• 13F History

Spurstone Advisory Services, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$5.25M
Signature - Title
Timothy Golas - Chief Compliance Officer
Location
Higganum, CT
Summary
This page shows a list of all the recent 13F filings made by Spurstone Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spurstone Advisory Services, LLC reported 76 stock holdings with total value $5.25M as of Q4 2024. Top holdings included AAPL, FTNT, XOM, SPY, and CVX.
Holdings Value

List of Other Managers Reporting for Spurstone Advisory Services, LLC:

Name Holdings Value Location File Number
SEI INVESTMENTS CO $77.9B Oaks, PA 028-16454
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 76 $5.25M $0 $0 AAPL, FTNT, XOM, SPY, CVX 13F-HR 2/14/2025, 09:35 AM