Horst & Graben Wealth Management LLC Reduced Holdings in Q2 2025

Horst & Graben Wealth Management LLC

  • $547 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-325K
- 43.95%
$58.41 - $72.69 $19M - $23.6M
414K $30.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-199K
- 22.81%
$45.12 - $46.23 $8.99M - $9.21M
674K $31.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-153K
- 80.9%
$50.08 - $63.14 $7.65M - $9.65M
36.1K $2.28M
HEFA
Ishares Currency Hedged Msci E

ETFs
-73.7K
- 86.82%
$32.11 - $38.21 $2.37M - $2.82M
11.2K $424K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-101K
- 6.8%
$22.68 - $23.28 $2.3M - $2.36M
1.39M $32.2M
GLDM
World Gold Trust

ETFs
-23.6K
- 24.06%
$58.96 - $67.97 $1.39M - $1.6M
74.5K $4.88M
GNMA
Ishares Gnma Bond ETF

ETFs
-26K
- 48.33%
$42.91 - $44.21 $1.12M - $1.15M
27.8K $1.22M
CVX
Chevron Corp

Energy
-91
- 0.43%
$133.73 - $168.51 $12.2K - $15.3K
21.1K $3.01M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.8K
- 13.03%
$498.8 - $620.9 $1.39M - $1.74M
18.7K $11.6M
MBB
Ishares Tr

ETFs
-4.18K
- 1.9%
$91.41 - $94.22 $382K - $394K
216K $20.3M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-5.05K
- 24.95%
$78.98 - $90.1 $398K - $455K
15.2K $1.37M
PG
Procter & Gamble CO

Consumer Defensive
-80
- 0.5%
$157.66 - $172.39 $12.6K - $13.8K
15.9K $2.53M
OKE
Oneok Inc

Energy
-32
- 0.35%
$78.71 - $100.37 $2.52K - $3.21K
9.2K $750K
IFRA
Ishares Tr

ETFs
-3.58K
- 35.97%
$40.97 - $49.19 $147K - $176K
6.37K $313K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-2.42K
- 20.4%
$71.86 - $82.66 $174K - $200K
9.46K $781K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-75
- 8.73%
$390.26 - $489.06 $29.3K - $36.7K
784 $317K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-6.58K
- 13.39%
$26.69 - $33.44 $176K - $220K
42.6K $1.4M
JNJ
Johnson & Johnson

Healthcare
-168
- 3.9%
$146.36 - $159.82 $24.6K - $26.8K
4.14K $632K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.25K
- 1.42%
$46.41 - $47.7 $58K - $59.6K
87K $4.14M
XOM
Exxon Mobil Corp

Energy
-50
- 1.24%
$99.93 - $119.04 $5K - $5.95K
3.98K $429K
VZ
Verizon Communications Inc

Communication Services
-749
- 10.47%
$41.67 - $45.62 $31.2K - $34.2K
6.4K $277K
VIG
Vanguard Dividend Appreciation

ETFs
-103
- 1.34%
N/A
7.56K $1.38M
EMB
Ishares Tr

ETFs
-1.42K
- 2.5%
$86.54 - $92.62 $123K - $132K
55.5K $5.14M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-184
- 6.81%
$85.42 - $94.39 $15.7K - $17.4K
2.52K $236K
PSA
Public Storage

Real Estate
-5
- 0.25%
$266.31 - $309.77 $1.33K - $1.55K
2.02K $592K
PCAR
Paccar Inc

Industrials
-23
- 0.88%
$86.4 - $99.09 $1.99K - $2.28K
2.6K $247K
ALL
Allstate Corp

Financial Services
-8
- 0.73%
$180.53 - $212.64 $1.44K - $1.7K
1.09K $218K
IEF
Ishares Barclays

ETFs
-79
- 2.62%
$93.15 - $96.56 $7.36K - $7.63K
2.94K $281K
EXR
Extra Space Storage Inc.

Real Estate
-15
- 0.56%
$126.61 - $152.99 $1.9K - $2.29K
2.68K $395K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-41
- 0.9%
$121.58 - $136.74 $4.98K - $5.61K
4.52K $614K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-131
- 5.71%
$90.56 - $109.49 $11.9K - $14.3K
2.16K $236K
IWS
Ishares Russell Midcap Value E

ETFs
-665
- 4.75%
$110.58 - $132.14 $73.5K - $87.9K
13.3K $1.76M
Blackrock ETF Trust Ii
-11.6K
- 3.49%
N/A
321K $0
ILCG
Ishares Morningstar Growth ETF
-1
- 0.01%
N/A
19.1K $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2
- 0.05%
$105.23 - $109.61 $210 - $219
3.9K $426K
EEM
Ishares Msci Emerging Markets

ETFs
-780
- 7.24%
$38.52 - $48.28 $30K - $37.7K
9.99K $481K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5
- 0.06%
$22.92 - $28.05 $115 - $140
8.11K $227K
VB
Vanguard Small Cap ETF

ETFs
-38
- 2.06%
$193.73 - $237.37 $7.36K - $9.02K
1.8K $427K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-4
- 0.05%
$29.12 - $35.84 $116 - $143
7.31K $261K
CMI
Cummins Inc

Industrials
-8
- 0.5%
$267.12 - $336.65 $2.14K - $2.69K
1.6K $524K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-292
- 3.23%
$40.79 - $50.93 $11.9K - $14.9K
8.75K $445K
IAU
Ishares Gold Trust

ETFs
-2.61K
- 4.48%
$56.1 - $64.74 $147K - $169K
55.7K $3.47M
GOOG
Alphabet Inc.

Communication Services
-39
- 1.52%
$146.58 - $180.01 $5.72K - $7.02K
2.53K $448K
WMT
Walmart Inc.

Consumer Defensive
-1
- 0.02%
$81.79 - $99.98 $81.8 - $100
5.12K $500K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6
- 0.56%
$320.42 - $424.58 $1.92K - $2.55K
1.07K $454K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4
- 0.01%
$19.6 - $24.44 $78.4 - $97.8
33.8K $827K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-897
- 4.09%
$59.98 - $74.92 $53.8K - $67.2K
21K $1.57M
CSCO
Cisco Systems, Inc.

Technology
-169
- 1.14%
$53.19 - $69.38 $8.99K - $11.7K
14.6K $1.01M
CAT
Caterpillar Inc

Industrials
-8
- 0.41%
$273.94 - $388.21 $2.19K - $3.11K
1.93K $750K
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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