Horst & Graben Wealth Management LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $542 Million distributed in 155 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 $55.1M, Ishares Core Total Usd Bond Ma with a value of $40.6M, Schwab Us Aggregate Bond ETF with a value of $34.7M, Ishares Msci Usa Quality Facto with a value of $33M, and Blackrock ETF Tr U S Equity Fa with a value of $32.8M.
Examining the 13F form we can see an increase of $6.36M in the current position value, from $536M to 542M.
Below you can find more details about Horst & Graben Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$542 Million
ETFs: $460 Million
Technology: $23.9 Million
Consumer Cyclical: $12.8 Million
Real Estate: $11.7 Million
Consumer Defensive: $6.83 Million
Financial Services: $5.3 Million
Energy: $4.39 Million
Industrials: $3.91 Million
Other: $5.15 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
