• 13F History

BREAKTHRU ADVISORY SERVICES, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 18, 2025
Value $
$110M
Signature - Title
Sarah Kopesky - CCO
Location
Muskego, WI
Summary
This page shows a list of all the recent 13F filings made by BREAKTHRU ADVISORY SERVICES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BREAKTHRU ADVISORY SERVICES, LLC reported 54 stock holdings with total value $110M as of Q4 2024. Top holdings included IVV, RDVY, XLI, SPY, and SDVY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 54 $110M $0 $0 IVV, RDVY, XLI, SPY, SDVY 13F-HR 2/18/2025, 12:16 PM