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Disclosery

13F-HR filed by Spurstone Advisory Services, LLC

Spurstone Advisory Services, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 76 holding rows worth $5,251,728.

Accession
0002056079-25-000001
Filer
CIK 2056079
Filed
2025-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A combination report, 76 entries on the cover page, a total value of $5,251,728 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,251,728 with VALUE read as dollars as filed, 13F file number 028-25156. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM5,076$1,271,131dollars as filed
FORTINET INC COM34959E109Stock5,000$472,400dollars as filed
EXXON MOBIL CORP30231G102COM3,398$365,522dollars as filed
SPY78462F103SHS582$341,098dollars as filed
Chevron Corporation166764100COM2,020$292,576dollars as filed
iShares Russell 2000 ETF464287655SHS1,129$249,463dollars as filed
Pfizer Inc.717081103COM9,303$246,808dollars as filed
AbbVie,Inc.00287Y109COM1,200$213,240dollars as filed
United Parcel Service,Inc. Class B911312106COM1,453$183,223dollars as filed
McDonalds Corporation580135101COM500$144,945dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock596$143,570dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock2,000$136,520dollars as filed
Microsoft Corp594918104COM300$126,450dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM369$126,257dollars as filed
International Business Machines Corporation459200101COM550$120,906dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock1,000$92,610dollars as filed
WEBSTER FINL CORP947890109COM1,104$60,962dollars as filed
SMITH & WESSON BRANDS INC831754106COM4,700$47,493dollars as filed
Qualcomm Incorporated747525103COM306$47,007dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock200$46,138dollars as filed
Home Depot, Inc437076102COM115$44,733dollars as filed
Merck & Co.,Inc.58933Y105COM374$37,205dollars as filed
Bank of America Corp060505104COM780$34,281dollars as filed
HARTFORD INSURANCE GROUP INC COM416515104Stock300$32,820dollars as filed
FORD MTR CO COM345370860Stock3,165$31,333dollars as filed
SNOWFLAKE INC COM SHS833445109Stock200$30,882dollars as filed
LYFT INC55087P104CL A COM1,975$25,477dollars as filed
SENTINELONE INC81730H109CL A1,100$24,420dollars as filed
CELANESE CORP DEL COM150870103Stock300$20,763dollars as filed
Southern Company842587107COM244$20,086dollars as filed
AMERICAN OUTDOOR BRANDS INC02875D109COM1,175$17,907dollars as filed
UNITED STATES STL CORP NEW912909108COM500$16,995dollars as filed
XCELENERGY INC98389B100COM233$15,732dollars as filed
CITIZENS FINL GROUP INC COM174610105Stock300$13,128dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock138$12,727dollars as filed
VIATRIS INC COM92556V106Stock911$11,341dollars as filed
Intel Corp458140100COM536$10,746dollars as filed
Altria Group Inc02209S103COM200$10,458dollars as filed
QUANTUMSCAPE CORP COM CL A74767V109Stock1,950$10,120dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2252$8,716dollars as filed
STANLEY BLACK & DECKER INC COM854502101Stock100$8,029dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT162$6,559dollars as filed
Verizon Communications Inc92343V104COM161$6,438dollars as filed
Coca-Cola Company191216100COM103$6,412dollars as filed
CRANE COMPANY COMMON STOCK224408104Stock40$6,070dollars as filed
ISHARES TR464288414NATIONAL MUN ETF46$4,901dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE189$4,698dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF70$4,462dollars as filed
KYNDRYL HLDGS INC50155Q100COMMON STOCK120$4,152dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF122$4,122dollars as filed
Goldman Sachs Group,Inc.38141G104COM7$4,008dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK134$3,912dollars as filed
Vanguard Value ETF922908744SHS19$3,216dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS112$3,121dollars as filed
PHILLIPS 66 COM718546104Stock25$2,848dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG96$2,435dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS34$2,389dollars as filed
CRANE NXT CO224441105COM40$2,328dollars as filed
BP PLC SPONSORED ADR055622104ADR73$2,157dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT67$1,690dollars as filed
Vanguard Growth922908736COM4$1,641dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF32$1,604dollars as filed
SPDR SERIES TRUST78464A284NUVEEN ICE HIGH40$1,023dollars as filed
XERIS BIOPHARMA HOLDINGS INC98422E103COM200$678dollars as filed
VanEck High Yield Muni ETF92189H409SHS13$674dollars as filed
Vanguard Small-Cap Value ETF922908611SHS3$594dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS2$560dollars as filed
ORGANON & CO COMMON STOCK68622V106Stock37$552dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS10$522dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS9$430dollars as filed
HARLEY DAVIDSON INC COM412822108Stock11$331dollars as filed
ISHARES TR464288281JPMORGAN USD EMG3$267dollars as filed
VANECK ETF TRUST92189H300JP MRGAN EM LOC11$254dollars as filed
SPDR Bloomberg Emerging Markets Local Bond ETF78464A391SHS10$195dollars as filed
VANGUARD WHITEHALL FDS921946885COM3$189dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF3$78dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002056079-25-000001this filing2025-02-14acceptance time not in the bulk data set