Filer Name: SPURSTONE ADVISORY SERVICES, LLC
CIK: 2056079
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 76
Portfolio Value: $0.01B

Spurstone Advisory Services, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 5,076 $1M 24.20% - -
FTNT US FORTINET INC 5,000 $0M 9.00% - -
XOM US EXXON MOBIL CORP 3,398 $0M 6.96% - -
SPY US SPDR S&P 500 ETF TRUST 582 $0M 6.49% - -
CVX US CHEVRON CORP 2,020 $0M 5.57% - -
IWM US ISHARES RUSSELL 2000 ETF 1,129 $0M 4.75% - -
PFE US PFIZER INC 9,303 $0M 4.70% - -
ABBV US ABBVIE INC 1,200 $0M 4.06% - -
UPS US UNITED PARCEL SERVICE-CL B 1,453 $0M 3.49% - -
MCD US MCDONALD'S CORP 500 $0M 2.76% - -
TRV US TRAVELERS COS INC/THE 596 $0M 2.73% - -
CARR US CARRIER GLOBAL CORP 2,000 $0M 2.60% - -
MSFT US MICROSOFT CORP 300 $0M 2.41% - -
CRWD US CROWDSTRIKE HOLDINGS INC - A 369 $0M 2.40% - -
IBM US INTL BUSINESS MACHINES CORP 550 $0M 2.30% - -
OTIS US OTIS WORLDWIDE CORP 1,000 $0M 1.76% - -
WBS US WEBSTER FINANCIAL CORP 1,104 $0M 1.16% - -
QCOM US QUALCOMM INC 306 $0M 0.90% - -
SWBI US SMITH & WESSON BRANDS INC 4,700 $0M 0.90% - -
RCL US ROYAL CARIBBEAN CRUISES LTD 200 $0M 0.88% - -
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