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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 $7,322,127
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 4,954 $1,458,359 19.92%
2.
Rtx Corp
 RTX 4,038 $774,408 10.58%
3.
Spdr S & P 500 Etf Trust
 SPY 792 $590,642 8.07%
4.
Hca Healthcare Inc.
 HCA 1,212 $476,607 6.51%
5.
Exxon Mobil Corp
 XOM 3,398 $463,079 6.32%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.