Spurstone Advisory Services, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $6.97 Billion distributed in 115 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.33B, Raytheon Technologies Corp with a value of $766M, Hca Healthcare, Inc. with a value of $505M, Spdr S&P 500 ETF Trust with a value of $390M, and Exxon Mobil Corp with a value of $383M.
Examining the 13F form we can see an increase of $375M in the current position value, from $6.6B to 6.97B.
Spurstone Advisory Services, LLC is based out at Higganum, CT
Below you can find more details about Spurstone Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$6.97 Billion
Technology: $2.53 Billion
Industrials: $1.26 Billion
Healthcare: $944 Million
Energy: $839 Million
ETFs: $478 Million
Consumer Cyclical: $393 Million
Financial Services: $347 Million
Utilities: $57.4 Million
Other: $66.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
