Spurstone Advisory Services, LLC
CIK 2056079 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- AAPL24.20%
- FTNT9.00%
- EXMOC6.96%
- SPY6.49%
- CVX5.57%
- IWM4.75%
- PFE4.70%
- ABBV4.06%
- UPS3.49%
- MCD2.76%
Share classes counted separately71.98%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCCommon / Ordinary Stock View history and evidence | $1.27M | 24.20% | 5.08K shares | Prior unavailable — | — | ↗▾ |
| 02 | FTNTFORTINET INCCommon / Ordinary Stock View history and evidence | $472.40K | 9.00% | 5.00K shares | Prior unavailable — | — | ↗▾ |
| 03 | EXMOCEXXON MOBIL CORPCommon / Ordinary Stock View history and evidence | $365.52K | 6.96% | 3.40K shares | Prior unavailable — | — | ↗▾ |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-USExchange Traded Fund View history and evidence | $341.10K | 6.49% | 582 shares | Prior unavailable — | — | ↗▾ |
| 05 | CVXCHEVRON CORPCommon / Ordinary Stock View history and evidence | $292.58K | 5.57% | 2.02K shares | Prior unavailable — | — | ↗▾ |
| 06 | IWMISHARES RUSSELL 2000 ETFExchange Traded Fund View history and evidence | $249.46K | 4.75% | 1.13K shares | Prior unavailable — | — | ↗▾ |
| 07 | PFEPFIZER INCCommon / Ordinary Stock View history and evidence | $246.81K | 4.70% | 9.30K shares | Prior unavailable — | — | ↗▾ |
| 08 | ABBVABBVIE INCCommon / Ordinary Stock View history and evidence | $213.24K | 4.06% | 1.20K shares | Prior unavailable — | — | ↗▾ |
| 09 | UPSUNITED PARCEL SERVICE-CL BCommon / Ordinary Stock View history and evidence | $183.22K | 3.49% | 1.45K shares | Prior unavailable — | — | ↗▾ |
| 10 | MCDMCDONALD'S CORPCommon / Ordinary Stock View history and evidence | $144.94K | 2.76% | 500 shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2056079 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5251728
}Research all 76 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.