Breakthru Advisory Services, LLC Top Holdings and 13F Report (2025) About Breakthru Advisory Services, LLCInvestment ActivityBreakthru Advisory Services, LLC has $64.67 million in total holdings as of March 31, 2025.Breakthru Advisory Services, LLC owns shares of 9 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 0.39% of the portfolio was purchased this quarter.About 68.29% of the portfolio was sold this quarter.This quarter, Breakthru Advisory Services, LLC has purchased 54 new stocks and bought additional shares in 1 stock.Breakthru Advisory Services, LLC sold shares of 7 stocks and completely divested from 46 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $15,893,907First Trust NASDAQ Rising Dividend Achievers $11,306,767Industrial Select Sector SPDR Fund $10,381,924First Trust SMID Cap Rising Dividend Achievers ETF $7,253,789First Trust Low Duration Strategic Focus ETF $5,746,481 Largest New Holdings this Quarter 808524201 - Schwab US Large-Cap ETF $247,671 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 11,217 shares (about $247.67K)FT Vest Laddered Buffer ETF 85 shares (about $2.52K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,315 shares (about $738.90K)Industrial Select Sector SPDR Fund 4,386 shares (about $574.87K)First Trust NASDAQ Rising Dividend Achievers 9,409 shares (about $550.80K)EXCHANGE TRADED CONCEPTS TRU 6,847 shares (about $261.08K)First Trust Low Duration Strategic Focus ETF 9,780 shares (about $184.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBreakthru Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$15,893,907$738,899 ▼-4.4%28,28624.6%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$11,306,767$550,803 ▼-4.6%193,14617.5%ManufacturingXLIIndustrial Select Sector SPDR Fund$10,381,924$574,873 ▼-5.2%79,20916.1%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$7,253,789$123,917 ▼-1.7%216,53111.2%ETFLDSFFirst Trust Low Duration Strategic Focus ETF$5,746,481$184,549 ▼-3.1%304,5308.9%ManufacturingEXCHANGE TRADED CONCEPTS TRU$4,898,332$261,076 ▼-5.1%128,4647.6%RANGE NUCLEAR REBUFRFT Vest Laddered Buffer ETF$4,780,120$2,524 ▲0.1%161,0017.4%ETFHISFFirst Trust High Income Strategic Focus ETF$4,158,398$183,028 ▼-4.2%93,9706.4%ETFSCHXSchwab US Large-Cap ETF$247,671$247,671 ▲New Holding11,2170.4%ETFSPYSPDR S&P 500 ETF Trust$0$8,376,255 ▼-100.0%00.0%FinanceIWMiShares Russell 2000 ETF$0$3,456,698 ▼-100.0%00.0%FinanceAAPLApple$0$2,934,672 ▼-100.0%00.0%Computer and TechnologyEFAiShares MSCI EAFE ETF$0$2,776,248 ▼-100.0%00.0%FinanceSGOViShares 0-3 Month Treasury Bond ETF$0$2,719,675 ▼-100.0%00.0%ETFMSFTMicrosoft$0$2,338,482 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$2,121,647 ▼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$1,178,343 ▼-100.0%00.0%Retail/WholesaleGOOGAlphabet$0$855,266 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$854,311 ▼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$824,399 ▼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$809,122 ▼-100.0%00.0%Computer and TechnologyVYMVanguard High Dividend Yield ETF$0$647,775 ▼-100.0%00.0%ETFTSLATesla$0$636,048 ▼-100.0%00.0%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$0$610,062 ▼-100.0%00.0%FinanceBRK.BBerkshire Hathaway$0$602,409 ▼-100.0%00.0%FinanceVVisa$0$557,179 ▼-100.0%00.0%Business ServicesHDHome Depot$0$529,416 ▼-100.0%00.0%Retail/WholesaleWMTWalmart$0$526,379 ▼-100.0%00.0%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$0$521,160 ▼-100.0%00.0%ETFLLYEli Lilly and Company$0$474,780 ▼-100.0%00.0%MedicalUNHUnitedHealth Group$0$410,252 ▼-100.0%00.0%MedicalCOSTCostco Wholesale$0$394,912 ▼-100.0%00.0%Retail/WholesaleBUFDFT Vest Laddered Deep Buffer ETF$0$372,771 ▼-100.0%00.0%ETFBACBank of America$0$371,466 ▼-100.0%00.0%FinanceACNAccenture$0$369,028 ▼-100.0%00.0%Computer and TechnologyMAMastercard$0$367,020 ▼-100.0%00.0%Business ServicesMSMorgan Stanley$0$357,045 ▼-100.0%00.0%FinanceMCDMcDonald's$0$354,535 ▼-100.0%00.0%Retail/WholesaleNFLXNetflix$0$337,810 ▼-100.0%00.0%Consumer DiscretionaryXOMExxon Mobil$0$327,873 ▼-100.0%00.0%EnergyORCLOracle$0$319,949 ▼-100.0%00.0%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$0$294,915 ▼-100.0%00.0%ETFPGProcter & Gamble$0$292,382 ▼-100.0%00.0%Consumer StaplesABBVAbbVie$0$285,742 ▼-100.0%00.0%MedicalFVDFirst Trust Value Line Dividend Index Fund$0$270,132 ▼-100.0%00.0%ETFFTLSFirst Trust Long/Short Equity ETF$0$268,175 ▼-100.0%00.0%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$0$266,986 ▼-100.0%00.0%ETFHUSVFirst Trust Horizon Managed Volatility Domestic ETF$0$256,731 ▼-100.0%00.0%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$0$249,374 ▼-100.0%00.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$0$244,654 ▼-100.0%00.0%ETFNEENextEra Energy$0$210,696 ▼-100.0%00.0%UtilitiesCIBRFirst Trust Nasdaq Cybersecurity ETF$0$202,976 ▼-100.0%00.0%ManufacturingSPMOInvesco S&P 500 Momentum ETF$0$202,941 ▼-100.0%00.0%ETFLUMNLumen Technologies$0$106,625 ▼-100.0%00.0%Business ServicesBDNBrandywine Realty Trust$0$56,241 ▼-100.0%00.0%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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