377.933 $1.544.563 $+1.544.563 $
UNILEVER PLCUL2.569.278 $-13.852 $2.583.130 $+269.484 $2.313.646 $+105.329 $2.208.317 $+2.208.317 $
COCA COLA COKO2.447.773 $+161.848 $2.285.925 $-159.393 $2.445.318 $+21.854 $2.423.464 $+2.423.464 $
TORONTO DOMINION BANKTD737.233 $+115.056 $622.177 $-1.823.506 $2.445.683 $+410.575 $2.035.108 $+2.035.108 $
MPLX LPMPLX2.373.010 $+244.466 $2.128.544 $+376.612 $1.751.932 $+22.342 $1.729.590 $+1.729.590 $
METLIFE INCMET1.996.174 $-84.886 $2.081.060 $-62.369 $2.143.429 $+63.691 $2.079.738 $+2.079.738 $
KLA CORPKLAC2.025.385 $+239.271 $1.786.114 $+249.280 $1.536.834 $+392.476 $1.144.358 $+1.144.358 $
UNITED PARCEL SERVICE INCUPS1.401.411 $+187.208 $1.214.203 $-617.559 $1.831.762 $-167.550 $1.999.312 $+1.999.312 $
LAM RESEARCH CORPLRCX1.945.903 $+424.189 $1.521.714 $+412.671 $1.109.043 $+287.732 $821.311 $+821.311 $
BERKSHIRE HATHAWAY INCBRK-B1.761.596 $+5.091 $1.756.505 $+59.064 $1.697.441 $-144.708 $1.842.149 $+1.842.149 $
SUN LIFE FINANCIAL INCSLF1.529.890 $+44.514 $1.485.376 $-281.028 $1.766.404 $+221.438 $1.544.966 $+1.544.966 $
GENERAL DYNAMICS CORPGD1.748.795 $-13.264 $1.762.059 $+248.723 $1.513.336 $+99.335 $1.414.001 $+1.414.001 $
Phillips 66PSX1.548.893 $-76.871 $1.625.764 $+202.107 $1.423.657 $-56.602 $1.480.259 $+1.480.259 $
NEXTERA ENERGY INCNEE1.518.100 $+152.347 $1.365.753 $+235.950 $1.129.803 $+66.106 $1.063.697 $+1.063.697 $
Constellation Energy CorpCEG1.466.471 $+152.999 $1.313.472 $+462.167 $851.305 $+409.890 $441.415 $+441.415 $
GENUINE PARTS COGPC1.230.652 $-217.061 $1.447.713 $+171.477 $1.276.236 $+28.408 $1.247.828 $+1.247.828 $
AMERICAN EXPRESS COAXP1.318.476 $+140.046 $1.178.430 $+106.574 $1.071.856 $+271.327 $800.529 $+800.529 $
ALLSTATE CORPALL1.242.425 $-5.704 $1.248.129 $+115.363 $1.132.766 $+13.327 $1.119.439 $+1.119.439 $
PFIZER INCPFE1.154.854 $-15.395 $1.170.249 $+161.572 $1.008.677 $-1.855 $1.010.532 $+1.010.532 $
PEOPLES BANCORP INCPEBO1.066.679 $+14.773 $1.051.906 $+41.142 $1.010.764 $+36.137 $974.627 $+974.627 $
DEERE & CODE630.599 $+14.763 $615.836 $-346.260 $962.096 $+57.531 $904.565 $+904.565 $
EXXON MOBIL CORPXOM954.766 $+117.993 $836.773 $+102.471 $734.302 $+15.151 $719.151 $+719.151 $
NNN REIT, INC.NNN767.239 $-63.061 $830.300 $+174.091 $656.209 $+19.724 $636.485 $+636.485 $
STARBUCKS CORPSBUX33.667 $-719.894 $753.561 $-68.799 $822.360 $+822.360 $
CVS HEALTH CorpCVS706.126 $+27.606 $678.520 $+678.520 $
Accenture plcACN651.423 $+58.531 $592.892 $-80.359 $673.251 $+68.840 $604.411 $+604.411 $
EQUINIX INCEQIX473.123 $-11.090 $484.213 $+121.980 $362.233 $+2.713 $359.520 $+359.520 $
SPS COMMERCE INCSPSC398.413 $+57.417 $340.996 $+48.585 $292.411 $-23.190 $315.601 $+315.601 $
YUM BRANDS INCYUM304.426 $-1.382 $305.808 $-17.233 $323.041 $-19.940 $342.981 $+342.981 $
CSX CORPCSX124.349 $-208.308 $332.657 $+29.461 $303.196 $+303.196 $
Mastercard IncMA312.116 $+9.579 $302.537 $+32.261 $270.276 $+6.844 $263.432 $+263.432 $
BlackRock, Inc.BLK263.925 $+263.925 $
FIRST MERCHANTS CORPFRME221.623 $+737 $220.886 $-1.542 $222.428 $-10.090 $232.518 $+232.518 $
ADVANCED MICRO DEVICES INCAMD232.514 $+79.883 $152.631 $+152.631 $
NUCOR CORPNUE205.333 $+26.185 $179.148 $+179.148 $
Nu Holdings Ltd.NU168.063 $+922 $167.141 $+167.141 $
GENERAL ELECTRIC COGE165.462 $+165.462 $
AES CORPAES158.598 $+13.107 $145.491 $+145.491 $
WELLTOWER INC.WELL147.605 $+147.605 $
PALATIN TECHNOLOGIES INCPTNT141.651 $+141.651 $
ANALOG DEVICES INCADI139.154 $+139.154 $
ORACLE CORPORCL123.722 $+123.722 $
CATERPILLAR INCCAT111.153 $+111.153 $
Walt Disney CoDIS104.735 $+104.735 $
HERSHEY COHSY100.753 $+100.753 $
AFLAC INCAFL86.084 $+86.084 $
RIO TINTO PLCRIO80.737 $+80.737 $
EXELON CORPEXC78.184 $+78.184 $
NOVARTIS AGNVS77.153 $+77.153 $
Bank OZKOZK70.647 $+70.647 $
TECK RESOURCES LTDTECK70.617 $+70.617 $
iShares Bitcoin Trust ETFIBIT66.118 $+66.118 $
Strategy IncMSTR64.765 $+64.765 $
KROGER COKR63.971 $+63.971 $
Unum GroupUNM59.646 $+59.646 $
NETFLIX INCNFLX58.888 $+58.888 $
ASML HOLDING NVASML56.299 $+56.299 $
MIDDLESEX WATER COMSEX53.809 $+53.809 $
EVERSOURCE ENERGYES50.652 $+50.652 $
AMEREN CORPAEE44.179 $+44.179 $
BOEING COBA37.771 $+37.771 $
CONOCOPHILLIPSCOP37.616 $+37.616 $
CARPENTER TECHNOLOGY CORPCRS36.586 $+36.586 $
Palo Alto Networks IncPANW34.074 $+34.074 $
FEDEX CORPFDX32.672 $+32.672 $
NATIONAL GRID PLCNGG31.233 $+31.233 $
MICROCHIP TECHNOLOGY INCMCHP28.705 $+28.705 $
ASTRAZENECA PLCAZN21.925 $+21.925 $
STRYKER CORPSYK21.390 $+21.390 $
SCHWAB CHARLES CORPSCHW19.813 $+19.813 $
CITIGROUP INCC19.645 $+19.645 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP17.769 $+17.769 $
Grayscale Bitcoin Mini Trust ETFBTC16.206 $+16.206 $
ARES CAPITAL CORPARCC13.862 $+13.862 $
NASDAQ, INC.NDAQ13.309 $+13.309 $
PRICE T ROWE GROUP INCTROW10.767 $+10.767 $
MORGAN STANLEYMS10.468 $+10.468 $
REGIONS FINANCIAL CORPRF7.436 $+7.436 $
FISERV INCFISV6.834 $+6.834 $
CABOT CORPCBT5.374 $+5.374 $
WATSCO INCWSO5.014 $+5.014 $
Parker-Hannifin CorpPH3.806 $+3.806 $
AECOMACM1.518 $+1.518 $
BARRICK MINING CORPB1.188 $+1.188 $
NICOLET BANKSHARES INCNIC112 $+112 $
340.263.565 $+5.545.111 $337.591.472 $+33.415.705 $304.881.893 $+16.026.940 $288.854.953 $+288.854.953 $
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