Werba Rubin Papier Wealth Management Purchases in Q3 2024

Werba Rubin Papier Wealth Management

  • $426 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
794
+ 10.31%
$37.33 - $41.78 $29.6K - $33.2K
8.5K $355M
DE
Deere & CO

Industrials
59
+ 9.42%
$344.84 - $418.0 $20.3K - $24.7K
685 $286M
MRK
Merck & Co., Inc.

Healthcare
622
+ 26.81%
$111.15 - $128.97 $69.1K - $80.2K
2.94K $334M
DFIS
Dimensional ETF Tr Dimensional

ETFs
8
+ 0.04%
$24.06 - $26.97 $192 - $216
19.2K $515M
ISRG
Intuitive Surgical Inc

Healthcare
33
+ 6.5%
$416.14 - $494.01 $13.7K - $16.3K
541 $266M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
77
+ 0.05%
$22.94 - $23.16 $1.77K - $1.78K
166K $3.84B
DHR
Danaher Corp

Healthcare
3
+ 0.24%
$239.25 - $280.76 $718 - $842
1.23K $342M
IBB
Ishares Biotechnology ETF

ETFs
76
+ 2.67%
$135.09 - $149.47 $10.3K - $11.4K
2.92K $425M
AMD
Advanced Micro Devices Inc

Technology
187
+ 14.85%
$128.67 - $183.96 $24.1K - $34.4K
1.45K $237M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.69K
+ 9.91%
$9.55 - $11.13 $16.1K - $18.8K
18.7K $203M
MAR
Marriott International Inc

Consumer Cyclical
95
+ 10.15%
$211.35 - $255.11 $20.1K - $24.2K
1.03K $256M
TJX
Tjx Companies Inc

Consumer Cyclical
124
+ 6.11%
$107.93 - $120.23 $13.4K - $14.9K
2.15K $253M
HPQ
Hp Inc

Technology
354
+ 2.94%
$32.02 - $38.11 $11.3K - $13.5K
12.4K $445M
UBS
Ubs Group Ag

Financial Services
295
+ 3.25%
$27.97 - $31.42 $8.25K - $9.27K
9.38K $290M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
87
+ 5.7%
$147.95 - $191.05 $12.9K - $16.6K
1.61K $280M
MFG
Mizuho Financial Group Inc

Financial Services
2.37K
+ 5.36%
$3.69 - $4.62 $8.73K - $10.9K
46.5K $194M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
25
+ 0.19%
$23.57 - $24.19 $589 - $605
12.9K $311M
BB
Blackberry LTD

Technology
1K
+ 5.71%
$2.11 - $2.63 $2.11K - $2.63K
18.5K $48.5M
NMR
Nomura Holdings Inc

Financial Services
2.97K
+ 14.44%
$4.92 - $6.31 $14.6K - $18.8K
23.6K $123M
AQMS
Aqua Metals, Inc.

Industrials
10K
+ 50.0%
$0.19 - $0.4 $1.9K - $4K
30K $5.61M
KLAC
Kla Corp

Technology
13
+ 5.04%
$696.17 - $892.35 $9.05K - $11.6K
271 $210M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1K
+ 4.99%
$11.38 - $14.48 $11.4K - $14.5K
21.1K $266M
HPE
Hewlett Packard Enterprise CO

Technology
581
+ 2.53%
$16.1 - $21.44 $9.35K - $12.5K
23.6K $483M
INTU
Intuit Inc

Technology
6
+ 1.86%
$602.97 - $670.49 $3.62K - $4.02K
328 $204M
VVV
Valvoline Inc

Energy
8
+ 0.13%
$38.64 - $47.6 $309 - $381
6.32K $265M
SHEL
Shell PLC

Energy
139
+ 4.05%
$65.65 - $73.28 $9.13K - $10.2K
3.57K $235M
MPC
Marathon Petroleum Corp

Energy
21
+ 1.4%
$158.61 - $180.75 $3.33K - $3.8K
1.52K $247M
AMAT
Applied Materials Inc

Technology
94
+ 9.74%
$174.88 - $254.97 $16.4K - $24K
1.06K $214M
COP
Conocophillips

Energy
113
+ 3.08%
$102.3 - $116.61 $11.6K - $13.2K
3.79K $398M
GOOG
Alphabet Inc.

Communication Services
631
+ 7.95%
$149.54 - $192.66 $94.4K - $122K
8.56K $1.43B
ADBE
Adobe Inc.

Technology
39
+ 3.34%
$508.13 - $586.55 $19.8K - $22.9K
1.21K $625M
CVX
Chevron Corp

Energy
88
+ 2.17%
$137.88 - $161.97 $12.1K - $14.3K
4.14K $610M
CDNS
Cadence Design Systems Inc

Technology
10
+ 0.26%
$246.84 - $321.11 $2.47K - $3.21K
3.87K $1.05B
ASML
Asml Holding Nv

Technology
9
+ 1.14%
$749.82 - $1098.95 $6.75K - $9.89K
801 $667M
SNOW
Snowflake Inc.

Technology
237
+ 2.56%
$108.56 - $143.02 $25.7K - $33.9K
9.49K $1.09B
GOOGL
Alphabet Inc.

Communication Services
231
+ 1.82%
$148.65 - $191.18 $34.3K - $44.2K
12.9K $2.15B
MQ
Marqeta, Inc.

Technology
436
+ 0.09%
$4.67 - $5.61 $2.04K - $2.45K
494K $2.43B
Activity Summary
Buys All Purchases 138 New Holdings 29 Increased Positions 109 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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