Horst & Graben Wealth Management LLC
Top Portfolio Positions
97 positions ·
$99,642,981 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
45,965 | $11,665,457 | 11.71% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
17,580 | $6,535,365 | 6.56% | |
| NVDA |
Nvidia Corp
Technology
|
36,067 | $6,290,084 | 6.31% | |
| CVX |
Chevron Corp
Energy
|
21,174 | $4,380,900 | 4.40% | |
| GLDM |
World Gold Trust
|
39,757 | $3,685,076 | 3.70% | |
| IAU |
Ishares Gold Trust
|
40,863 | $3,602,482 | 3.62% | |
| MSFT |
Microsoft Corp
Technology
|
7,868 | $2,912,497 | 2.92% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
15,010 | $2,704,952 | 2.71% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
51,098 | $2,698,996 | 2.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,888 | $2,684,183 | 2.69% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NXRT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $404,675 | 16,187 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $487,228 | 16,187 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $521,545 | 16,187 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $539,350 | 16,187 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $639,872 | 16,187 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $675,807 | 16,187 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $712,389 | 16,187 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $639,548 | 16,187 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $521,059 | 16,187 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $557,318 | 16,187 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $520,897 | 16,187 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $736,184 | 16,187 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $706,886 | 16,187 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $704,458 | 16,187 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $748,001 | 16,187 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,011,849 | 16,187 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,461,847 | 16,187 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,356,956 | 16,187 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,001,651 | 16,187 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $885,178 | 16,100 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $742,049 | 16,100 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $681,191 | 16,100 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $714,035 | 16,100 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $569,135 | 16,100 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $405,881 | 16,100 | Shares | Sole | 2020-07-29 | |
| No 13F history on record for this holder in this stock. | ||||||