Horst--Graben-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NXRT",
  "ABBV",
  "A",
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "AVGO",
  null,
  "CCI",
  "CMI",
  "ESS",
  "GILD",
  null,
  null,
  "HD",
  "HPQ",
  null,
  null,
  null,
  "EMXC",
  "ITW",
  null,
  "MUB",
  "META",
  null,
  "HEFA",
  null,
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWS",
  null,
  "MRVL",
  "MSFT",
  "MAA",
  "FCNCA",
  "GE",
  "PCAR",
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  "OKE",
  "EEM",
  "IWF",
  null,
  null,
  "PANW",
  "PEP",
  "DNP",
  "IEMG",
  "IVV",
  "AAPL",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  "VZ",
  null,
  "AMGN",
  null,
  "SCHX",
  null,
  "NOW",
  "SHOP",
  "GLD",
  "AMT",
  "SPLG",
  "SBUX",
  "TMO",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  null,
  null,
  "SBAC",
  null,
  null,
  "VIG",
  "IEF",
  "HASI",
  null,
  "SDY",
  "IWP",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  "LUV",
  "REXR",
  "EGP",
  null,
  null,
  "USB",
  null,
  "VB",
  "V",
  "WMT",
  "WFC",
  "WOW",
  null,
  null,
  null,
  "MKL",
  null,
  "SCI",
  null,
  "MTUM",
  null,
  null,
  null,
  "EXR",
  null,
  "ESGU",
  "PSA",
  "BRK-B",
  null,
  null,
  null,
  "BWA",
  "BMY",
  "CSR",
  "CVX",
  "CSCO",
  "KO",
  "COP",
  "ED",
  "COST",
  "DFAC",
  "DLR",
  "TRNO",
  "USMV",
  "IWB",
  "NKE",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  null,
  "MO",
  "ITOT",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 161
Total Value: 557479564
Accession Number: 0001754960-25-000263
Form Type: 13F-HR
CIK: horst--graben-wealth-management
Manager Name: Horst--Graben-Wealth-Management

Data Enrichment

68% identified

109 identified52 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

161 positions • $557.5M total value

161 positions • $557.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46429B333

Shares:53.9K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$557.5M)

DIGITAL REALTY TRUST, INC.

Shares:16.0K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$557.5M)

09290C806

Shares:69.3K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$557.5M)

46429B267

Shares:85.0K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$557.5M)

464287481

Shares:16.4K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$557.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.5K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$557.5M)

46436E619

Shares:41.9K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$557.5M)

464287473

Shares:14.0K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$557.5M)

COSTCO WHOLESALE CORP /NEW

Shares:1.8K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$557.5M)

46435G102

Shares:20.2K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$557.5M)

46432F396

Shares:8.3K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$557.5M)

464287119

Shares:19.1K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$557.5M)

46435G409

Shares:49.1K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$557.5M)

921908844

Shares:7.7K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$557.5M)

46436E759

Shares:21.9K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$557.5M)

UNITED PARCEL SERVICE INC

Shares:13.2K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$557.5M)

AMAZON COM INC

Shares:7.4K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$557.5M)

EASTGROUP PROPERTIES INC

Shares:7.5K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$557.5M)

ORACLE CORP

Shares:9.3K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$557.5M)

ServiceNow, Inc.

Shares:1.6K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$557.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46429B333)✕	53.9K	QoQ -16.22% (-10.4K) YoY +55.40% (+19.2K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$557.5M)	QoQ -14.32% (-$395.6K) YoY +57.23% (+$861.0K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	16.0K	QoQ +24.80% (+3.2K) YoY +105.70% (+8.2K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$557.5M)	QoQ +0.84% (+$19.2K) YoY +104.63% (+$1.2M)
(cusip09290C806)✕	69.3K	QoQ NEW(+69.3K) YoY NEW(+69.3K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$557.5M)	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
(cusip46429B267)✕	85.0K	QoQ +0.78% (+665) YoY +13.86% (+10.4K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$557.5M)	QoQ +0.80% (+$15.7K) YoY +14.94% (+$254.1K)
(IWPcusip464287481)	16.4K	QoQ -1.40% (-234) YoY -13.91% (-2.7K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$557.5M)	QoQ -8.60% (-$181.9K) YoY -11.39% (-$248.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.5K	QoQ +3.00% (+102) YoY +10.63% (+336)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$557.5M)	QoQ +21.02% (+$323.5K) YoY +40.11% (+$533.1K)
(cusip46436E619)✕	41.9K	QoQ -7.53% (-3.4K) YoY -5.18% (-2.3K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$557.5M)	QoQ -5.70% (-$109.9K) YoY -4.10% (-$77.7K)
(IWScusip464287473)	14.0K	QoQ -2.22% (-318) YoY -6.29% (-940)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$557.5M)	QoQ -4.76% (-$88.3K) YoY -5.81% (-$108.8K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.8K	QoQ +0.66% (+12) YoY +2.48% (+44)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$557.5M)	QoQ +3.95% (+$65.2K) YoY +32.29% (+$418.7K)
(cusip46435G102)✕	20.2K	QoQ +0.39% (-80) YoY +70.99% (+8.4K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$557.5M)	QoQ -1.21% (-$20.7K) YoY +79.10% (+$746.6K)
(MTUMcusip46432F396)	8.3K	QoQ -6.39% (-569) YoY +580.53% (+7.1K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$557.5M)	QoQ -8.56% (-$157.6K) YoY +634.20% (+$1.5M)
(cusip464287119)✕	19.1K	QoQ 0.00% (-0) YoY -1.45% (-282)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$557.5M)	QoQ -9.61% (-$164.3K) YoY +5.74% (-$83.9K)
(cusip46435G409)✕	49.1K	QoQ +76.39% (+21.3K) YoY +141.46% (+28.8K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$557.5M)	QoQ +97.21% (+$734.1K) YoY +159.26% (+$914.8K)
(VIGcusip921908844)	7.7K	QoQ +0.03% (-3) YoY +2.20% (+165)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$557.5M)	QoQ -0.89% (-$13.5K) YoY +8.58% (+$117.5K)
(cusip46436E759)✕	21.9K	QoQ -38.01% (-13.5K) YoY -7.68% (-1.8K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$557.5M)	QoQ -35.40% (-$809.6K) YoY -8.75% (-$141.8K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	13.2K	QoQ -0.33% (-45) YoY -3.48% (-477)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$557.5M)	QoQ -13.07% (-$218.6K) YoY -28.57% (-$581.6K)
AMAZON COM INC(AMZNcusip023135106)	7.4K	QoQ +27.77% (+1.6K) YoY +39.63% (+2.1K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$557.5M)	QoQ +10.80% (+$137.0K) YoY +47.28% (+$451.0K)
EASTGROUP PROPERTIES INC(EGPcusip277276101)	7.5K	QoQ +0.10% (+8) YoY +13.02% (+864)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$557.5M)	QoQ +9.86% (+$118.6K) YoY +10.74% (+$128.1K)
ORACLE CORP(ORCLcusip68389X105)	9.3K	QoQ +0.03% (-3) YoY +1.63% (+150)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$557.5M)	QoQ -16.07% (-$249.2K) YoY +13.12% (+$151.0K)
ServiceNow, Inc.(NOWcusip81762P102)	1.6K	QoQ 0.00% (-0) YoY -4.32% (-73)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$557.5M)	QoQ -24.90% (-$426.6K) YoY -0.08% (-$1.1K)