— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Brueske Advisory Services, LLC

Q1 2025 · Filed 2025-04-22
Market Value
$106M
Holdings
62
New Purchases
6
Added To
11
Closed
10
Reduced
30
Top 10 Concentration
72.3%
Turnover
25.8%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 23 $28M 26.4%
Large Cap 23 $47M 44.3%
Mid Cap 7 $8M 7.4%
Small Cap 8 $23M 21.3%
Micro Cap 1 $614K 0.6%

Portfolio Analytics

Avg Market Cap
$608.5B
Median Market Cap
$84.3B
Avg P/E
41.9
Median P/E
28.0
Avg Dividend Yield
0.01%
Avg Beta
0.92
# Stocks
31
# ETFs / Funds
31

Top Holdings (62 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GOVT 24.66% 1,132,711 $26M $22.99 -$636K -27,922 -2.4%
2 JHEM 10.44% 413,611 $11M $26.66 $67K -10,383 -2.5%
3 QQQM 7.27% 39,790 $8M $193.02 -$461K +1,104 +2.9%
4 FYC 6.27% 96,179 $7M $68.80 -$2M -10,822 -10.1%
5 MSFT 5.06% 14,235 $5M $375.39 -$795K -328 -2.2%
6 COST 4.58% 5,113 $5M $945.78 -$194K -376 -6.8%
7 QQQ 4.29% 9,660 $5M $468.93 -$437K -56 -0.6%
8 AMZN 4.14% 22,999 $4M $190.26 -$806K -620 -2.6%
9 FTCS 3.66% 43,090 $4M $89.64 $57K -247 -0.6%
10 FXL 1.89% 15,081 $2M $132.25 -$250K -25 -0.2%
11 FTSM 1.88% 33,126 $2M $59.84 -$15K -288 -0.9%
12 AAPL 1.84% 8,752 $2M $222.13 -$416K -673 -7.1%
13 SBUX 1.60% 17,198 $2M $98.09 $118K -1 -0.0%
14 USMV 1.44% 16,281 $2M $93.66 $79K
15 XLF 1.38% 29,314 $1M $49.81 +29,314 NEW
16 XLC 1.37% 14,961 $1M $96.45 -$91K -884 -5.6%
17 XLU 1.23% 16,455 $1M $78.85 +16,455 NEW
18 FNY 0.97% 13,615 $1M $74.88 -$125K -695 -4.9%
19 BA 0.96% 5,925 $1M $170.54 -$73K -198 -3.2%
20 JQUA 0.92% 17,170 $970K $56.47 +17,170 NEW
21 SPY 0.85% 1,609 $900K $559.39 -$43K
22 JPST 0.75% 15,678 $794K $50.63 $10K +115 +0.7%
23 TMUS 0.68% 2,711 $723K $266.71 $128K +13 +0.5%
24 WTW 0.65% 2,022 $683K $337.95 $50K
25 PULS 0.65% 13,718 $682K $49.73 $8K +107 +0.8%
26 IUSG 0.63% 5,223 $664K $127.08 $289K +2,536 +94.4%
27 LMBS 0.63% 13,426 $660K $49.16 -$125K -2,700 -16.7%
28 BRK-B 0.62% 1,239 $660K $532.58 $102K +8 +0.7%
29 FLCA 0.61% 17,309 $644K $37.21 -$12K -609 -3.4%
30 EWI 0.59% 14,773 $625K $42.32 -$61K -4,305 -22.6%
31 FLGR 0.58% 20,964 $614K $29.27 -$70K -6,404 -23.4%
32 EWQ 0.58% 15,399 $613K $39.80 +15,399 NEW
33 WFC 0.50% 7,298 $524K $71.79 $13K +18 +0.2%
34 IWR 0.46% 5,655 $481K $85.07 -$19K
35 META 0.43% 786 $453K $576.53 -$6K +2 +0.3%
36 CVX 0.41% 2,617 $438K $167.29 $62K +20 +0.8%
37 NVDA 0.39% 3,840 $416K $108.38 -$155K -411 -9.7%
38 XOM 0.39% 3,482 $414K $118.93 $42K +23 +0.7%
39 ETN 0.38% 1,494 $406K $271.83 -$98K -25 -1.6%
40 ABBV 0.32% 1,601 $335K $209.52 $50K -5 -0.3%
41 GOOG 0.32% 2,136 $334K $156.23 -$230K -824 -27.8%
42 BOH 0.31% 4,759 $328K $68.97 -$11K
43 MA 0.30% 580 $318K $548.12 $11K -2 -0.3%
44 GOOGL 0.29% 1,995 $309K $154.64 -$88K -100 -4.8%
45 JNJ 0.28% 1,798 $298K $165.84 $47K +61 +3.5%
46 JPM 0.24% 1,040 $255K $245.30 $5K -3 -0.3%
47 WMT 0.23% 2,801 $246K $87.79 -$11K -46 -1.6%
48 IYW 0.23% 1,726 $242K $140.44 +1,726 NEW
49 CMCSA 0.22% 6,259 $231K $36.90 -$13K -251 -3.9%
50 CRM 0.21% 819 $220K $268.37 -$61K -20 -2.4%
51 MMM 0.20% 1,471 $216K $146.86 +1,471 NEW
52 HD 0.20% 584 $214K $366.49 -$15K -5 -0.8%
53 AAXJ —% -$208K -2,875 -100.0% SOLD
54 XLK —% -$247K -1,061 -100.0% SOLD
55 ACWV —% -$241K -2,209 -100.0% SOLD
56 USB —% -$207K -4,324 -100.0% SOLD
57 BKNG —% -$209K -42 -100.0% SOLD
58 TSLA —% -$250K -618 -100.0% SOLD
59 NFLX —% -$934K -1,048 -100.0% SOLD
60 XLP —% -$1M -17,689 -100.0% SOLD
61 XLI —% -$1M -10,645 -100.0% SOLD
62 FLGB —% -$707K -26,995 -100.0% SOLD

New Positions

SymbolValue% Port
XLF $1M 1.38%
XLU $1M 1.23%
JQUA $970K 0.92%
EWQ $613K 0.58%
IYW $242K 0.23%
MMM $216K 0.20%

Sold Out Positions

SymbolValue% Port
USB —%
BKNG —%
AAXJ —%
ACWV —%
FLGB —%
TSLA —%
XLK —%
NFLX —%
XLI —%
XLP —%
View SEC EDGAR Filings for Brueske Advisory Services, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms