BREAKTHRU ADVISORY SERVICES, LLC - Portfolio overview

BREAKTHRU ADVISORY SERVICES, LLC has 72 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. XLI - SELECT SECTOR SPDR TR, 14.72%
2. SPY - STATE STR SPDR S&P 500 ETF T, 10.22%
3. TPZ - TORTOISE CAPITAL SERIES TRUS, 9.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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