Horst & Graben Wealth Management LLC Portfolio Holdings
Horst & Graben Wealth Management LLC
- $479 Million
- Q1 2024
Horst & Graben Wealth Management LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $479 Million distributed in 144 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 $70.1M, Ishares Core Total Usd Bond Ma with a value of $37.4M, Schwab Us Aggregate Bond ETF with a value of $32.1M, Ishares Msci Usa Quality Facto with a value of $28.8M, and Blackrock ETF Tr U S Equity Fa with a value of $25.5M.
Examining the 13F form we can see an increase of $25.7M in the current position value, from $453M to 479M.
Below you can find more details about Horst & Graben Wealth Management LLC portfolio as well as his latest detailed transactions.