Breakthru Advisory Services, LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $110 Billion distributed in 54 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 $17.4B, First Trust Rising Dividend Ac with a value of $12B, Industrial Sector Spdr with a value of $11B, Spdr S&P 500 ETF Trust with a value of $8.38B, and First Tr ETF Vi Smid Cap Risin with a value of $7.9B.

Examining the 13F form we can see an increase of $110B in the current position value.

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 $110 Billion
ETFs: $84.3 Billion
Technology: $8.89 Billion
Communication Services: $2.98 Billion
Financial Services: $2.87 Billion
Consumer Cyclical: $2.7 Billion
Consumer Defensive: $1.21 Billion
Healthcare: $1.17 Billion
Energy: $328 Million
Other: $267 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $110 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 54 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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