Horst & Graben Wealth Management LLC Incresed Positions in Q3 2024

Horst & Graben Wealth Management LLC

  • $536 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
167K
+ 89.27%
$51.72 - $57.96 $8.61M - $9.65M
353K $20.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
125K
+ 13.89%
$44.83 - $47.42 $5.61M - $5.93M
1.03M $48.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
48.5K
+ 31.86%
$56.04 - $62.99 $2.72M - $3.06M
201K $12.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
18.8K
+ 3.01%
$44.24 - $49.47 $830K - $928K
641K $31.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.46K
+ 2.49%
$162.64 - $179.3 $726K - $800K
184K $33M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.16K
+ 3.13%
$84.77 - $97.13 $777K - $890K
302K $28.9M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.52K
+ 0.79%
$45.2 - $47.87 $250K - $264K
706K $33.6M
IVE
Ishares S&P 500 Value ETF

ETFs
1.56K
+ 2.29%
$181.06 - $197.17 $282K - $307K
69.4K $13.7M
MBB
Ishares Tr

ETFs
4.1K
+ 1.84%
$90.85 - $96.66 $373K - $396K
227K $21.7M
IVV
Ishares Core S&P 500 ETF

ETFs
591
+ 2.95%
$520.18 - $576.82 $307K - $341K
20.6K $11.9M
NKE
Nike, Inc.

Consumer Cyclical
1.14K
+ 2.63%
$71.09 - $89.44 $80.9K - $102K
44.4K $3.92M
OEF
Ishares S&P 100 ETF

ETFs
1.67K
+ 26.52%
$266.03 - $266.03 $445K - $445K
7.99K $2.12M
IEV
Ishares Tr Europe ETF

ETFs
7.04K
+ 181.21%
$53.25 - $58.78 $375K - $414K
10.9K $636K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
7.22K
+ 19.94%
$43.99 - $46.63 $318K - $337K
43.4K $2.02M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.96K
+ 16.5%
$64.83 - $72.82 $257K - $288K
28K $2.01M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
8.83K
+ 5.34%
$22.51 - $23.92 $199K - $211K
174K $4.15M
EUSB
Ishares Tr Esg Advanced Total

Technology
4.17K
+ 8.36%
$42.09 - $44.64 $176K - $186K
54.1K $2.39M
ORCL
Oracle Corp

Technology
1
+ 0.01%
$125.9 - $170.35 $126 - $170
9.21K $1.57M
USXF
Ishares Esg Advanced Msci Usa

Technology
1.84K
+ 2.73%
$43.59 - $49.35 $80.2K - $90.9K
69.4K $3.4M
EMGF
Ishares Msci Emerging Markets

ETFs
4.76K
+ 79.12%
$44.02 - $50.58 $209K - $241K
10.8K $536K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.63K
+ 13.57%
$77.24 - $83.67 $126K - $136K
13.6K $1.14M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
3
+ 0.01%
$28.7 - $35.25 $86.1 - $106
38.8K $1.34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.06%
$405.19 - $478.57 $810 - $957
3.28K $1.51M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
541
+ 0.9%
$46.18 - $48.92 $25K - $26.5K
60.6K $2.94M
T
At&T Inc.

Communication Services
4.28K
+ 34.37%
$18.21 - $22.28 $77.9K - $95.3K
16.7K $367K
CSCO
Cisco Systems, Inc.

Technology
819
+ 5.83%
$44.74 - $53.22 $36.6K - $43.6K
14.9K $791K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
583
+ 1.74%
$32.04 - $37.11 $18.7K - $21.6K
34K $1.24M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
2.5K
+ 12.71%
$26.43 - $29.86 $66.1K - $74.7K
22.2K $654K
MAA
Mid America Apartment Communities Inc.

Real Estate
2
+ 0.03%
$138.8 - $166.65 $278 - $333
6.8K $1.08M
GNMA
Ishares Gnma Bond ETF

ETFs
204
+ 0.35%
$42.68 - $45.25 $8.71K - $9.23K
58.9K $2.64M
CAT
Caterpillar Inc

Industrials
4
+ 0.21%
$316.8 - $391.12 $1.27K - $1.56K
1.87K $732K
KO
Coca Cola CO

Consumer Defensive
330
+ 3.86%
$62.69 - $73.01 $20.7K - $24.1K
8.88K $638K
PM
Philip Morris International Inc.

Consumer Defensive
43
+ 0.99%
$101.25 - $127.45 $4.35K - $5.48K
4.38K $531K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
466
+ 0.58%
$22.38 - $23.66 $10.4K - $11K
81.4K $1.91M
MO
Altria Group, Inc.

Consumer Defensive
201
+ 1.59%
$45.95 - $54.71 $9.24K - $11K
12.8K $654K
IGM
Ishares Expanded Tech Sector E

ETFs
776
+ 27.58%
$84.03 - $98.62 $65.2K - $76.5K
3.59K $344K
BMY
Bristol Myers Squibb CO

Healthcare
61
+ 0.84%
$39.66 - $51.75 $2.42K - $3.16K
7.36K $380K
GOOGL
Alphabet Inc.

Communication Services
589
+ 45.66%
$148.65 - $191.18 $87.6K - $113K
1.88K $311K
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
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.05%
$214.77 - $237.72 $215 - $238
1.98K $470K
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
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