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Breakthru Advisory Services

Latest statistics and disclosures from Breakthru Advisory Services's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002055645

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Positions held by Breakthru Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Breakthru Advisory Services

Breakthru Advisory Services holds 54 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	15.8	$17M	30k	588.68	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	10.8	$12M	203k	59.14	View chart
Select Sector Spdr Tr Indl (XLI)	10.0	$11M	84k	131.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	7.6	$8.4M	14k	586.08	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	7.1	$7.9M	220k	35.85	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	5.3	$5.9M	314k	18.77	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	5.0	$5.5M	135k	40.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	4.4	$4.9M	161k	30.47	View chart
First Tr Exchange-traded High Incm Strgc (HISF)	3.9	$4.3M	98k	43.78	View chart
Ishares Tr Russell 2000 Etf (IWM)	3.1	$3.5M	16k	220.96	View chart
Apple (AAPL)	2.7	$2.9M	12k	250.42	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.5	$2.8M	37k	75.61	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.5	$2.7M	27k	100.32	View chart
Microsoft Corporation (MSFT)	2.1	$2.3M	5.5k	421.50	View chart
NVIDIA Corporation (NVDA)	1.9	$2.1M	16k	134.29	View chart
Amazon (AMZN)	1.1	$1.2M	5.4k	219.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$855k	4.5k	190.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$854k	4.5k	189.30	View chart
Meta Platforms Cl A (META)	0.7	$824k	1.4k	585.51	View chart
Broadcom (AVGO)	0.7	$809k	3.5k	231.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$648k	5.1k	127.59	View chart
Tesla Motors (TSLA)	0.6	$636k	1.6k	403.84	View chart
JPMorgan Chase & Co. (JPM)	0.6	$610k	2.5k	239.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$602k	1.3k	453.28	View chart
Visa Com Cl A (V)	0.5	$557k	1.8k	316.04	View chart
Home Depot (HD)	0.5	$529k	1.4k	388.99	View chart
Wal-Mart Stores (WMT)	0.5	$526k	5.8k	90.35	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$521k	5.9k	87.90	View chart
Eli Lilly & Co. (LLY)	0.4	$475k	615.00	772.00	View chart
UnitedHealth (UNH)	0.4	$410k	811.00	505.86	View chart
Costco Wholesale Corporation (COST)	0.4	$395k	431.00	916.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.3	$373k	15k	25.52	View chart
Bank of America Corporation (BAC)	0.3	$372k	8.5k	43.95	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$369k	1.0k	351.79	View chart
Mastercard Incorporated Cl A (MA)	0.3	$367k	697.00	526.57	View chart
Morgan Stanley Com New (MS)	0.3	$357k	2.8k	125.72	View chart
McDonald's Corporation (MCD)	0.3	$355k	1.2k	289.89	View chart
Netflix (NFLX)	0.3	$338k	379.00	891.32	View chart
Exxon Mobil Corporation (XOM)	0.3	$328k	3.0k	107.57	View chart
Oracle Corporation (ORCL)	0.3	$320k	1.9k	166.64	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$295k	5.1k	58.18	View chart
Procter & Gamble Company (PG)	0.3	$292k	1.7k	167.65	View chart
Abbvie (ABBV)	0.3	$286k	1.6k	177.70	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$270k	6.2k	43.64	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$268k	4.1k	65.81	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.2	$267k	3.3k	80.20	View chart
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV)	0.2	$257k	6.9k	37.37	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$249k	2.9k	86.89	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$245k	4.8k	51.14	View chart
Nextera Energy (NEE)	0.2	$211k	2.9k	71.69	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$203k	3.2k	63.45	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$203k	2.1k	95.01	View chart
Lumen Technologies (LUMN)	0.1	$107k	20k	5.31	View chart
Brandywine Rlty Tr Sh Ben Int New (BDN)	0.1	$56k	10k	5.60	View chart

Past Filings by Breakthru Advisory Services

SEC 13F filings are viewable for Breakthru Advisory Services going back to 2024

Breakthru Advisory Services 2024 Q4 filed Feb. 18, 2025

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