Portfolio (Quarterly)
Guide ↗
BREAKTHRU ADVISORY SERVICES, LLC
· CIK 0002055645| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | — | 45,378 | $1.2M | 0.78% | SOLD |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 12,174 | $846K | 0.54% | SOLD |
| 3 | XLI | SELECT SECTOR SPDR TR | — | 2,823 | $438K | 0.28% | SOLD |
| 4 | LDSF | FIRST TR EXCHNG TRADED FD VI | — | 19,693 | $377K | 0.24% | SOLD |
| 5 | SCHM | SCHWAB STRATEGIC TR | — | 9,595 | $289K | 0.18% | SOLD |
| 6 | AXP | AMERICAN EXPRESS CO | Financial Services | 663 | $245K | 0.16% | SOLD |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,279 | $227K | 0.14% | SOLD |
| 8 | SDVY | FIRST TR EXCHANGE-TRADED FD | — | 5,880 | $225K | 0.14% | SOLD |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 352 | $204K | 0.13% | SOLD |
| 10 | LUMN | LUMEN TECHNOLOGIES INC | Communication Services | 18,004 | $140K | 0.09% | SOLD |
Sector Allocation
Financial Services
37.3%
Technology
32.6%
Communication Services
11.0%
Consumer Cyclical
6.7%
Healthcare
4.5%
Energy
2.9%
Consumer Defensive
2.8%
Industrials
2.2%