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Home > Institutional Investor > Spurstone Advisory Services, Llc > Profile

Instuitional Investor - Spurstone Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Spurstone Advisory Services, Llc
Portfolio Value $5,251,728
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 5,076 $1,271,131 24.2%
2.
Fortinet Inc.
 FTNT 5,000 $472,400 8.99%
3.
Exxon Mobil Corp
 XOM 3,398 $365,522 6.96%
4.
Spdr S & P 500 Etf Trust
 SPY 582 $341,098 6.49%
5.
Chevron Corp
 CVX 2,020 $292,576 5.57%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)