Spurstone Advisory Services, LLC Purchases in Q4 2024

Spurstone Advisory Services, LLC

  • $5.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
5.08K
New
$221.69 - $259.02 $1.13M - $1.31M
5.08K $1.27B
FTNT
Fortinet, Inc.

Technology
5K
New
$76.49 - $99.21 $382K - $496K
5K $472M
XOM
Exxon Mobil Corp

Energy
3.4K
New
$105.51 - $125.37 $359K - $426K
3.4K $366M
SPY
Spdr S&P 500 ETF Trust

ETFs
582
New
$567.81 - $607.81 $330K - $354K
582 $341M
CVX
Chevron Corp

Energy
2.02K
New
$141.15 - $162.53 $285K - $328K
2.02K $293M
IWM
Ishares Russell 2000 ETF

ETFs
1.13K
New
$216.13 - $242.4 $244K - $274K
1.13K $249M
PFE
Pfizer Inc

Healthcare
9.3K
New
$24.8 - $30.19 $231K - $281K
9.3K $247M
ABBV
Abb Vie Inc.

Healthcare
1.2K
New
$164.99 - $203.87 $198K - $245K
1.2K $213M
UPS
United Parcel Service Inc

Industrials
1.45K
New
$122.65 - $138.35 $178K - $201K
1.45K $183M
MCD
Mcdonalds Corp

Consumer Cyclical
500
New
$288.47 - $316.54 $144K - $158K
500 $145M
CARR
Carrier Global Corp

Industrials
2K
New
$66.69 - $82.65 $133K - $165K
2K $137M
MSFT
Microsoft Corp

Technology
300
New
$406.35 - $454.46 $122K - $136K
300 $126M
CRWD
Crowd Strike Holdings, Inc.

Technology
369
New
$275.15 - $388.2 $102K - $143K
369 $126M
IBM
International Business Machines Corp

Technology
550
New
$204.9 - $238.04 $113K - $131K
550 $121M
OTIS
Otis Worldwide Corp

Industrials
1K
New
$92.57 - $106.01 $92.6K - $106K
1K $92.6M
WBS
Webster Financial Corp

Financial Services
1.1K
New
$44.33 - $62.82 $48.9K - $69.4K
1.1K $61M
SWBI
Smith & Wesson Brands, Inc.

Industrials
4.7K
New
$9.79 - $14.1 $46K - $66.3K
4.7K $47.5M
QCOM
Qualcomm Inc

Technology
306
New
$150.4 - $178.04 $46K - $54.5K
306 $47M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
200
New
$173.13 - $258.09 $34.6K - $51.6K
200 $46.1M
HD
Home Depot, Inc.

Consumer Cyclical
115
New
$385.02 - $431.37 $44.3K - $49.6K
115 $44.7M
MRK
Merck & Co., Inc.

Healthcare
374
New
$96.31 - $114.76 $36K - $42.9K
374 $37.2M
BAC
Bank Of America Corp

Financial Services
780
New
$39.22 - $47.77 $30.6K - $37.3K
780 $34.3M
HIG
Hartford Financial Services Group, Inc.

Financial Services
300
New
$107.06 - $123.74 $32.1K - $37.1K
300 $32.8M
F
Ford Motor CO

Consumer Cyclical
3.17K
New
$9.69 - $11.4 $30.7K - $36.1K
3.17K $31.3M
SNOW
Snowflake Inc.

Technology
200
New
$109.65 - $186.51 $21.9K - $37.3K
200 $30.9M
LYFT
Lyft, Inc.

Technology
1.98K
New
$12.36 - $18.59 $24.4K - $36.7K
1.98K $25.5M
S
Sentinel One, Inc.

Technology
1.1K
New
$22.05 - $28.68 $24.3K - $31.5K
1.1K $24.4M
CE
Celanese Corp

Basic Materials
300
New
$67.03 - $136.68 $20.1K - $41K
300 $20.8M
SO
Southern CO

Utilities
244
New
$81.5 - $94.15 $19.9K - $23K
244 $20.1M
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
1.18K
New
$8.52 - $15.4 $10K - $18.1K
1.18K $17.9M
X
United States Steel Corp

Basic Materials
500
New
$30.14 - $42.31 $15.1K - $21.2K
500 $17M
XEL
Xcel Energy Inc

Utilities
233
New
$62.16 - $72.92 $14.5K - $17K
233 $15.7M
CFG
Citizens Financial Group Inc

Financial Services
300
New
$39.92 - $48.46 $12K - $14.5K
300 $13.1M
AEP
American Electric Power CO Inc

Utilities
138
New
$90.91 - $102.21 $12.5K - $14.1K
138 $12.7M
VTRS
Viatris Inc

Healthcare
911
New
$11.32 - $13.37 $10.3K - $12.2K
911 $11.3M
INTC
Intel Corp

Technology
536
New
$19.07 - $26.23 $10.2K - $14.1K
536 $10.7M
MO
Altria Group, Inc.

Consumer Defensive
200
New
$49.06 - $57.74 $9.81K - $11.5K
200 $10.5M
QS
Quantum Scape Corp

Consumer Cyclical
1.95K
New
$4.73 - $6.5 $9.22K - $12.7K
1.95K $10.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
252
New
$33.92 - $36.6 $8.55K - $9.22K
252 $8.72M
SWK
Stanley Black & Decker, Inc.

Industrials
100
New
$79.07 - $109.36 $7.91K - $10.9K
100 $8.03M
DFAU
Dimensional ETF Tr

ETFs
162
New
$39.27 - $42.38 $6.36K - $6.87K
162 $6.56M
VZ
Verizon Communications Inc

Communication Services
161
New
$39.6 - $45.21 $6.38K - $7.28K
161 $6.44M
KO
Coca Cola CO

Consumer Defensive
103
New
$61.74 - $71.71 $6.36K - $7.39K
103 $6.41M
Crane CO
40
New
N/A
40 $6.07M
MUB
Ishares National Muni Bond ETF

ETFs
46
New
$105.78 - $108.7 $4.87K - $5K
46 $4.9M
DFAX
Dimensional ETF Tr
189
New
$24.76 - $27.04 $4.68K - $5.11K
189 $4.7M
DFUS
Dimensional ETF Tr U S Equity

ETFs
70
New
$61.52 - $66.5 $4.31K - $4.66K
70 $4.46M
KD
Kyndryl Holdings, Inc.

Technology
120
New
$22.43 - $35.79 $2.69K - $4.29K
120 $4.15M
DUHP
Dimensional ETF Tr Dimensional

ETFs
122
New
$33.62 - $35.69 $4.1K - $4.35K
122 $4.12M
Activity Summary
Buys All Purchases 76 New Holdings 76 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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