Breakthru Advisory Services, LLC Purchases in Q4 2025

Breakthru Advisory Services, LLC

  • $156 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XAR
Spdr S&P Aerospace & Defense E

ETFs
38.4K
New
$227.13 - $251.24 $8.72M - $9.64M
38.4K $9.26B
QTUM
ETF Ser Solutions Defiance Qua
53.4K
New
N/A
53.4K $5.85B
Northern Lts Fd Tr Ii
324K
+ 34.15%
N/A
1.27M $21.8B
STCE
Schwab Strategic Tr Crypto The
56.6K
New
N/A
56.6K $3.4B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
29.8K
+ 8.39%
$23.37 - $23.7 $697K - $707K
385K $9B
Schwab Strategic Tr
26.1K
+ 12.85%
N/A
229K $6.06B
Exchange Traded Concepts Tru
13.3K
+ 8.27%
N/A
175K $11.1B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
14.3K
+ 14.98%
$33.05 - $33.87 $472K - $483K
109K $3.75B
GOOGL
Alphabet Inc.

Communication Services
155
+ 3.17%
$236.57 - $291.31 $36.7K - $45.2K
5.05K $1.58B
GOOG
Alphabet Inc.

Communication Services
120
+ 2.58%
$237.49 - $291.74 $28.5K - $35K
4.77K $1.5B
AMD
Advanced Micro Devices Inc

Technology
1.27K
New
$164.01 - $264.33 $207K - $334K
1.27K $271M
LLY
Eli Lilly & CO

Healthcare
27
+ 3.94%
$799.57 - $1025.28 $21.6K - $27.7K
712 $765M
JNJ
Johnson & Johnson

Healthcare
1.14K
New
$185.98 - $199.58 $211K - $227K
1.14K $235M
TMO
Thermo Fisher Scientific Inc.

Healthcare
352
New
$524.58 - $588.02 $185K - $207K
352 $204M
AMZN
Amazon Com Inc

Consumer Cyclical
380
+ 5.73%
$213.04 - $254.0 $81K - $96.5K
7.01K $1.62B
QQQ
Invesco Qqq Trust, Series 1

ETFs
152
+ 6.06%
$589.5 - $635.77 $89.6K - $96.6K
2.66K $1.63B
TSLA
Tesla, Inc.

Consumer Cyclical
239
+ 12.73%
$401.99 - $468.37 $96.1K - $112K
2.12K $952M
AVGO
Broadcom Inc.

Technology
129
+ 3.26%
$324.63 - $385.98 $41.9K - $49.8K
4.09K $1.42B
NVDA
Nvidia Corp

Technology
572
+ 3.12%
$179.83 - $207.04 $103K - $118K
18.9K $3.52B
Lam Research Corp
34
+ 1.95%
N/A
1.78K $305M
RDVY
First Trust Rising Dividend Ac

ETFs
624
+ 5.4%
$65.02 - $68.31 $40.6K - $42.6K
12.2K $846M
LDSF
First Tr ETF Viii Low Duration

ETFs
3.41K
+ 20.92%
$19.1 - $19.22 $65.1K - $65.5K
19.7K $377M
CAT
Caterpillar Inc

Industrials
10
+ 1.85%
$480.82 - $585.49 $4.81K - $5.85K
550 $315M
WMT
Walmart Inc.

Consumer Defensive
132
+ 2.94%
$101.18 - $109.03 $13.4K - $14.4K
4.62K $514M
KLAC
Kla Corp

Technology
4
+ 1.47%
$982.75 - $1235.28 $3.93K - $4.94K
276 $335M
COF
Capital One Financial Corp

Financial Services
14
+ 1.13%
$201.01 - $225.01 $2.81K - $3.15K
1.26K $304M
BAC
Bank Of America Corp

Financial Services
177
+ 2.04%
$48.65 - $54.11 $8.61K - $9.58K
8.87K $488M
JPM
Jpmorgan Chase & CO

Financial Services
66
+ 2.5%
$294.11 - $320.41 $19.4K - $21.1K
2.7K $871M
V
Visa Inc.

Financial Services
47
+ 2.52%
$325.75 - $352.42 $15.3K - $16.6K
1.91K $670M
XOM
Exxon Mobil Corp

Energy
71
+ 2.19%
$110.64 - $119.78 $7.86K - $8.5K
3.32K $399M
ACN
Accenture PLC

Technology
32
+ 3.01%
$234.02 - $253.35 $7.49K - $8.11K
1.1K $294M
AXP
American Express CO

Financial Services
11
+ 1.69%
$316.26 - $372.77 $3.48K - $4.1K
663 $245M
SCHX
Schwab Strategic Tr Us Large C

ETFs
58
+ 0.13%
$25.85 - $27.19 $1.5K - $1.58K
45.4K $1.22B
APH
Amphenol Corp

Technology
28
+ 1.57%
$121.7 - $143.85 $3.41K - $4.03K
1.82K $245M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 2.77%
$475.68 - $513.11 $19K - $20.5K
1.49K $746M
MA
Mastercard Inc

Financial Services
21
+ 2.83%
$536.85 - $580.45 $11.3K - $12.2K
764 $436M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
159
+ 1.69%
$28.9 - $30.17 $4.6K - $4.8K
9.6K $289M
MCD
Mcdonalds Corp

Consumer Cyclical
21
+ 2.08%
$293.81 - $310.11 $6.17K - $6.51K
1.03K $315M
PLTR
Palantir Technologies Inc.

Technology
75
+ 6.23%
$172.14 - $207.18 $12.9K - $15.5K
1.28K $227M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
74
+ 1.27%
$36.47 - $38.19 $2.7K - $2.83K
5.88K $225M
ABBV
Abb Vie Inc.

Healthcare
40
+ 2.34%
$211.96 - $244.38 $8.48K - $9.78K
1.75K $399M
UNP
Union Pacific Corp

Industrials
16
+ 1.88%
$216.37 - $237.41 $3.46K - $3.8K
867 $201M
UNH
Unitedhealth Group Inc

Healthcare
16
+ 1.89%
$320.52 - $369.92 $5.13K - $5.92K
861 $284M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 1.11%
$910.94 - $954.99 $4.55K - $4.77K
456 $393M
META
Meta Platforms, Inc.

Communication Services
43
+ 2.77%
$609.01 - $751.67 $26.2K - $32.3K
1.6K $1.05B
NFLX
Netflix Inc

Communication Services
3.52K
+ 877.06%
$110.29 - $1241.35 $388K - $4.37M
3.92K $367M
MSFT
Microsoft Corp

Technology
155
+ 2.7%
$496.82 - $542.07 $77K - $84K
5.89K $2.85B
ORCL
Oracle Corp

Technology
14
+ 0.7%
$217.57 - $313.0 $3.05K - $4.38K
2.01K $391M
Activity Summary
Buys All Purchases 49 New Holdings 6 Increased Positions 43 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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