IE
Insider Edges

SPURSTONE ADVISORY SERVICES, LLC 13F portfolio summary

SPURSTONE ADVISORY SERVICES, LLC of SPURSTONE ADVISORY SERVICES, LLC has 76 current stock holdings with a reported portfolio value of $5.8M. The portfolio 1 year return is +13.72%. Top holdings include AAPL (21.81%), RTX (14.18%), HCA (9.59%), XOM (9.00%), CVX (7.15%).

Back to investors

SPURSTONE ADVISORY SERVICES, LLC

SPURSTONE ADVISORY SERVICES, LLC
Latest filing: 2026-03-31

SPURSTONE ADVISORY SERVICES, LLC runs SPURSTONE ADVISORY SERVICES, LLC and currently holds 76 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $5.84M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SPURSTONE ADVISORY SERVICES, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SPURSTONE ADVISORY SERVICES, LLC's portfolio at SPURSTONE ADVISORY SERVICES, LLC has delivered returns of +13.72%. Their 3-year annualized return is +11.33%. Looking at the 5-year horizon, SPURSTONE ADVISORY SERVICES, LLC has achieved +11.33% annualized returns at SPURSTONE ADVISORY SERVICES, LLC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+13.72%
#0/1000
3 Year
+11.33%
#0/1000
5 Year
+11.33%
#0/1000

Portfolio Value

$5.84M

Alpha Score

10.9

#0 of 1000

Holdings

76

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change