Horst & Graben Wealth Management LLC Purchases in Q1 2025

Horst & Graben Wealth Management LLC

  • $526 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
21
+ 2.35%
$243.19 - $288.14 $5.11K - $6.05K
914 $263K
VZ
Verizon Communications Inc

Communication Services
178
+ 2.55%
$37.81 - $46.49 $6.73K - $8.28K
7.15K $324K
JPM
Jpmorgan Chase & CO

Financial Services
130
+ 4.98%
$225.19 - $279.95 $29.3K - $36.4K
2.74K $671K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
707
+ 11.99%
N/A
6.6K $412K
CSCO
Cisco Systems, Inc.

Technology
104
+ 0.71%
$58.74 - $64.87 $6.11K - $6.75K
14.8K $912K
IWB
Ishares Tr Russell 1000 ETF

ETFs
300
+ 9.03%
$302.31 - $337.54 $90.7K - $101K
3.62K $1.11M
META
Meta Platforms, Inc.

Communication Services
92
+ 9.5%
$576.36 - $736.67 $53K - $67.8K
1.06K $610K
AVGO
Broadcom Inc.

Technology
1.53K
+ 45.77%
$167.43 - $244.7 $256K - $374K
4.87K $815K
PHYL
Pgim ETF Tr

ETFs
1.08K
+ 6.59%
$34.67 - $35.44 $37.5K - $38.4K
17.5K $610K
BMY
Bristol Myers Squibb CO

Healthcare
51
+ 0.68%
$53.9 - $63.11 $2.75K - $3.22K
7.59K $462K
ALL
Allstate Corp

Financial Services
20
+ 1.86%
$180.99 - $210.18 $3.62K - $4.2K
1.09K $226K
FDL
First Tr Morningstar Dividend

ETFs
41
+ 0.75%
$39.69 - $43.83 $1.63K - $1.8K
5.52K $239K
DLR
Digital Realty Trust, Inc.

Real Estate
3.17K
+ 24.8%
$142.1 - $183.56 $451K - $582K
16K $2.29M
WFC
Wells Fargo & Company

Financial Services
190
+ 6.65%
$66.78 - $81.42 $12.7K - $15.5K
3.05K $218K
DNP
Dnp Select Income Fund Inc

Financial Services
271
+ 2.08%
$8.93 - $9.92 $2.42K - $2.69K
13.3K $131K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
665
+ 0.79%
$22.25 - $23.0 $14.8K - $15.3K
85K $1.96M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
19
+ 0.6%
$73.78 - $76.59 $1.4K - $1.46K
3.18K $243K
FVD
First Tr Value Line Divid Inde

ETFs
37
+ 0.74%
$42.61 - $45.51 $1.58K - $1.68K
5.01K $223K
WMT
Walmart Inc.

Consumer Defensive
181
+ 3.67%
$84.5 - $105.05 $15.3K - $19K
5.12K $449K
SHOP
Shopify Inc.

Technology
818
+ 11.83%
$90.59 - $129.31 $74.1K - $106K
7.74K $738K
PSA
Public Storage

Real Estate
10
+ 0.5%
$288.99 - $313.98 $2.89K - $3.14K
2.02K $605K
SUB
Ishares Short Term National Mu

ETFs
12
+ 0.38%
$105.3 - $106.24 $1.26K - $1.27K
3.14K $331K
SCI
Service Corp International

Consumer Cyclical
11
+ 0.39%
$75.99 - $84.16 $836 - $926
2.82K $225K
LUV
Southwest Airlines CO

Industrials
15
+ 0.18%
$28.18 - $34.84 $423 - $523
8.13K $273K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.04%
N/A
7.66K $1.4M
Blackrock ETF Trust Ii
10.8K
+ 3.37%
N/A
332K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
195K
New
N/A
195K $0
Blackrock ETF Trust
69.3K
New
N/A
69.3K $0
MUST
Columbia ETF Tr I Multi Sector

ETFs
35
+ 0.28%
$20.08 - $20.62 $703 - $722
12.4K $250K
MUB
Ishares National Muni Bond ETF

ETFs
11
+ 0.36%
$104.71 - $107.69 $1.15K - $1.18K
3.03K $319K
IGM
Ishares Expanded Tech Sector E

ETFs
398
+ 11.0%
$90.67 - $108.46 $36.1K - $43.2K
4.02K $364K
OKE
Oneok Inc

Energy
42
+ 0.46%
$89.57 - $109.85 $3.76K - $4.61K
9.23K $915K
PFE
Pfizer Inc

Healthcare
249
+ 1.98%
$25.01 - $27.13 $6.23K - $6.76K
12.8K $324K
HD
Home Depot, Inc.

Consumer Cyclical
15
+ 2.24%
$347.25 - $424.87 $5.21K - $6.37K
684 $250K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10
+ 0.14%
$32.42 - $36.13 $324 - $361
7.31K $241K
AXP
American Express CO

Financial Services
33
+ 4.57%
$255.39 - $325.87 $8.43K - $10.8K
755 $203K
PCAR
Paccar Inc

Industrials
40
+ 1.55%
$96.91 - $112.51 $3.88K - $4.5K
2.62K $255K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.12%
$251.87 - $277.95 $756 - $834
2.6K $672K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
44
+ 1.96%
$102.49 - $119.96 $4.51K - $5.28K
2.29K $239K
ICVT
Ishares Tr Convertible Bond Et

ETFs
80
+ 0.4%
$83.18 - $89.27 $6.65K - $7.14K
20.2K $1.69M
GS
Goldman Sachs Group Inc

Financial Services
14
+ 1.19%
$524.81 - $672.19 $7.35K - $9.41K
1.19K $651K
A
Agilent Technologies, Inc.

Healthcare
22
+ 1.27%
$116.69 - $152.6 $2.57K - $3.36K
1.76K $206K
USB
Us Bancorp \De\

Financial Services
103
+ 1.82%
$40.92 - $50.9 $4.21K - $5.24K
5.76K $243K
HPQ
Hp Inc

Technology
18
+ 0.23%
$27.69 - $34.72 $498 - $625
7.86K $217K
CMI
Cummins Inc

Industrials
8
+ 0.5%
$312.92 - $386.07 $2.5K - $3.09K
1.61K $504K
CAT
Caterpillar Inc

Industrials
18
+ 0.94%
$326.75 - $407.63 $5.88K - $7.34K
1.94K $640K
GOOGL
Alphabet Inc.

Communication Services
11
+ 0.57%
$154.33 - $206.19 $1.7K - $2.27K
1.93K $298K
IVV
Ishares Core S&P 500 ETF

ETFs
829
+ 4.02%
$554.06 - $615.85 $459K - $511K
21.5K $12.1M
MSFT
Microsoft Corp

Technology
317
+ 5.08%
$375.39 - $447.2 $119K - $142K
6.56K $2.46M
Activity Summary
Buys All Purchases 107 New Holdings 15 Increased Positions 92 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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