Spurstone Advisory Services, LLC Top Holdings and 13F Report (2025) About Spurstone Advisory Services, LLCInvestment ActivitySpurstone Advisory Services, LLC has $5.14 million in total holdings as of March 31, 2025.Spurstone Advisory Services, LLC owns shares of 104 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 20.29% of the portfolio was purchased this quarter.About 20.34% of the portfolio was sold this quarter.This quarter, Spurstone Advisory Services, LLC has purchased 76 new stocks and bought additional shares in 5 stocks.Spurstone Advisory Services, LLC sold shares of 4 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $1,151,744Exxon Mobil $404,124United Parcel Service $400,583Chevron $337,925RTX $334,329 Largest New Holdings this Quarter 75513E101 - RTX $334,329 HoldingG8994E103 - Trane Technologies $97,706 Holding91324P102 - UnitedHealth Group $78,562 Holding464287200 - iShares Core S&P 500 ETF $54,504 Holding808524805 - Schwab International Equity ETF $31,173 Holding Largest Purchases this Quarter RTX 2,524 shares (about $334.33K)United Parcel Service 2,189 shares (about $240.77K)Trane Technologies 290 shares (about $97.71K)UnitedHealth Group 150 shares (about $78.56K)iShares Core S&P 500 ETF 97 shares (about $54.50K) Largest Sales this Quarter Fortinet 2,500 shares (about $240.65K)Pfizer 1,300 shares (about $32.94K)SPDR S&P 500 ETF Trust 9 shares (about $5.03K)Ford Motor 115 shares (about $1.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpurstone Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$1,151,744$24,212 ▲2.1%5,18522.4%Computer and TechnologyXOMExxon Mobil$404,1240.0%3,3987.9%EnergyUPSUnited Parcel Service$400,583$240,768 ▲150.7%3,6427.8%TransportationCVXChevron$337,9250.0%2,0206.6%EnergyRTXRTX$334,329$334,329 ▲New Holding2,5246.5%AerospaceSPYSPDR S&P 500 ETF Trust$320,530$5,035 ▼-1.5%5736.2%FinanceFTNTFortinet$240,650$240,650 ▼-50.0%2,5004.7%Computer and TechnologyIWMiShares Russell 2000 ETF$225,822$598 ▲0.3%1,1324.4%FinancePFEPfizer$202,796$32,942 ▼-14.0%8,0033.9%MedicalTRVTravelers Companies$157,6180.0%5963.1%FinanceIBMInternational Business Machines$136,7630.0%5502.7%Computer and TechnologyCRWDCrowdStrike$130,1020.0%3692.5%Computer and TechnologyTTTrane Technologies$97,706$97,706 ▲New Holding2901.9%ConstructionUNHUnitedHealth Group$78,562$78,562 ▲New Holding1501.5%MedicalWBSWebster Financial$56,9110.0%1,1041.1%FinanceVTEBVanguard Tax-Exempt Bond ETF$55,723$54,135 ▲3,409.4%1,1231.1%ETFIVViShares Core S&P 500 ETF$54,504$54,504 ▲New Holding971.1%ETFQCOMQUALCOMM$47,0040.0%3060.9%Computer and TechnologySWBISmith & Wesson Brands$43,8040.0%4,7000.9%Consumer DiscretionaryHDHome Depot$42,1460.0%1150.8%Retail/WholesaleRCLRoyal Caribbean Cruises$41,0880.0%2000.8%Consumer DiscretionaryHIGThe Hartford Financial Services Group$37,1190.0%3000.7%FinanceMRKMerck & Co., Inc.$33,5700.0%3740.7%MedicalBACBank of America$32,5490.0%7800.6%FinanceSCHFSchwab International Equity ETF$31,173$31,173 ▲New Holding1,5760.6%ETFFFord Motor$30,591$1,153 ▼-3.6%3,0500.6%Auto/Tires/TrucksSSentinelOne$23,634$3,636 ▲18.2%1,3000.5%Computer and TechnologyLYFTLyft$23,4430.0%1,9750.5%Computer and TechnologyTSLATesla$23,324$23,324 ▲New Holding900.5%Auto/Tires/TrucksSOSouthern$22,4350.0%2440.4%UtilitiesXUnited States Steel$21,1300.0%5000.4%Basic MaterialsIJHiShares Core S&P Mid-Cap ETF$20,130$20,130 ▲New Holding3450.4%ETFXELXcel Energy$16,4940.0%2330.3%UtilitiesTLTiShares 20+ Year Treasury Bond ETF$15,839$15,839 ▲New Holding1740.3%ETFAEPAmerican Electric Power$15,0790.0%1380.3%UtilitiesAOUTAmerican Outdoor Brands$14,2880.0%1,1750.3%Consumer DiscretionaryCFGCitizens Financial Group$12,2910.0%3000.2%FinanceINTCIntel$12,1720.0%5360.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$12,126$12,126 ▲New Holding700.2%ETFMOAltria Group$12,0040.0%2000.2%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$11,133$11,133 ▲New Holding2460.2%ETFIJRiShares Core S&P Small-Cap ETF$10,979$10,979 ▲New Holding1050.2%ETFDFACDimensional U.S. Core Equity 2 ETF$8,3130.0%2520.2%ETFQSQuantumScape$8,1120.0%1,9500.2%Auto/Tires/TrucksVTRSViatris$7,9340.0%9110.2%MedicalSWKStanley Black & Decker$7,6880.0%1000.1%IndustrialsKOCoca-Cola$7,3760.0%1030.1%Consumer StaplesVLUEiShares MSCI USA Value Factor ETF$7,358$7,358 ▲New Holding690.1%ETFVZVerizon Communications$7,3020.0%1610.1%Computer and TechnologyEZUiShares MSCI Eurozone ETF$6,709$6,709 ▲New Holding1260.1%ETFDFAUDimensional US Core Equity Market ETF$6,2270.0%1620.1%ETFCRCrane$6,1270.0%400.1%IndustrialsDFAXDimensional World ex U.S. Core Equity 2 ETF$4,9510.0%1890.1%ETFMUBiShares National Muni Bond ETF$4,8500.0%460.1%ETFDFUSDimensional U.S. Equity ETF$4,2330.0%700.1%ETFDFAIDimensional International Core Equity Market ETF$4,1840.0%1340.1%ETFDUHPDimensional US High Profitability ETF$4,0430.0%1220.1%ETFGSThe Goldman Sachs Group$3,8240.0%70.1%FinanceKDKyndryl$3,7680.0%1200.1%Business ServicesVTVVanguard Value ETF$3,2820.0%190.1%ETFPSXPhillips 66$3,0870.0%250.1%EnergySCHGSchwab U.S. Large-Cap Growth ETF$2,8040.0%1120.1%ETFIEFAiShares Core MSCI EAFE ETF$2,5720.0%340.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,491$2,491 ▲New Holding310.0%ETFDFAEDimensional Emerging Core Equity Market ETF$2,4850.0%960.0%ETFBPBP$2,4660.0%730.0%EnergyCXTCrane NXT$2,0560.0%400.0%Business ServicesSPYVSPDR Portfolio S&P 500 Value ETF$2,042$2,042 ▲New Holding400.0%ETFDIHPDimensional International High Profitability ETF$1,8040.0%670.0%ETFVUGVanguard Growth ETF$1,4830.0%40.0%ETFIWRiShares Russell Mid-Cap ETF$1,446$1,446 ▲New Holding170.0%ETFDONWisdomTree U.S. MidCap Dividend Fund$1,287$1,287 ▲New Holding260.0%FinanceXERSXeris Biopharma$1,0980.0%2000.0%MedicalHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,0080.0%400.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$945$945 ▲New Holding80.0%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$715$715 ▲New Holding90.0%ETFSPTSSPDR Portfolio Short Term Treasury ETF$701$701 ▲New Holding240.0%ETFILTBiShares Core 10+ Year USD Bond ETF$700$700 ▲New Holding140.0%ETFHYDVanEck High Yield Muni ETF$6650.0%130.0%ETFJPSTJPMorgan Ultra-Short Income ETF$658$658 ▲New Holding130.0%ETFAVIGAvantis Core Fixed Income ETF$620$620 ▲New Holding150.0%ETFVBRVanguard Small-Cap Value ETF$5580.0%30.0%ETFUSFRWisdomTree Floating Rate Treasury Fund$553$553 ▲New Holding110.0%FinanceOGNOrganon & Co.$5500.0%370.0%MedicalIEMGiShares Core MSCI Emerging Markets ETF$5390.0%100.0%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$526$526 ▲New Holding120.0%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$523$523 ▲New Holding60.0%ETFVBKVanguard Small-Cap Growth ETF$5030.0%20.0%ETFVEAVanguard FTSE Developed Markets ETF$4570.0%90.0%ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$434$434 ▲New Holding100.0%FinanceLMBSFirst Trust Low Duration Opportunities ETF$393$393 ▲New Holding80.0%ManufacturingCLOZPanagram BBB-B CLO ETF$371$371 ▲New Holding140.0%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$332$332 ▲New Holding40.0%ETFEldridge AAA CLO ETF$331$331 ▲New Holding130.0%Exchange Traded FundHOGHarley-Davidson$2770.0%110.0%Auto/Tires/TrucksEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2710.0%30.0%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$2620.0%110.0%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$202$202 ▲New Holding40.0%ETFEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$2000.0%100.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$1920.0%30.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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