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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BREAKTHRU ADVISORY SERVICES, LLC

Quarter ended Q3 2025 · Filed October 9, 2025 · Accession 0002055645-25-000007

Total Value
$151.9M
Positions
62
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (62)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720045,318$30.3M19.96%
2NORTHERN LTS FD TR IINTRSO948,931$16.2M10.65%
3SELECT SECTOR SPDR TR81369Y70483,287$12.8M8.45%
4EXCHANGE TRADED CONCEPTS TRU301505475161,261$10.5M6.90%
5SPDR S&P 500 ETF TRSPY13,708$9.1M6.01%
6SCHWAB STRATEGIC TR808524839355,327$8.3M5.49%
7TORTOISE CAPITAL SERIES TRUS890930100375,510$7.9M5.19%
8SCHWAB STRATEGIC TR808524631203,219$5.4M3.58%
9J P MORGAN EXCHANGE TRADED F46654Q57597,393$5.0M3.27%
10ISHARES TR46428765515,642$3.8M2.49%
11NVIDIA CORPORATIONNVDA18,321$3.4M2.25%
12ISHARES TR46428746536,260$3.4M2.23%
13FIRST TR EXCHNG TRADED FD VI33740F75595,227$3.2M2.09%
14APPLE INCAAPL12,194$3.1M2.04%
15MICROSOFT CORPMSFT5,732$3.0M1.95%
16ISHARES TR46436E71822,140$2.2M1.47%
17INVESCO QQQ TRIVZ2,509$1.5M0.99%
18AMAZON COM INCAMZN6,627$1.5M0.96%
19BROADCOM INCAVGO3,961$1.3M0.86%
20SCHWAB STRATEGIC TR80852420145,320$1.2M0.79%
21ALPHABET INCGOOG4,891$1.2M0.78%
22META PLATFORMS INCMETA1,553$1.1M0.75%
23ALPHABET INCGOOG4,652$1.1M0.75%
24TESLA INCTSLA1,877$834,7390.55%
25JPMORGAN CHASE & CO.VYLD2,638$832,1050.55%
26FIRST TR EXCHANGE TRADED FD33738R50611,550$776,8540.51%
27BERKSHIRE HATHAWAY INC DELBRK-A1,445$726,4580.48%
28VANGUARD WHITEHALL FDS9219464065,077$715,6030.47%
29VISA INCV1,862$635,6490.42%
30SPDR SERIES TRUST78464A4095,641$589,5400.39%
31HOME DEPOT INCHD1,412$572,1280.38%
32ORACLE CORPORCL-PD1,992$560,2310.37%
33ELI LILLY & COLLY685$522,6550.34%
34NETFLIX INCNFLX401$480,7670.32%
35WALMART INCWMT4,486$462,3270.30%
36BANK AMERICA CORP0605051048,689$448,2660.30%
37MASTERCARD INCORPORATEDMA743$422,6250.28%
38COSTCO WHSL CORP NEW22160K105451$417,4600.27%
39MORGAN STANLEYMS-PQ2,563$407,4140.27%
40ABBVIE INCABBV1,706$395,0070.26%
41EXXON MOBIL CORPXOM3,245$365,8750.24%
42NUSCALE PWR CORPNU9,469$340,8840.22%
43FIRST TR EXCHNG TRADED FD VI33740F87016,286$311,3880.20%
44MCDONALDS CORPMCD1,011$307,2320.20%
45KLA CORPKLAC272$293,3790.19%
46UNITEDHEALTH GROUP INCUNH845$291,7790.19%
47SCHWAB STRATEGIC TR8085245089,436$279,6840.18%
48CAPITAL ONE FINL CORP14040H1051,241$263,8110.17%
49ACCENTURE PLC IRELANDACN1,063$262,1360.17%
50CATERPILLAR INCCAT540$257,6610.17%
51VANGUARD SCOTTSDALE FDS92206C1024,315$253,9380.17%
52LAM RESEARCH CORPLRCX1,745$233,6560.15%
53AMPHENOL CORP NEW0320951011,787$221,1420.15%
54FIRST TR EXCHANGE-TRADED FD33741X1025,806$220,7420.15%
55SPDR SERIES TRUST78464A8212,410$220,6600.15%
56PALANTIR TECHNOLOGIES INCPLTR1,204$219,6340.14%
57EATON CORP PLCETN585$218,9370.14%
58AMERICAN EXPRESS COAXP652$216,5680.14%
59PROCTER AND GAMBLE CO7427181091,389$213,4200.14%
60SPDR SERIES TRUST78464A8392,540$211,8610.14%
61UNION PAC CORPUNP851$201,1510.13%
62LUMEN TECHNOLOGIES INCLUMN20,080$122,8900.08%