BA
| |
BREAKTHRU ADVISORY SERVICES, LLC13F | |
| BREAKTHRU ADVISORY SERVICES, LLC | |
| Last update 2025-04-22 | 9 Stocks (1 new) |
| Value $65.00 Mil | Turnover 0 % |
BREAKTHRU ADVISORY SERVICES, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 28,286 | 15,893.9 | -4.44% | 24.580 | -0.70% | 0.000 | +16.52% | +9.05% | 642,854.0 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 193,146 | 11,306.8 | -4.65% | 17.480 | -0.50% | 0.080 | +13.11% | +9.12% | 15,593.9 | ||
XLI | Industrial Select Sector SPDR | 79,209 | 10,381.9 | -5.25% | 16.050 | -0.52% | 0.050 | +19.44% | +17.32% | 22,865.6 | ||
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 216,531 | 7,253.8 | -1.68% | 11.220 | -0.12% | 0.090 | +12.08% | +2.29% | 8,414.6 | ||
LDSF |
First Trust Low Duration Strategic Focus ETF
First Trust Low Duration Strategic Focus ETF
| 304,530 | 5,746.5 | -3.11% | 8.890 | -0.17% | 4.870 | +2.04% | +3.67% | 126.9 | ||
NUKZ | Range Nuclear Renaissance Index ETF | 128,464 | 4,898.3 | -5.06% | 7.570 | -0.25% | 2.720 | +50.56% | +47.95% | 434.7 | ||
BUFR | FT Vest Laddered Buffer ETF | 161,001 | 4,780.1 | +0.05% | 7.390 | 0% | 0.070 | +10.89% | +6.24% | 7,085.8 | ||
HISF | First Trust Strategic Income ETF | 93,970 | 4,158.4 | -4.22% | 6.430 | -0.16% | 8.950 | +2.28% | +4.28% | 53.2 | ||
SCHX | Schwab U.S. Large-Cap ETF | 11,217 | 247.7 | New Holding | 0.380 | +0.38% | 0.000 | +16.68% | +9.10% | 57,649.6 | ||
EFA | iShares MSCI EAFE ETF | 0 | 0 | Sold Out | 0.000 | -2.51% | 0.000 | +10.54% | +22.45% | 65,633.7 |
BREAKTHRU ADVISORY SERVICES, LLC's Historical Top Holdings Breakdowns
BREAKTHRU ADVISORY SERVICES, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Sold Out Sold Out | -7.58% | 551.42 ($587.78) 612.93 | $634.76 | 7.99% | Sold Out | 0 | -14,292 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Sold Out Sold Out | -3.13% | 198.1 ($216.92) 229.79 | $224.23 | 3.37% | Sold Out | 0 | -15,644 | |
AAPL | Apple Inc | 2025-03-31 | Sold Out Sold Out | -2.66% | 209.68 ($231.67) 247.1 | $214.24 | -7.52% | Sold Out | 0 | -11,719 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Sold Out Sold Out | -2.51% | 74.85 ($80.6) 84.89 | $91.07 | 12.99% | Sold Out | 0 | -36,718 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Sold Out Sold Out | -2.46% | 100.34 ($100.51) 100.68 | $100.64 | 0.12% | Sold Out | 0 | -27,110 | |
MSFT | Microsoft Corp | 2025-03-31 | Sold Out Sold Out | -2.12% | 375.39 ($407.71) 447.2 | $511.49 | 25.45% | Sold Out | 0 | -5,548 | |
NVDA | NVIDIA Corp | 2025-03-31 | Sold Out Sold Out | -1.92% | 106.98 ($126.74) 149.43 | $172.91 | 36.43% | Sold Out | 0 | -15,799 | |
AMZN | Amazon.com Inc | 2025-03-31 | Sold Out Sold Out | -1.07% | 190.26 ($217) 242.06 | $231.79 | 6.82% | Sold Out | 0 | -5,371 | |
GOOG | Alphabet Inc | 2025-03-31 | Sold Out Sold Out | -0.77% | 156.06 ($183.12) 207.71 | $194.24 | 6.07% | Sold Out | 0 | -4,491 | |
GOOGL | Alphabet Inc | 2025-03-31 | Sold Out Sold Out | -0.77% | 154.33 ($181.36) 206.38 | $192.31 | 6.04% | Sold Out | 0 | -4,513 |
BREAKTHRU ADVISORY SERVICES, LLC Total Holding History ($B)
BREAKTHRU ADVISORY SERVICES, LLC's Asset Allocation
BREAKTHRU ADVISORY SERVICES, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BREAKTHRU ADVISORY SERVICES, LLC's Hypothetical Growth since 2025-03-31
BREAKTHRU ADVISORY SERVICES, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BREAKTHRU ADVISORY SERVICES, LLC's Holdings Heat Map
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BREAKTHRU ADVISORY SERVICES, LLC's Holdings Bubble Chart
BREAKTHRU ADVISORY SERVICES, LLC News
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