Horst & Graben Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$557M
Signature - Title
Aryn Sands - Agent
Location
Lake Oswego, OR
Summary
This page shows a list of all the recent 13F filings made by Horst & Graben Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Horst & Graben Wealth Management LLC reported 154 stock holdings with total value $557M as of Q3 2024. Top holdings included SPLG, IUSB, SCHZ, QUAL, and DYNF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 154 $557M +$34.1M -$29.8M +$4.27M SPLG, IUSB, SCHZ, QUAL, DYNF 13F-HR 10/21/2024, 04:53 PM
Q2 2024 151 $523M +$57.7M -$33.6M +$24M SPLG, IUSB, SCHZ, QUAL, DYNF 13F-HR 7/23/2024, 12:35 PM
Q1 2024 144 $491M +$96.4M -$82.6M +$13.8M SPLG, IUSB, SCHZ, QUAL, DYNF 13F-HR 4/22/2024, 03:59 PM
Q4 2023 136 $455M +$44.8M -$31.4M +$13.4M SPLG, SCHZ, QUAL, IUSB, TLT 13F-HR 1/29/2024, 02:31 PM
Q3 2023 134 $407M +$61.7M -$55.4M +$6.32M SPLG, SCHZ, QUAL, IUSB, MBB 13F-HR 10/24/2023, 05:10 PM
Q2 2023 130 $419M +$17M -$14.6M +$2.42M SPLG, SCHZ, QUAL, MBB, IUSB 13F-HR 7/25/2023, 04:37 PM
Q1 2023 131 $403M +$90.1M -$88.1M +$2.05M SPLG, SCHZ, MBB, IUSB, QUAL 13F-HR 4/28/2023, 01:01 PM
Q4 2022 126 $382M +$46M -$36.2M +$9.82M SPLG, ESGU, IUSB, SCHZ, GOVT 13F-HR 1/24/2023, 04:31 PM
Q3 2022 123 $353M +$33.7M -$25.8M +$7.9M SPLG, GOVT, ESGU, SCHZ, IUSB 13F-HR 10/24/2022, 03:15 PM
Q2 2022 131 $368M +$50M -$40.8M +$9.13M SPLG, ESGU, GOVT, SCHZ, IUSB 13F-HR 8/1/2022, 03:54 PM
Q1 2022 134 $409M +$98.1M -$62.8M +$35.3M SPLG, ESGU, GOVT, SCHZ, IUSB 13F-HR 4/27/2022, 03:02 PM
Q4 2021 133 $400M +$38.9M -$22.2M +$16.8M ESGU, SPLG, IWY, IWX, GOVT 13F-HR 1/20/2022, 03:41 PM
Q3 2021 135 $363M +$39.5M -$30.8M +$8.74M ESGU, SPLG, IWX, IWY, GOVT 13F-HR 11/2/2021, 02:25 PM
Q2 2021 134 $358M +$80.4M -$56.4M +$24M ESGU, GOVT, IWX, IWY, SPLG 13F-HR 7/20/2021, 02:21 PM
Q1 2021 129 $318M +$70.4M -$48.8M +$21.6M IWX, IWY, ESGU, GOVT, SPLG 13F-HR 4/19/2021, 05:51 PM
Q4 2020 113 $290M +$31.1M -$19.4M +$11.7M IWX, IWY, ESGU, SPTI, SPLG 13F-HR 1/11/2021, 07:30 PM
Q3 2020 108 $258M +$50.5M -$30.7M +$19.8M IWX, IWY, SPTI, ESGU, BIV 13F-HR 10/13/2020, 03:47 PM
Q2 2020 97 $228M +$40.4M -$23M +$17.4M IWX, IWY, SHV, SPTI, BIV 13F-HR 7/29/2020, 02:02 PM
Q1 2020 89 $190M $0 $0 IWX, IWY, SHV, SPTI, BIV 13F-HR 7/29/2020, 02:04 PM