Spurstone Advisory Services, LLC
- SEC CIK
- 0002056079
- Latest filing
- Aug 10, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only.
- Positions
- 76
- No filing for Q3 2024
- Portfolio value
- $5.25M
- No filing for Q3 2024
Spurstone Advisory Services, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 5,076 | $1.27M | 24.2% | – | – | History |
| FTNTFortinet, Inc. | Stock | 5,000 | $472.4K | 9.0% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 3,398 | $365.5K | 7.0% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 582 | $341.1K | 6.5% | – | – | History |
| CVXChevron Corp | Stock | 2,020 | $292.6K | 5.6% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,129 | $249.5K | 4.8% | – | – | – |
| PFEPfizer Inc | Stock | 9,303 | $246.8K | 4.7% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,200 | $213.2K | 4.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 1,453 | $183.2K | 3.5% | – | – | History |
| MCDMcDonalds Corp | Stock | 500 | $144.9K | 2.8% | – | – | History |
| TRVTravelers Companies, Inc. | Stock | 596 | $143.6K | 2.7% | – | – | History |
| CARRCarrier Global Corp | Stock | 2,000 | $136.5K | 2.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 300 | $126.5K | 2.4% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 369 | $126.3K | 2.4% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 550 | $120.9K | 2.3% | – | – | History |
| OTISOtis Worldwide Corp | Stock | 1,000 | $92.6K | 1.8% | – | – | History |
| WBSWebster Financial Corp | COM | 1,104 | $61.0K | 1.2% | – | – | History |
| SWBISmith & Wesson Brands, Inc. | COM | 4,700 | $47.5K | 0.9% | – | – | History |
| QCOMQualcomm Inc | Stock | 306 | $47.0K | 0.9% | – | – | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 200 | $46.1K | 0.9% | – | – | History |
| HDHome Depot, Inc. | Stock | 115 | $44.7K | 0.9% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 374 | $37.2K | 0.7% | – | – | History |
| BACBank of America Corp | Stock | 780 | $34.3K | 0.7% | – | – | History |
| HIGHartford Insurance Group, Inc. | Stock | 300 | $32.8K | 0.6% | – | – | History |
| FFord Motor Co | Stock | 3,165 | $31.3K | 0.6% | – | – | History |
| SNOWSnowflake Inc. | Stock | 200 | $30.9K | 0.6% | – | – | History |
| LYFTLyft, Inc. | CL A COM | 1,975 | $25.5K | 0.5% | – | – | History |
| SSentinelOne, Inc. | CL A | 1,100 | $24.4K | 0.5% | – | – | History |
| CECelanese Corp | Stock | 300 | $20.8K | 0.4% | – | – | History |
| SOSouthern Co | Stock | 244 | $20.1K | 0.4% | – | – | History |
| AOUTAmerican Outdoor Brands, Inc. | COM | 1,175 | $17.9K | 0.3% | – | – | History |
| XUnited States Steel Corp | COM | 500 | $17.0K | 0.3% | – | – | History |
| XELXcel Energy Inc | Stock | 233 | $15.7K | 0.3% | – | – | History |
| CFGCitizens Financial Group Inc | COM | 300 | $13.1K | 0.2% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 138 | $12.7K | 0.2% | – | – | History |
| VTRSViatris Inc | Stock | 911 | $11.3K | 0.2% | – | – | History |
| INTCIntel Corp | Stock | 536 | $10.7K | 0.2% | – | – | History |
| MOAltria Group, Inc. | Stock | 200 | $10.5K | 0.2% | – | – | History |
| QSQuantumScape Corp | COM CL A | 1,950 | $10.1K | 0.2% | – | – | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 252 | $8.72K | 0.2% | – | – | – |
| SWKStanley Black & Decker, Inc. | COM | 100 | $8.03K | 0.2% | – | – | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 162 | $6.56K | 0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 161 | $6.44K | 0.1% | – | – | History |
| KOCoca Cola Co | Stock | 103 | $6.41K | 0.1% | – | – | History |
| CRCrane Co | COMMON STOCK | 40 | $6.07K | 0.1% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 46 | $4.90K | 0.1% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 189 | $4.70K | 0.1% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 70 | $4.46K | 0.1% | – | – | – |
| KDKyndryl Holdings, Inc. | Stock | 120 | $4.15K | 0.1% | – | – | History |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 122 | $4.12K | 0.1% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 7 | $4.01K | 0.1% | – | – | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 134 | $3.91K | 0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 19 | $3.22K | 0.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 112 | $3.12K | 0.1% | – | – | – |
| PSXPhillips 66 | Stock | 25 | $2.85K | 0.1% | – | – | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 96 | $2.44K | <0.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 34 | $2.39K | <0.1% | – | – | – |
| CXTCrane NXT, Co. | COM | 40 | $2.33K | <0.1% | – | – | History |
| BPBP PLC | ADR | 73 | $2.16K | <0.1% | – | – | History |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 67 | $1.69K | <0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4 | $1.64K | <0.1% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 32 | $1.60K | <0.1% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 40 | $1.02K | <0.1% | – | – | – |
| XERSXeris Biopharma Holdings, Inc. | COM | 200 | $678 | <0.1% | – | – | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 13 | $674 | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3 | $594 | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2 | $560 | <0.1% | – | – | – |
| OGNOrganon & Co. | Stock | 37 | $552 | <0.1% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10 | $522 | <0.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9 | $430 | <0.1% | – | – | – |
| HOGHarley-Davidson, Inc. | COM | 11 | $331 | <0.1% | – | – | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 3 | $267 | <0.1% | – | – | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 11 | $254 | <0.1% | – | – | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 10 | $195 | <0.1% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 3 | $189 | <0.1% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 3 | $78 | <0.1% | – | – | – |