Werba Rubin Papier Wealth Management Purchases in Q4 2024

Werba Rubin Papier Wealth Management

  • $424 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MAR
Marriott International Inc

Consumer Cyclical
21
+ 2.04%
$246.06 - $292.59 $5.17K - $6.14K
1.05K $293M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
222
+ 0.23%
$33.92 - $36.6 $7.53K - $8.13K
97.3K $3.37B
TJX
Tjx Companies Inc

Consumer Cyclical
173
+ 8.04%
$112.15 - $127.2 $19.4K - $22K
2.33K $281M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
103
+ 3.65%
$442.29 - $483.08 $45.6K - $49.8K
2.93K $1.33B
T
At&T Inc.

Communication Services
372
+ 1.65%
$21.22 - $23.88 $7.89K - $8.88K
23K $523M
HPE
Hewlett Packard Enterprise CO

Technology
134
+ 0.57%
$19.31 - $23.95 $2.59K - $3.21K
23.7K $506M
INTU
Intuit Inc

Technology
16
+ 4.88%
$602.01 - $706.25 $9.63K - $11.3K
344 $216M
CVX
Chevron Corp

Energy
149
+ 3.6%
$141.15 - $162.53 $21K - $24.2K
4.29K $621M
GWW
W.W. Grainger, Inc.

Industrials
8
+ 4.06%
$1023.06 - $1220.93 $8.18K - $9.77K
205 $216M
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.06%
$233.76 - $261.58 $468 - $523
3.53K $847M
WIT
Wipro LTD

Technology
11.3K
+ 102.38%
$3.54 - $7.24 $39.9K - $81.6K
22.3K $78.9M
ENIC
Enel Chile S.A.

Utilities
1.85K
+ 11.72%
$2.62 - $2.98 $4.84K - $5.51K
17.6K $50.8M
ASX
Ase Technology Holding Co., Ltd.

Technology
259
+ 2.54%
$9.49 - $10.74 $2.46K - $2.78K
10.5K $105M
PEP
Pepsico Inc

Consumer Defensive
228
+ 13.68%
$151.29 - $176.1 $34.5K - $40.2K
1.9K $288M
PGR
Progressive Corp

Financial Services
69
+ 7.32%
$239.6 - $268.88 $16.5K - $18.6K
1.01K $242M
LOW
Lowes Companies Inc

Consumer Cyclical
78
+ 9.05%
$244.52 - $284.07 $19.1K - $22.2K
940 $232M
FNDA
Schwab Fundamental U S Small C

ETFs
9.08K
+ 99.99%
$29.26 - $59.11 $266K - $537K
18.2K $539M
IBM
International Business Machines Corp

Technology
12
+ 0.31%
$204.9 - $238.04 $2.46K - $2.86K
3.87K $850M
FNDB
Schwab Fundamental U S Broad M

ETFs
11K
+ 199.98%
$23.07 - $70.32 $255K - $777K
16.6K $386M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5
+ 0.2%
$113.92 - $127.38 $570 - $637
2.5K $288M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
12
+ 0.27%
$49.79 - $51.14 $597 - $614
4.54K $228M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
801
+ 2.65%
$19.27 - $20.9 $15.4K - $16.7K
31K $612M
UBS
Ubs Group Ag

Financial Services
3
+ 0.03%
$29.78 - $33.08 $89.3 - $99.2
9.39K $285M
VEA
Vanguard Ftse Developed Market

ETFs
318
+ 7.4%
$47.57 - $52.44 $15.1K - $16.7K
4.62K $221M
ADI
Analog Devices Inc

Technology
78
+ 5.91%
$206.35 - $236.48 $16.1K - $18.4K
1.4K $297M
COP
Conocophillips

Energy
164
+ 4.33%
$95.12 - $114.72 $15.6K - $18.8K
3.95K $392M
IFRA
Ishares Tr

ETFs
3
+ 0.02%
$45.94 - $51.71 $138 - $155
13.7K $633M
HD
Home Depot, Inc.

Consumer Cyclical
19
+ 1.36%
$385.02 - $431.37 $7.32K - $8.2K
1.42K $550M
TXN
Texas Instruments Inc

Technology
43
+ 3.4%
N/A
1.31K $245M
VEU
Vanguard Ftse All World Ex Us

ETFs
14
+ 0.4%
$57.29 - $63.1 $802 - $883
3.5K $201M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
9
+ 0.26%
$60.13 - $67.31 $541 - $606
3.51K $213M
American Centy ETF Tr
416
+ 4.03%
N/A
10.7K $556M
JNJ
Johnson & Johnson

Healthcare
66
+ 3.28%
$143.34 - $165.86 $9.46K - $10.9K
2.08K $301M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
268
+ 2.23%
$96.64 - $101.23 $25.9K - $27.1K
12.3K $1.19B
MRK
Merck & Co., Inc.

Healthcare
97
+ 3.3%
$96.31 - $114.76 $9.34K - $11.1K
3.04K $302M
PSX
Phillips 66

Energy
1
+ 0.05%
$110.35 - $138.93 $110 - $139
1.87K $213M
AVES
American Centy ETF Tr Avantis

ETFs
407
+ 4.23%
$46.2 - $53.09 $18.8K - $21.6K
10K $463M
IBB
Ishares Biotechnology ETF

ETFs
1
+ 0.03%
$131.21 - $148.85 $131 - $149
2.92K $386M
DFIS
Dimensional ETF Tr Dimensional

ETFs
18
+ 0.09%
$24.25 - $26.7 $437 - $481
19.2K $472M
INTC
Intel Corp

Technology
587
+ 3.45%
$19.07 - $26.23 $11.2K - $15.4K
17.6K $352M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.1K
+ 97.93%
$18.41 - $40.87 $186K - $414K
20.5K $378M
INDA
Ishares Msci India Index Fund

ETFs
13
+ 0.16%
$52.64 - $58.16 $684 - $756
8.21K $432M
DHR
Danaher Corp

Healthcare
36
+ 2.92%
$226.16 - $274.52 $8.14K - $9.88K
1.27K $291M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
13
+ 0.08%
$30.93 - $33.94 $402 - $441
17.1K $531M
VZ
Verizon Communications Inc

Communication Services
15
+ 0.14%
$39.6 - $45.21 $594 - $678
11K $440M
AVRE
American Centy ETF Tr Avantis
926
+ 5.2%
$41.03 - $46.91 $38K - $43.4K
18.7K $785M
ADBE
Adobe Inc.

Technology
11
+ 0.91%
$437.39 - $552.96 $4.81K - $6.08K
1.22K $542M
DFAE
Dimensional ETF Tr

ETFs
21
+ 0.05%
$25.36 - $28.15 $533 - $591
43.8K $1.11B
DISV
Dimensional ETF Tr Dimensional

ETFs
13
+ 0.03%
$26.18 - $28.77 $340 - $374
37.5K $995M
Activity Summary
Buys All Purchases 107 New Holdings 20 Increased Positions 87 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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