Horst & Graben Wealth Management LLC Purchases in Q2 2025

Horst & Graben Wealth Management LLC

  • $547 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
122K
+ 38.99%
$52.4 - $64.65 $6.4M - $7.89M
435K $27.6M
IEMG
Ishares Inc

ETFs
158K
+ 105.05%
N/A
308K $16.5M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
157K
New
$50.09 - $51.09 $7.85M - $8.01M
157K $8.01M
XLG
Invesco Exchange Traded Fd Tr

ETFs
70.6K
+ 60.71%
$40.94 - $52.1 $2.89M - $3.68M
187K $9.73M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.75K
+ 4.39%
$152.42 - $182.82 $1.33M - $1.6M
208K $38.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
25.6K
New
$102.02 - $103.5 $2.61M - $2.65M
25.6K $2.63M
NVDA
Nvidia Corp

Technology
1.09K
+ 2.96%
$94.31 - $157.99 $102K - $171K
37.8K $5.97M
IVE
Ishares S&P 500 Value ETF

ETFs
7.05K
+ 7.45%
$168.34 - $195.42 $1.19M - $1.38M
102K $19.9M
OEF
Ishares S&P 100 ETF

ETFs
6.8K
+ 51.25%
N/A
20.1K $5.34M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.04K
+ 4.78%
$82.32 - $112.47 $250K - $342K
66.6K $7.49M
BNDX
Vanguard Total International B

ETFs
19.8K
New
$48.77 - $49.55 $965K - $980K
19.8K $979K
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.7K
+ 12.78%
$83.97 - $92.85 $1.23M - $1.36M
130K $11.4M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.57K
+ 30.87%
$180.84 - $240.32 $465K - $617K
10.9K $2.62M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.31K
+ 63.85%
$272.36 - $339.57 $630K - $786K
5.94K $2.02M
MSFT
Microsoft Corp

Technology
166
+ 2.53%
$354.56 - $497.45 $58.9K - $82.6K
6.73K $3.35M
AVGO
Broadcom Inc.

Technology
988
+ 20.27%
$146.29 - $275.65 $145K - $272K
5.86K $1.62M
EMGF
Ishares Msci Emerging Markets

ETFs
12.5K
+ 120.06%
$41.37 - $52.07 $515K - $648K
22.8K $1.19M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.44K
+ 120.07%
$108.12 - $135.04 $480K - $599K
8.14K $1.1M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
16.6K
New
$29.44 - $33.91 $487K - $561K
16.6K $540K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6.06K
New
$73.02 - $90.22 $443K - $547K
6.06K $540K
DLR
Digital Realty Trust, Inc.

Real Estate
65
+ 0.41%
$136.11 - $177.69 $8.85K - $11.5K
16K $2.79M
PANW
Palo Alto Networks Inc

Technology
1.92K
+ 129.23%
$152.44 - $204.64 $293K - $393K
3.4K $696K
NKE
Nike, Inc.

Consumer Cyclical
1.05K
+ 2.16%
$53.27 - $72.04 $56.1K - $75.9K
49.8K $3.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
495
+ 34.49%
$416.06 - $551.64 $206K - $273K
1.93K $1.06M
META
Meta Platforms, Inc.

Communication Services
247
+ 23.3%
$484.66 - $738.09 $120K - $182K
1.31K $964K
HYG
Ishares Tr

ETFs
4.2K
New
$75.75 - $80.65 $318K - $339K
4.2K $338K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
11.9K
+ 7.44%
$22.43 - $23.23 $267K - $277K
172K $4M
NFLX
Netflix Inc

Communication Services
213
New
$855.86 - $1339.13 $182K - $285K
213 $285K
VV
Vanguard Large Cap ETF

ETFs
986
New
$228.25 - $285.3 $225K - $281K
986 $281K
IGM
Ishares Expanded Tech Sector E

ETFs
1.66K
+ 41.41%
$79.8 - $112.34 $133K - $187K
5.68K $637K
AMZN
Amazon Com Inc

Consumer Cyclical
199
+ 2.7%
$167.32 - $223.3 $33.3K - $44.4K
7.58K $1.66M
IBM
International Business Machines Corp

Technology
815
New
$221.03 - $294.78 $180K - $240K
815 $240K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.58K
New
$113.67 - $150.4 $179K - $237K
1.58K $237K
AMAT
Applied Materials Inc

Technology
1.28K
New
$126.95 - $183.52 $163K - $235K
1.28K $234K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
2.15K
New
$86.12 - $108.35 $185K - $233K
2.15K $233K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.1K
New
$82.51 - $109.2 $173K - $229K
2.1K $229K
AXON
Axon Enterprise, Inc.

Industrials
263
New
$497.13 - $827.94 $131K - $218K
263 $217K
EMR
Emerson Electric CO

Industrials
1.61K
New
$94.15 - $133.33 $152K - $215K
1.61K $215K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.05K
New
$139.8 - $197.22 $147K - $207K
1.05K $206K
MP
Mp Materials Corp.

Basic Materials
6.18K
New
$18.77 - $37.74 $116K - $233K
6.18K $205K
INTU
Intuit Inc

Technology
260
New
$544.07 - $787.63 $141K - $205K
260 $204K
GS
Goldman Sachs Group Inc

Financial Services
8
+ 0.67%
$462.22 - $707.75 $3.7K - $5.66K
1.2K $850K
EUSB
Ishares Tr Esg Advanced Total

Technology
3.76K
+ 8.98%
$42.54 - $43.56 $160K - $164K
45.7K $1.99M
ILCV
Ishares Morningstar Value ETF

ETFs
1.78K
+ 17.43%
$72.16 - $83.39 $128K - $148K
12K $997K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
549
+ 1.62%
$30.87 - $39.17 $16.9K - $21.5K
34.4K $1.35M
PM
Philip Morris International Inc.

Consumer Defensive
35
+ 0.77%
$149.23 - $184.95 $5.22K - $6.47K
4.59K $835K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
2.12K
+ 34.34%
$32.51 - $38.81 $68.8K - $82.1K
8.27K $321K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.57K
+ 23.77%
N/A
8.17K $510K
MKL
Markel Corp

Financial Services
1
+ 0.15%
$1678.5 - $1997.36 $1.68K - $2K
677 $1.35M
Activity Summary
Buys All Purchases 101 New Holdings 19 Increased Positions 82 Sells All Sells 64 Reductions 64 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