Horst & Graben Wealth Management LLC Portfolio Holdings

Horst & Graben Wealth Management LLC

  • $526 Million
  • Q1 2025

Horst & Graben Wealth Management LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $526 Million distributed in 161 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 $48.6M, Ishares Core Total Usd Bond Ma with a value of $40.3M, Schwab Us Aggregate Bond ETF with a value of $34.5M, Ishares Msci Usa Quality Facto with a value of $34.1M, and Blackrock ETF Tr U S Equity Fa with a value of $31.6M.

Examining the 13F form we can see an decrease of $16.3M in the current position value, from $542M to 526M.

Below you can find more details about Horst & Graben Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $526 Million
ETFs: $447 Million
Technology: $22.2 Million
Real Estate: $12.1 Million
Consumer Cyclical: $10.3 Million
Consumer Defensive: $7.35 Million
Financial Services: $6.05 Million
Energy: $5.15 Million
Industrials: $3.61 Million
Other: $5.7 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $526 Million
  • Prior Value $542 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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