Werba Rubin Papier Wealth Management has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $426 Billion distributed in 193 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $57.4B, American Centy ETF Tr Avantis with a value of $49.8B, American Centy ETF Tr Avantis with a value of $43.9B, Apple Inc. with a value of $26.1B, and American Centy ETF Tr Avantis with a value of $19.9B.
Examining the 13F form we can see an increase of $64B in the current position value, from $362B to 426B.
Werba Rubin Papier Wealth Management is based out at San Jose, CA
Below you can find more details about Werba Rubin Papier Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$426 Billion
ETFs: $327 Billion
Technology: $50.1 Billion
Communication Services: $8.41 Billion
Consumer Cyclical: $7.85 Billion
Financial Services: $7.76 Billion
Healthcare: $5.29 Billion
Energy: $3.7 Billion
Consumer Defensive: $3.62 Billion
Other: $2.64 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
