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BREAKTHRU ADVISORY SERVICES, LLC 13F portfolio summary

BREAKTHRU ADVISORY SERVICES, LLC of BREAKTHRU ADVISORY SERVICES, LLC has 59 current stock holdings with a reported portfolio value of $62.4M. The portfolio 1 year return is +17.72%. Top holdings include QQQ (0.00%), SPY (0.00%), JMTG (8.98%), IWM (7.49%), EFA (6.80%).

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BREAKTHRU ADVISORY SERVICES, LLC

BREAKTHRU ADVISORY SERVICES, LLC
Latest filing: 2026-03-31

BREAKTHRU ADVISORY SERVICES, LLC runs BREAKTHRU ADVISORY SERVICES, LLC and currently holds 59 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $62.37M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BREAKTHRU ADVISORY SERVICES, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BREAKTHRU ADVISORY SERVICES, LLC's portfolio at BREAKTHRU ADVISORY SERVICES, LLC has delivered returns of +17.72%. Their 3-year annualized return is +15.68%. Looking at the 5-year horizon, BREAKTHRU ADVISORY SERVICES, LLC has achieved +15.68% annualized returns at BREAKTHRU ADVISORY SERVICES, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.72%
#0/1000
3 Year
+15.68%
#0/1000
5 Year
+15.68%
#0/1000

Portfolio Value

$62.37M

Alpha Score

14.3

#0 of 1000

Holdings

59

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change