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Pathway Wealth Management Llc

Portfolio Manager
Pathway Wealth Management Llc
Performance
0% (N/A)
AUM (13F)
$105.82M
# of Holdings
30
Performance Rank
N/A
Allocation (Top 20)
96.56%

Pathway Wealth Management Llc Holdings Map

Top 30 Pathway Wealth Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
35.36%214.5K$37.4M
-0.16%(-335)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 214.9K shares2026-Q1: 214.5K shares
$186.54(+4.44%)
2026-03-31
AVGO
BROADCOM INC
14.17%48.4K$15.0M
+4.98%(+2.30K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 46.1K shares2026-Q1: 48.4K shares
$344.10(+4.75%)
2026-03-31
AMD
ADVANCED MICRO DEVICES INC
7.46%38.8K$7.9M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 38.8K shares2026-Q1: 38.8K shares
$187.97(+175.47%)
2026-03-31
LLY
ELI LILLY & CO
6.3%7.2K$6.7M
+3.57%(+250)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 7.0K shares2026-Q1: 7.2K shares
$921.54(+31.73%)
2026-03-31
AMZN
AMAZON COM INC
4.88%24.8K$5.2M
+4.21%(+1.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 23.8K shares2026-Q1: 24.8K shares
$224.97(+7.87%)
2026-03-31
GOOG
ALPHABET INC
4.15%15.3K$4.4M
+16.98%(+2.22K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 13.1K shares2026-Q1: 15.3K shares
$281.82(+26.39%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
3.64%3.9K$3.9M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.9K shares2026-Q1: 3.9K shares
$893.99(+6.45%)
2026-03-31
AAPL
APPLE INC
3.11%12.9K$3.3M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.9K shares2026-Q1: 12.9K shares
$263.24(+17.24%)
2026-03-31
MSFT
MICROSOFT CORP
2.25%6.4K$2.4M
+1.18%(+75)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.4K shares2026-Q1: 6.4K shares
$499.92(-21.89%)
2026-03-31
MRVL
MARVELL TECHNOLOGY INC
2.23%23.8K$2.4M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 23.8K shares2026-Q1: 23.8K shares
$84.53(+190.20%)
2026-03-31

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