Horst & Graben Wealth Management LLC Incresed Positions 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
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
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
TSLA
Tesla, Inc.

Consumer Cyclical
284
+ 1.66%
$221.86 - $362.89 $63K - $103K
17.4K $5.52M
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.7K
+ 12.78%
$83.97 - $92.85 $1.23M - $1.36M
130K $11.4M
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
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
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
11.9K
+ 7.44%
$22.43 - $23.23 $267K - $277K
172K $4M
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
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
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.06%
$908.13 - $1056.85 $908 - $1.06K
1.81K $1.8M
IEV
Ishares Tr Europe ETF

ETFs
431
+ 4.08%
$51.8 - $64.59 $22.3K - $27.8K
11K $696K
GE
General Electric CO

Industrials
10
+ 0.8%
$166.81 - $257.39 $1.67K - $2.57K
1.26K $324K
MRVL
Marvell Technology, Inc.

Technology
4
+ 0.1%
$49.38 - $79.97 $198 - $320
4.11K $318K
BWA
Borgwarner Inc

Consumer Cyclical
29
+ 0.33%
$24.84 - $33.92 $720 - $984
8.88K $297K
GOOGL
Alphabet Inc.

Communication Services
10
+ 0.52%
$144.7 - $178.6 $1.45K - $1.79K
1.94K $341K
AXP
American Express CO

Financial Services
15
+ 1.99%
$231.39 - $318.98 $3.47K - $4.78K
770 $245K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
77
+ 1.51%
$60.34 - $74.89 $4.65K - $5.77K
5.17K $387K
GLD
Spdr Gold Trust

ETFs
65
+ 7.11%
$273.71 - $316.29 $17.8K - $20.6K
979 $298K
WFC
Wells Fargo & Company

Financial Services
74
+ 2.43%
$60.98 - $80.12 $4.51K - $5.93K
3.12K $249K
V
Visa Inc.

Financial Services
63
+ 6.14%
$308.27 - $373.31 $19.4K - $23.5K
1.09K $386K
SBAC
Sba Communications Corp

Real Estate
7
+ 0.44%
$208.57 - $243.4 $1.46K - $1.7K
1.6K $374K
USB
Us Bancorp \De\

Financial Services
10
+ 0.17%
$36.4 - $45.76 $364 - $458
5.77K $261K
LLY
Eli Lilly & CO

Healthcare
48
+ 10.21%
$713.71 - $898.95 $34.3K - $43.1K
518 $403K
AMT
American Tower Corp

Real Estate
9
+ 0.27%
$203.96 - $228.19 $1.84K - $2.05K
3.35K $741K
T
At&T Inc.

Communication Services
64
+ 0.42%
$26.33 - $28.94 $1.69K - $1.85K
15.4K $445K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
553
+ 0.65%
$22.54 - $23.17 $12.5K - $12.8K
85.6K $1.97M
IWD
Ishares Russell 1000 Val ETF

ETFs
19
+ 1.4%
$166.82 - $194.23 $3.17K - $3.69K
1.38K $267K
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
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