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CIK: 0002056079
Total reported value
$7.3M
$7.3M
76 檔
37.5%
The Q4 2024 SEC filing reveals that Spurstone Advisory Services, LLC held a total portfolio value of $7.3M, covering 76 public equity positions.
During Q4 2024, Spurstone Advisory Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 24.20% | -1.89% | — | |
| 2 | FTNT | Fortinet Inc | Stock-Tech | 9.00% | +1.93% | — | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 6.96% | -2.68% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.49% | +1.49% | — | |
| 5 | CVX | Chevron CORP | Stock-Energy | 5.57% | -2.58% | — | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.75% | — | — | |
| 7 | PFE | Pfizer Inc | Stock-Healthcare | 4.70% | -1.13% | — | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 4.06% | — | — | |
| 9 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.49% | -1.46% | — | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.76% | — | — | |
| 11 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.73% | -0.26% | — | |
| 12 | CARR | Carrier Global CORP | Stock-Industrials | 2.60% | +0.09% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.41% | -0.06% | EXIT | |
| 14 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.40% | +3.88% | — | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 2.30% | — | — | |
| 16 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.76% | +0.04% | — | |
| 17 | WBS | Webster Financial CORP | Stock-Financials | 1.16% | -0.15% | — | |
| 18 | SWBI | Smith & Wesson Brands Inc | Stock-Other | 0.90% | — | — | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 0.90% | +0.09% | — | |
| 20 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.88% | -0.10% | — | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | — | — | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.71% | -0.13% | — | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | -0.03% | — | |
| 24 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.62% | -0.14% | — | |
| 25 | F | Ford Motor Co | Stock-Consumer Disc | 0.60% | +0.73% | — | |
| 26 | SNOW | Snowflake Inc | Stock-Tech | 0.59% | — | — | |
| 27 | LYFT | Lyft Inc-a | Stock-Tech | 0.49% | -0.05% | — | |
| 28 | S | Sentinelone Inc -class A | Stock-Tech | 0.46% | +0.79% | NEW | |
| 29 | CE | Celanese CORP | Stock-Materials | 0.40% | — | — | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.38% | — | — | |
| 31 | AOUT | American Outdoor Brands Inc | Stock-Other | 0.34% | — | — | |
| 32 | USX1 | United States Steel CORP | Stock-Other | 0.32% | — | — | |
| 33 | XEL | Xcel Energy Inc | Stock-Utilities | 0.30% | — | — | |
| 34 | CFG | Citizens Financial Group | Stock-Financials | 0.25% | — | — | |
| 35 | AEP | American Electric Power | Stock-Utilities | 0.24% | -0.06% | — | |
| 36 | VTRS | Viatris Inc | Stock-Healthcare | 0.22% | -0.01% | — | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.20% | — | — | |
| 38 | MO | Altria Group Inc | Stock-Consumer Staples | 0.20% | +0.20% | NEW | |
| 39 | QS | Quantumscape CORP | Stock-Consumer Disc | 0.19% | -0.01% | — | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.17% | — | — | |
| 41 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.15% | -0.12% | EXIT | |
| 42 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.12% | — | — | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.12% | — | — | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.12% | — | — | |
| 45 | CR | Crane Co | Stock-Industrials | 0.12% | — | — | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.09% | +0.02% | — | |
| 47 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.09% | — | — | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.08% | — | — | |
| 49 | KD | Kyndryl Holdings Inc | Stock-Tech | 0.08% | — | — | |
| 50 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Spurstone Advisory Services, LLC reported a total U.S. public equity portfolio value of $7.3M across 76 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, FTNT, XOM) accounted for 37.5% of total reported equity market value during Q4 2024.
During Q4 2024, Spurstone Advisory Services, LLC's top holdings by market value included AAPL (24.2%)、FTNT (9.0%)、XOM (7.0%). The largest single position, AAPL, represented 24.2% of total portfolio value.
In Q4 2024, Spurstone Advisory Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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