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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Horst & Graben Wealth Management LLC

Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001754960-25-000263

Total Value
$557.5M
Positions
161
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (161)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A854739,218$48.6M8.72%
2ISHARES TR46434V613873,600$40.3M7.22%
3SCHWAB STRATEGIC TR8085248391,488,509$34.5M6.18%
4ISHARES TR46432F339199,531$34.1M6.12%
5BLACKROCK ETF TRUSTBLK648,713$31.6M5.67%
6ISHARES TR464287309288,914$26.8M4.81%
7ISHARES TR464288588219,912$20.6M3.70%
8ISHARES TR464288877313,023$18.4M3.31%
9ISHARES TR46428740894,576$18.0M3.23%
10BLACKROCK ETF TRUST IIBLK332,364$17.4M3.12%
11ISHARES TR46428943867,478$14.2M2.55%
12ISHARES TR46428720021,464$12.1M2.16%
13ISHARES TR46428772184,623$11.9M2.13%
14ISHARES TR464288885117,387$11.7M2.11%
15ISHARES TR464287432114,943$10.5M1.88%
16ISHARES INC46434G764188,939$10.4M1.87%
17APPLE INCAAPL45,059$10.0M1.80%
18ISHARES TR464289420119,449$9.8M1.76%
19BONDBLOXX ETF TRUST09789C812195,497$9.1M1.63%
20ISHARES INC46434G103150,106$8.1M1.45%
21WORLD GOLD TRGLDW98,047$6.1M1.09%
22INVESCO EXCH TRADED FD TR IIIVZ63,541$5.9M1.05%
23INVESCO EXCHANGE TRADED FD TIVZ116,236$5.3M0.96%
24ISHARES TR46428828156,951$5.2M0.93%
25BLACKROCK ETF TRUSTBLK75,307$4.6M0.82%
26TESLA INCTSLA17,097$4.4M0.79%
27ISHARES TR46435U54988,255$4.2M0.75%
28NVIDIA CORPORATIONNVDA36,707$4.0M0.71%
29ISHARES TR46435G193160,198$3.7M0.66%
30ISHARES TR46428710113,272$3.6M0.64%
31CHEVRON CORP NEWCVX21,146$3.5M0.63%
32ISHARES GOLD TRIAU58,323$3.4M0.62%
33ISHARES TR46435G42527,969$3.4M0.61%
34ISHARES TR46436E76772,723$3.4M0.61%
35ISHARES TR46428857031,293$3.2M0.57%
36NIKE INCNKE48,710$3.1M0.55%
37ISHARES TR46434V80384,860$3.1M0.55%
38PROCTER AND GAMBLE CO74271810915,933$2.7M0.49%
39MICROSOFT CORPMSFT6,561$2.5M0.44%
40ISHARES TR46428865323,049$2.4M0.43%
41ISHARES TR46429B33353,879$2.4M0.42%
42DIGITAL RLTY TR INC25386810315,965$2.3M0.41%
43BLACKROCK ETF TRUSTBLK69,298$2.2M0.39%
44ISHARES TR46429B26785,049$2.0M0.35%
45ISHARES TR46428748116,435$1.9M0.35%
46BERKSHIRE HATHAWAY INC DELBRK-A3,496$1.9M0.33%
47ISHARES TR46436E61941,926$1.8M0.33%
48ISHARES TR46428747313,997$1.8M0.32%
49COSTCO WHSL CORP NEW22160K1051,813$1.7M0.31%
50ISHARES TR46435G10220,219$1.7M0.30%
51ISHARES TR46432F3968,323$1.7M0.30%
52ISHARES TR46428711919,084$1.5M0.28%
53ISHARES TR46435G40949,134$1.5M0.27%
54VANGUARD SPECIALIZED FUNDS9219088447,662$1.5M0.27%
55ISHARES TR46436E75921,935$1.5M0.26%
56UNITED PARCEL SERVICE INCUPS13,216$1.5M0.26%
57AMAZON COM INCAMZN7,384$1.4M0.25%
58EASTGROUP PPTYS INC2772761017,496$1.3M0.24%
59ORACLE CORPORCL-PD9,307$1.3M0.23%
60SERVICENOW INCNOW1,616$1.3M0.23%
61MARKEL GROUP INCMKL676$1.3M0.23%
62ISHARES INC46434G86333,808$1.2M0.21%
63MID-AMER APT CMNTYS INC59522J1036,799$1.1M0.20%
64HA SUSTAINABLE INFRA CAP INC41068X10038,832$1.1M0.20%
65ISHARES TR4642876223,624$1.1M0.20%
66CROWN CASTLE INCCCI10,006$1.0M0.19%
67ESSEX PPTY TR INC2971781053,220$987,1180.18%
68ONEOK INC NEWOKE9,232$915,9610.16%
69CISCO SYS INCCSCO14,782$912,1680.16%
70SPDR SER TR78464A35911,880$910,2460.16%
71BLACKROCK ETF TRUSTBLK19,101$882,2690.16%
72TERRENO RLTY CORP88146M10113,165$832,2630.15%
73ISHARES TR46428810910,188$829,8130.15%
74BROADCOM INCAVGO4,873$815,9660.15%
75ALTRIA GROUP INCMO13,315$799,1430.14%
76SCHWAB STRATEGIC TR80852420133,846$747,3120.13%
77SHOPIFY INCSHOP7,735$738,5380.13%
78AMERICAN TOWER CORP NEW03027X1003,344$727,6520.13%
79PHILIP MORRIS INTL INC7181721094,550$722,1900.13%
80JOHNSON & JOHNSONJNJ4,309$714,5810.13%
81INVESCO QQQ TRIVZ1,435$672,7770.12%
82VANGUARD INDEX FDS9229086292,601$672,7300.12%
83JPMORGAN CHASE & CO.VYLD2,738$671,5750.12%
84COCA COLA COKO9,115$652,7980.12%
85GOLDMAN SACHS GROUP INCGSCE1,193$651,5120.12%
86CATERPILLAR INCCAT1,942$640,3440.11%
87NEXPOINT RESIDENTIAL TR INCNXRT16,187$639,8800.11%
88STARBUCKS CORPSBUX6,455$633,1460.11%
89SPDR SER TR78464A7634,565$619,3950.11%
90ISHARES TR46428786110,575$615,4650.11%
91META PLATFORMS INCMETA1,060$610,7340.11%
92PGIM ETF TR69344A20617,525$610,2210.11%
93PUBLIC STORAGE OPER COPSA-PS2,023$605,5260.11%
94CUMMINS INCCMI1,608$504,0120.09%
95ISHARES INC46434G88910,371$485,1550.09%
96EXXON MOBIL CORPXOM4,030$479,2570.09%
97ISHARES TR46428723410,770$470,6640.08%
98BRISTOL-MYERS SQUIBB COCELG-RI7,589$462,8240.08%
99ISHARES TR4642871503,697$451,0710.08%
100WALMART INCWMT5,116$449,1380.08%
101ISHARES TR46435U7139,945$448,2420.08%
102AT&T INCT-PC15,319$433,2190.08%
103THERMO FISHER SCIENTIFIC INCTMO859$427,2390.08%
104VANGUARD WHITEHALL FDS9219468856,604$423,9770.08%
105ISHARES TR4642872423,897$423,5650.08%
106SPDR SER TR78468R7969,039$413,5420.07%
107VANGUARD INDEX FDS9229087511,841$408,1330.07%
108ALPHABET INCGOOG2,568$401,1530.07%
109EXTRA SPACE STORAGE INCEXR2,696$400,3030.07%
110CENTERSPACECSR6,045$391,3850.07%
111REXFORD INDL RLTY INC76169C1009,939$389,1110.07%
112ISHARES TR4642876141,076$388,4430.07%
113ELI LILLY & COLLY470$388,0680.07%
114ISHARES TR4642875494,016$364,0990.07%
115VISA INCV1,026$359,7370.06%
116SBA COMMUNICATIONS CORP NEWSBAC1,589$349,5960.06%
117SPDR SER TR78464A8055,092$346,2860.06%
118ISHARES TR4642881583,140$331,6310.06%
119CONSOLIDATED EDISON INCED2,990$330,6270.06%
120PFIZER INCPFE12,809$324,5810.06%
121VERIZON COMMUNICATIONS INCVZ7,153$324,4660.06%
122ISHARES TR4642884143,028$319,2240.06%
123PEPSICO INCPEP2,026$303,7440.05%
124ALPHABET INCGOOG1,928$298,1500.05%
125ISHARES TR4642874403,016$287,6360.05%
126ISHARES TR46435G2505,930$279,2440.05%
127SOUTHWEST AIRLS CO8447411088,131$273,0220.05%
128SPDR GOLD TRGLD914$263,3600.05%
129ABBVIE INCABBV1,254$262,6450.05%
130ISHARES TR4642875981,360$255,9200.05%
131PACCAR INCPCAR2,624$255,5220.05%
132BORGWARNER INCBWA8,853$253,6430.05%
133PALO ALTO NETWORKS INCPANW1,485$253,4000.05%
134MARVELL TECHNOLOGY INCMRVL4,107$252,8680.05%
135ISHARES TR46429B6972,700$252,8550.05%
136GILEAD SCIENCES INCGILD2,243$251,2870.05%
137HOME DEPOT INCHD684$250,7130.04%
138GE AEROSPACE3696043011,251$250,4080.04%
139COLUMBIA ETF TR I19761L60712,414$249,9570.04%
140ISHARES INC4642863921,614$247,2470.04%
141VANGUARD BD INDEX FDS9219378193,180$243,4580.04%
142US BANCORP DELUSB-PS5,763$243,3220.04%
143DIMENSIONAL ETF TRUST25434V7087,314$241,2910.04%
144ISHARES TR4642878042,294$239,8740.04%
145FIRST TR MORNINGSTAR DIVID L3369171095,519$239,7610.04%
146ILLINOIS TOOL WKS INC452308109946$234,4930.04%
147ALLSTATE CORPALL-PJ1,094$226,6070.04%
148FIRST CTZNS BANCSHARES INC N31946M103122$226,4460.04%
149SERVICE CORP INTL8175651042,817$225,9560.04%
150VANGUARD INDEX FDS9229085532,493$225,7350.04%
151FIRST TR VALUE LINE DIVID IN33734H1065,010$223,3780.04%
152CONOCOPHILLIPSCOP2,088$219,2680.04%
153AMGEN INCAMGN703$218,9520.04%
154WELLS FARGO CO NEW9497461013,045$218,6070.04%
155HP INCHPQ7,860$217,6490.04%
156FIRST TR EXCHANGE-TRADED FD33739Q5076,159$215,0110.04%
157SCHWAB STRATEGIC TR8085245088,111$212,5210.04%
158AGILENT TECHNOLOGIES INCA1,761$205,9430.04%
159AMERICAN EXPRESS COAXP755$203,0620.04%
160DNP SELECT INCOME FD INC23325P10413,285$131,3910.02%
161WIDEOPENWEST INC96758W10110,332$51,1430.01%