Horst & Graben Wealth Management LLC Reduced Holdings in Q3 2024

Horst & Graben Wealth Management LLC

  • $536 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-96.6K
- 10.52%
$60.84 - $67.51 $5.88M - $6.52M
821K $55.5M
IEMG
Ishares Inc

ETFs
-49.4K
- 33.48%
$53.64 - $53.64 $2.65M - $2.65M
98.2K $5.27M
TSLA
Tesla, Inc.

Consumer Cyclical
-15.4K
- 47.19%
$191.76 - $263.26 $2.95M - $4.05M
17.2K $4.51M
IWY
Ishares Tr Russell 200 Growth

ETFs
-9.7K
- 10.77%
$194.66 - $225.97 $1.89M - $2.19M
80.4K $17.7M
IWX
Ishares Tr Russell 200 Value E

ETFs
-30.4K
- 19.47%
$74.49 - $81.27 $2.26M - $2.47M
126K $10.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
-12.8K
- 75.78%
$105.92 - $110.83 $1.36M - $1.42M
4.1K $453K
IXC
Ishares Tr Global Energy ETF

ETFs
-6.31K
- 35.54%
$38.94 - $42.35 $246K - $267K
11.4K $463K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.24K
- 2.43%
$133.16 - $158.73 $298K - $355K
90K $13.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-14.8K
- 7.27%
$89.91 - $101.33 $1.33M - $1.5M
189K $18.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-398
- 37.9%
$332.02 - $382.76 $132K - $152K
652 $244K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-6.53K
- 7.59%
$56.29 - $62.74 $368K - $410K
79.5K $4.99M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-809
- 21.3%
$106.11 - $113.72 $85.8K - $92K
2.99K $337K
UPS
United Parcel Service Inc

Industrials
-340
- 2.5%
$123.32 - $147.38 $41.9K - $50.1K
13.3K $1.81M
AMGN
Amgen Inc

Healthcare
-128
- 15.78%
$309.38 - $337.38 $39.6K - $43.2K
683 $220K
MUST
Columbia ETF Tr I Multi Sector

ETFs
-1.64K
- 11.38%
$20.28 - $20.85 $33.2K - $34.2K
12.8K $265K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-352
- 4.02%
$62.4 - $62.4 $22K - $22K
8.41K $524K
COP
Conocophillips

Energy
-45
- 2.2%
$102.3 - $116.61 $4.6K - $5.25K
2K $210K
LUV
Southwest Airlines CO

Industrials
-1K
- 11.01%
$23.7 - $29.93 $23.8K - $30K
8.12K $240K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-249
- 11.69%
$113.41 - $125.62 $28.2K - $31.3K
1.88K $236K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.23%
$772.14 - $960.02 $772 - $960
427 $378K
PFE
Pfizer Inc

Healthcare
-692
- 5.3%
$27.7 - $31.39 $19.2K - $21.7K
12.4K $357K
VIG
Vanguard Dividend Appreciation

ETFs
-3
- 0.04%
$182.15 - $182.15 $546 - $546
7.65K $1.39M
ILCG
Ishares Morningstar Growth ETF
-87
- 0.45%
N/A
19.2K $0
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-10
- 0.83%
$175.46 - $203.3 $1.75K - $2.03K
1.19K $241K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1
- 0.04%
$75.47 - $83.18 $75.5 - $83.2
2.72K $225K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-116
- 3.11%
$83.76 - $91.82 $9.72K - $10.7K
3.62K $330K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9
- 0.39%
$105.53 - $118.34 $950 - $1.07K
2.3K $269K
ED
Consolidated Edison Inc

Utilities
-203
- 6.4%
$88.42 - $104.97 $17.9K - $21.3K
2.97K $309K
HD
Home Depot, Inc.

Consumer Cyclical
-12
- 1.94%
$333.64 - $405.2 $4K - $4.86K
606 $245K
COST
Costco Wholesale Corp

Consumer Defensive
-32
- 1.77%
$801.83 - $917.05 $25.7K - $29.3K
1.78K $1.58M
JNJ
Johnson & Johnson

Healthcare
-145
- 3.22%
$145.48 - $167.38 $21.1K - $24.3K
4.36K $706K
IWP
Ishares Russell Mid Cap Growth

ETFs
-539
- 2.89%
$103.87 - $117.59 $56K - $63.4K
18.1K $2.12M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-29
- 0.6%
$125.95 - $142.04 $3.65K - $4.12K
4.78K $679K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-771
- 2.9%
$100.75 - $111.62 $77.7K - $86.1K
25.8K $2.83M
SBUX
Starbucks Corp

Consumer Cyclical
-111
- 2.05%
$72.51 - $98.6 $8.05K - $10.9K
5.31K $517K
IWS
Ishares Russell Midcap Value E

ETFs
-457
- 3.06%
$119.52 - $132.25 $54.6K - $60.4K
14.5K $1.92M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-212
- 0.84%
$113.45 - $126.18 $24.1K - $26.8K
25.1K $3.17M
NOW
Service Now, Inc.

Technology
-4
- 0.25%
$730.87 - $937.36 $2.92K - $3.75K
1.61K $1.44M
EFG
Msci Eafe Growth ETF

ETFs
-8.43K
- 4.18%
$96.84 - $108.77 $816K - $917K
193K $20.8M
EMB
Ishares Tr

ETFs
-150
- 0.32%
$87.75 - $93.74 $13.2K - $14.1K
46.9K $4.39M
IFRA
Ishares Tr

ETFs
-170
- 0.23%
$41.55 - $46.97 $7.06K - $7.98K
72.2K $3.39M
AAPL
Apple Inc.

Technology
-373
- 0.84%
$207.23 - $234.82 $77.3K - $87.6K
44.1K $10.3M
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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