Horst & Graben Wealth Management LLC Purchases in Q4 2024

Horst & Graben Wealth Management LLC

  • $542 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
60.6K
New
$89.97 - $98.59 $5.45M - $5.97M
60.6K $5.76M
GLDM
World Gold Trust

ETFs
51.7K
New
$50.76 - $55.23 $2.62M - $2.86M
51.7K $2.69M
TSLA
Tesla, Inc.

Consumer Cyclical
97
+ 0.56%
$213.65 - $479.86 $20.7K - $46.5K
17.3K $6.99M
PG
Procter & Gamble CO

Consumer Defensive
9.97K
+ 171.27%
$161.05 - $179.7 $1.61M - $1.79M
15.8K $2.65M
IAU
Ishares Gold Trust

ETFs
32.3K
New
$48.37 - $52.65 $1.56M - $1.7M
32.3K $1.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.7K
+ 645.35%
$201.32 - $217.44 $1.55M - $1.67M
8.89K $1.84M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
822K
+ 116.43%
$22.63 - $47.53 $18.6M - $39.1M
1.53M $34.7M
OKE
Oneok Inc

Energy
9.19K
New
$92.28 - $117.05 $848K - $1.08M
9.19K $922K
HYDB
Ishares Tr Edge High Yield Def

ETFs
19.4K
New
$46.68 - $47.95 $905K - $930K
19.4K $911K
AVGO
Broadcom Inc.

Technology
3.34K
New
$159.67 - $250.0 $534K - $836K
3.34K $775K
PHYL
Pgim ETF Tr

ETFs
16.4K
New
$34.74 - $35.59 $571K - $585K
16.4K $571K
NVDA
Nvidia Corp

Technology
296
+ 0.85%
$117.0 - $148.88 $34.6K - $44.1K
35.3K $4.74M
SHOP
Shopify Inc.

Technology
2.81K
+ 68.26%
$78.14 - $119.49 $219K - $335K
6.92K $735K
USXF
Ishares Esg Advanced Msci Usa

Technology
5.8K
+ 8.37%
$48.45 - $52.57 $281K - $305K
75.2K $3.74M
DLR
Digital Realty Trust, Inc.

Real Estate
743
+ 6.17%
$156.46 - $195.69 $116K - $145K
12.8K $2.27M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
7.42K
+ 26.52%
$64.62 - $71.43 $479K - $530K
35.4K $2.29M
NOW
Service Now, Inc.

Technology
3
+ 0.19%
$867.18 - $1148.42 $2.6K - $3.45K
1.62K $1.71M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
11.3K
+ 41.83%
$24.61 - $25.12 $278K - $284K
38.3K $945K
AMZN
Amazon Com Inc

Consumer Cyclical
300
+ 5.48%
$180.88 - $232.93 $54.3K - $69.9K
5.78K $1.27M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.01%
$570.51 - $610.59 $1.14K - $1.22K
20.6K $12.1M
META
Meta Platforms, Inc.

Communication Services
395
+ 68.94%
$554.08 - $632.68 $219K - $250K
968 $570K
AXP
American Express CO

Financial Services
722
New
$267.35 - $305.57 $193K - $221K
722 $214K
IWF
Ishares Russell 1000 Gr ETF

ETFs
473
+ 72.55%
$370.24 - $418.94 $175K - $198K
1.13K $451K
EQIX
Equinix Inc

Real Estate
218
New
$865.69 - $985.0 $189K - $215K
218 $205K
WFC
Wells Fargo & Company

Financial Services
2.86K
New
$54.98 - $77.35 $157K - $221K
2.86K $200K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.39K
+ 28.63%
$76.21 - $82.24 $182K - $196K
10.7K $835K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.14K
+ 1.44%
$62.07 - $66.61 $70.9K - $76.1K
80.7K $5.17M
GOOG
Alphabet Inc.

Communication Services
629
+ 28.83%
$163.08 - $198.16 $103K - $125K
2.81K $535K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
590
+ 2.35%
$124.61 - $133.96 $73.5K - $79K
25.7K $3.31M
GNMA
Ishares Gnma Bond ETF

ETFs
5.36K
+ 9.1%
$42.8 - $44.74 $230K - $240K
64.3K $2.76M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
5.69K
+ 25.65%
$26.65 - $29.34 $152K - $167K
27.9K $755K
GS
Goldman Sachs Group Inc

Financial Services
17
+ 1.46%
$486.1 - $608.57 $8.26K - $10.3K
1.18K $675K
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 1.29%
$873.59 - $994.69 $20.1K - $22.9K
1.8K $1.65M
DSI
Ishares Msci Kld 400 Social Et

ETFs
177
+ 0.53%
$107.41 - $115.71 $19K - $20.5K
33.3K $3.67M
SBUX
Starbucks Corp

Consumer Cyclical
1.03K
+ 19.49%
$87.44 - $102.5 $90.4K - $106K
6.34K $577K
GOOGL
Alphabet Inc.

Communication Services
38
+ 2.02%
$161.86 - $196.66 $6.15K - $7.47K
1.92K $362K
BMY
Bristol Myers Squibb CO

Healthcare
179
+ 2.43%
$51.92 - $59.94 $9.29K - $10.7K
7.54K $426K
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.35%
$481.22 - $538.17 $2.41K - $2.69K
1.44K $733K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.03K
+ 3.73%
$22.39 - $23.45 $67.9K - $71.1K
84.4K $1.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
118
+ 3.6%
$442.29 - $483.08 $52.2K - $57K
3.39K $1.54M
IWB
Ishares Tr Russell 1000 ETF

ETFs
11
+ 0.33%
$311.11 - $335.64 $3.42K - $3.69K
3.32K $1.07M
ILCV
Ishares Morningstar Value ETF

ETFs
445
+ 6.1%
$80.23 - $85.43 $35.7K - $38K
7.74K $626K
MO
Altria Group, Inc.

Consumer Defensive
198
+ 1.54%
$49.06 - $57.74 $9.71K - $11.4K
13K $680K
IGM
Ishares Expanded Tech Sector E

ETFs
28
+ 0.78%
$94.19 - $106.95 $2.64K - $2.99K
3.62K $369K
ITOT
Ishares Core S&P Total U.S. St

ETFs
136
+ 7.23%
$124.26 - $134.12 $16.9K - $18.2K
2.02K $259K
IEF
Ishares Barclays

ETFs
401
+ 15.08%
$92.08 - $98.18 $36.9K - $39.4K
3.06K $282K
SCHX
Schwab Strategic Tr Us Large C

ETFs
22.6K
+ 199.96%
$22.4 - $68.28 $505K - $1.54M
33.9K $784K
HD
Home Depot, Inc.

Consumer Cyclical
63
+ 10.4%
$385.02 - $431.37 $24.3K - $27.2K
669 $260K
PCAR
Paccar Inc

Industrials
7
+ 0.27%
$97.92 - $118.41 $685 - $829
2.58K $268K
Activity Summary
Buys All Purchases 91 New Holdings 10 Increased Positions 81 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Horst & Graben Wealth Management LLC Portfolio

Follow Horst & Graben Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Horst & Graben Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horst & Graben Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email