Werba Rubin Papier Wealth Management Purchases in Q1 2025

Werba Rubin Papier Wealth Management

  • $460 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
787
+ 6.01%
$156.61 - $168.02 $123K - $132K
13.9K $2.23B
JNJ
Johnson & Johnson

Healthcare
341
+ 16.39%
$142.06 - $167.7 $48.4K - $57.2K
2.42K $401M
ABBV
Abb Vie Inc.

Healthcare
149
+ 7.67%
$169.2 - $216.66 $25.2K - $32.3K
2.09K $438M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
682
+ 5.56%
$95.85 - $99.25 $65.4K - $67.7K
12.9K $1.28B
LLY
Eli Lilly & CO

Healthcare
75
+ 16.16%
$725.72 - $929.72 $54.4K - $69.7K
539 $445M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
54
+ 0.4%
$75.32 - $84.77 $4.07K - $4.58K
13.5K $1.1B
IFRA
Ishares Tr

ETFs
1.7K
+ 12.43%
$44.8 - $49.25 $76.1K - $83.6K
15.4K $692M
INTC
Intel Corp

Technology
10
+ 0.06%
$19.1 - $27.39 $191 - $274
17.6K $399M
DFAE
Dimensional ETF Tr

ETFs
625
+ 1.43%
$24.64 - $26.86 $15.4K - $16.8K
44.5K $1.15B
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.66%
$890.62 - $1076.86 $6.23K - $7.54K
1.07K $1.01B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
281
+ 0.93%
$51.52 - $52.37 $14.5K - $14.7K
30.5K $1.6B
VOT
Vanguard Mid Cap Growth Index

ETFs
456
+ 5.29%
$237.72 - $276.98 $108K - $126K
9.07K $2.22B
American Centy ETF Tr
114
+ 1.06%
N/A
10.8K $589M
DE
Deere & CO

Industrials
5
+ 0.77%
$408.57 - $509.27 $2.04K - $2.55K
656 $308M
NEAR
Blackrock Short Maturity Bond

ETFs
419
+ 3.11%
$50.4 - $50.89 $21.1K - $21.3K
13.9K $706M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3
+ 0.02%
$23.92 - $26.89 $71.8 - $80.7
19.2K $497M
SYY
Sysco Corp

Consumer Defensive
335
+ 11.36%
$70.0 - $77.13 $23.5K - $25.8K
3.28K $246M
PSA
Public Storage

Real Estate
70
+ 3.08%
$288.99 - $313.98 $20.2K - $22K
2.35K $702M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
120
+ 1.93%
N/A
6.34K $407M
VEU
Vanguard Ftse All World Ex Us

ETFs
6
+ 0.17%
$56.51 - $62.98 $339 - $378
3.51K $213M
MPC
Marathon Petroleum Corp

Energy
16
+ 1.07%
$134.72 - $159.03 $2.16K - $2.54K
1.51K $220M
TXN
Texas Instruments Inc

Technology
109
+ 8.35%
N/A
1.42K $254M
WMT
Walmart Inc.

Consumer Defensive
169
+ 5.58%
$84.5 - $105.05 $14.3K - $17.8K
3.2K $280M
AVSC
American Centy ETF Tr Avantis
2.41K
+ 12.41%
$48.08 - $56.12 $116K - $135K
21.8K $1.06B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
106
+ 0.17%
$23.19 - $23.5 $2.46K - $2.49K
61.6K $1.43B
VVV
Valvoline Inc

Energy
7
+ 0.11%
$34.44 - $40.19 $241 - $281
6.32K $220M
IBB
Ishares Biotechnology ETF

ETFs
1
+ 0.03%
$127.9 - $140.56 $128 - $141
2.92K $373M
KEYS
Keysight Technologies, Inc.

Technology
58
+ 2.94%
$148.16 - $185.11 $8.59K - $10.7K
2.03K $304M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.23%
$302.31 - $337.54 $605 - $675
881 $270M
DHR
Danaher Corp

Healthcare
73
+ 5.76%
$201.62 - $250.59 $14.7K - $18.3K
1.34K $275M
ORCL
Oracle Corp

Technology
507
+ 14.67%
$139.81 - $186.47 $70.9K - $94.5K
3.96K $554M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.16K
+ 5.17%
$27.56 - $32.1 $32.1K - $37.4K
23.7K $666M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
100
+ 6.72%
$165.25 - $224.62 $16.5K - $22.5K
1.59K $264M
META
Meta Platforms, Inc.

Communication Services
13
+ 0.24%
$576.36 - $736.67 $7.49K - $9.58K
5.36K $3.09B
ADBE
Adobe Inc.

Technology
84
+ 6.89%
$377.84 - $464.11 $31.7K - $39K
1.3K $500M
AVGO
Broadcom Inc.

Technology
121
+ 7.51%
$167.43 - $244.7 $20.3K - $29.6K
1.73K $290M
VBK
Vanguard Small Cap Growth ETF

ETFs
262
+ 4.75%
$247.97 - $296.33 $65K - $77.6K
5.78K $1.45B
QQQ
Invesco Qqq Trust, Series 1

ETFs
13
+ 0.55%
$468.34 - $539.52 $6.09K - $7.01K
2.36K $1.11B
MSFT
Microsoft Corp

Technology
68
+ 0.75%
$375.39 - $447.2 $25.5K - $30.4K
9.19K $3.45B
VUG
Vanguard Growth ETF

ETFs
2.64K
+ 7.08%
$369.1 - $427.61 $974K - $1.13M
39.9K $14.8B
AVUS
American Centy ETF Tr Avantis

ETFs
8.06K
+ 1.31%
$90.7 - $101.57 $731K - $819K
622K $57.4B
Activity Summary
Buys All Purchases 92 New Holdings 17 Increased Positions 75 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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