Werba Rubin Papier Wealth Management Sells in Q1 2025

Werba Rubin Papier Wealth Management

  • $460 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
-9.63K
- 2.08%
$84.95 - $100.62 $818K - $969K
453K $39.5B
AAPL
Apple Inc.

Technology
-1.96K
- 2.1%
$209.68 - $247.1 $411K - $485K
91.3K $20.3B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-39.9K
- 31.85%
$24.91 - $29.02 $995K - $1.16M
85.5K $2.14B
NVDA
Nvidia Corp

Technology
-3.2K
- 8.67%
$106.98 - $149.43 $342K - $478K
33.7K $3.65B
TSLA
Tesla, Inc.

Consumer Cyclical
-461
- 8.16%
$222.15 - $428.22 $102K - $197K
5.19K $1.35B
GOOGL
Alphabet Inc.

Communication Services
-2.68K
- 19.03%
$154.33 - $206.19 $413K - $552K
11.4K $1.76B
GOOG
Alphabet Inc.

Communication Services
-2.03K
- 14.21%
$156.06 - $207.71 $317K - $422K
12.3K $1.92B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.22K
- 6.82%
$190.26 - $242.06 $233K - $296K
16.7K $3.18B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-932
- 9.3%
$507.05 - $563.67 $473K - $525K
9.09K $4.67B
CRM
Salesforce, Inc.

Technology
-644
- 8.52%
$268.36 - $359.95 $173K - $232K
6.92K $1.86B
TGT
Target Corp

Consumer Defensive
-235
- 2.26%
$103.65 - $142.5 $24.4K - $33.5K
10.2K $1.06B
CMF
Ishares California Muni Bond E

ETFs
-10.8K
- 47.81%
$55.93 - $57.47 $605K - $622K
11.8K $665M
Dimensional ETF Trust
-10.8K
- 43.98%
N/A
13.7K $419M
SOXX
Ishares Semiconductor ETF

ETFs
-882
- 19.34%
$188.17 - $235.81 $166K - $208K
3.68K $692M
VB
Vanguard Small Cap ETF

ETFs
-974
- 27.62%
$217.89 - $252.64 $212K - $246K
2.55K $566M
DFAT
Dimensional ETF Tr U S Target

ETFs
-303
- 0.6%
$50.44 - $58.1 $15.3K - $17.6K
50K $2.58B
CDNS
Cadence Design Systems Inc

Technology
-27
- 0.7%
$233.96 - $324.52 $6.32K - $8.76K
3.85K $980M
HD
Home Depot, Inc.

Consumer Cyclical
-416
- 29.4%
$347.25 - $424.87 $144K - $177K
999 $366M
PLTR
Palantir Technologies Inc.

Technology
-2.66K
- 49.91%
$64.98 - $124.62 $173K - $332K
2.67K $226M
VGT
Vanguard Information Technolog

ETFs
-135
- 10.78%
$542.38 - $646.34 $73.2K - $87.3K
1.12K $606M
HPE
Hewlett Packard Enterprise CO

Technology
-1.61K
- 6.78%
$14.77 - $24.42 $23.8K - $39.3K
22.1K $341M
ITB
Ishares Tr

ETFs
-1.24K
- 25.25%
$93.86 - $111.45 $116K - $138K
3.67K $349M
VHT
Vanguard Health Care ETF

ETFs
-762
- 19.18%
$254.06 - $273.83 $194K - $209K
3.21K $850M
NOW
Service Now, Inc.

Technology
-59
- 14.86%
$783.83 - $1170.39 $46.2K - $69.1K
338 $269M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.63K
- 21.26%
$85.55 - $94.34 $140K - $154K
6.04K $547M
ASML
Asml Holding Nv

Technology
-151
- 21.15%
$662.63 - $776.99 $100K - $117K
563 $373M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.96K
- 34.02%
$18.36 - $20.51 $128K - $143K
13.5K $267M
NVO
Novo Nordisk A S

Healthcare
-365
- 7.99%
$69.3 - $90.95 $25.3K - $33.2K
4.21K $292M
IVV
Ishares Core S&P 500 ETF

ETFs
-10
- 0.29%
$554.06 - $615.85 $5.54K - $6.16K
3.46K $1.95B
BAC
Bank Of America Corp

Financial Services
-1.71K
- 14.54%
$39.61 - $47.74 $67.8K - $81.7K
10.1K $420M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-4.04K
- 2.4%
$23.03 - $23.17 $93.1K - $93.7K
165K $3.79B
F
Ford Motor CO

Consumer Cyclical
-8.49K
- 43.66%
$9.12 - $10.43 $77.4K - $88.5K
11K $110M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.04K
- 1.93%
$54.25 - $57.64 $56.6K - $60.2K
53K $2.92B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-78
- 0.61%
$58.81 - $68.2 $4.59K - $5.32K
12.7K $756M
SAP
Sap Se

Technology
-364
- 27.25%
$241.4 - $293.69 $87.9K - $107K
972 $261M
HPQ
Hp Inc

Technology
-162
- 1.32%
$27.69 - $34.72 $4.49K - $5.62K
12.1K $336M
SNOW
Snowflake Inc.

Technology
-8
- 0.11%
$146.16 - $192.78 $1.17K - $1.54K
7.58K $1.11B
A
Agilent Technologies, Inc.

Healthcare
-71
- 2.35%
$116.69 - $152.6 $8.28K - $10.8K
2.95K $345M
HSBC
Hsbc Holdings PLC

Financial Services
-1.73K
- 27.32%
$48.68 - $61.58 $84.2K - $107K
4.6K $264M
CSCO
Cisco Systems, Inc.

Technology
-1.13K
- 11.5%
$58.74 - $64.87 $66.2K - $73.1K
8.68K $535M
CAT
Caterpillar Inc

Industrials
-63
- 9.36%
$326.75 - $407.63 $20.6K - $25.7K
610 $201M
ADI
Analog Devices Inc

Technology
-134
- 9.59%
$201.56 - $243.82 $27K - $32.7K
1.26K $255M
UBS
Ubs Group Ag

Financial Services
-1.33K
- 14.19%
$30.28 - $35.78 $40.3K - $47.7K
8.05K $247M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-84
- 3.36%
$102.49 - $119.96 $8.61K - $10.1K
2.42K $253M
BDN
Brandywine Realty Trust

Real Estate
-2.05K
- 14.12%
$4.44 - $5.66 $9.12K - $11.6K
12.5K $55.7M
NMR
Nomura Holdings Inc

Financial Services
-5.41K
- 22.97%
$5.56 - $6.98 $30.1K - $37.8K
18.2K $112M
MFG
Mizuho Financial Group Inc

Financial Services
-9.46K
- 20.93%
$4.83 - $6.04 $45.7K - $57.2K
35.8K $197M
PEP
Pepsico Inc

Consumer Defensive
-126
- 6.65%
$142.64 - $156.42 $18K - $19.7K
1.77K $265M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-803
- 9.41%
$58.01 - $64.46 $46.6K - $51.8K
7.73K $480M
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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