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  Name: Pathway Financial Advisors LLC
  City: South Burlington
  State: VT
  Zip: 05403
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $369,844,000
  Total Value Change : $23,552,000
  Securities Held Change : 11
   
All Securities Held : 172
  New Positions : 13
  Closed Positions : 2
  Increased Positions : 37
  Unchanged Positions : 80
  Decreased Positions : 42

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (CIGI)1 Year Chart         CIGI FirstService Corporation (USA) 78 New $112.94 $550,000 4,500 0.15% 550,000 4,500 0.012    Business Services
   (XJR)1 Year Chart         XJR Ishares Esg Screened S&p Sm... 100 New $0.00 $386,000 9,848 0.1% 386,000 9,848 0.109    N/A
   (XJH)1 Year Chart         XJH Ishares Esg Screened S&p Mi... 138 New $0.00 $248,000 6,038 0.07% 248,000 6,038 0.067    N/A
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 149 New $29.52 $228,000 2,391 0.06% 228,000 2,391 0    Medical Appliances & ...
   (PHM)1 Year Chart         PHM PulteGroup Inc 151 New $116.38 $224,000 1,860 0.06% 224,000 1,860 0.001    Residential Construct...
   (VSGX)1 Year Chart         VSGX Vanguard Esg International ... 156 New $0.00 $216,000 3,761 0.06% 216,000 3,761 0.014    N/A
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 157 New $453.56 $215,000 515 0.06% 215,000 515 0.001    Investment Brokerage ...
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 160 New $133.74 $210,000 1,530 0.06% 210,000 1,530 0.001    Business Services
   (NOW)1 Year Chart         NOW Servicenow, Inc. 162 New $730.12 $205,000 269 0.06% 205,000 269 0    Information Technolog...
   (TOT)1 Year Chart         TOT TOTAL S.A. (ADR) 164 New $74.06 $202,000 2,930 0.05% 202,000 2,930 0.001    Integrated Oil & Gas
   (DOV)1 Year Chart         DOV Dover Corp 165 New $184.26 $202,000 1,140 0.05% 202,000 1,140 0    Conglomerates
   (NML)1 Year Chart         NML Neuberger Berman MLP Income... 169 New $7.72 $78,000 10,567 0.02% 78,000 10,567 0.019    N/A
   (LVTX)1 Year Chart         LVTX Lava Therapeutics N V Ord Shs 171 New $0.00 $47,000 14,000 0.01% 47,000 14,000 0.055    N/A
      13 Records Found
  1    
Page 1 of 1
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