Breakthru Advisory Services, LLC
BREAKTHRU ADVISORY SERVICES, LLC is an asset management firm headquartered in Muskego, Wisconsin. The firm primarily provides asset management and advisory services to clients, assisting them in determining investment goals, time horizons, and risk tolerance. BREAKTHRU ADVISORY SERVICES, LLC is a small firm, reportedly employing two individuals. The company files 13F reports as an institutional investment manager and is registered in the state of Wisconsin.
Investment Strategy
BREAKTHRU ADVISORY SERVICES, LLC focuses on personalized asset management, working closely with clients to develop investment strategies aligned with individual goals, risk tolerances, and time horizons. The firm emphasizes the importance of a tailored approach to investment, likely using a mixture of equities and other publicly traded securities in managed portfolios for clients. The strategies prioritize meeting client-specific needs rather than applying a one-size-fits-all methodology.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 19.96% | $30.3M | 45,318 | $618.98 | $669.30 | +$14.4M |
E ESN | NORTHERN LTS FD TR II | 10.65% | $16.2M | 948,931 | $17.06 | $17.06 | +$16.2M |
X XLI | SELECT SECTOR SPDR TR | 8.45% | $12.8M | 83,287 | $132.86 | $154.23 | +$2.5M |
N NUKZ | EXCHANGE TRADED CONCEPTS TRU | 6.90% | $10.5M | 161,261 | $45.83 | $65.04 | +$5.6M |
S SPY | SPDR S&P 500 ETF TR | 6.01% | $9.1M | 13,708 | $666.18 | $666.18 | +$9.1M |