Horst & Graben Wealth Management LLC Purchases in Q3 2024

Horst & Graben Wealth Management LLC

  • $536 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
46
+ 1.41%
$283.28 - $314.39 $13K - $14.5K
3.31K $1.04M
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.04%
$66.91 - $81.4 $134 - $163
4.98K $402K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.12%
$531.86 - $624.21 $532 - $624
870 $538K
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.19%
$237.84 - $263.83 $1.19K - $1.32K
2.6K $685K
IWD
Ishares Russell 1000 Val ETF

ETFs
191
+ 13.92%
$173.36 - $189.8 $33.1K - $36.3K
1.56K $296K
ILCV
Ishares Morningstar Value ETF

ETFs
143
+ 2.0%
$75.47 - $82.2 $10.8K - $11.8K
7.29K $599K
GS
Goldman Sachs Group Inc

Financial Services
7
+ 0.61%
$459.02 - $510.25 $3.21K - $3.57K
1.16K $575K
PG
Procter & Gamble CO

Consumer Defensive
5
+ 0.09%
$160.76 - $177.82 $804 - $889
5.82K $1.01M
CWB
Spdr Bloomberg Convertible Sec

ETFs
128
+ 1.56%
$71.19 - $76.59 $9.11K - $9.8K
8.34K $639K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
381
+ 7.65%
$63.28 - $70.06 $24.1K - $26.7K
5.36K $375K
USB
Us Bancorp \De\

Financial Services
77
+ 1.39%
$39.04 - $47.23 $3.01K - $3.64K
5.62K $257K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
318
+ 4.35%
$42.38 - $47.25 $13.5K - $15K
7.62K $360K
JPM
Jpmorgan Chase & CO

Financial Services
13
+ 0.48%
$194.9 - $224.8 $2.53K - $2.92K
2.73K $574K
DNP
Dnp Select Income Fund Inc

Financial Services
271
+ 2.17%
$8.21 - $10.03 $2.22K - $2.72K
12.8K $127K
FDL
First Tr Morningstar Dividend

ETFs
45
+ 0.83%
$37.66 - $42.06 $1.69K - $1.89K
5.44K $228K
GOOG
Alphabet Inc.

Communication Services
301
+ 16.0%
$149.54 - $192.66 $45K - $58K
2.18K $364K
VTI
Vanguard Total Stock Market Et

ETFs
20
+ 2.49%
$255.18 - $283.2 $5.1K - $5.66K
823 $233K
IEF
Ishares Barclays

ETFs
64
+ 2.47%
$92.67 - $99.14 $5.93K - $6.34K
2.66K $260K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
12
+ 0.16%
$31.05 - $34.29 $373 - $411
7.29K $250K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.14%
$434.77 - $502.96 $870 - $1.01K
1.43K $697K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
29
+ 0.94%
$74.26 - $78.84 $2.15K - $2.29K
3.12K $244K
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.08%
$161.9 - $179.3 $324 - $359
2.42K $412K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7
+ 0.15%
$49.82 - $52.8 $349 - $370
4.59K $241K
MUB
Ishares National Muni Bond ETF

ETFs
22
+ 0.74%
$106.13 - $108.7 $2.33K - $2.39K
2.99K $324K
XOM
Exxon Mobil Corp

Energy
5
+ 0.13%
$109.72 - $119.0 $549 - $595
3.8K $444K
SUB
Ishares Short Term National Mu

ETFs
16
+ 0.52%
$104.3 - $106.3 $1.67K - $1.7K
3.11K $329K
HPQ
Hp Inc

Technology
16
+ 0.2%
$32.02 - $38.11 $512 - $610
7.93K $284K
Blackrock ETF Trust Ii
87.4K
+ 41.34%
N/A
299K $0
GIGB
Goldman Sachs ETF Access Invt
1.65K
+ 4.43%
N/A
39K $0
LCTD
Blackrock ETF World Ex Us Carb
319
+ 1.6%
N/A
20.2K $0
PCAR
Paccar Inc

Industrials
8
+ 0.31%
$91.64 - $109.98 $733 - $880
2.58K $254K
NVDA
Nvidia Corp

Technology
502
+ 1.46%
$98.91 - $134.91 $49.7K - $67.7K
35K $4.25M
MRK
Merck & Co., Inc.

Healthcare
11
+ 0.54%
$111.15 - $128.97 $1.22K - $1.42K
2.05K $232K
AMZN
Amazon Com Inc

Consumer Cyclical
31
+ 0.57%
$161.02 - $200.0 $4.99K - $6.2K
5.48K $1.02M
MSFT
Microsoft Corp

Technology
102
+ 1.69%
$395.15 - $467.56 $40.3K - $47.7K
6.12K $2.63M
CVX
Chevron Corp

Energy
10
+ 0.05%
$137.88 - $161.97 $1.38K - $1.62K
21.2K $3.12M
Activity Summary
Buys All Purchases 87 New Holdings 11 Increased Positions 76 Sells All Sells 43 Reductions 43 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