Spurstone Advisory Services, LLC - Portfolio overview

Spurstone Advisory Services, LLC has 119 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - Apple Inc, 18.88%
2. RTX - RTX Corp, 12.28%
3. HCA - HCA Healthcare Inc, 8.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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