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Horst & Graben Wealth Management LLC Buys Schwab U.S. ...

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·8 min read
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Investment company Horst & Graben Wealth Management LLC (Current Portfolio) buys Schwab U.S. Tips ETF, iShares Core Total USD Bond Market ETF, SPDR Portfolio S&P 500 ETF, BTC iShares MSCI USA Min Vol Factor ETF, iShares 10-20 Year Treasury Bond ETF, sells iShares MBS ETF, iShares ESG 1-5 Year USD Corporate Bond ETF, Boeing Co, Wells Fargo, iShares 10 Year Investment Grade Corporate Bond ET during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Horst & Graben Wealth Management LLC. As of 2021Q4, Horst & Graben Wealth Management LLC owns 133 stocks with a total value of $400 million. These are the details of the buys and sells.

  • New Purchases: USMV, MUST, ABT, NVDA, BND, VUG, KEYS,

  • Added Positions: SCHP, IUSB, SPLG, ESGU, EFV, GOVT, EFG, FALN, TLH, EUSB, COMT, XLE, SCHA, IVV, NKE, ESGD, URTH, VOO, SHV, VIG, FMHI, SPTM, LUMN, PM, HQH, DNP, KO,

  • Reduced Positions: MBB, IWY, IWX, SCHJ, BIV, SPTI, IYW, XSOE, IWP, SUSB, IGM, STIP, VLUE, SDY, IWS, IXG, AAPL, MTUM, FTEC, MO, TLT, JKE, TSLA, SUB, JNJ, JPM, T, SPYX, MSFT, ESGE, EEMV, ACWI,

  • Sold Out: BA, WFC, IGLB, SPIB, NCLH, CMCSA, IHI, SPLB, CORR,


For the details of Horst & Graben Wealth Management LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/horst+%26+graben+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Horst & Graben Wealth Management LLC

  1. iShares MSCI USA ESG Optimized ETF (ESGU) - 317,017 shares, 8.55% of the total portfolio. Shares added by 11.61%

  2. SPDR Portfolio S&P 500 ETF (SPLG) - 530,454 shares, 7.41% of the total portfolio. Shares added by 22.50%

  3. iShares Russell Top 200 Value ETF (IWX) - 299,530 shares, 5.25% of the total portfolio. Shares reduced by 8.05%

  4. iShares Russell Top 200 Growth ETF (IWY) - 121,092 shares, 5.25% of the total portfolio. Shares reduced by 10.72%

  5. BTC iShares U.S. Treasury Bond ETF (GOVT) - 760,184 shares, 5.07% of the total portfolio. Shares added by 12.10%

New Purchase: BTC iShares MSCI USA Min Vol Factor ETF (USMV)

Horst & Graben Wealth Management LLC initiated holding in BTC iShares MSCI USA Min Vol Factor ETF. The purchase prices were between $73.05 and $81.04, with an estimated average price of $77.29. The stock is now traded at around $75.970000. The impact to a portfolio due to this purchase was 0.69%. The holding were 34,010 shares as of 2021-12-31.

New Purchase: Columbia Multi-Sector Municipal Income ETF (MUST)

Horst & Graben Wealth Management LLC initiated holding in Columbia Multi-Sector Municipal Income ETF. The purchase prices were between $22.21 and $22.51, with an estimated average price of $22.37. The stock is now traded at around $22.188500. The impact to a portfolio due to this purchase was 0.11%. The holding were 19,291 shares as of 2021-12-31.

New Purchase: Vanguard Total Bond Market ETF (BND)

Horst & Graben Wealth Management LLC initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $84.07 and $85.48, with an estimated average price of $84.79. The stock is now traded at around $83.080000. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,950 shares as of 2021-12-31.

New Purchase: Vanguard Growth ETF (VUG)

Horst & Graben Wealth Management LLC initiated holding in Vanguard Growth ETF. The purchase prices were between $286.58 and $325.19, with an estimated average price of $312.45. The stock is now traded at around $287.380000. The impact to a portfolio due to this purchase was 0.06%. The holding were 684 shares as of 2021-12-31.

New Purchase: NVIDIA Corp (NVDA)

Horst & Graben Wealth Management LLC initiated holding in NVIDIA Corp. The purchase prices were between $197.32 and $333.76, with an estimated average price of $277.31. The stock is now traded at around $241.500000. The impact to a portfolio due to this purchase was 0.06%. The holding were 825 shares as of 2021-12-31.

New Purchase: Abbott Laboratories (ABT)

Horst & Graben Wealth Management LLC initiated holding in Abbott Laboratories. The purchase prices were between $115.53 and $141.46, with an estimated average price of $128.29. The stock is now traded at around $124.710000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,611 shares as of 2021-12-31.

Added: Schwab U.S. Tips ETF (SCHP)

Horst & Graben Wealth Management LLC added to a holding in Schwab U.S. Tips ETF by 162.79%. The purchase prices were between $61.62 and $63.22, with an estimated average price of $62.39. The stock is now traded at around $61.020000. The impact to a portfolio due to this purchase was 1.83%. The holding were 187,345 shares as of 2021-12-31.

Added: iShares Core Total USD Bond Market ETF (IUSB)

Horst & Graben Wealth Management LLC added to a holding in iShares Core Total USD Bond Market ETF by 104.21%. The purchase prices were between $52.47 and $53.31, with an estimated average price of $52.9. The stock is now traded at around $51.840000. The impact to a portfolio due to this purchase was 1.76%. The holding were 260,947 shares as of 2021-12-31.

Added: SPDR Portfolio S&P 500 ETF (SPLG)

Horst & Graben Wealth Management LLC added to a holding in SPDR Portfolio S&P 500 ETF by 22.50%. The purchase prices were between $50.24 and $56.16, with an estimated average price of $53.87. The stock is now traded at around $52.550000. The impact to a portfolio due to this purchase was 1.36%. The holding were 530,454 shares as of 2021-12-31.

Added: iShares 10-20 Year Treasury Bond ETF (TLH)

Horst & Graben Wealth Management LLC added to a holding in iShares 10-20 Year Treasury Bond ETF by 26.91%. The purchase prices were between $143.74 and $151.91, with an estimated average price of $147.68. The stock is now traded at around $142.930000. The impact to a portfolio due to this purchase was 0.17%. The holding were 21,904 shares as of 2021-12-31.

Added: iShares Commodities Select Strategy ETF (COMT)

Horst & Graben Wealth Management LLC added to a holding in iShares Commodities Select Strategy ETF by 28.20%. The purchase prices were between $28.56 and $32.43, with an estimated average price of $31. The stock is now traded at around $33.090000. The impact to a portfolio due to this purchase was 0.16%. The holding were 97,695 shares as of 2021-12-31.

Added: iShares Core S&P 500 ETF (IVV)

Horst & Graben Wealth Management LLC added to a holding in iShares Core S&P 500 ETF by 33.61%. The purchase prices were between $428.93 and $479.53, with an estimated average price of $460.12. The stock is now traded at around $448.720000. The impact to a portfolio due to this purchase was 0.02%. The holding were 640 shares as of 2021-12-31.

Sold Out: Boeing Co (BA)

Horst & Graben Wealth Management LLC sold out a holding in Boeing Co. The sale prices were between $188.19 and $233.09, with an estimated average price of $210.93.

Sold Out: Wells Fargo & Co (WFC)

Horst & Graben Wealth Management LLC sold out a holding in Wells Fargo & Co. The sale prices were between $45.31 and $52, with an estimated average price of $49.28.

Sold Out: SPDR Portfolio Intermediate Term Corporate Bond ET (SPIB)

Horst & Graben Wealth Management LLC sold out a holding in SPDR Portfolio Intermediate Term Corporate Bond ET. The sale prices were between $35.87 and $36.42, with an estimated average price of $36.15.

Sold Out: iShares 10 Year Investment Grade Corporate Bond ET (IGLB)

Horst & Graben Wealth Management LLC sold out a holding in iShares 10 Year Investment Grade Corporate Bond ET. The sale prices were between $67.74 and $71.16, with an estimated average price of $69.55.

Sold Out: Norwegian Cruise Line Holdings Ltd (NCLH)

Horst & Graben Wealth Management LLC sold out a holding in Norwegian Cruise Line Holdings Ltd. The sale prices were between $17.79 and $28.92, with an estimated average price of $23.81.

Sold Out: SPDR Portfolio Long Term Corporate Bond ETF (SPLB)

Horst & Graben Wealth Management LLC sold out a holding in SPDR Portfolio Long Term Corporate Bond ETF. The sale prices were between $30.67 and $32.26, with an estimated average price of $31.49.



Here is the complete portfolio of Horst & Graben Wealth Management LLC. Also check out:

1. Horst & Graben Wealth Management LLC's Undervalued Stocks

2. Horst & Graben Wealth Management LLC's Top Growth Companies, and

3. Horst & Graben Wealth Management LLC's High Yield stocks

4. Stocks that Horst & Graben Wealth Management LLC keeps buyingThis article first appeared on GuruFocus.