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BREAKTHRU ADVISORY SERVICES, LLC
BREAKTHRU ADVISORY SERVICES, LLC
Latest filing: 2026-06-30
BREAKTHRU ADVISORY SERVICES, LLC runs BREAKTHRU ADVISORY SERVICES, LLC and currently holds 14 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $29.78M. Their top holdings are SPY, JMTG, IWM, EFA, IVV. The top five represent 66.2% of reported portfolio weight. BREAKTHRU ADVISORY SERVICES, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. They trimmed 10 positions. Their current best-performing preview position is STCE with returns of +34.57%.
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14 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPY STATE STR SPDR S&P 500 ETF T | 18.12% | $666.18 | $765.62 | +14.93% | Trimmed -47.28% |
 JMTG J P MORGAN EXCHANGE TRADED F | 14.33% | $51.00 | $50.07 | -1.82% | Trimmed -7.71% |
 IWM ISHARES TR | 12.76% | $241.96 | $299.93 | +23.96% | Trimmed -19.18% |
 EFA ISHARES TR | 12.65% | $93.37 | $108.26 | +15.94% | Held |
 IVV ISHARES TR | 8.38% | $618.98 | $769.30 | +24.29% | Trimmed -14.23% |
 SGOV ISHARES TR | 6.18% | $100.70 | $100.63 | -0.07% | Trimmed -7.26% |
 BUFR FIRST TR EXCHNG TRADED FD VI | 5.80% | $30.96 | $37.30 | +20.46% | Trimmed -23.55% |
 QQQ INVESCO QQQ TR | 5.57% | $599.17 | $713.44 | +19.07% | Trimmed -22.39% |
 XAR SPDR SERIES TRUST | 2.55% | $241.24 | $272.84 | +13.10% | Trimmed -30.75% |
 NUKZ EXCHANGE TRADED CONCEPTS TRU | 2.40% | $47.18 | $65.93 | +39.74% | Trimmed -34.46% |
Showing 1-10 of 14