Horst & Graben Wealth Management LLC Incresed Positions in Q1 2025

Horst & Graben Wealth Management LLC

  • $526 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
24K
+ 33.95%
$185.78 - $198.58 $4.45M - $4.76M
94.6K $18M
GLDM
World Gold Trust

ETFs
46.3K
+ 89.63%
$52.19 - $61.89 $2.42M - $2.87M
98K $6.07M
IEMG
Ishares Inc

ETFs
51.8K
+ 52.7%
N/A
150K $8.05M
IAU
Ishares Gold Trust

ETFs
26K
+ 80.36%
$49.74 - $58.96 $1.29M - $1.53M
58.3K $3.44M
OEF
Ishares S&P 100 ETF

ETFs
5.42K
+ 69.03%
N/A
13.3K $3.53M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
24.6K
+ 38.74%
$45.92 - $47.58 $1.13M - $1.17M
88.3K $4.19M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.4K
+ 7.78%
$168.16 - $186.21 $2.42M - $2.68M
200K $34.1M
EMB
Ishares Tr

ETFs
8.7K
+ 18.02%
$88.64 - $92.03 $771K - $800K
57K $5.16M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
21.3K
+ 76.39%
$26.71 - $31.58 $568K - $672K
49.1K $1.49M
CVX
Chevron Corp

Energy
41
+ 0.19%
$146.71 - $167.97 $6.02K - $6.89K
21.1K $3.54M
IEV
Ishares Tr Europe ETF

ETFs
4.4K
+ 71.14%
$51.89 - $60.68 $228K - $267K
10.6K $615K
ILCV
Ishares Morningstar Value ETF

ETFs
2.45K
+ 31.7%
$79.37 - $85.24 $195K - $209K
10.2K $829K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.68K
+ 83.29%
$120.29 - $134.6 $202K - $226K
3.7K $451K
PM
Philip Morris International Inc.

Consumer Defensive
130
+ 2.94%
$117.15 - $158.79 $15.2K - $20.6K
4.55K $722K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.45K
+ 59.32%
$105.1 - $109.61 $153K - $159K
3.9K $423K
CCI
Crown Castle International Corp

Real Estate
31
+ 0.31%
$84.33 - $106.39 $2.61K - $3.3K
10K $1.04M
AMZN
Amazon Com Inc

Consumer Cyclical
1.61K
+ 27.77%
$190.26 - $242.06 $305K - $389K
7.38K $1.4M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.95K
+ 4.87%
$91.76 - $103.26 $271K - $305K
63.5K $5.88M
MO
Altria Group, Inc.

Consumer Defensive
300
+ 2.31%
$50.81 - $60.02 $15.2K - $18K
13.3K $799K
EGP
Eastgroup Properties Inc

Real Estate
8
+ 0.11%
$155.63 - $187.46 $1.25K - $1.5K
7.5K $1.32M
AMT
American Tower Corp

Real Estate
28
+ 0.84%
$173.46 - $217.6 $4.86K - $6.09K
3.34K $727K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.29K
+ 8.9%
$120.24 - $134.3 $275K - $307K
28K $3.41M
KO
Coca Cola CO

Consumer Defensive
216
+ 2.43%
$60.81 - $72.32 $13.1K - $15.6K
9.12K $652K
T
At&T Inc.

Communication Services
453
+ 3.05%
$21.56 - $28.28 $9.77K - $12.8K
15.3K $433K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
17
+ 0.04%
$26.47 - $29.92 $450 - $509
38.8K $1.14M
MAA
Mid America Apartment Communities Inc.

Real Estate
2
+ 0.03%
$146.9 - $170.92 $294 - $342
6.8K $1.14M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.15K
+ 10.69%
$75.99 - $81.58 $87.2K - $93.6K
11.9K $910K
XOM
Exxon Mobil Corp

Energy
240
+ 6.33%
$105.44 - $118.93 $25.3K - $28.5K
4.03K $479K
PG
Procter & Gamble CO

Consumer Defensive
137
+ 0.87%
$158.56 - $176.26 $21.7K - $24.1K
15.9K $2.72M
ED
Consolidated Edison Inc

Utilities
22
+ 0.74%
$88.0 - $110.59 $1.94K - $2.43K
2.99K $330K
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 0.67%
$890.62 - $1076.86 $10.7K - $12.9K
1.81K $1.71M
V
Visa Inc.

Financial Services
91
+ 9.73%
$306.92 - $362.71 $27.9K - $33K
1.03K $359K
LLY
Eli Lilly & CO

Healthcare
44
+ 10.33%
$725.72 - $929.72 $31.9K - $40.9K
470 $388K
ABBV
Abb Vie Inc.

Healthcare
106
+ 9.23%
$169.2 - $216.66 $17.9K - $23K
1.25K $262K
SBUX
Starbucks Corp

Consumer Cyclical
115
+ 1.81%
$91.75 - $115.81 $10.6K - $13.3K
6.46K $633K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.47K
+ 19.47%
$45.21 - $50.33 $66.6K - $74.1K
9.04K $413K
GLD
Spdr Gold Trust

ETFs
21
+ 2.35%
$243.19 - $288.14 $5.11K - $6.05K
914 $263K
JPM
Jpmorgan Chase & CO

Financial Services
130
+ 4.98%
$225.19 - $279.95 $29.3K - $36.4K
2.74K $671K
VZ
Verizon Communications Inc

Communication Services
178
+ 2.55%
$37.81 - $46.49 $6.73K - $8.28K
7.15K $324K
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
VNQ
Vanguard Specialized Funds Van

ETFs
245
+ 10.9%
$85.55 - $94.34 $21K - $23.1K
2.49K $225K
DLR
Digital Realty Trust, Inc.

Real Estate
3.17K
+ 24.8%
$142.1 - $183.56 $451K - $582K
16K $2.29M
FDL
First Tr Morningstar Dividend

ETFs
41
+ 0.75%
$39.69 - $43.83 $1.63K - $1.8K
5.52K $239K
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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