Breakthru Advisory Services, LLC Purchases in Q3 2025

Breakthru Advisory Services, LLC

  • $152 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Northern Lts Fd Tr Ii
949K
New
N/A
949K $16.2B
IVV
Ishares Core S&P 500 ETF

ETFs
17K
+ 60.21%
$620.67 - $670.08 $10.6M - $11.4M
45.3K $30.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
13.7K
New
$617.65 - $666.84 $8.47M - $9.14M
13.7K $9.13B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
355K
New
$22.9 - $23.58 $8.14M - $8.38M
355K $8.34B
Tortoise Capital Series Trus
376K
New
N/A
376K $7.89B
Exchange Traded Concepts Tru
32.8K
+ 25.53%
N/A
161K $10.5B
Schwab Strategic Tr
203K
New
N/A
203K $5.43B
J P Morgan Exchange Traded F
97.4K
New
N/A
97.4K $4.97B
IWM
Ishares Russell 2000 ETF

ETFs
15.6K
New
$214.92 - $244.84 $3.36M - $3.83M
15.6K $3.78B
NVDA
Nvidia Corp

Technology
18.3K
New
$153.3 - $186.58 $2.81M - $3.42M
18.3K $3.42B
AAPL
Apple Inc.

Technology
12.2K
New
$202.38 - $256.87 $2.47M - $3.13M
12.2K $3.1B
MSFT
Microsoft Corp

Technology
5.73K
New
$491.09 - $535.64 $2.81M - $3.07M
5.73K $2.97B
XLI
Industrial Sector Spdr

ETFs
4.08K
+ 5.15%
$147.94 - $154.99 $603K - $632K
83.3K $12.8B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
22.1K
New
$100.37 - $100.74 $2.22M - $2.23M
22.1K $2.23B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.51K
New
$546.99 - $602.2 $1.37M - $1.51M
2.51K $1.51B
AMZN
Amazon Com Inc

Consumer Cyclical
6.63K
New
$211.65 - $238.24 $1.4M - $1.58M
6.63K $1.46B
AVGO
Broadcom Inc.

Technology
3.96K
New
$264.74 - $369.57 $1.05M - $1.46M
3.96K $1.31B
GOOGL
Alphabet Inc.

Communication Services
4.89K
New
$174.36 - $254.72 $853K - $1.25M
4.89K $1.19B
META
Meta Platforms, Inc.

Communication Services
1.55K
New
$695.21 - $791.73 $1.08M - $1.23M
1.55K $1.14B
GOOG
Alphabet Inc.

Communication Services
4.65K
New
$175.16 - $255.24 $815K - $1.19M
4.65K $1.13B
SCHX
Schwab Strategic Tr Us Large C

ETFs
34.1K
+ 304.03%
$24.46 - $26.5 $834K - $904K
45.3K $1.19B
TSLA
Tesla, Inc.

Consumer Cyclical
1.88K
New
$293.94 - $444.72 $552K - $835K
1.88K $835M
JPM
Jpmorgan Chase & CO

Financial Services
2.64K
New
$282.78 - $316.06 $746K - $834K
2.64K $832M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.45K
New
$459.11 - $506.91 $663K - $732K
1.45K $726M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.08K
New
$132.9 - $142.03 $675K - $721K
5.08K $716M
V
Visa Inc.

Financial Services
1.86K
New
$332.09 - $358.86 $618K - $668K
1.86K $636M
SPYG
Spdr Portfolio

ETFs
5.64K
New
$94.33 - $105.31 $532K - $594K
5.64K $590M
HD
Home Depot, Inc.

Consumer Cyclical
1.41K
New
$357.4 - $423.42 $505K - $598K
1.41K $572M
ORCL
Oracle Corp

Technology
1.99K
New
$218.96 - $328.33 $436K - $654K
1.99K $560M
LLY
Eli Lilly & CO

Healthcare
685
New
$625.65 - $812.69 $429K - $557K
685 $523M
NFLX
Netflix Inc

Communication Services
401
New
$1147.87 - $1297.18 $460K - $520K
401 $481M
WMT
Walmart Inc.

Consumer Defensive
4.49K
New
$94.4 - $104.27 $423K - $468K
4.49K $462M
BAC
Bank Of America Corp

Financial Services
8.69K
New
$44.92 - $52.42 $390K - $455K
8.69K $448M
MA
Mastercard Inc

Financial Services
743
New
$550.18 - $598.96 $409K - $445K
743 $423M
COST
Costco Wholesale Corp

Consumer Defensive
451
New
$915.95 - $994.57 $413K - $449K
451 $417M
MS
Morgan Stanley

Financial Services
2.56K
New
$139.09 - $161.16 $356K - $413K
2.56K $407M
ABBV
Abb Vie Inc.

Healthcare
1.71K
New
$184.85 - $231.54 $315K - $395K
1.71K $395M
XOM
Exxon Mobil Corp

Energy
3.25K
New
$105.83 - $117.22 $343K - $380K
3.25K $366M
SMR
Nuscale Power Corp

Industrials
9.47K
New
$32.65 - $51.67 $309K - $489K
9.47K $341M
MCD
Mcdonalds Corp

Consumer Cyclical
1.01K
New
$291.67 - $316.99 $295K - $320K
1.01K $307M
KLAC
Kla Corp

Technology
272
New
$843.9 - $1078.6 $230K - $293K
272 $293M
UNH
Unitedhealth Group Inc

Healthcare
845
New
$237.77 - $353.61 $201K - $299K
845 $292M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.44K
New
$28.15 - $30.13 $266K - $284K
9.44K $280M
COF
Capital One Financial Corp

Financial Services
1.24K
New
$207.29 - $229.74 $257K - $285K
1.24K $264M
ACN
Accenture PLC

Technology
1.06K
New
$232.56 - $304.78 $247K - $324K
1.06K $262M
CAT
Caterpillar Inc

Industrials
540
New
$390.92 - $477.15 $211K - $258K
540 $258M
VGSH
Vanguard

ETFs
4.32K
New
$58.43 - $58.88 $252K - $254K
4.32K $254M
Lam Research Corp
1.75K
New
N/A
1.75K $234M
APH
Amphenol Corp

Technology
1.79K
New
$97.39 - $125.4 $174K - $224K
1.79K $221M
Activity Summary
Buys All Purchases 58 New Holdings 54 Increased Positions 4 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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