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Name: |
Pathway Financial Advisors LLC |
City: |
South Burlington |
State: |
VT |
Zip: |
05403 |
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Holdings
Found :
13 |
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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 |
FirstService Corporation (USA) |
78 |
New |
$112.94 |
$550,000 |
4,500 |
0.15% |
550,000 |
4,500 |
0.012 |
Business Services |
|
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 |
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 |
Edwards Lifesciences Corp |
149 |
New |
$29.52 |
$228,000 |
2,391 |
0.06% |
228,000 |
2,391 |
0 |
Medical Appliances & ... |
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PHM |
PulteGroup Inc |
151 |
New |
$116.38 |
$224,000 |
1,860 |
0.06% |
224,000 |
1,860 |
0.001 |
Residential Construct... |
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VSGX |
Vanguard Esg International ... |
156 |
New |
$0.00 |
$216,000 |
3,761 |
0.06% |
216,000 |
3,761 |
0.014 |
N/A |
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GS |
Goldman Sachs Group Inc |
157 |
New |
$453.56 |
$215,000 |
515 |
0.06% |
215,000 |
515 |
0.001 |
Investment Brokerage ... |
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ICE |
Intercontinental Exchange Inc |
160 |
New |
$133.74 |
$210,000 |
1,530 |
0.06% |
210,000 |
1,530 |
0.001 |
Business Services |
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NOW |
Servicenow, Inc. |
162 |
New |
$730.12 |
$205,000 |
269 |
0.06% |
205,000 |
269 |
0 |
Information Technolog... |
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DOV |
Dover Corp |
165 |
New |
$184.26 |
$202,000 |
1,140 |
0.05% |
202,000 |
1,140 |
0 |
Conglomerates |
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TOT |
TOTAL S.A. (ADR) |
164 |
New |
$74.06 |
$202,000 |
2,930 |
0.05% |
202,000 |
2,930 |
0.001 |
Integrated Oil & Gas |
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NML |
Neuberger Berman MLP Income... |
169 |
New |
$7.72 |
$78,000 |
10,567 |
0.02% |
78,000 |
10,567 |
0.019 |
N/A |
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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 |
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