Breakthru Advisory Services, LLC Portfolio Holdings

Breakthru Advisory Services, LLC

  • $64.7 Billion
  • Q2 2025

Breakthru Advisory Services, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $64.7 Billion distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $15.9B, First Trust Rising Dividend Ac with a value of $11.3B, Industrial Sector Spdr with a value of $10.4B, First Tr ETF Vi Smid Cap Risin with a value of $7.25B, and First Tr ETF Viii Low Duration with a value of $5.75B.

Breakthru Advisory Services, LLC is based out at Muskego, WI

Below you can find more details about Breakthru Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $64.7 Billion
ETFs: $59.8 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $64.7 Billion
  • Prior Value $64.7 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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