Horst & Graben Wealth Management LLC Purchases in Q4 2024

Horst & Graben Wealth Management LLC

  • $542 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
36
+ 0.64%
$43.98 - $53.66 $1.58K - $1.93K
5.66K $270K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.01K
+ 4.97%
$46.33 - $48.6 $140K - $146K
63.6K $2.95M
IEMG
Ishares Inc

ETFs
104
+ 0.11%
N/A
98.3K $5.27M
SCI
Service Corp International

Consumer Cyclical
10
+ 0.36%
$73.36 - $88.6 $734 - $886
2.81K $223K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
12
+ 0.16%
$33.92 - $36.6 $407 - $439
7.3K $252K
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.13%
N/A
7.66K $1.4M
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.04%
$261.5 - $284.63 $262 - $285
2.6K $686K
LCTD
Blackrock ETF World Ex Us Carb
1.13K
+ 5.57%
N/A
21.4K $0
SUB
Ishares Short Term National Mu

ETFs
23
+ 0.74%
$104.94 - $106.2 $2.41K - $2.44K
3.13K $329K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.43K
+ 199.78%
$27.54 - $83.04 $150K - $451K
8.15K $225K
Blackrock ETF Trust Ii
22.6K
+ 7.55%
N/A
322K $0
MUB
Ishares National Muni Bond ETF

ETFs
30
+ 1.0%
$105.78 - $108.7 $3.17K - $3.26K
3.02K $321K
MSFT
Microsoft Corp

Technology
121
+ 1.98%
$406.35 - $454.46 $49.2K - $55K
6.24K $2.63M
FVD
First Tr Value Line Divid Inde

ETFs
29
+ 0.59%
$43.4 - $46.7 $1.26K - $1.35K
4.97K $217K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
40
+ 1.28%
$74.5 - $78.37 $2.98K - $3.13K
3.16K $236K
FDL
First Tr Morningstar Dividend

ETFs
34
+ 0.62%
$39.59 - $43.95 $1.35K - $1.49K
5.48K $220K
DNP
Dnp Select Income Fund Inc

Financial Services
263
+ 2.06%
$8.82 - $9.96 $2.32K - $2.62K
13K $114K
ORCL
Oracle Corp

Technology
96
+ 1.04%
$165.41 - $192.43 $15.9K - $18.5K
9.3K $1.55M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.15K
+ 0.63%
$176.42 - $186.91 $203K - $215K
185K $33M
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.44%
$164.99 - $203.87 $825 - $1.02K
1.15K $203K
PFE
Pfizer Inc

Healthcare
199
+ 1.61%
$24.8 - $30.19 $4.94K - $6.01K
12.6K $333K
MRK
Merck & Co., Inc.

Healthcare
13
+ 0.64%
$96.31 - $114.76 $1.25K - $1.49K
2.06K $204K
MAA
Mid America Apartment Communities Inc.

Real Estate
1
+ 0.01%
$149.17 - $165.2 $149 - $165
6.8K $1.05M
CAT
Caterpillar Inc

Industrials
50
+ 2.67%
$360.37 - $416.88 $18K - $20.8K
1.92K $697K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.01K
+ 5.92%
$33.39 - $37.66 $67.2K - $75.8K
36.1K $1.2M
EGP
Eastgroup Properties Inc

Real Estate
856
+ 12.91%
$158.74 - $185.14 $136K - $158K
7.49K $1.2M
EMGF
Ishares Msci Emerging Markets

ETFs
182
+ 1.69%
$45.23 - $51.49 $8.23K - $9.37K
11K $495K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
5.57K
+ 3.2%
$22.65 - $23.8 $126K - $133K
180K $4.09M
EXR
Extra Space Storage Inc.

Real Estate
25
+ 0.93%
$142.35 - $178.32 $3.56K - $4.46K
2.71K $404K
KO
Coca Cola CO

Consumer Defensive
17
+ 0.19%
$61.74 - $71.71 $1.05K - $1.22K
8.9K $554K
EMB
Ishares Tr

ETFs
1.37K
+ 2.91%
$88.94 - $93.46 $121K - $128K
48.3K $4.3M
IWX
Ishares Tr Russell 200 Value E

ETFs
2.29K
+ 1.82%
$78.25 - $85.17 $179K - $195K
128K $10.1M
UPS
United Parcel Service Inc

Industrials
10
+ 0.08%
$122.65 - $138.35 $1.23K - $1.38K
13.3K $1.67M
MBB
Ishares Tr

ETFs
8.56K
+ 3.77%
$91.26 - $95.82 $781K - $820K
235K $21.6M
IVE
Ishares S&P 500 Value ETF

ETFs
1.19K
+ 1.72%
$189.5 - $206.17 $226K - $246K
70.6K $13.5M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
12
+ 0.03%
$26.39 - $35.74 $317 - $429
38.8K $1.04M
EFV
Msci Eafe Value ETF

ETFs
25.5K
+ 7.21%
$51.78 - $57.15 $1.32M - $1.46M
378K $19.9M
NKE
Nike, Inc.

Consumer Cyclical
1.41K
+ 3.18%
$73.36 - $89.13 $104K - $126K
45.8K $3.46M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.17K
+ 4.57%
$55.45 - $61.08 $508K - $560K
210K $11.6M
EFG
Msci Eafe Growth ETF

ETFs
11.3K
+ 5.86%
$96.83 - $106.88 $1.1M - $1.21M
204K $19.8M
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
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