Horst & Graben Wealth Management LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $536 Million distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $55.5M, Ishares Core Total Usd Bond Ma with a value of $48.3M, Schwab Us Aggregate Bond ETF with a value of $33.6M, Ishares Msci Usa Quality Facto with a value of $33M, and Blackrock ETF Tr U S Equity Fa with a value of $31.7M.
Examining the 13F form we can see an increase of $27.7M in the current position value, from $508M to 536M.
Below you can find more details about Horst & Graben Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$536 Million
ETFs: $459 Million
Technology: $21.8 Million
Real Estate: $13.2 Million
Consumer Cyclical: $10.4 Million
Consumer Defensive: $5.22 Million
Financial Services: $4.58 Million
Industrials: $4.46 Million
Energy: $3.77 Million
Other: $5.33 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
