Breakthru Advisory Services, LLC New Holdings in Q4 2024

Breakthru Advisory Services, LLC

  • $110 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
29.6K
New
$570.51 - $610.59 $16.9M - $18.1M
29.6K $17.4B
RDVY
First Trust Rising Dividend Ac

ETFs
203K
New
$58.65 - $64.37 $11.9M - $13M
203K $12B
XLI
Industrial Sector Spdr

ETFs
83.6K
New
$131.76 - $143.99 $11M - $12M
83.6K $11B
SPY
Spdr S&P 500 ETF Trust

ETFs
14.3K
New
$567.81 - $607.81 $8.12M - $8.69M
14.3K $8.38B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
220K
New
$35.45 - $40.33 $7.81M - $8.88M
220K $7.9B
LDSF
First Tr ETF Viii Low Duration

ETFs
314K
New
$18.74 - $19.18 $5.89M - $6.03M
314K $5.9B
Exchange Traded Concepts Tru
135K
New
N/A
135K $5.54B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
161K
New
$29.73 - $30.81 $4.78M - $4.96M
161K $4.9B
HISF
First Tr Exc Traded Fd Iv High

ETFs
98.1K
New
$43.73 - $45.64 $4.29M - $4.48M
98.1K $4.3B
IWM
Ishares Russell 2000 ETF

ETFs
15.6K
New
$216.13 - $242.4 $3.38M - $3.79M
15.6K $3.46B
EFA
Ishares Tr Msci Eafe ETF

ETFs
36.7K
New
$75.1 - $82.99 $2.76M - $3.05M
36.7K $2.78B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
27.1K
New
$100.16 - $100.7 $2.72M - $2.73M
27.1K $2.72B
MSFT
Microsoft Corp

Technology
5.55K
New
$406.35 - $454.46 $2.25M - $2.52M
5.55K $2.34B
NVDA
Nvidia Corp

Technology
15.8K
New
$117.0 - $148.88 $1.85M - $2.35M
15.8K $2.12B
AMZN
Amazon Com Inc

Consumer Cyclical
5.37K
New
$180.88 - $232.93 $972K - $1.25M
5.37K $1.18B
GOOG
Alphabet Inc.

Communication Services
4.49K
New
$163.08 - $198.16 $732K - $890K
4.49K $855M
GOOGL
Alphabet Inc.

Communication Services
4.51K
New
$161.86 - $196.66 $730K - $888K
4.51K $854M
META
Meta Platforms, Inc.

Communication Services
1.41K
New
$554.08 - $632.68 $780K - $891K
1.41K $824M
AVGO
Broadcom Inc.

Technology
3.49K
New
$159.67 - $250.0 $557K - $873K
3.49K $809M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.08K
New
$126.68 - $134.74 $643K - $684K
5.08K $648M
TSLA
Tesla, Inc.

Consumer Cyclical
1.58K
New
$213.65 - $479.86 $336K - $756K
1.58K $636M
JPM
Jpmorgan Chase & CO

Financial Services
2.55K
New
$205.18 - $250.29 $522K - $637K
2.55K $610M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.33K
New
$442.29 - $483.08 $588K - $642K
1.33K $602M
V
Visa Inc.

Financial Services
1.76K
New
$273.87 - $320.91 $483K - $566K
1.76K $557M
HD
Home Depot, Inc.

Consumer Cyclical
1.36K
New
$385.02 - $431.37 $524K - $587K
1.36K $529M
WMT
Walmart Inc.

Consumer Defensive
5.83K
New
$79.1 - $95.7 $461K - $558K
5.83K $526M
SPYG
Spdr Portfolio

ETFs
5.93K
New
$81.74 - $91.38 $485K - $542K
5.93K $521M
LLY
Eli Lilly & CO

Healthcare
615
New
$727.2 - $932.06 $447K - $573K
615 $475M
UNH
Unitedhealth Group Inc

Healthcare
811
New
$485.52 - $625.25 $394K - $507K
811 $410M
COST
Costco Wholesale Corp

Consumer Defensive
431
New
$873.59 - $994.69 $377K - $429K
431 $395M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
14.6K
New
$24.94 - $25.74 $364K - $376K
14.6K $373M
BAC
Bank Of America Corp

Financial Services
8.45K
New
$39.22 - $47.77 $331K - $404K
8.45K $371M
ACN
Accenture PLC

Technology
1.05K
New
$343.9 - $376.86 $361K - $395K
1.05K $369M
MA
Mastercard Inc

Financial Services
697
New
$491.3 - $536.15 $342K - $374K
697 $367M
MS
Morgan Stanley

Financial Services
2.84K
New
$104.42 - $134.99 $297K - $383K
2.84K $357M
MCD
Mcdonalds Corp

Consumer Cyclical
1.22K
New
$288.47 - $316.54 $353K - $387K
1.22K $355M
NFLX
Netflix Inc

Communication Services
379
New
$687.65 - $936.56 $261K - $355K
379 $338M
XOM
Exxon Mobil Corp

Energy
3.05K
New
$105.51 - $125.37 $322K - $382K
3.05K $328M
ORCL
Oracle Corp

Technology
1.92K
New
$165.41 - $192.43 $318K - $369K
1.92K $320M
VGSH
Vanguard

ETFs
5.07K
New
$58.02 - $58.88 $294K - $298K
5.07K $295M
PG
Procter & Gamble CO

Consumer Defensive
1.74K
New
$161.05 - $179.7 $281K - $313K
1.74K $292M
ABBV
Abb Vie Inc.

Healthcare
1.61K
New
$164.99 - $203.87 $265K - $328K
1.61K $286M
FVD
First Tr Value Line Divid Inde

ETFs
6.19K
New
$43.4 - $46.7 $269K - $289K
6.19K $270M
FTLS
First Tr Long/Short Equity ETF

ETFs
4.08K
New
$63.1 - $67.29 $257K - $274K
4.08K $268M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.33K
New
$78.43 - $87.17 $261K - $290K
3.33K $267M
HUSV
First Tr ETF Iii Horizon Manag
6.87K
New
N/A
6.87K $257M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.87K
New
$86.65 - $94.9 $249K - $272K
2.87K $249M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.78K
New
$51.09 - $55.27 $244K - $264K
4.78K $245M
NEE
Nextera Energy Inc

Utilities
2.94K
New
$69.77 - $85.43 $205K - $251K
2.94K $211M
Activity Summary
Buys All Purchases 54 New Holdings 54 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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