Spurstone Advisory Services, LLC Top Holdings and 13F Report (2025) About Spurstone Advisory Services, LLCInvestment ActivitySpurstone Advisory Services, LLC has $6.60 million in total holdings as of June 30, 2025.Spurstone Advisory Services, LLC owns shares of 140 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 27.96% of the portfolio was purchased this quarter.About 5.90% of the portfolio was sold this quarter.This quarter, Spurstone Advisory Services, LLC has purchased 104 new stocks and bought additional shares in 7 stocks.Spurstone Advisory Services, LLC sold shares of 4 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $1,138,898HCA Healthcare $453,590Exxon Mobil $396,704RTX $368,554United Parcel Service $367,623 Largest New Holdings this Quarter 40412C101 - HCA Healthcare $453,590 Holding023135106 - Amazon.com $138,654 Holding02079K305 - Alphabet $84,590 Holding11135F101 - Broadcom $74,425 Holding30303M102 - Meta Platforms $59,047 Holding Largest Purchases this Quarter HCA Healthcare 1,184 shares (about $453.59K)Amazon.com 632 shares (about $138.65K)Alphabet 480 shares (about $84.59K)Apple 366 shares (about $75.09K)Broadcom 270 shares (about $74.43K) Largest Sales this Quarter iShares Core S&P 500 ETF 91 shares (about $56.50K)Vanguard Tax-Exempt Bond ETF 1,091 shares (about $53.46K)UnitedHealth Group 93 shares (about $29.01K)Tesla 50 shares (about $15.88K) 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$1,138,898$75,092 ▲7.1%5,55117.3%Computer and TechnologyHCAHCA Healthcare$453,590$453,590 ▲New Holding1,1846.9%MedicalXOMExxon Mobil$396,704$30,400 ▲8.3%3,6806.0%EnergyRTXRTX$368,5540.0%2,5245.6%AerospaceUPSUnited Parcel Service$367,6230.0%3,6425.6%TransportationSPYSPDR S&P 500 ETF Trust$361,442$7,414 ▲2.1%5855.5%FinanceCVXChevron$289,2430.0%2,0204.4%EnergyFTNTFortinet$264,3000.0%2,5004.0%Computer and TechnologyIWMiShares Russell 2000 ETF$244,2740.0%1,1323.7%FinanceCRWDCrowdStrike$197,611$9,677 ▲5.1%3883.0%Computer and TechnologyPFEPfizer$193,9920.0%8,0032.9%MedicalIBMInternational Business Machines$162,1280.0%5502.5%Computer and TechnologyTRVTravelers Companies$159,4530.0%5962.4%FinanceAMZNAmazon.com$138,654$138,654 ▲New Holding6322.1%Retail/WholesaleQCOMQUALCOMM$89,344$40,611 ▲83.3%5611.4%Computer and TechnologyGOOGLAlphabet$84,590$84,590 ▲New Holding4801.3%Computer and TechnologyAVGOBroadcom$74,425$74,425 ▲New Holding2701.1%Computer and TechnologyRCLRoyal Caribbean Cruises$62,6280.0%2000.9%Consumer DiscretionaryWBSWebster Financial$60,2780.0%1,1040.9%FinanceMETAMeta Platforms$59,047$59,047 ▲New Holding800.9%Computer and TechnologyVVisa$49,707$49,707 ▲New Holding1400.8%Business ServicesCOSTCostco Wholesale$47,517$47,517 ▲New Holding480.7%Retail/WholesaleMRKMerck & Co., Inc.$44,646$15,040 ▲50.8%5640.7%MedicalHDHome Depot$42,1630.0%1150.6%Retail/WholesaleNOWServiceNow$41,123$41,123 ▲New Holding400.6%Computer and TechnologyPANWPalo Alto Networks$40,928$40,928 ▲New Holding2000.6%Computer and TechnologySWBISmith & Wesson Brands$40,7960.0%4,7000.6%Consumer DiscretionaryPNFPPinnacle Financial Partners$40,741$40,741 ▲New Holding3690.6%FinanceORLYO'Reilly Automotive$40,558$40,558 ▲New Holding4500.6%Retail/WholesaleNVDANVIDIA$40,444$40,444 ▲New Holding2560.6%Computer and TechnologyHIGThe Hartford Insurance Group$38,0610.0%3000.6%FinanceBACBank of America$36,9090.0%7800.6%FinanceINTUIntuit$35,443$35,443 ▲New Holding450.5%Computer and TechnologyCRMSalesforce$34,086$34,086 ▲New Holding1250.5%Computer and TechnologySPGIS&P Global$33,746$33,746 ▲New Holding640.5%FinanceFFord Motor$33,0920.0%3,0500.5%Auto/Tires/TrucksLYFTLyft$31,1260.0%1,9750.5%Computer and TechnologySTESTERIS$28,826$28,826 ▲New Holding1200.4%MedicalVRSKVerisk Analytics$28,658$28,658 ▲New Holding920.4%Business ServicesABBVAbbVie$27,843$27,843 ▲New Holding1500.4%MedicalSSentinelOne$27,420$3,656 ▲15.4%1,5000.4%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$25,932$25,932 ▲New Holding6000.4%ETFNEENextEra Energy$22,561$22,561 ▲New Holding3250.3%UtilitiesSOSouthern$22,4060.0%2440.3%UtilitiesMDLZMondelez International$21,918$21,918 ▲New Holding3250.3%Consumer StaplesADBEAdobe$21,278$21,278 ▲New Holding550.3%Computer and TechnologyAMTAmerican Tower$20,996$20,996 ▲New Holding950.3%FinanceEQIXEquinix$19,886$19,886 ▲New Holding250.3%FinanceSNPSSynopsys$18,969$18,969 ▲New Holding370.3%Computer and TechnologyIDXXIDEXX Laboratories$18,771$18,771 ▲New Holding350.3%MedicalMSCIMSCI$18,455$18,455 ▲New Holding320.3%FinanceUNHUnitedHealth Group$17,782$29,013 ▼-62.0%570.3%MedicalDHRDanaher$17,778$17,778 ▲New Holding900.3%MedicalECLEcolab$17,513$17,513 ▲New Holding650.3%Basic MaterialsXELXcel Energy$15,8670.0%2330.2%UtilitiesFTVFortive$14,335$14,335 ▲New Holding2750.2%Computer and TechnologyAEPAmerican Electric Power$14,3180.0%1380.2%UtilitiesXYLXylem$14,229$14,229 ▲New Holding1100.2%Business ServicesSYKStryker$13,847$13,847 ▲New Holding350.2%MedicalCFGCitizens Financial Group$13,4250.0%3000.2%FinanceQSQuantumScape$13,1040.0%1,9500.2%Auto/Tires/TrucksTSLATesla$12,706$15,883 ▼-55.6%400.2%Auto/Tires/TrucksODFLOld Dominion Freight Line$12,334$12,334 ▲New Holding760.2%TransportationAOUTAmerican Outdoor Brands$12,2780.0%1,1750.2%Consumer DiscretionaryINTCIntel$12,0060.0%5360.2%Computer and TechnologyIQVIQVIA$11,819$11,819 ▲New Holding750.2%MedicalMOAltria Group$11,7260.0%2000.2%Consumer StaplesNENoble$10,620$10,620 ▲New Holding4000.2%EnergyFIFiserv$10,344$10,344 ▲New Holding600.2%Business ServicesHoward Hughes Holdings Inc$10,125$10,125 ▲New Holding1500.2%Common / Ordinary StockUBERUber Technologies$9,330$9,330 ▲New Holding1000.1%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$9,0310.0%2520.1%ETFVTRSViatris$8,1350.0%9110.1%MedicalCRCrane$7,5950.0%400.1%IndustrialsKOCocaCola$7,2870.0%1030.1%Consumer StaplesVZVerizon Communications$6,9660.0%1610.1%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$6,8620.0%1620.1%ETFWENWendy's$6,852$6,852 ▲New Holding6000.1%Retail/WholesaleSWKStanley Black & Decker$6,7750.0%1000.1%IndustrialsQQQInvesco QQQ$6,619$6,619 ▲New Holding120.1%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$5,5500.0%1890.1%ETFKDKyndryl$5,0350.0%1200.1%Business ServicesGSThe Goldman Sachs Group$4,9540.0%70.1%FinanceBRK.BBerkshire Hathaway$4,857$4,857 ▲New Holding100.1%FinanceMUBiShares National Muni Bond ETF$4,8050.0%460.1%ETFDFUSDimensional U.S. Equity ETF$4,6910.0%700.1%ETFDFAIDimensional International Core Equity Market ETF$4,6320.0%1340.1%ETFEXCExelon$4,342$4,342 ▲New Holding1000.1%UtilitiesDUHPDimensional US High Profitability ETF$4,3380.0%1220.1%ETFETNEaton$4,283$4,283 ▲New Holding120.1%IndustrialsIVViShares Core S&P 500 ETF$3,725$56,496 ▼-93.8%60.1%ETFVTVVanguard Value ETF$3,3570.0%190.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,2710.0%1120.0%ETFPSXPhillips 66$2,9820.0%250.0%EnergySPYGSPDR Portfolio S&P 500 Growth ETF$2,9540.0%310.0%ETFIEFAiShares Core MSCI EAFE ETF$2,8380.0%340.0%ETFDFAEDimensional Emerging Core Equity Market ETF$2,7790.0%960.0%ETFGOOGAlphabet$2,660$2,660 ▲New Holding150.0%Computer and TechnologyAptiv PLC$2,387$2,387 ▲New Holding350.0%Common / Ordinary StockBPBP$2,1840.0%730.0%EnergyShowing 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. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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