SPURSTONE ADVISORY SERVICES, LLC 13F Portfolio
SPURSTONE ADVISORY SERVICES, LLC runs SPURSTONE ADVISORY SERVICES, LLC and currently holds 99 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $7.32M. Their top holdings are AAPL, RTX, SPY, HCA, XOM. The top five represent 51.4% of reported portfolio weight. SPURSTONE ADVISORY SERVICES, LLC ranks #926 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SPURSTONE ADVISORY SERVICES, LLC initiated 14 new positions. They added to 36 existing positions. They trimmed 4 positions. Their current best-performing preview position is OGN with returns of +125.83%.
Portfolio Value
$7.32M
Alpha Score
20.1
#926 of 1000
Holdings
99
SPURSTONE ADVISORY SERVICES, LLC Current 13F Holdings
Reported holdings from SPURSTONE ADVISORY SERVICES, LLC's latest SEC 13F filing, ranked by portfolio weight.
99 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL Apple Inc | 19.92% | $246.88 | $336.68 | +36.37% | Trimmed -1.33% |
 RTX RTX Corp | 10.58% | $148.09 | $185.96 | +25.57% | Trimmed -5.98% |
 SPY State Street ETF/USA | 8.07% | $627.83 | $778.54 | +24.00% | Added +34.01% |
 HCA HCA Healthcare Inc | 6.51% | $383.26 | $451.18 | +17.72% | Added +2.36% |
 XOM Exxon Mobil Corp | 6.32% | $110.16 | $169.01 | +53.42% | Added +9.68% |
 PANW Palo Alto Networks Inc | 5.77% | $203.79 | $418.78 | +105.50% | Held |
 FTNT Fortinet Inc | 5.43% | $94.48 | $194.75 | +106.13% | Held |
 CRWD Crowdstrike Holdings Inc | 5.09% | $154.98 | $275.04 | +77.47% | Added +166.30% |
 UPS United Parcel Service Inc | 4.76% | $115.96 | $94.53 | -18.48% | Trimmed -13.81% |
 CVX Chevron Corp | 4.57% | $144.84 | $211.97 | +46.35% | Held |
Showing 1-10 of 99