Horst & Graben Wealth Management LLC Incresed Positions in Q3 2025

Horst & Graben Wealth Management LLC

  • $573 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
218K
+ 116.46%
$51.78 - $57.89 $11.3M - $12.6M
404K $23.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
92.8K
+ 15.23%
$54.35 - $59.32 $5.05M - $5.51M
702K $41.6M
GLDM
World Gold Trust

ETFs
40.2K
+ 53.97%
$64.73 - $76.45 $2.6M - $3.07M
115K $8.76M
AAPL
Apple Inc.

Technology
76
+ 0.17%
$202.38 - $256.87 $15.4K - $19.5K
45.9K $11.7M
TSLA
Tesla, Inc.

Consumer Cyclical
74
+ 0.43%
$293.94 - $444.72 $21.8K - $32.9K
17.5K $7.76M
IVE
Ishares S&P 500 Value ETF

ETFs
4.37K
+ 4.3%
$194.44 - $206.51 $849K - $902K
106K $21.9M
NVDA
Nvidia Corp

Technology
1.61K
+ 4.27%
$153.3 - $186.58 $247K - $301K
39.4K $7.35M
OEF
Ishares S&P 100 ETF

ETFs
5.14K
+ 25.59%
N/A
25.2K $6.71M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
25.1K
+ 16.01%
$50.85 - $51.35 $1.28M - $1.29M
182K $9.32M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6.55K
+ 23.96%
$134.94 - $145.86 $884K - $955K
33.9K $4.93M
MBB
Ishares Tr

ETFs
4.51K
+ 2.09%
$92.46 - $95.73 $417K - $432K
220K $21M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
25.8K
+ 14.99%
$22.89 - $23.7 $591K - $612K
198K $4.66M
IAU
Ishares Gold Trust

ETFs
1.07K
+ 1.92%
$61.62 - $72.77 $66.1K - $78K
56.8K $4.13M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
72
+ 0.11%
$110.74 - $122.12 $7.97K - $8.79K
66.7K $8.07M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
377
+ 0.53%
$67.21 - $72.65 $25.3K - $27.4K
71.8K $5.21M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.67K
+ 60.58%
$87.05 - $93.19 $320K - $342K
9.73K $904K
AVGO
Broadcom Inc.

Technology
113
+ 1.93%
$264.74 - $369.57 $29.9K - $41.8K
5.97K $1.97M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.27K
+ 12.77%
$102.4 - $103.88 $335K - $339K
28.9K $2.98M
CSCO
Cisco Systems, Inc.

Technology
4.91K
+ 33.63%
$66.2 - $71.79 $325K - $353K
19.5K $1.34M
DSI
Ishares Msci Kld 400 Social Et

ETFs
74
+ 0.25%
$115.96 - $125.95 $8.58K - $9.32K
29.9K $3.76M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.45K
+ 1.12%
$85.01 - $90.35 $124K - $131K
131K $11.7M
CVX
Chevron Corp

Energy
94
+ 0.45%
$145.57 - $161.83 $13.7K - $15.2K
21.1K $3.28M
EMB
Ishares Tr

ETFs
1.07K
+ 1.93%
$91.52 - $95.59 $98.2K - $103K
56.6K $5.39M
ICVT
Ishares Tr Convertible Bond Et

ETFs
643
+ 4.24%
$89.29 - $100.17 $57.4K - $64.4K
15.8K $1.58M
MSFT
Microsoft Corp

Technology
140
+ 2.08%
$491.09 - $535.64 $68.8K - $75K
6.87K $3.56M
GOOGL
Alphabet Inc.

Communication Services
244
+ 12.59%
$174.36 - $254.72 $42.5K - $62.2K
2.18K $530K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
607
+ 1.77%
$39.06 - $43.42 $23.7K - $26.4K
35K $1.52M
CMI
Cummins Inc

Industrials
7
+ 0.44%
$327.85 - $426.39 $2.29K - $2.98K
1.61K $678K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.02%
$339.37 - $366.46 $339 - $366
5.94K $2.17M
JNJ
Johnson & Johnson

Healthcare
90
+ 2.17%
$155.17 - $185.42 $14K - $16.7K
4.23K $784K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
17
+ 0.04%
$24.38 - $30.89 $414 - $525
38.9K $1.19M
MO
Altria Group, Inc.

Consumer Defensive
376
+ 2.79%
$57.75 - $67.68 $21.7K - $25.4K
13.9K $916K
GS
Goldman Sachs Group Inc

Financial Services
14
+ 1.17%
$696.56 - $806.32 $9.75K - $11.3K
1.22K $967K
IWS
Ishares Russell Midcap Value E

ETFs
79
+ 0.59%
$132.83 - $140.61 $10.5K - $11.1K
13.4K $1.87M
AMZN
Amazon Com Inc

Consumer Cyclical
466
+ 6.15%
$211.65 - $238.24 $98.6K - $111K
8.05K $1.77M
BWA
Borgwarner Inc

Consumer Cyclical
34
+ 0.38%
$34.53 - $44.44 $1.17K - $1.51K
8.92K $391K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
593
+ 2.57%
$98.52 - $103.93 $58.4K - $61.6K
23.7K $2.44M
USB
Us Bancorp \De\

Financial Services
1.33K
+ 22.97%
$43.94 - $50.41 $58.3K - $66.8K
7.1K $343K
JPM
Jpmorgan Chase & CO

Financial Services
27
+ 0.99%
$282.78 - $316.06 $7.64K - $8.53K
2.76K $870K
TMO
Thermo Fisher Scientific Inc.

Healthcare
14
+ 1.79%
$404.94 - $499.99 $5.67K - $7K
798 $387K
ABBV
Abb Vie Inc.

Healthcare
48
+ 3.77%
$184.85 - $231.54 $8.87K - $11.1K
1.32K $305K
GE
General Electric CO

Industrials
30
+ 2.38%
$244.75 - $305.63 $7.34K - $9.17K
1.29K $388K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.23K
+ 2.61%
$22.64 - $23.22 $50.6K - $51.9K
87.8K $2.03M
REXR
Rexford Industrial Realty, Inc.

Real Estate
7
+ 0.07%
$35.43 - $43.53 $248 - $305
9.95K $408K
BNDX
Vanguard Total International B

ETFs
1.02K
+ 5.14%
$49.0 - $49.51 $49.8K - $50.4K
20.8K $1.03M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
222
+ 4.29%
$74.93 - $80.73 $16.6K - $17.9K
5.39K $434K
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 1.43%
$357.4 - $423.42 $3.57K - $4.23K
711 $288K
MRVL
Marvell Technology, Inc.

Technology
11
+ 0.27%
$62.31 - $84.07 $685 - $925
4.12K $346K
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.04%
$94.4 - $104.27 $189 - $209
5.12K $527K
Activity Summary
Buys All Purchases 104 New Holdings 10 Increased Positions 94 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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