Spurstone Advisory Services, LLC New Holdings in Q4 2024

Spurstone Advisory Services, LLC

  • $5.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
7
New
$486.1 - $608.57 $3.4K - $4.26K
7 $4.01M
DFAI
Dimensional ETF Tr

ETFs
134
New
$29.0 - $31.6 $3.89K - $4.23K
134 $3.91M
VTV
Vanguard Value ETF

ETFs
19
New
$168.32 - $181.87 $3.2K - $3.46K
19 $3.22M
SCHG
Schwab Strategic Tr Us Large C

ETFs
112
New
$25.93 - $105.3 $2.9K - $11.8K
112 $3.12M
PSX
Phillips 66

Energy
25
New
$110.35 - $138.93 $2.76K - $3.47K
25 $2.85M
DFAE
Dimensional ETF Tr

ETFs
96
New
$25.36 - $28.15 $2.43K - $2.7K
96 $2.44M
IEFA
Ishares Tr

ETFs
34
New
$70.06 - $77.43 $2.38K - $2.63K
34 $2.39M
CR
Crane Holdings, Co.

Industrials
40
New
$148.97 - $184.96 $5.96K - $7.4K
40 $2.33M
BP
Bp PLC

Energy
73
New
$28.16 - $33.14 $2.06K - $2.42K
73 $2.16M
DIHP
Dimensional ETF Tr Dimensional

ETFs
67
New
$25.15 - $27.57 $1.69K - $1.85K
67 $1.69M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
32
New
$49.79 - $51.14 $1.59K - $1.64K
32 $1.6M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
40
New
$25.3 - $26.31 $1.01K - $1.05K
40 $1.02M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
200
New
$2.78 - $3.73 $556 - $746
200 $678K
HYD
Vaneck High Yield Muni ETF

ETFs
13
New
$51.09 - $53.06 $664 - $690
13 $674K
VBR
Vanguard Small Cap Value ETF

ETFs
3
New
$197.36 - $217.3 $592 - $652
3 $594K
VBK
Vanguard Small Cap Growth ETF

ETFs
2
New
$264.18 - $304.19 $528 - $608
2 $560K
OGN
Organon & Co.

Healthcare
37
New
$14.44 - $18.83 $534 - $697
37 $552K
IEMG
Ishares Inc

ETFs
10
New
N/A
10 $522K
VEA
Vanguard Ftse Developed Market

ETFs
9
New
$47.57 - $52.44 $428 - $472
9 $430K
HOG
Harley Davidson, Inc.

Consumer Cyclical
11
New
$29.69 - $38.02 $327 - $418
11 $331K
EMB
Ishares Tr

ETFs
3
New
$88.94 - $93.46 $267 - $280
3 $267K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
11
New
$23.11 - $25.17 $254 - $277
11 $254K
EBND
Spdr Bloomberg Emerging Market

ETFs
10
New
$19.53 - $21.1 $195 - $211
10 $195K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3
New
N/A
3 $189K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3
New
$25.79 - $80.4 $77.4 - $241
3 $78K
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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