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Pathway Financial Advisers, LLC
RIA/Wealth
Pathway Financial Advisers, LLC is a RIA/Wealth based in Auburn, IN led by Steven Eric Post, reporting $442.8M in AUM as of Q3 2025 with AVGO as the largest holding (4% allocation).
CIOSteven Eric Post
- Portfolio Value
- $342.2M
- Positions
- 375
- Top Holding
- AVGO at 3.6%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pathway Financial Advisers, LLC's portfolio (22.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $12.3M | 3.60% | -$647.5K Sold | 0.00% 37.4K shares | |
Banks - Diversified Financial Services | $9.1M | 2.67% | -$793.4K Sold | 0.00% 29.1K shares | |
Oil & Gas Midstream Energy | $9.0M | 2.62% | +$205.1K Bought | 0.01% 287.2K shares | |
Drug Manufacturers - General Healthcare | $7.7M | 2.26% | +$249.2K Bought | 0.00% 33.6K shares | |
ETF ETF | $7.3M | 2.13% | +$4.4M Bought | — 131.1K shares | |
Regulated Electric Utilities | $7.1M | 2.07% | +$74.5K Bought | 0.01% 57.5K shares | |
Unknown Unknown | $6.5M | 1.90% | +$358.6K Bought | — 408.2K shares | |
Steel Basic Materials | $6.3M | 1.83% | -$21.7K Sold | 0.03% 45.0K shares | |
Oil & Gas Midstream Energy | $6.2M | 1.81% | +$190.6K Bought | 0.01% 122.9K shares | |
Consumer Electronics Technology | $6.1M | 1.79% | +$13.7K Bought | 0.00% 24.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pathway Financial Advisers, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Pathway Financial Advisers, LLC
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