Spurstone-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "LYFT",
  null,
  "AOUT",
  null,
  null,
  "QS",
  null,
  "HD",
  null,
  null,
  "QCOM",
  "SWBI",
  "MUB",
  "IJH",
  "SWK",
  null,
  null,
  null,
  null,
  "HIG",
  "IJR",
  null,
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "GS",
  "INTC",
  "OGN",
  "PFE",
  "MRK",
  "VZ",
  null,
  null,
  "IEFA",
  "RTX",
  "SPYG",
  "BP",
  null,
  null,
  "IBM",
  "TRV",
  "UPS",
  "RCL",
  "VWO",
  null,
  "TT",
  "X",
  "F",
  "FTNT",
  "IWR",
  "AEP",
  null,
  null,
  null,
  null,
  "HOG",
  null,
  "KD",
  "VUG",
  "VEA",
  null,
  "VBK",
  "VTEB",
  "VBR",
  "VTV",
  "VTRS",
  "WBS",
  null,
  null,
  "XERS",
  "XEL",
  null,
  "SCHG",
  "SCHF",
  "SO",
  "PSX",
  null,
  "S",
  null,
  null,
  null,
  null,
  "SPYV",
  null,
  null,
  "BAC",
  "CVX",
  "CFG",
  "KO",
  "CXT",
  "CR",
  "CRWD",
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "IWM",
  "XOM",
  "TSLA",
  "MO"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 104
Total Value: 5139288
Accession Number: 0002056079-25-000002
Form Type: 13F-HR
CIK: spurstone-advisory-services
Manager Name: Spurstone-Advisory-Services

Data Enrichment

66% identified

69 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

104 positions • $5.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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78464A383

Shares:8

Value:$176

% of Portfolio:0.0% ($176/$5.1M)

78470P846

Shares:4

Value:$112

% of Portfolio:0.0% ($112/$5.1M)

46429B366

Shares:2

Value:$96

% of Portfolio:0.0% ($96/$5.1M)

808524409

Shares:3

Value:$79

% of Portfolio:0.0% ($79/$5.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A383)✕	8	QoQ NEW(+8) YoY-	All Managers (Combined)	$176	0.0% ($176/$5.1M)	QoQ NEW(+$176) YoY-
(cusip78470P846)✕	4	QoQ NEW(+4) YoY-	All Managers (Combined)	$112	0.0% ($112/$5.1M)	QoQ NEW(+$112) YoY-
(cusip46429B366)✕	2	QoQ NEW(+2) YoY-	All Managers (Combined)	$96	0.0% ($96/$5.1M)	QoQ NEW(+$96) YoY-
(cusip808524409)✕	3	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$79	0.0% ($79/$5.1M)	QoQ +1.28% (+$1) YoY-