Breakthru Advisory Services, LLC Top Holdings and 13F Report (2025) About Breakthru Advisory Services, LLCInvestment ActivityBreakthru Advisory Services, LLC has $110.49 million in total holdings as of December 31, 2024.Breakthru Advisory Services, LLC owns shares of 54 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $17,425,517First Trust NASDAQ Rising Dividend Achievers $11,979,102Industrial Select Sector SPDR Fund $11,014,477SPDR S&P 500 ETF Trust $8,376,255First Trust SMID Cap Rising Dividend Archievers ETF $7,895,246 Sector AllocationMap of 500 Largest Holdings ofBreakthru Advisory Services, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$17,425,51729,60115.8%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$11,979,102202,55510.8%ManufacturingXLIIndustrial Select Sector SPDR Fund$11,014,47783,59510.0%ETFSPYSPDR S&P 500 ETF Trust$8,376,25514,2927.6%FinanceSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$7,895,246220,2307.1%ETFLDSFFirst Trust Low Duration Strategic Focus ETF$5,899,599314,3105.3%ManufacturingEXCHANGE TRADED CONCEPTS TRU$5,536,926135,3115.0%RANGE NUCLEAR REBUFRFT Vest Laddered Buffer ETF$4,903,111160,9164.4%ETFHISFFirst Trust High Income Strategic Focus ETF$4,295,08198,1063.9%ETFIWMiShares Russell 2000 ETF$3,456,69815,6443.1%FinanceAAPLApple$2,934,67211,7192.7%Computer and TechnologyEFAiShares MSCI EAFE ETF$2,776,24836,7182.5%FinanceSGOViShares 0-3 Month Treasury Bond ETF$2,719,67527,1102.5%ETFMSFTMicrosoft$2,338,4825,5482.1%Computer and TechnologyNVDANVIDIA$2,121,64715,7991.9%Computer and TechnologyAMZNAmazon.com$1,178,3435,3711.1%Retail/WholesaleGOOGAlphabet$855,2664,4910.8%Computer and TechnologyGOOGLAlphabet$854,3114,5130.8%Computer and TechnologyMETAMeta Platforms$824,3991,4080.7%Computer and TechnologyAVGOBroadcom$809,1223,4900.7%Computer and TechnologyVYMVanguard High Dividend Yield ETF$647,7755,0770.6%ETFTSLATesla$636,0481,5750.6%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$610,0622,5450.6%FinanceBRK.BBerkshire Hathaway$602,4091,3290.5%FinanceVVisa$557,1791,7630.5%Business ServicesHDHome Depot$529,4161,3610.5%Retail/WholesaleWMTWalmart$526,3795,8260.5%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$521,1605,9290.5%ETFLLYEli Lilly and Company$474,7806150.4%MedicalUNHUnitedHealth Group$410,2528110.4%MedicalCOSTCostco Wholesale$394,9124310.4%Retail/WholesaleBUFDFT Vest Laddered Deep Buffer ETF$372,77114,6070.3%ETFBACBank of America$371,4668,4520.3%FinanceACNAccenture$369,0281,0490.3%Computer and TechnologyMAMastercard$367,0206970.3%Business ServicesMSMorgan Stanley$357,0452,8400.3%FinanceMCDMcDonald's$354,5351,2230.3%Retail/WholesaleNFLXNetflix$337,8103790.3%Consumer DiscretionaryXOMExxon Mobil$327,8733,0480.3%Oils/EnergyORCLOracle$319,9491,9200.3%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$294,9155,0690.3%ETFPGProcter & Gamble$292,3821,7440.3%Consumer StaplesABBVAbbVie$285,7421,6080.3%MedicalFVDFirst Trust Value Line Dividend Index Fund$270,1326,1900.2%ETFFTLSFirst Trust Long/Short Equity ETF$268,1754,0750.2%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$266,9863,3290.2%ETFHUSVFirst Trust Horizon Managed Volatility Domestic ETF$256,7316,8700.2%ETFMDYGSPDR S&P 400 Mid CapGrowth ETF$249,3742,8700.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$244,6544,7840.2%ETFNEENextEra Energy$210,6962,9390.2%UtilitiesCIBRFirst Trust Nasdaq Cybersecurity ETF$202,9763,1990.2%ManufacturingSPMOInvesco S&P 500 Momentum ETF$202,9412,1360.2%ETFLUMNLumen Technologies$106,62520,0800.1%Business ServicesBDNBrandywine Realty Trust$56,24110,0430.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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