The Analysis of Horst & Graben Wealth Management LLC's Holdings

Currently, Horst & Graben Wealth Management LLC holds 179 types of securities in its portfolio with a total value $654.7M. In the most recent quarter, they have increased their positions in XLG (+217.6K shares, valued at $12.5M), BAI (+267.5K shares, valued at $9.1M), SHLD (+84.0K shares, valued at $5.9M); decreased their positions in IYW (-62.0K shares, valued at $12.1M), EFG (-92.7K shares, valued at $10.6M), IUSB (-128.2K shares, valued at $6.0M); initiated new positions in SHLD (+84.0K shares, valued at $5.9M), AVEM (+64.9K shares, valued at $4.9M), SIVR (+22.2K shares, valued at $986.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DYNF BLACKROCK ETF TRUST702.3K shares15.23%2025-09-302025-10-16

QUAL ISHARES TR188.7K shares-9.42%2025-09-302025-10-16

SCHZ SCHWAB STRATEGIC TR1.4M shares1.86%2025-09-302025-10-16

SPYM SPDR SERIES TRUST411.4K shares-0.72%2025-09-302025-10-16

IVW ISHARES TR248.8K shares-2.58%2025-09-302025-10-16

IUSB ISHARES TR546.1K shares-19.01%2025-09-302025-10-16

EFV ISHARES TR369.2K shares-15.14%2025-09-302025-10-16

XLG INVESCO EXCHANGE TRADED FD T404.4K shares116.46%2025-09-302025-10-16

Sponsored

IVE ISHARES TR106.0K shares4.30%2025-09-302025-10-16

MBB ISHARES TR220.2K shares2.09%2025-09-302025-10-16

IEMG ISHARES INC307.6K shares-0.06%2025-09-302025-10-16

XTEN BONDBLOXX ETF TRUST423.6K shares10.02%2025-09-302025-10-16

BINC BLACKROCK ETF TRUST II325.8K shares1.56%2025-09-302025-10-16

IWY ISHARES TR58.2K shares-2.87%2025-09-302025-10-16

BAI BLACKROCK ETF TRUST429.6K shares164.92%2025-09-302025-10-16

THRO BLACKROCK ETF TRUST363.4K shares9.82%2025-09-302025-10-16

Sponsored

IVV ISHARES TR18.5K shares-1.07%2025-09-302025-10-16

TLT ISHARES TR131.1K shares1.12%2025-09-302025-10-16

AAPL APPLE INC45.9K shares0.17%2025-09-302025-10-16

IWX ISHARES TR117.0K shares-0.79%2025-09-302025-10-16

IAGG ISHARES TR181.9K shares16.01%2025-09-302025-10-16

GLDM WORLD GOLD TR114.6K shares53.97%2025-09-302025-10-16

OEF ISHARES TR25.2K shares25.59%2025-09-302025-10-16

SPMO INVESCO EXCH TRADED FD TR II66.7K shares0.11%2025-09-302025-10-16

Sponsored

TSLA TESLA INC17.5K shares0.43%2025-09-302025-10-16

NVDA NVIDIA CORPORATION39.4K shares4.27%2025-09-302025-10-16

SHLD GLOBAL X FDS84.0K sharesnew addition2025-09-302025-10-16

EMB ISHARES TR56.6K shares1.93%2025-09-302025-10-16

LCTU BLACKROCK ETF TRUST71.8K shares0.53%2025-09-302025-10-16

ESGU ISHARES TR33.9K shares23.96%2025-09-302025-10-16

AVEM AMERICAN CENTY ETF TR64.9K sharesnew addition2025-09-302025-10-16

SUSC ISHARES TR197.9K shares14.99%2025-09-302025-10-16

Sponsored

IAU ISHARES GOLD TR56.8K shares1.92%2025-09-302025-10-16

EAGG ISHARES TR84.9K shares-2.48%2025-09-302025-10-16

DSI ISHARES TR29.9K shares0.25%2025-09-302025-10-16

IYW ISHARES TR18.7K shares-76.81%2025-09-302025-10-16

MSFT MICROSOFT CORP6.9K shares2.08%2025-09-302025-10-16

NKE NIKE INC50.8K shares1.98%2025-09-302025-10-16

CVX CHEVRON CORP NEW21.1K shares0.45%2025-09-302025-10-16

STIP ISHARES TR28.9K shares12.77%2025-09-302025-10-16

Sponsored

DLR DIGITAL RLTY TR INC16.1K shares0.69%2025-09-302025-10-16

MTUM ISHARES TR10.7K shares-1.64%2025-09-302025-10-16

EFG ISHARES TR23.8K shares-79.57%2025-09-302025-10-16

USXF ISHARES TR43.2K shares-23.36%2025-09-302025-10-16

PG PROCTER AND GAMBLE CO16.0K shares0.93%2025-09-302025-10-16

TLH ISHARES TR23.7K shares2.57%2025-09-302025-10-16

IWP ISHARES TR16.2K shares-0.73%2025-09-302025-10-16

IWB ISHARES TR5.9K shares0.02%2025-09-302025-10-16

Sponsored

GOVT ISHARES TR87.8K shares2.61%2025-09-302025-10-16

ILCG ISHARES TR19.1K shares0.01%2025-09-302025-10-16

ORCL ORACLE CORP7.0K shares-23.88%2025-09-302025-10-16

AVGO BROADCOM INC6.0K shares1.93%2025-09-302025-10-16

IWS ISHARES TR13.4K shares0.59%2025-09-302025-10-16

AMZN AMAZON COM INC8.0K shares6.15%2025-09-302025-10-16

BRK.B BERKSHIRE HATHAWAY INC DEL3.5K shares-0.48%2025-09-302025-10-16

COST COSTCO WHSL CORP NEW1.8K shares1.38%2025-09-302025-10-16

Sponsored

EMXC ISHARES INC24.3K shares-32.61%2025-09-302025-10-16

VIG VANGUARD SPECIALIZED FUNDS7.6K shares0.08%2025-09-302025-10-16

ICVT ISHARES TR15.8K shares4.24%2025-09-302025-10-16

ESGE ISHARES INC35.0K shares1.77%2025-09-302025-10-16

IVLU ISHARES TR41.9K shares-1.45%2025-09-302025-10-16

NOW SERVICENOW INC1.6K shares0.51%2025-09-302025-10-16

CSCO CISCO SYS INC19.5K shares33.63%2025-09-302025-10-16

MKL MARKEL GROUP INC678 shares0.15%2025-09-302025-10-16

Sponsored

EMGF ISHARES INC22.8K shares-0.01%2025-09-302025-10-16

EGP EASTGROUP PPTYS INC7.5K shares0.11%2025-09-302025-10-16

GNMA ISHARES TR27.5K shares-1.38%2025-09-302025-10-16

HASI HA SUSTAINABLE INFRA CAP INC38.9K shares0.04%2025-09-302025-10-16

ITOT ISHARES TR8.1K shares-0.01%2025-09-302025-10-16

QQQ INVESCO QQQ TR1.9K shares-0.62%2025-09-302025-10-16

SHOP SHOPIFY INC7.5K shares-1.19%2025-09-302025-10-16

UPS UNITED PARCEL SERVICE INC13.2K shares0.02%2025-09-302025-10-16

Sponsored

ILCV ISHARES TR12.0K shares-0.05%2025-09-302025-10-16

BNDX VANGUARD CHARLOTTE FDS20.8K shares5.14%2025-09-302025-10-16

LCTD BLACKROCK ETF TRUST19.3K shares-2.32%2025-09-302025-10-16

SIVR ABRDN SILVER ETF TRUST22.2K sharesnew addition2025-09-302025-10-16

META META PLATFORMS INC1.3K shares2.22%2025-09-302025-10-16

GS GOLDMAN SACHS GROUP INC1.2K shares1.17%2025-09-302025-10-16

CCI CROWN CASTLE INC10.0K shares0.05%2025-09-302025-10-16

MAA MID-AMER APT CMNTYS INC6.8K shares0.01%2025-09-302025-10-16

Sponsored

EUSB ISHARES TR20.9K shares-54.24%2025-09-302025-10-16

MO ALTRIA GROUP INC13.9K shares2.79%2025-09-302025-10-16

CAT CATERPILLAR INC1.9K shares-0.88%2025-09-302025-10-16

ESGD ISHARES TR9.7K shares60.58%2025-09-302025-10-16

SCHX SCHWAB STRATEGIC TR33.8K shares-0.03%2025-09-302025-10-16

JPM JPMORGAN CHASE & CO.2.8K shares0.99%2025-09-302025-10-16

ESS ESSEX PPTY TR INC3.2K shares0.00%2025-09-302025-10-16

CWB SPDR SERIES TRUST9.0K shares-5.19%2025-09-302025-10-16

Sponsored

EVUS ISHARES TR25.2K sharesnew addition2025-09-302025-10-16

JNJ JOHNSON & JOHNSON4.2K shares2.17%2025-09-302025-10-16

VO VANGUARD INDEX FDS2.6K shares-0.23%2025-09-302025-10-16

PM PHILIP MORRIS INTL INC4.7K shares1.50%2025-09-302025-10-16

TRNO TERRENO RLTY CORP13.2K shares0.00%2025-09-302025-10-16

IEV ISHARES TR11.0K shares-0.16%2025-09-302025-10-16

IGM ISHARES TR5.7K shares0.00%2025-09-302025-10-16

PANW PALO ALTO NETWORKS INC3.4K shares-0.09%2025-09-302025-10-16

Sponsored

CMI CUMMINS INC1.6K shares0.44%2025-09-302025-10-16

FGDL FRANKLIN TEMPLETON HOLDINGS13.1K sharesnew addition2025-09-302025-10-16

OKE ONEOK INC NEW9.2K shares0.15%2025-09-302025-10-16

AMT AMERICAN TOWER CORP NEW3.3K shares-0.69%2025-09-302025-10-16

SDY SPDR SERIES TRUST4.5K shares-0.02%2025-09-302025-10-16

AAAU GOLDMAN SACHS PHYSICAL GOLD16.4K shares-1.20%2025-09-302025-10-16

KO COCA COLA CO9.1K shares-0.19%2025-09-302025-10-16

PSA PUBLIC STORAGE OPER CO2.0K shares0.64%2025-09-302025-10-16

Sponsored

GOOG ALPHABET INC2.3K shares-7.20%2025-09-302025-10-16

SBUX STARBUCKS CORP6.5K shares-0.51%2025-09-302025-10-16

VWOB VANGUARD WHITEHALL FDS8.1K shares-0.49%2025-09-302025-10-16

EEM ISHARES TR10.0K shares-0.01%2025-09-302025-10-16

GOOGL ALPHABET INC2.2K shares12.59%2025-09-302025-10-16

WMT WALMART INC5.1K shares0.04%2025-09-302025-10-16

NXRT NEXPOINT RESIDENTIAL TR INC16.2K shares0.00%2025-09-302025-10-16

IWF ISHARES TR1.1K shares0.00%2025-09-302025-10-16

Sponsored

SPYX SPDR SERIES TRUST8.6K shares-1.55%2025-09-302025-10-16

XOM EXXON MOBIL CORP4.0K shares0.03%2025-09-302025-10-16

VB VANGUARD INDEX FDS1.8K shares-2.72%2025-09-302025-10-16

T AT&T INC15.5K shares0.70%2025-09-302025-10-16

SPTM SPDR SERIES TRUST5.4K shares4.29%2025-09-302025-10-16

LQD ISHARES TR3.9K shares-0.03%2025-09-302025-10-16

MP MP MATERIALS CORP6.2K shares0.00%2025-09-302025-10-16

REXR REXFORD INDL RLTY INC9.9K shares0.07%2025-09-302025-10-16

Sponsored

BWA BORGWARNER INC8.9K shares0.38%2025-09-302025-10-16

GE GE AEROSPACE1.3K shares2.38%2025-09-302025-10-16

TMO THERMO FISHER SCIENTIFIC INC798 shares1.79%2025-09-302025-10-16

LLY ELI LILLY & CO499 shares-3.67%2025-09-302025-10-16

EXR EXTRA SPACE STORAGE INC2.7K shares0.63%2025-09-302025-10-16

V VISA INC1.1K shares-0.55%2025-09-302025-10-16

FCVT FIRST TR EXCHANGE-TRADED FD8.3K shares0.00%2025-09-302025-10-16

GLD SPDR GOLD TR979 shares0.00%2025-09-302025-10-16

Sponsored

MRVL MARVELL TECHNOLOGY INC4.1K shares0.27%2025-09-302025-10-16

MUB ISHARES TR3.2K shares6.03%2025-09-302025-10-16

USB US BANCORP DEL7.1K shares22.97%2025-09-302025-10-16

SUB ISHARES TR3.2K shares0.60%2025-09-302025-10-16

PFE PFIZER INC13.2K shares1.07%2025-09-302025-10-16

HYG ISHARES TR4.1K shares-1.40%2025-09-302025-10-16

IFRA ISHARES TR6.3K shares-1.27%2025-09-302025-10-16

BMY BRISTOL-MYERS SQUIBB CO7.4K shares-3.87%2025-09-302025-10-16

Sponsored

SBAC SBA COMMUNICATIONS CORP NEW1.6K shares-0.44%2025-09-302025-10-16

ABBV ABBVIE INC1.3K shares3.77%2025-09-302025-10-16

VV VANGUARD INDEX FDS986 shares0.00%2025-09-302025-10-16

ED CONSOLIDATED EDISON INC3.0K shares0.13%2025-09-302025-10-16

PEP PEPSICO INC2.1K shares2.16%2025-09-302025-10-16

URTH ISHARES INC1.6K shares0.00%2025-09-302025-10-16

HD HOME DEPOT INC711 shares1.43%2025-09-302025-10-16

IEF ISHARES TR2.9K shares-0.27%2025-09-302025-10-16

Sponsored

DFAC DIMENSIONAL ETF TRUST7.3K shares0.00%2025-09-302025-10-16

IWD ISHARES TR1.4K shares0.00%2025-09-302025-10-16

WFC WELLS FARGO CO NEW3.2K shares2.56%2025-09-302025-10-16

UI UBIQUITI INC404 sharesnew addition2025-09-302025-10-16

LUV SOUTHWEST AIRLS CO8.3K shares0.44%2025-09-302025-10-16

IJR ISHARES TR2.2K shares1.99%2025-09-302025-10-16

AXP AMERICAN EXPRESS CO785 shares1.95%2025-09-302025-10-16

AMAT APPLIED MATLS INC1.3K shares-0.78%2025-09-302025-10-16

Sponsored

PCAR PACCAR INC2.6K shares1.77%2025-09-302025-10-16

IUSG ISHARES TR1.6K shares0.00%2025-09-302025-10-16

MUST COLUMBIA ETF TR I12.5K shares0.50%2025-09-302025-10-16

NFLX NETFLIX INC214 shares0.47%2025-09-302025-10-16

GILD GILEAD SCIENCES INC2.3K shares2.09%2025-09-302025-10-16

VONG VANGUARD SCOTTSDALE FDS2.1K shares0.00%2025-09-302025-10-16

BIV VANGUARD BD INDEX FDS3.2K shares0.75%2025-09-302025-10-16

SUSL ISHARES TR2.2K shares0.00%2025-09-302025-10-16

Sponsored

ITW ILLINOIS TOOL WKS INC960 shares1.27%2025-09-302025-10-16

VZ VERIZON COMMUNICATIONS INC5.5K shares-14.08%2025-09-302025-10-16

SCHM SCHWAB STRATEGIC TR8.1K shares-0.01%2025-09-302025-10-16

IBM INTERNATIONAL BUSINESS MACHS850 shares4.29%2025-09-302025-10-16

VNQ VANGUARD INDEX FDS2.6K shares0.97%2025-09-302025-10-16

SCI SERVICE CORP INTL2.8K shares0.39%2025-09-302025-10-16

ALL ALLSTATE CORP1.1K shares1.29%2025-09-302025-10-16

USMV ISHARES TR2.4K shares-3.38%2025-09-302025-10-16

Sponsored

FTEC FIDELITY COVINGTON TRUST1.0K shares-1.05%2025-09-302025-10-16

A AGILENT TECHNOLOGIES INC1.8K shares0.51%2025-09-302025-10-16

FCNCA FIRST CTZNS BANCSHARES INC D122 shares0.00%2025-09-302025-10-16

EMR EMERSON ELEC CO1.6K shares0.81%2025-09-302025-10-16

VTV VANGUARD INDEX FDS1.1K sharesnew addition2025-09-302025-10-16

NSC NORFOLK SOUTHN CORP698 sharesnew addition2025-09-302025-10-16

HEFA ISHARES TR5.3K shares-52.81%2025-09-302025-10-16

HPQ HP INC7.6K sharesnew addition2025-09-302025-10-16

Sponsored

XVV ISHARES TR3.9K sharesnew addition2025-09-302025-10-16

FDL FIRST TR EXCHANGE-TRADED FD4.7K shares-16.06%2025-09-302025-10-16

WOW WIDEOPENWEST INC10.3K shares0.00%2025-09-302025-10-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available