Horst & Graben Wealth Management LLC Portfolio Holdings
Q3 2025•178 long positions•$640.1M portfolio value
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Holding182 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $41.6M 6.5% | +$5.5M Bought | — 702.3K shares | 609.5K → 702.3K +$5.5M | +15.23% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $36.7M 5.73% | -$3.8M Sold | — 188.7K shares | 208.3K → 188.7K −$3.8M | -9.42% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $33.2M 5.18% | +$605.2K Bought | — 1.4M shares | 1.4M → 1.4M +$605.2K | +1.86% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $32.2M 5.03% | -$233.7K Sold | — 411.4K shares | 414.3K → 411.4K −$233.7K | -0.72% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $30.0M 4.69% | -$795.7K Sold | — 248.8K shares | 255.4K → 248.8K −$795.7K | -2.58% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $25.5M 3.99% | -$6.0M Sold | — 546.1K shares | 674.3K → 546.1K −$6.0M | -19.01% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $25.0M 3.91% | -$4.5M Sold | — 369.2K shares | 435.1K → 369.2K −$4.5M | -15.14% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $23.3M 3.63% | +$12.5M Bought | — 404.4K shares | 186.8K → 404.4K +$12.5M | +116.46% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $21.9M 3.42% | +$902.0K Bought | — 106.0K shares | 101.6K → 106.0K +$902.0K | +4.3% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $21.0M 3.27% | +$429.4K Bought | — 220.2K shares | 215.7K → 220.2K +$429.4K | +2.09% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $20.3M 3.17% | -$11.3K Sold | — 307.6K shares | 307.8K → 307.6K −$11.3K | -0.06% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $19.8M 3.09% | +$1.8M Bought | — 423.6K shares | 385.0K → 423.6K +$1.8M | +10.02% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $17.3M 2.71% | +$266.3K Bought | — 325.8K shares | 320.8K → 325.8K +$266.3K | +1.56% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $15.9M 2.49% | -$469.6K Sold | — 58.2K shares | 59.9K → 58.2K −$469.6K | -2.87% | — — | Q1 2020 Held for 5y 8m | |
Unknown Unknown | $13.8M 2.15% | +$1.2M Bought | — 363.4K shares | 330.9K → 363.4K +$1.2M | +9.82% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $12.4M 1.93% | -$133.9K Sold | — 18.5K shares | 18.7K → 18.5K −$133.9K | -1.07% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $11.7M 1.83% | +$129.9K Bought | — 131.1K shares | 129.6K → 131.1K +$129.9K | +1.12% | — — | Q3 2020 Held for 5y 2m | |
Consumer Electronics Technology | $11.7M 1.82% | +$19.4K Bought | 0.0% 45.9K shares | 45.8K → 45.9K +$19.4K | +0.17% | $3.78T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $10.3M 1.61% | -$81.6K Sold | — 117.1K shares | 118.0K → 117.1K −$81.6K | -0.79% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $9.3M 1.46% | +$1.3M Bought | — 181.9K shares | 156.8K → 181.9K +$1.3M | +16.01% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $8.8M 1.37% | +$3.1M Bought | — 114.6K shares | 74.5K → 114.6K +$3.1M | +53.97% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.4M 1.31% | +$1.7M Bought | — 25.2K shares | 20.1K → 25.2K +$1.7M | +25.59% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $8.1M 1.26% | +$8.7K Bought | — 66.7K shares | 66.6K → 66.7K +$8.7K | +0.11% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $7.8M 1.21% | +$32.9K Bought | 0.001% 17.5K shares | 17.4K → 17.5K +$32.9K | +0.43% | $1.48T Mega Cap | Q3 2020 Held for 5y 2m | |
Semiconductors Technology | $7.4M 1.15% | +$301.0K Bought | 0.0% 39.4K shares | 37.8K → 39.4K +$301.0K | +4.27% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $5.9M 0.922% | +$5.9M New | — 84.0K shares | 0 → 84.0K +$5.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.4M 0.842% | +$102.1K Bought | — 56.6K shares | 55.5K → 56.6K +$102.1K | +1.93% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $5.2M 0.815% | +$27.4K Bought | — 71.8K shares | 71.5K → 71.8K +$27.4K | +0.53% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.9M 0.771% | +$953.7K Bought | — 33.9K shares | 27.3K → 33.9K +$953.7K | +23.96% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.9M 0.762% | +$4.9M New | — 64.9K shares | 0 → 64.9K +$4.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.7M 0.729% | +$607.9K Bought | — 197.9K shares | 172.1K → 197.9K +$607.9K | +14.99% | — — | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $4.1M 0.646% | +$78.0K Bought | — 56.8K shares | 55.7K → 56.8K +$78.0K | +1.92% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.1M 0.637% | -$103.5K Sold | — 84.9K shares | 87.0K → 84.9K −$103.5K | -2.48% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.8M 0.588% | +$9.3K Bought | — 29.9K shares | 29.8K → 29.9K +$9.3K | +0.25% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.7M 0.573% | -$12.1M Sold | — 18.7K shares | 80.7K → 18.7K −$12.1M | -76.81% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $3.6M 0.556% | +$72.5K Bought | 0.0% 6.9K shares | 6.7K → 6.9K +$72.5K | +2.08% | $3.85T Mega Cap | Q1 2020 Held for 5y 8m | |
Apparel - Footwear & Accessories Consumer Cyclical | $3.5M 0.553% | +$68.8K Bought | 0.003% 50.8K shares | 49.8K → 50.8K +$68.8K | +1.98% | $102.98B Large Cap | Q1 2020 Held for 5y 8m | |
Oil & Gas Integrated Energy | $3.3M 0.513% | +$14.6K Bought | 0.001% 21.1K shares | 21.1K → 21.1K +$14.6K | +0.45% | $312.88B Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $3.0M 0.466% | +$337.7K Bought | — 28.9K shares | 25.6K → 28.9K +$337.7K | +12.77% | — — | Q2 2025 Held for 5 months | |
REIT - Office Real Estate | $2.8M 0.436% | +$19.0K Bought | 0.005% 16.1K shares | 16.0K → 16.1K +$19.0K | +0.69% | $59.0B Large Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.7M 0.429% | -$45.9K Sold | — 10.7K shares | 10.9K → 10.7K −$45.9K | -1.64% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.7M 0.424% | -$10.6M Sold | — 23.8K shares | 116.5K → 23.8K −$10.6M | -79.57% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $2.5M 0.387% | -$754.8K Sold | — 43.2K shares | 56.4K → 43.2K −$754.8K | -23.36% | — — | Q4 2020 Held for 4y 11m | |
Household & Personal Products Consumer Defensive | $2.5M 0.384% | +$22.6K Bought | 0.001% 16.0K shares | 15.9K → 16.0K +$22.6K | +0.93% | $359.62B Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.4M 0.382% | +$61.1K Bought | — 23.7K shares | 23.1K → 23.7K +$61.1K | +2.57% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $2.3M 0.36% | -$16.9K Sold | — 16.2K shares | 16.3K → 16.2K −$16.9K | -0.73% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $2.2M 0.339% | +$365.5 Bought | — 5.9K shares | 5.9K → 5.9K +$365.5 | +0.02% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.0M 0.317% | +$51.6K Bought | — 87.8K shares | 85.6K → 87.8K +$51.6K | +2.61% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.0M 0.311% | +$104.3 Bought | — 19.1K shares | 19.1K → 19.1K +$104.3 | +0.01% | — — | Q1 2020 Held for 5y 8m | |
Software - Infrastructure Technology | $2.0M 0.309% | -$620.1K Sold | 0.0% 7.0K shares | 9.2K → 7.0K −$620.1K | -23.88% | $801.76B Mega Cap | Q1 2020 Held for 5y 8m |
