Horst & Graben Wealth Management LLC Reduced Holdings in Q1 2025

Horst & Graben Wealth Management LLC

  • $526 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-86.9K
- 42.55%
$96.1 - $106.37 $8.36M - $9.25M
117K $11.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-59.7K
- 7.47%
$64.88 - $72.1 $3.87M - $4.3M
739K $48.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-71.6K
- 38.37%
$85.29 - $92.57 $6.1M - $6.62M
115K $10.5M
IWY
Ishares Tr Russell 200 Growth

ETFs
-8.98K
- 11.74%
$210.19 - $243.33 $1.89M - $2.18M
67.5K $14.2M
IFRA
Ishares Tr

ETFs
-60.9K
- 85.96%
$44.8 - $49.25 $2.73M - $3M
9.95K $448K
TSLA
Tesla, Inc.

Consumer Cyclical
-222
- 1.28%
$222.15 - $428.22 $49.3K - $95.1K
17.1K $4.43M
EFV
Msci Eafe Value ETF

ETFs
-65.5K
- 17.3%
$51.88 - $60.73 $3.4M - $3.98M
313K $18.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-20.9K
- 9.98%
$54.25 - $57.64 $1.14M - $1.21M
189K $10.4M
MBB
Ishares Tr

ETFs
-15.5K
- 6.58%
$90.37 - $94.08 $1.4M - $1.46M
220K $20.6M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-13.5K
- 38.01%
$63.91 - $70.19 $860K - $944K
21.9K $1.48M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-5.37K
- 6.65%
$59.79 - $67.15 $321K - $360K
75.3K $4.56M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2K
- 6.01%
$101.98 - $115.66 $204K - $231K
31.3K $3.2M
GNMA
Ishares Gnma Bond ETF

ETFs
-10.4K
- 16.22%
$42.17 - $44.04 $440K - $459K
53.9K $2.37M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-19.6K
- 10.91%
$22.42 - $23.22 $440K - $456K
160K $3.69M
USXF
Ishares Esg Advanced Msci Usa

Technology
-2.43K
- 3.24%
$46.38 - $52.65 $113K - $128K
72.7K $3.39M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-23.7K
- 2.64%
$44.72 - $46.25 $1.06M - $1.1M
874K $40.3M
IWX
Ishares Tr Russell 200 Value E

ETFs
-8.46K
- 6.62%
$78.54 - $84.86 $665K - $718K
119K $9.82M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-40.4K
- 2.64%
$22.46 - $23.26 $907K - $939K
1.49M $34.5M
UPS
United Parcel Service Inc

Industrials
-45
- 0.34%
$109.66 - $136.26 $4.93K - $6.13K
13.2K $1.45M
IWP
Ishares Russell Mid Cap Growth

ETFs
-234
- 1.4%
$114.9 - $139.6 $26.9K - $32.7K
16.4K $1.93M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-569
- 6.4%
$196.12 - $229.48 $112K - $131K
8.32K $1.68M
GOOG
Alphabet Inc.

Communication Services
-243
- 8.64%
$156.06 - $207.71 $37.9K - $50.5K
2.57K $401K
EUSB
Ishares Tr Esg Advanced Total

Technology
-3.42K
- 7.54%
$42.05 - $43.43 $144K - $148K
41.9K $1.82M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-2.06K
- 8.19%
$97.25 - $104.79 $200K - $216K
23K $2.39M
IWS
Ishares Russell Midcap Value E

ETFs
-318
- 2.22%
$122.59 - $135.24 $39K - $43K
14K $1.76M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-49
- 4.36%
$360.07 - $417.26 $17.6K - $20.4K
1.08K $388K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-724
- 21.14%
$87.68 - $94.52 $63.5K - $68.4K
2.7K $252K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5
- 0.01%
$21.75 - $24.28 $109 - $121
33.8K $747K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-179
- 3.4%
$67.03 - $74.61 $12K - $13.4K
5.09K $346K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-11
- 1.26%
$497.6 - $606.74 $5.47K - $6.67K
859 $427K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.25K
- 6.24%
$32.74 - $36.2 $73.7K - $81.5K
33.8K $1.18M
PEP
Pepsico Inc

Consumer Defensive
-119
- 5.55%
$142.64 - $156.42 $17K - $18.6K
2.03K $303K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-37
- 0.45%
$25.58 - $29.24 $946 - $1.08K
8.11K $212K
EMGF
Ishares Msci Emerging Markets

ETFs
-585
- 5.34%
$44.18 - $48.23 $25.8K - $28.2K
10.4K $485K
ITW
Illinois Tool Works Inc

Industrials
-5
- 0.53%
$244.9 - $274.48 $1.22K - $1.37K
946 $234K
IWD
Ishares Russell 1000 Val ETF

ETFs
-60
- 4.23%
$182.82 - $196.21 $11K - $11.8K
1.36K $255K
EXR
Extra Space Storage Inc.

Real Estate
-10
- 0.37%
$143.8 - $161.28 $1.44K - $1.61K
2.7K $400K
LCTD
Blackrock ETF World Ex Us Carb
-2.27K
- 10.61%
N/A
19.1K $0
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-120
- 2.56%
$128.74 - $138.67 $15.4K - $16.6K
4.57K $619K
IEF
Ishares Barclays

ETFs
-44
- 1.44%
$91.17 - $95.39 $4.01K - $4.2K
3.02K $287K
JNJ
Johnson & Johnson

Healthcare
-21
- 0.48%
$142.06 - $167.7 $2.98K - $3.52K
4.31K $714K
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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