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CIK: 0002056079
Total reported value
$7.3M
$7.3M
104 檔
35.9%
In Q1 2025, Spurstone Advisory Services, LLC's U.S. equity holdings reached a combined market value of $7.3M, distributed across 104 disclosed stock positions.
During Q1 2025, 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 | 22.41% | -1.89% | +2.15% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 7.86% | -2.68% | — | |
| 3 | UPS | United Parcel Service-cl B | Stock-Industrials | 7.79% | -1.46% | +150.65% | |
| 4 | CVX | Chevron CORP | Stock-Energy | 6.58% | -2.58% | — | |
| 5 | RTX | Rtx CORP | Stock-Industrials | 6.51% | -3.60% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.24% | +1.49% | -1.55% | |
| 7 | FTNT | Fortinet Inc | Stock-Tech | 4.68% | +1.93% | -50.00% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.39% | — | +0.27% | |
| 9 | PFE | Pfizer Inc | Stock-Healthcare | 3.95% | -1.13% | -13.97% | |
| 10 | TRV | Travelers Cos Inc/the | Stock-Financials | 3.07% | -0.26% | — | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 2.66% | — | — | |
| 12 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.53% | +3.88% | — | |
| 13 | TT | Trane Technologies plc | Stock-Industrials | 1.90% | — | — | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.53% | — | — | |
| 15 | WBS | Webster Financial CORP | Stock-Financials | 1.11% | -0.15% | — | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.08% | +0.10% | +3409.38% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | -0.01% | — | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 0.91% | +0.09% | — | |
| 19 | SWBI | Smith & Wesson Brands Inc | Stock-Other | 0.85% | — | — | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | — | — | |
| 21 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.80% | -0.10% | — | |
| 22 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.72% | -0.14% | — | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | -0.13% | — | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | -0.03% | — | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.61% | — | — | |
| 26 | F | Ford Motor Co | Stock-Consumer Disc | 0.60% | +0.73% | -3.63% | |
| 27 | S | Sentinelone Inc -class A | Stock-Tech | 0.46% | +0.79% | NEW | |
| 28 | LYFT | Lyft Inc-a | Stock-Tech | 0.46% | -0.05% | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.23% | NEW | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.44% | — | — | |
| 31 | USX1 | United States Steel CORP | Stock-Other | 0.41% | — | — | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.39% | — | — | |
| 33 | XEL | Xcel Energy Inc | Stock-Utilities | 0.32% | — | — | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.31% | — | — | |
| 35 | AEP | American Electric Power | Stock-Utilities | 0.29% | -0.06% | — | |
| 36 | AOUT | American Outdoor Brands Inc | Stock-Other | 0.28% | — | — | |
| 37 | CFG | Citizens Financial Group | Stock-Financials | 0.24% | — | — | |
| 38 | INTC | Intel CORP | Stock-Tech | 0.24% | — | — | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.24% | — | — | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.23% | +0.20% | NEW | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.22% | — | — | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.21% | — | — | |
| 43 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.16% | — | — | |
| 44 | QS | Quantumscape CORP | Stock-Consumer Disc | 0.16% | -0.01% | — | |
| 45 | VTRS | Viatris Inc | Stock-Healthcare | 0.15% | -0.01% | — | |
| 46 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.15% | -0.12% | EXIT | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.14% | — | — | |
| 48 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.14% | — | — | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.14% | — | — | |
| 50 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.13% | — | — |
According to official SEC Form 13F filings, Spurstone Advisory Services, LLC reported a total U.S. public equity portfolio value of $7.3M across 104 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, XOM, UPS) accounted for 35.9% of total reported equity market value during Q1 2025.
During Q1 2025, Spurstone Advisory Services, LLC's top holdings by market value included AAPL (22.4%)、XOM (7.9%)、UPS (7.8%). The largest single position, AAPL, represented 22.4% of total portfolio value.
In Q1 2025, 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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