Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Spurstone Advisory Services, Llc > Profile

Instuitional Investor - Spurstone Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Spurstone Advisory Services, Llc
Portfolio Value $6,597,425
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 5,551 $1,138,898 17.26%
2.
Hca Healthcare Inc.
 HCA 1,184 $453,590 6.88%
3.
Exxon Mobil Corp
 XOM 3,680 $396,704 6.01%
4.
Rtx Corp
 RTX 2,524 $368,554 5.59%
5.
United Parcel Service Inc
 UPS 3,642 $367,623 5.57%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)