Horst & Graben Wealth Management LLC Reduced Holdings in Q4 2025

Horst & Graben Wealth Management LLC

  • $578 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-75.1K
- 39.81%
$191.01 - $199.18 $14.3M - $15M
114K $22.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-15.4K
- 87.96%
$401.99 - $468.37 $6.17M - $7.19M
2.1K $859K
NVDA
Nvidia Corp

Technology
-11.4K
- 28.98%
$179.83 - $207.04 $2.05M - $2.36M
28K $5.22M
DLR
Digital Realty Trust, Inc.

Real Estate
-5.29K
- 32.77%
$158.11 - $179.28 $836K - $948K
10.9K $1.72M
EFV
Msci Eafe Value ETF

ETFs
-27.9K
- 7.57%
$66.73 - $70.99 $1.87M - $1.98M
341K $24M
EFG
Msci Eafe Growth ETF

ETFs
-8.97K
- 37.66%
$112.91 - $117.61 $1.01M - $1.05M
14.8K $1.7M
AVGO
Broadcom Inc.

Technology
-2.46K
- 41.18%
$324.63 - $385.98 $799K - $950K
3.51K $1.2M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-23.9K
- 1.69%
$23.37 - $23.7 $558K - $565K
1.39M $32.5M
NKE
Nike, Inc.

Consumer Cyclical
-2.79K
- 5.49%
$60.8 - $74.57 $169K - $208K
48K $3.02M
PANW
Palo Alto Networks Inc

Technology
-2.21K
- 64.86%
$204.77 - $221.38 $452K - $488K
1.2K $245K
META
Meta Platforms, Inc.

Communication Services
-432
- 32.34%
$609.01 - $751.67 $263K - $325K
904 $550K
SHOP
Shopify Inc.

Technology
-2.22K
- 29.54%
$146.04 - $179.01 $325K - $398K
5.3K $774K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-326
- 17.0%
$589.5 - $635.77 $192K - $207K
1.59K $961K
PG
Procter & Gamble CO

Consumer Defensive
-162
- 1.01%
$145.5 - $153.18 $23.6K - $24.8K
15.8K $2.31M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.14K
- 14.18%
$213.04 - $254.0 $243K - $290K
6.91K $1.62M
MSFT
Microsoft Corp

Technology
-102
- 1.49%
$496.82 - $542.07 $50.7K - $55.3K
6.77K $3.43M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-2.21K
- 3.08%
$71.13 - $74.96 $157K - $166K
69.6K $5.1M
MO
Altria Group, Inc.

Consumer Defensive
-8
- 0.06%
$56.38 - $66.65 $451 - $533
13.9K $805K
OEF
Ishares S&P 100 ETF

ETFs
-395
- 1.57%
N/A
24.8K $6.6M
EGP
Eastgroup Properties Inc

Real Estate
-879
- 11.7%
$166.12 - $182.72 $146K - $161K
6.63K $1.17M
JPM
Jpmorgan Chase & CO

Financial Services
-85
- 3.08%
$294.11 - $320.41 $25K - $27.2K
2.67K $803K
LUV
Southwest Airlines CO

Industrials
-2.18K
- 26.34%
$29.67 - $34.68 $64.6K - $75.5K
6.09K $199K
GNMA
Ishares Gnma Bond ETF

ETFs
-1.45K
- 5.29%
$44.32 - $44.89 $64.4K - $65.2K
26K $1.16M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-483
- 12.4%
$110.25 - $112.92 $53.3K - $54.5K
3.41K $376K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1.11K
- 12.83%
$53.81 - $56.64 $59.5K - $62.6K
7.51K $415K
PM
Philip Morris International Inc.

Consumer Defensive
-42
- 0.9%
$144.33 - $160.86 $6.06K - $6.76K
4.61K $704K
T
At&T Inc.

Communication Services
-295
- 1.9%
$24.44 - $27.55 $7.21K - $8.13K
15.2K $387K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-285
- 6.3%
$136.06 - $140.64 $38.8K - $40.1K
4.24K $585K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-370
- 1.56%
$102.37 - $105.36 $37.9K - $39K
23.3K $2.4M
HD
Home Depot, Inc.

Consumer Cyclical
-26
- 3.66%
$358.03 - $397.02 $9.31K - $10.3K
685 $245K
IWY
Ishares Tr Russell 200 Growth

ETFs
-650
- 1.12%
$268.43 - $288.26 $174K - $187K
57.5K $15.9M
HYG
Ishares Tr

ETFs
-441
- 10.64%
$79.95 - $81.28 $35.3K - $35.8K
3.7K $297K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-489
- 1.64%
$123.63 - $130.75 $60.5K - $63.9K
29.4K $3.73M
COST
Costco Wholesale Corp

Consumer Defensive
-14
- 0.76%
$910.94 - $954.99 $12.8K - $13.4K
1.83K $1.67M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-492
- 5.05%
$91.84 - $96.06 $45.2K - $47.3K
9.24K $875K
VZ
Verizon Communications Inc

Communication Services
-224
- 4.07%
$38.4 - $43.83 $8.6K - $9.82K
5.28K $216K
EXR
Extra Space Storage Inc.

Real Estate
-1
- 0.04%
$130.5 - $152.09 $131 - $152
2.7K $358K
V
Visa Inc.

Financial Services
-10
- 0.92%
$325.75 - $352.42 $3.26K - $3.52K
1.07K $349K
GE
General Electric CO

Industrials
-61
- 4.73%
$291.49 - $314.28 $17.8K - $19.2K
1.23K $369K
VO
Vanguard Mid Cap ETF

ETFs
-1
- 0.04%
$286.27 - $296.23 $286 - $296
2.59K $744K
ITW
Illinois Tool Works Inc

Industrials
-2
- 0.21%
$242.03 - $260.73 $484 - $521
958 $233K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-263
- 3.23%
N/A
7.87K $491K
IEF
Ishares Barclays

ETFs
-144
- 4.92%
$96.12 - $97.72 $13.8K - $14.1K
2.79K $268K
CVX
Chevron Corp

Energy
-18
- 0.09%
$148.9 - $157.72 $2.68K - $2.84K
21.1K $3.27M
NSC
Norfolk Southern Corp

Industrials
-4
- 0.57%
$279.53 - $300.15 $1.12K - $1.2K
694 $197K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-202
- 2.49%
$28.9 - $30.17 $5.84K - $6.09K
7.9K $230K
EMR
Emerson Electric CO

Industrials
-4
- 0.25%
$126.01 - $140.03 $504 - $560
1.62K $207K
IFRA
Ishares Tr

ETFs
-17
- 0.27%
$52.02 - $54.04 $884 - $919
6.27K $326K
EUSB
Ishares Tr Esg Advanced Total

Technology
-59
- 0.28%
$43.82 - $44.38 $2.59K - $2.62K
20.9K $914K
Activity Summary
Buys All Purchases 84 New Holdings 10 Increased Positions 74 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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