Breakthru Advisory Services, LLC Portfolio Holdings

Breakthru Advisory Services, LLC

  • $152 Billion
  • Q3 2025

Breakthru Advisory Services, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 62 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 $30.3B, Northern Lts Fd Tr Ii with a value of $16.2B, Industrial Sector Spdr with a value of $12.8B, Exchange Traded Concepts Tru with a value of $10.5B, and Spdr S&P 500 ETF Trust with a value of $9.13B.

Examining the 13F form we can see an increase of $87.3B in the current position value, from $64.7B to 152B.

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 $152 Billion
ETFs: $79.5 Billion
Technology: $12.4 Billion
Communication Services: $4.07 Billion
Financial Services: $3.95 Billion
Consumer Cyclical: $3.17 Billion
Healthcare: $1.21 Billion
Consumer Defensive: $1.09 Billion
Industrials: $1.02 Billion
Other: $366 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$144B
$1.31 Billion 0.86% of portfolio
3,961
Q3 2025 New
$171B
$293 Million 0.19% of portfolio
272
Q3 2025 New
$152B
$262 Million 0.17% of portfolio
1,063
Q3 2025 New
$83.2B
$264 Million 0.17% of portfolio
1,241
Q3 2025 New
$82.2B
$221 Million 0.15% of portfolio
1,787
Q3 2025 New
$150B
$219 Million 0.14% of portfolio
585
Q3 2025 New
$134B
$201 Million 0.13% of portfolio
851
Q3 2025 New
$11.3B
$123 Million 0.08% of portfolio
20,080
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $152 Billion
  • Prior Value $64.7 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 54 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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