Spurstone Advisory Services, LLC Portfolio Holdings
Spurstone Advisory Services, LLC
- $5.25 Billion
- Q4 2024
Spurstone Advisory Services, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.25 Billion distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.27B, Fortinet, Inc. with a value of $472M, Exxon Mobil Corp with a value of $366M, Spdr S&P 500 ETF Trust with a value of $341M, and Chevron Corp with a value of $293M.
Examining the 13F form we can see an increase of $5.25B in the current position value.
Spurstone Advisory Services, LLC is based out at Higganum, CT
Below you can find more details about Spurstone Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.25 Billion
Technology: $2.26 Billion
Energy: $663 Million
ETFs: $644 Million
Healthcare: $510 Million
Industrials: $470 Million
Consumer Cyclical: $296 Million
Financial Services: $289 Million
Utilities: $48.5 Million
Other: $61.1 Million