Horst & Graben Wealth Management
Latest statistics and disclosures from Horst & Graben Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, IUSB, DYNF, IVW, SCHZ, and represent 30.51% of Horst & Graben Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPYM (+$29M), IUSB (+$17M), IALT (+$16M), GGOV (+$9.8M), ACWX, STIP, IWY, SHLD, IEF, SUSB.
- Started 13 new stock positions in GGOV, CSX, KIM, HPE, IALT, ICLN, STIP, SUSB, Trulieve Cannabis Corporatio, GVI. LRCX, IMCV, IBM.
- Reduced shares in these 10 stocks: QUAL (-$18M), EFV (-$12M), IAGG (-$9.3M), BINC (-$8.2M), TLT (-$5.9M), AVEM (-$5.7M), THRO (-$5.7M), XTEN (-$5.6M), IVE (-$5.3M), BAI.
- Sold out of its positions in SIVR, IDEF, NFLX.
- Horst & Graben Wealth Management was a net buyer of stock by $6.8M.
- Horst & Graben Wealth Management has $760M in assets under management (AUM), dropping by 4.29%.
- Central Index Key (CIK): 0001818207
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Portfolio Holdings for Horst & Graben Wealth Management
Horst & Graben Wealth Management holds 205 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Str P500etf (SPYM) | 10.0 | $76M | +62% | 869k | 87.79 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 5.7 | $43M | +64% | 940k | 45.93 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 5.6 | $43M | 632k | 67.52 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.7 | $36M | 262k | 136.91 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 4.5 | $34M | +3% | 1.5M | 23.04 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 3.9 | $30M | -15% | 132k | 227.84 |
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 3.6 | $28M | +2% | 763k | 36.11 |
|
| Ishares Tr Mbs Etf (MBB) | 3.1 | $24M | +6% | 250k | 94.03 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.8 | $22M | +25% | 288k | 75.00 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 2.6 | $20M | +18% | 70k | 287.81 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 2.6 | $20M | -3% | 880k | 22.65 |
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 2.5 | $19M | -19% | 382k | 49.50 |
|
| Blackrock Etf Trust Isha Syst Al Etf (IALT) | 2.1 | $16M | NEW | 577k | 28.07 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 1.9 | $14M | -27% | 318k | 45.29 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 1.9 | $14M | +2% | 134k | 105.95 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $14M | 19k | 749.15 |
|
|
| Blackrock Etf Trust Isha La Core Etf (BLCR) | 1.8 | $14M | +4% | 275k | 50.15 |
|
| Apple (AAPL) | 1.8 | $13M | 46k | 294.38 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.7 | $13M | -23% | 83k | 155.35 |
|
| Global X Fds Defense Tech Etf (SHLD) | 1.6 | $12M | +30% | 202k | 61.22 |
|
| Blackrock Etf Trust Isha Us Them Etf (THRO) | 1.5 | $11M | -33% | 262k | 42.76 |
|
| Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) | 1.3 | $9.8M | NEW | 195k | 50.26 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.2 | $8.8M | -39% | 94k | 93.56 |
|
| Tesla Motors (TSLA) | 1.0 | $7.5M | 18k | 425.30 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $7.0M | -72% | 32k | 218.87 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $6.8M | -4% | 35k | 197.58 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $5.6M | -51% | 65k | 85.52 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.7 | $5.4M | 33k | 163.60 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.7 | $5.2M | +22% | 109k | 47.18 |
|
| Blackrock Etf Trust Isha Us Awar Etf (LCTU) | 0.6 | $4.7M | -9% | 59k | 80.19 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.6 | $4.5M | 12k | 365.87 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $4.4M | 18k | 248.75 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.6 | $4.4M | -8% | 14k | 328.10 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $4.3M | -73% | 56k | 76.32 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.6 | $4.2M | -65% | 81k | 52.12 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.5 | $3.8M | +18% | 47k | 79.94 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.5 | $3.8M | -19% | 164k | 23.02 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.5 | $3.7M | -3% | 26k | 142.34 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.5 | $3.7M | NEW | 36k | 101.19 |
|
| Chevron Corporation (CVX) | 0.5 | $3.5M | 21k | 165.69 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $3.5M | -25% | 43k | 80.63 |
|
| Microsoft Corporation (MSFT) | 0.4 | $3.1M | +4% | 8.2k | 384.30 |
|
| Amazon (AMZN) | 0.4 | $3.1M | 13k | 241.70 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $3.0M | -2% | 40k | 75.95 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.4 | $2.8M | -3% | 41k | 68.37 |
|
| Digital Realty Trust (DLR) | 0.3 | $2.7M | 15k | 176.32 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $2.6M | +657% | 28k | 94.03 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $2.6M | -18% | 54k | 48.27 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $2.4M | 17k | 144.94 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.4M | 5.8k | 408.86 |
|
|
| Broadcom (AVGO) | 0.3 | $2.3M | 6.2k | 369.32 |
|
|
| Cisco Systems (CSCO) | 0.3 | $2.3M | 20k | 117.01 |
|
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.3 | $2.3M | +8% | 26k | 88.20 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.3 | $2.3M | -5% | 23k | 99.79 |
|
| Procter & Gamble Company (PG) | 0.3 | $2.3M | 15k | 147.43 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.3 | $2.3M | 23k | 98.53 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $2.2M | 14k | 164.85 |
|
|
| Nike CL B (NKE) | 0.3 | $2.2M | 51k | 43.06 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $2.1M | 18k | 115.66 |
|
|
| Caterpillar (CAT) | 0.3 | $1.9M | 2.0k | 991.52 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.2 | $1.8M | NEW | 74k | 24.91 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.8M | -4% | 7.7k | 236.47 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.8M | -3% | 15k | 122.77 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.8M | -7% | 1.9k | 924.68 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.8M | 3.5k | 499.74 |
|
|
| Ishares Emng Mkts Eqt (EMGF) | 0.2 | $1.7M | 24k | 71.21 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $1.7M | -3% | 40k | 41.74 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.2 | $1.6M | -23% | 31k | 53.12 |
|
| EastGroup Properties (EGP) | 0.2 | $1.5M | 7.5k | 205.45 |
|
|
| Hannon Armstrong (HASI) | 0.2 | $1.5M | 39k | 38.63 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.5M | 2.00 | 751000.00 |
|
|
| United Parcel Svcs CL B (UPS) | 0.2 | $1.5M | 13k | 109.54 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.4M | 8.6k | 164.02 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.4M | 1.9k | 725.14 |
|
|
| Ishares Tr Esg Awr Msci Usa (EVUS) | 0.2 | $1.4M | +2% | 40k | 35.33 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.2 | $1.3M | +2% | 16k | 83.73 |
|
| Markel Corporation (MKL) | 0.2 | $1.3M | 677.00 | 1916.64 |
|
|
| Ishares Tr Gnma Bond Etf (GNMA) | 0.2 | $1.3M | +15% | 30k | 43.77 |
|
| Ishares Tr Morningstar Valu (ILCV) | 0.2 | $1.3M | 13k | 102.12 |
|
|
| Goldman Sachs (GS) | 0.2 | $1.3M | 1.2k | 1019.23 |
|
|
| Marvell Technology (MRVL) | 0.2 | $1.2M | +10% | 4.6k | 272.06 |
|
| Palo Alto Networks (PANW) | 0.2 | $1.2M | 3.5k | 352.04 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.2M | 3.5k | 334.03 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $1.2M | +5% | 4.5k | 253.99 |
|
| Cummins (CMI) | 0.1 | $1.1M | 1.7k | 682.32 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.0M | 7.3k | 141.52 |
|
|
| Altria (MO) | 0.1 | $1.0M | 14k | 71.54 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $957k | -90% | 19k | 49.59 |
|
| Mid-America Apartment (MAA) | 0.1 | $953k | 6.8k | 139.95 |
|
|
| Essex Property Trust (ESS) | 0.1 | $950k | 3.2k | 295.17 |
|
|
| Ishares Tr Esg Advan Etf (EUSB) | 0.1 | $923k | +3% | 21k | 43.29 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $912k | 7.5k | 121.63 |
|
|
| Micron Technology (MU) | 0.1 | $904k | -34% | 875.00 | 1032.59 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $902k | 2.5k | 361.20 |
|
|
| Terreno Realty Corporation (TRNO) | 0.1 | $869k | 13k | 66.01 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $863k | 11k | 80.40 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $861k | 5.3k | 161.00 |
|
|
| Spdr Series Trust St Str Conv Etf (CWB) | 0.1 | $855k | -8% | 8.1k | 105.85 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $855k | 2.4k | 357.86 |
|
|
| Applied Materials (AMAT) | 0.1 | $854k | 1.3k | 650.68 |
|
|
| Philip Morris International (PM) | 0.1 | $846k | 4.8k | 177.68 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $836k | -13% | 29k | 29.39 |
|
| Meta Platforms Cl A (META) | 0.1 | $819k | -3% | 1.3k | 613.12 |
|
| Intel Corporation (INTC) | 0.1 | $806k | +11% | 6.3k | 127.02 |
|
| Oneok (OKE) | 0.1 | $794k | 9.3k | 85.73 |
|
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $790k | -41% | 6.6k | 119.43 |
|
| Servicenow (NOW) | 0.1 | $776k | 7.3k | 105.80 |
|
|
| Ishares Tr Europe Etf (IEV) | 0.1 | $771k | -2% | 11k | 72.17 |
|
| Crown Castle Intl (CCI) | 0.1 | $765k | 10k | 76.53 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $761k | +9% | 5.6k | 136.27 |
|
| Coca-Cola Company (KO) | 0.1 | $759k | 9.3k | 81.29 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $729k | +17% | 612.00 | 1191.15 |
|
| Blackrock Etf Trust Isha Worl Ex Etf (LCTD) | 0.1 | $724k | -7% | 13k | 57.26 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $695k | +329% | 5.6k | 123.01 |
|
| Starbucks Corporation (SBUX) | 0.1 | $673k | 6.5k | 103.39 |
|
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.1 | $660k | 17k | 39.79 |
|
|
| Public Storage (PSA) | 0.1 | $659k | 2.0k | 323.07 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $658k | 9.9k | 66.48 |
|
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $616k | 4.0k | 153.02 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $611k | -36% | 6.0k | 102.06 |
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| BorgWarner (BWA) | 0.1 | $579k | 9.0k | 64.36 |
|
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| Ge Aerospace Com New (GE) | 0.1 | $576k | 1.5k | 374.93 |
|
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $571k | -13% | 5.9k | 95.97 |
|
| Wal-Mart Stores (WMT) | 0.1 | $565k | 5.2k | 108.82 |
|
|
| American Tower Reit (AMT) | 0.1 | $559k | 3.4k | 166.08 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $529k | 1.8k | 301.50 |
|
|
| Sandisk Corp (SNDK) | 0.1 | $526k | 259.00 | 2032.22 |
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| Western Digital (WDC) | 0.1 | $468k | 783.00 | 598.18 |
|
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $463k | -6% | 6.9k | 66.86 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $459k | NEW | 23k | 20.18 |
|
| Nexpoint Residential Tr (NXRT) | 0.1 | $458k | 16k | 28.32 |
|
|
| Ge Vernova (GEV) | 0.1 | $455k | 401.00 | 1134.35 |
|
|
| Us Bancorp Com New (USB) | 0.1 | $449k | 7.3k | 61.96 |
|
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| Wells Fargo & Company (WFC) | 0.1 | $447k | -3% | 5.2k | 85.94 |
|
| Spdr Series Trust ST STR SP500FF (SPYX) | 0.1 | $445k | 7.3k | 61.13 |
|
|
| First Tr Exchange-traded Ssi Strg Etf (FCVT) | 0.1 | $430k | 8.2k | 52.42 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $411k | 800.00 | 513.59 |
|
|
| Extra Space Storage (EXR) | 0.1 | $400k | 2.7k | 147.28 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $380k | 3.5k | 108.46 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $378k | 1.0k | 370.60 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $377k | +6% | 3.5k | 107.33 |
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.0 | $377k | -6% | 4.2k | 90.64 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $372k | 6.0k | 61.89 |
|
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| Merck & Co (MRK) | 0.0 | $371k | +15% | 3.0k | 125.36 |
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| Paccar (PCAR) | 0.0 | $361k | 3.0k | 121.25 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $352k | +3% | 2.4k | 147.47 |
|
| Advanced Micro Devices (AMD) | 0.0 | $351k | -6% | 649.00 | 540.88 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $344k | 3.2k | 106.25 |
|
|
| Abbvie (ABBV) | 0.0 | $344k | 1.4k | 251.00 |
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| Keysight Technologies (KEYS) | 0.0 | $337k | 1.0k | 335.60 |
|
|
| Visa Com Cl A (V) | 0.0 | $336k | +6% | 957.00 | 351.10 |
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| Mp Materials Corp Com Cl A (MP) | 0.0 | $336k | 6.2k | 54.28 |
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| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $335k | 9.9k | 33.72 |
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| Consolidated Edison (ED) | 0.0 | $335k | 3.0k | 110.95 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $332k | 1.4k | 243.90 |
|
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| Corning Incorporated (GLW) | 0.0 | $331k | +7% | 1.5k | 220.57 |
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| Ishares Msci World Etf (URTH) | 0.0 | $326k | 1.6k | 202.09 |
|
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.0 | $324k | 7.3k | 44.29 |
|
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| Pfizer (PFE) | 0.0 | $321k | 13k | 23.88 |
|
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| At&t (T) | 0.0 | $312k | -3% | 15k | 20.48 |
|
| Norfolk Southern (NSC) | 0.0 | $310k | 972.00 | 319.07 |
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| Columbia Banking System (COLB) | 0.0 | $308k | 9.5k | 32.51 |
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| Southwest Airlines (LUV) | 0.0 | $307k | 6.1k | 50.47 |
|
|
| Pepsi (PEP) | 0.0 | $299k | 2.1k | 141.17 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $299k | 870.00 | 343.31 |
|
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| Union Pacific Corporation (UNP) | 0.0 | $298k | 1.1k | 277.70 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $296k | 1.6k | 187.32 |
|
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $292k | 2.2k | 132.55 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $291k | -4% | 3.7k | 79.59 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $290k | 1.0k | 279.94 |
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| Sba Communications Corp Cl A (SBAC) | 0.0 | $287k | 1.6k | 180.75 |
|
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| Hewlett Packard Enterprise (HPE) | 0.0 | $276k | NEW | 6.3k | 43.95 |
|
| American Express Company (AXP) | 0.0 | $275k | 791.00 | 347.95 |
|
|
| Home Depot (HD) | 0.0 | $273k | +11% | 777.00 | 350.85 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $272k | 2.8k | 96.81 |
|
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| Allstate Corporation (ALL) | 0.0 | $270k | 1.1k | 243.20 |
|
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| Amgen (AMGN) | 0.0 | $264k | 732.00 | 361.23 |
|
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| Columbia Etf Tr I Multi Sec Muni (MUST) | 0.0 | $263k | 13k | 20.67 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $262k | 124.00 | 2115.64 |
|
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| Franklin Templeton Holdings Respbly Srcd Gld (FGDL) | 0.0 | $259k | 4.8k | 53.83 |
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| Illinois Tool Works (ITW) | 0.0 | $257k | -3% | 956.00 | 269.11 |
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| Equinix (EQIX) | 0.0 | $255k | 251.00 | 1014.35 |
|
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $252k | -12% | 6.9k | 36.36 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $252k | 3.3k | 76.31 |
|
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $245k | 1.9k | 126.54 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $245k | 1.1k | 217.40 |
|
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| International Business Machines (IBM) | 0.0 | $242k | NEW | 847.00 | 286.23 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $239k | 1.8k | 133.35 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $236k | -7% | 971.00 | 242.86 |
|
| Lowe's Companies (LOW) | 0.0 | $233k | -6% | 1.1k | 221.92 |
|
| First Tr Exchange-traded SHS (FDL) | 0.0 | $233k | +2% | 4.8k | 48.92 |
|
| Emerson Electric (EMR) | 0.0 | $229k | 1.6k | 139.54 |
|
|
| Ishares Tr Esg Select Scre (XVV) | 0.0 | $224k | 3.9k | 56.85 |
|
|
| Verizon Communications (VZ) | 0.0 | $221k | 5.3k | 41.99 |
|
|
| ConocoPhillips (COP) | 0.0 | $221k | 2.1k | 103.21 |
|
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $219k | NEW | 2.1k | 105.69 |
|
| Service Corporation International (SCI) | 0.0 | $218k | 2.8k | 76.76 |
|
|
| Ubiquiti (UI) | 0.0 | $218k | 406.00 | 535.77 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $212k | -5% | 2.2k | 96.85 |
|
| Kimco Realty Corporation (KIM) | 0.0 | $207k | NEW | 8.2k | 25.08 |
|
| CF Industries Holdings (CF) | 0.0 | $205k | 1.9k | 108.13 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $202k | NEW | 517.00 | 391.26 |
|
| CSX Corporation (CSX) | 0.0 | $202k | NEW | 4.2k | 48.33 |
|
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.0 | $201k | NEW | 2.2k | 92.00 |
|
| Trulieve Cannabis Corp Sub Vtg Shs | 0.0 | $120k | NEW | 13k | 9.54 |
|
Past Filings by Horst & Graben Wealth Management
SEC 13F filings are viewable for Horst & Graben Wealth Management going back to 2020
- Horst & Graben Wealth Management 2026 Q2 filed July 22, 2026
- Horst & Graben Wealth Management 2026 Q1 filed April 29, 2026
- Horst & Graben Wealth Management 2025 Q4 filed Jan. 27, 2026
- Horst & Graben Wealth Management 2025 Q3 filed Oct. 16, 2025
- Horst & Graben Wealth Management 2025 Q2 filed July 29, 2025
- Horst & Graben Wealth Management 2025 Q1 filed April 30, 2025
- Horst & Graben Wealth Management 2024 Q4 filed Jan. 24, 2025
- Horst & Graben Wealth Management 2024 Q3 filed Oct. 21, 2024
- Horst & Graben Wealth Management 2024 Q2 filed July 23, 2024
- Horst & Graben Wealth Management 2024 Q1 filed April 22, 2024
- Horst & Graben Wealth Management 2023 Q4 filed Jan. 29, 2024
- Horst & Graben Wealth Management 2023 Q3 filed Oct. 24, 2023
- Horst & Graben Wealth Management 2023 Q2 filed July 25, 2023
- Horst & Graben Wealth Management 2023 Q1 filed April 28, 2023
- Horst & Graben Wealth Management 2022 Q4 filed Jan. 24, 2023
- Horst & Graben Wealth Management 2022 Q3 filed Oct. 24, 2022