Spurstone Advisory Services, LLC Purchases and Sells in Q1 2025

Spurstone Advisory Services, LLC

5 operations

Stock	Shares change	Price Range	Shares Held
UPS	2.19K + 150.65%	$109.66 - $136.26 $240K - $298K	3.64K $401M
VTEB	1.09K + 3409.38%	$49.25 - $50.66 $53.7K - $55.3K	1.12K $55.7M
S	200 + 18.18%	$18.17 - $24.97 $3.63K - $4.99K	1.3K $23.6M
IWM	3 + 0.27%	$198.1 - $229.79 $594 - $689	1.13K $226M
AAPL	109 + 2.15%	$209.68 - $247.1 $22.9K - $26.9K	5.19K $1.15B

35 operations

Stock	Shares change	Price Range	Shares Held
RTX	2.52K New	$114.1 - $135.66 $288K - $342K	2.52K $334M
TT	290 New	$332.0 - $400.86 $96.3K - $116K	290 $97.7M
UNH	150 New	$461.52 - $548.18 $69.2K - $82.2K	150 $78.6M
IVV	97 New	$554.06 - $615.85 $53.7K - $59.7K	97 $54.5M
SCHF	1.58K New	$18.36 - $20.51 $28.9K - $32.3K	1.58K $31.2M
TSLA	90 New	$222.15 - $428.22 $20K - $38.5K	90 $23.3M

4 operations

Stock	Shares change	Price Range	Shares Held
FTNT	-2.5K - 50.0%	$92.49 - $114.57 $231K - $286K	2.5K $241M
PFE	-1.3K - 13.97%	$25.01 - $27.13 $32.5K - $35.3K	8K $203M
SPY	-9 - 1.55%	$551.42 - $612.93 $4.96K - $5.52K	573 $321M
F	-115 - 3.63%	$9.12 - $10.43 $1.05K - $1.2K	3.05K $30.6M

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