HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPLG) |
1,139,237 | -329,065 | $70,097 |
| SPLG | 1,139,237 | -329,065 | $70,097 |
| ISHARES TR (IUSB) |
820,792 | +309,489 | $37,420 |
| IUSB | 820,792 | +309,489 | $37,420 |
| SCHWAB STRATEGIC TR |
698,302 | +8,409 | $32,122 |
| SCHZ | 698,302 | +8,409 | $32,122 |
| ISHARES TR (QUAL) |
175,250 | +4,347 | $28,802 |
| QUAL | 175,250 | +4,347 | $28,802 |
| BLACKROCK ETF TRUST (DYNF) |
575,028 | +575,028 | $25,531 |
| DYNF | 575,028 | +575,028 | $25,531 |
| ISHARES TR (MBB) |
226,237 | +4,658 | $20,909 |
| MBB | 226,237 | +4,658 | $20,909 |
| ISHARES TR (TLT) |
190,248 | -23,388 | $18,001 |
| TLT | 190,248 | -23,388 | $18,001 |
| ISHARES TR (IWY) |
89,598 | -19,614 | $17,481 |
| IWY | 89,598 | -19,614 | $17,481 |
| ISHARES TR (IVW) |
179,074 | +97,881 | $15,121 |
| IVW | 179,074 | +97,881 | $15,121 |
| ISHARES TR (EFV) |
265,200 | -116,213 | $14,427 |
| EFV | 265,200 | -116,213 | $14,427 |
| ISHARES TR (EFG) |
129,651 | +6,315 | $13,456 |
| EFG | 129,651 | +6,315 | $13,456 |
| ISHARES TR (IWX) |
167,249 | -33,185 | $12,764 |
| IWX | 167,249 | -33,185 | $12,764 |
| ISHARES TR (IYW) |
94,211 | -544 | $12,724 |
| IYW | 94,211 | -544 | $12,724 |
| ISHARES TR (IVE) |
67,150 | +67,150 | $12,544 |
| IVE | 67,150 | +67,150 | $12,544 |
| BLACKROCK ETF TRUST II (BINC) |
192,641 | +192,641 | $10,106 |
| BINC | 192,641 | +192,641 | $10,106 |
| ISHARES INC (EMXC) |
143,684 | +89,717 | $8,272 |
| EMXC | 143,684 | +89,717 | $8,272 |
| ISHARES TR (IVV) |
13,432 | +2,382 | $7,062 |
| IVV | 13,432 | +2,382 | $7,062 |
| APPLE INC |
41,095 | -726 | $7,047 |
| AAPL | 41,095 | -726 | $7,047 |
| ISHARES TR (EMB) |
66,769 | +24,385 | $5,987 |
| EMB | 66,769 | +24,385 | $5,987 |
| ISHARES TR (HEFA) |
154,083 | +154,083 | $5,374 |
| HEFA | 154,083 | +154,083 | $5,374 |
| BLACKROCK ETF TRUST (LCTU) |
87,352 | +5,415 | $5,015 |
| LCTU | 87,352 | +5,415 | $5,015 |
| ISHARES TR (IXC) |
107,976 | +9,669 | $4,638 |
| IXC | 107,976 | +9,669 | $4,638 |
| ISHARES TR (SUSC) |
158,818 | +27,468 | $3,651 |
| SUSC | 158,818 | +27,468 | $3,651 |
| ISHARES TR (DSI) |
35,938 | +2,561 | $3,623 |
| DSI | 35,938 | +2,561 | $3,623 |
| ISHARES INC (IEMG) |
65,991 | -92,360 | $3,405 |
| IEMG | 65,991 | -92,360 | $3,405 |
| NIKE INC |
36,154 | +1,525 | $3,398 |
| NKE | 36,154 | +1,525 | $3,398 |
| CHEVRON CORP NEW |
21,147 | +1,041 | $3,336 |
| CVX | 21,147 | +1,041 | $3,336 |
| ISHARES TR (EAGG) |
66,174 | +7,030 | $3,114 |
| EAGG | 66,174 | +7,030 | $3,114 |
| ISHARES TR (IFRA) |
70,882 | -2,536 | $3,073 |
| IFRA | 70,882 | -2,536 | $3,073 |
| ISHARES TR (USXF) |
67,685 | -1,665 | $3,056 |
| USXF | 67,685 | -1,665 | $3,056 |
| ISHARES TR (ESGU) |
25,668 | -37,745 | $2,951 |
| ESGU | 25,668 | -37,745 | $2,951 |
| MICROSOFT CORP |
6,144 | +1,824 | $2,585 |
| MSFT | 6,144 | +1,824 | $2,585 |
| SCHWAB STRATEGIC TR |
50,941 | -88,226 | $2,266 |
| SCHI | 50,941 | -88,226 | $2,266 |
| ISHARES TR (IWP) |
19,092 | -1,496 | $2,179 |
| IWP | 19,092 | -1,496 | $2,179 |
| UNITED PARCEL SERVICE INC |
13,693 | -114 | $2,035 |
| UPS | 13,693 | -114 | $2,035 |
| ISHARES TR (EUSB) |
44,220 | +1,621 | $1,894 |
| EUSB | 44,220 | +1,621 | $1,894 |
| ISHARES TR (TLH) |
17,887 | +4,665 | $1,879 |
| TLH | 17,887 | +4,665 | $1,879 |
| ISHARES TR (IWS) |
14,937 | -421 | $1,872 |
| IWS | 14,937 | -421 | $1,872 |
| ISHARES TR (TIP) |
16,586 | -23,423 | $1,781 |
| TIP | 16,586 | -23,423 | $1,781 |
| ISHARES TR (GOVT) |
74,693 | -22,514 | $1,701 |
| GOVT | 74,693 | -22,514 | $1,701 |
| ISHARES TR (DMXF) |
23,762 | +977 | $1,619 |
| DMXF | 23,762 | +977 | $1,619 |
| NVIDIA CORPORATION |
1,755 | -247 | $1,586 |
| NVDA | 1,755 | -247 | $1,586 |
| ISHARES TR (GNMA) |
34,670 | +2,715 | $1,504 |
| GNMA | 34,670 | +2,715 | $1,504 |
| ISHARES TR (TFLO) |
29,660 | -265,989 | $1,503 |
| TFLO | 29,660 | -265,989 | $1,503 |
| ISHARES TR (ILCG) |
19,366 | -113 | $1,462 |
| ILCG | 19,366 | -113 | $1,462 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
7,497 | -1 | $1,369 |
| VIG | 7,497 | -1 | $1,369 |
 BERKSHIRE HATHAWAY INC DEL |
$1,329 | ||
| BRK.B | 3,160 | +2 | $1,329 |
| COSTCO WHSL CORP NEW |
1,769 | +1 | $1,296 |
| COST | 1,769 | +1 | $1,296 |
| SERVICENOW INC |
1,689 | +1,689 | $1,288 |
| NOW | 1,689 | +1,689 | $1,288 |
| EASTGROUP PPTYS INC |
6,632 | UNCH | $1,192 |
| EGP | 6,632 | UNCH | $1,192 |
See Full List: All Stocks Held By Horst & Graben Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Horst & Graben Wealth Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $491,274 At 12/31/2023: $455,206 Horst & Graben Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Horst & Graben Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
