Horst & Graben Wealth Management LLC Reduced Holdings in Q4 2024

Horst & Graben Wealth Management LLC

  • $542 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-128K
- 12.52%
$45.07 - $47.1 $5.79M - $6.05M
897K $40.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.65K
- 1.4%
$87.1 - $98.49 $231K - $261K
187K $16.3M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-33.3K
- 76.65%
$44.21 - $46.46 $1.47M - $1.55M
10.1K $449K
EUSB
Ishares Tr Esg Advanced Total

Technology
-8.71K
- 16.12%
$42.39 - $44.29 $369K - $386K
45.3K $1.93M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-22.5K
- 2.74%
$66.77 - $71.52 $1.5M - $1.61M
799K $55.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-739
- 2.86%
$99.04 - $109.59 $73.2K - $81K
25.1K $2.5M
IEV
Ishares Tr Europe ETF

ETFs
-4.75K
- 43.46%
$52.03 - $57.63 $247K - $274K
6.18K $321K
IYW
Ishares Dj Us Tech ETF

ETFs
-5.91K
- 6.56%
$148.14 - $166.23 $875K - $982K
84.1K $13.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.51K
- 36.72%
$106.33 - $110.69 $160K - $167K
2.6K $276K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-2.51K
- 29.88%
N/A
5.9K $367K
IVW
Ishares S&P 500 Growth ETF

ETFs
-18.2K
- 6.02%
$94.43 - $105.47 $1.72M - $1.92M
284K $28.8M
IXC
Ishares Tr Global Energy ETF

ETFs
-1.83K
- 15.96%
$36.95 - $43.06 $67.5K - $78.7K
9.62K $367K
PEP
Pepsico Inc

Consumer Defensive
-279
- 11.51%
$151.29 - $176.1 $42.2K - $49.1K
2.15K $326K
JNJ
Johnson & Johnson

Healthcare
-31
- 0.71%
$143.34 - $165.86 $4.44K - $5.14K
4.33K $626K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-544
- 18.19%
$106.56 - $113.11 $58K - $61.5K
2.45K $261K
IWS
Ishares Russell Midcap Value E

ETFs
-176
- 1.21%
$128.08 - $140.32 $22.5K - $24.7K
14.3K $1.85M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-99
- 2.07%
$131.66 - $144.0 $13K - $14.3K
4.69K $618K
CVX
Chevron Corp

Energy
-61
- 0.29%
$141.15 - $162.53 $8.61K - $9.91K
21.1K $3.06M
VNQ
Vanguard Specialized Funds Van

ETFs
-402
- 15.17%
$87.85 - $98.6 $35.3K - $39.6K
2.25K $200K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.23%
$727.2 - $932.06 $727 - $932
426 $328K
VZ
Verizon Communications Inc

Communication Services
-100
- 1.41%
$39.6 - $45.21 $3.96K - $4.52K
6.98K $278K
XOM
Exxon Mobil Corp

Energy
-6
- 0.16%
$105.51 - $125.37 $633 - $752
3.79K $407K
OEF
Ishares S&P 100 ETF

ETFs
-135
- 1.69%
N/A
7.85K $2.09M
IWD
Ishares Russell 1000 Val ETF

ETFs
-143
- 9.15%
$183.23 - $199.79 $26.2K - $28.6K
1.42K $262K
EMR
Emerson Electric CO

Industrials
-477
- 22.66%
$108.13 - $134.33 $51.6K - $64.1K
1.63K $201K
T
At&T Inc.

Communication Services
-1.86K
- 11.12%
$21.22 - $23.88 $39.4K - $44.4K
14.9K $338K
HPQ
Hp Inc

Technology
-86
- 1.08%
$32.46 - $39.3 $2.79K - $3.38K
7.84K $255K
VB
Vanguard Small Cap ETF

ETFs
-141
- 7.11%
$233.76 - $261.58 $33K - $36.9K
1.84K $442K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-192
- 5.31%
$88.59 - $94.57 $17K - $18.2K
3.42K $304K
MUST
Columbia ETF Tr I Multi Sector

ETFs
-387
- 3.03%
$20.25 - $20.87 $7.84K - $8.08K
12.4K $251K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.43K
- 7.9%
$116.4 - $138.52 $166K - $198K
16.7K $2.11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-54
- 2.34%
$113.92 - $127.38 $6.15K - $6.88K
2.25K $259K
GLD
Spdr Gold Trust

ETFs
-5
- 0.56%
$236.59 - $257.5 $1.18K - $1.29K
893 $216K
ILCG
Ishares Morningstar Growth ETF
-80
- 0.42%
N/A
19.1K $0
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-91
- 1.7%
$69.3 - $74.3 $6.31K - $6.76K
5.27K $376K
VTI
Vanguard Total Stock Market Et

ETFs
-3
- 0.36%
$280.04 - $302.45 $840 - $907
820 $237K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-55
- 0.72%
$46.53 - $49.91 $2.56K - $2.75K
7.57K $364K
V
Visa Inc.

Financial Services
-84
- 8.24%
$273.87 - $320.91 $23K - $27K
935 $295K
WMT
Walmart Inc.

Consumer Defensive
-48
- 0.96%
$79.1 - $95.7 $3.8K - $4.59K
4.94K $445K
JPM
Jpmorgan Chase & CO

Financial Services
-118
- 4.33%
$205.18 - $250.29 $24.2K - $29.5K
2.61K $625K
CSCO
Cisco Systems, Inc.

Technology
-201
- 1.35%
$52.45 - $60.02 $10.5K - $12.1K
14.7K $868K
IWY
Ishares Tr Russell 200 Growth

ETFs
-3.96K
- 4.93%
$216.72 - $244.71 $859K - $970K
76.5K $18M
AAPL
Apple Inc.

Technology
-1.45K
- 3.28%
$221.69 - $259.02 $321K - $375K
42.6K $10.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.22K
- 0.19%
$49.03 - $53.35 $59.9K - $65.2K
640K $32.8M
Activity Summary
Buys All Purchases 91 New Holdings 10 Increased Positions 81 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Horst & Graben Wealth Management LLC Portfolio

Follow Horst & Graben Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Horst & Graben Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horst & Graben Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email