Spurstone Advisory Services, LLC Portfolio Holdings

Spurstone Advisory Services, LLC

  • $6.6 Billion
  • Q2 2025

Spurstone Advisory Services, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.6 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.14B, Hca Healthcare, Inc. with a value of $454M, Exxon Mobil Corp with a value of $397M, Raytheon Technologies Corp with a value of $369M, and United Parcel Service Inc with a value of $368M.

Examining the 13F form we can see an increase of $1.46B in the current position value, from $5.14B to 6.6B.

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 $6.6 Billion
Technology: $2.27 Billion
Industrials: $845 Million
Healthcare: $838 Million
ETFs: $715 Million
Energy: $691 Million
Financial Services: $461 Million
Consumer Cyclical: $362 Million
Communication Services: $153 Million
Other: $226 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$373M
$40.8 Million 0.62% of portfolio
4,700
Q4 2024 New
$992M
$934,000 0.01% of portfolio
200
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $6.6 Billion
  • Prior Value $5.14 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 46 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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