Horst & Graben Wealth Management LLC Reduced Holdings in Q3 2025

Horst & Graben Wealth Management LLC

  • $573 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-92.7K
- 79.57%
$106.99 - $114.46 $9.92M - $10.6M
23.8K $2.71M
IYW
Ishares Dj Us Tech ETF

ETFs
-62K
- 76.81%
$171.38 - $197.01 $10.6M - $12.2M
18.7K $3.67M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-128K
- 19.01%
$45.6 - $46.92 $5.85M - $6.02M
546K $25.5M
EFV
Msci Eafe Value ETF

ETFs
-65.9K
- 15.14%
$62.79 - $68.42 $4.13M - $4.51M
369K $25M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-19.6K
- 9.42%
$182.33 - $194.5 $3.58M - $3.82M
189K $36.7M
EUSB
Ishares Tr Esg Advanced Total

Technology
-24.8K
- 54.24%
$42.97 - $44.2 $1.06M - $1.1M
20.9K $918K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-11.8K
- 32.61%
$62.54 - $68.42 $736K - $805K
24.3K $1.64M
USXF
Ishares Esg Advanced Msci Usa

Technology
-13.2K
- 23.36%
$53.69 - $57.31 $707K - $755K
43.2K $2.48M
HEFA
Ishares Currency Hedged Msci E

ETFs
-5.91K
- 52.81%
$37.2 - $39.61 $220K - $234K
5.28K $209K
AMT
American Tower Corp

Real Estate
-23
- 0.69%
$192.32 - $232.35 $4.42K - $5.34K
3.33K $640K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-2.15K
- 2.48%
$46.86 - $48.27 $101K - $104K
84.9K $4.08M
SBUX
Starbucks Corp

Consumer Cyclical
-33
- 0.51%
$81.9 - $96.86 $2.7K - $3.2K
6.45K $545K
ORCL
Oracle Corp

Technology
-2.21K
- 23.88%
$218.96 - $328.33 $483K - $724K
7.03K $1.98M
KO
Coca Cola CO

Consumer Defensive
-17
- 0.19%
$65.67 - $71.67 $1.12K - $1.22K
9.13K $605K
VZ
Verizon Communications Inc

Communication Services
-902
- 14.08%
$40.84 - $45.06 $36.8K - $40.6K
5.5K $241K
FDL
First Tr Morningstar Dividend

ETFs
-892
- 16.06%
$41.96 - $44.59 $37.4K - $39.8K
4.66K $202K
LLY
Eli Lilly & CO

Healthcare
-19
- 3.67%
$625.65 - $812.69 $11.9K - $15.4K
499 $380K
BMY
Bristol Myers Squibb CO

Healthcare
-296
- 3.87%
$43.31 - $48.98 $12.8K - $14.5K
7.36K $331K
V
Visa Inc.

Financial Services
-6
- 0.55%
$332.09 - $358.86 $1.99K - $2.15K
1.08K $369K
IEMG
Ishares Inc

ETFs
-172
- 0.06%
N/A
308K $16.5M
GNMA
Ishares Gnma Bond ETF

ETFs
-383
- 1.38%
$43.21 - $44.75 $16.5K - $17.1K
27.5K $1.22M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-85
- 3.38%
$92.18 - $95.14 $7.84K - $8.09K
2.43K $231K
PANW
Palo Alto Networks Inc

Technology
-3
- 0.09%
$167.06 - $208.19 $501 - $625
3.4K $692K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-40
- 0.49%
N/A
8.13K $507K
HYG
Ishares Tr

ETFs
-59
- 1.4%
$79.85 - $81.32 $4.71K - $4.8K
4.14K $336K
LCTD
Blackrock ETF World Ex Us Carb
-458
- 2.32%
N/A
19.3K $0
IEF
Ishares Barclays

ETFs
-8
- 0.27%
$93.91 - $97.26 $751 - $778
2.93K $282K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1
- 0.03%
$107.66 - $112.36 $108 - $112
3.89K $434K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1
- 0.01%
$28.15 - $30.13 $28.2 - $30.1
8.11K $240K
VB
Vanguard Small Cap ETF

ETFs
-49
- 2.72%
$237.58 - $259.17 $11.6K - $12.7K
1.75K $446K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1
- 0.02%
$136.48 - $142.97 $136 - $143
4.52K $633K
IFRA
Ishares Tr

ETFs
-81
- 1.27%
$49.77 - $52.82 $4.03K - $4.28K
6.29K $332K
IEV
Ishares Tr Europe ETF

ETFs
-18
- 0.16%
$61.37 - $65.49 $1.1K - $1.18K
11K $719K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-11
- 1.05%
$195.29 - $223.85 $2.15K - $2.46K
1.04K $230K
AMAT
Applied Materials Inc

Technology
-10
- 0.78%
$156.25 - $204.95 $1.56K - $2.05K
1.27K $260K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-136
- 1.55%
$50.79 - $54.95 $6.91K - $7.47K
8.61K $472K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-491
- 5.19%
$82.29 - $90.77 $40.4K - $44.6K
8.97K $811K
VO
Vanguard Mid Cap ETF

ETFs
-6
- 0.23%
$279.83 - $293.74 $1.68K - $1.76K
2.6K $762K
IWP
Ishares Russell Mid Cap Growth

ETFs
-119
- 0.73%
$137.51 - $145.26 $16.4K - $17.3K
16.2K $2.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-17
- 0.48%
$459.11 - $506.91 $7.8K - $8.62K
3.51K $1.76M
EEM
Ishares Msci Emerging Markets

ETFs
-1
- 0.01%
$48.07 - $53.4 $48.1 - $53.4
9.99K $533K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-10
- 0.03%
$24.46 - $26.5 $245 - $265
33.8K $891K
ILCV
Ishares Morningstar Value ETF

ETFs
-6
- 0.05%
$82.86 - $90.02 $497 - $540
12K $1.08M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-199
- 1.2%
$32.29 - $38.12 $6.43K - $7.59K
16.4K $623K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1
- 0.01%
$135.0 - $146.02 $135 - $146
8.14K $1.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-12
- 0.62%
$546.99 - $602.2 $6.56K - $7.23K
1.92K $1.15M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-618
- 1.45%
$32.53 - $35.69 $20.1K - $22.1K
41.9K $1.49M
EMGF
Ishares Msci Emerging Markets

ETFs
-2
- 0.01%
$51.93 - $56.75 $104 - $114
22.8K $1.29M
GOOG
Alphabet Inc.

Communication Services
-182
- 7.2%
$175.16 - $255.24 $31.9K - $46.5K
2.35K $571K
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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