Werba Rubin Papier Wealth Management Purchases in Q2 2025

Werba Rubin Papier Wealth Management

  • $532 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
4.16K
+ 14.25%
$34.04 - $42.36 $142K - $176K
33.4K $1.41B
NOC
Northrop Grumman Corp

Industrials
554
New
$456.3 - $540.39 $253K - $299K
554 $277M
INTU
Intuit Inc

Technology
347
New
$544.07 - $787.63 $189K - $273K
347 $273M
IWM
Ishares Russell 2000 ETF

ETFs
1.26K
New
$174.82 - $215.79 $220K - $271K
1.26K $272M
IBM
International Business Machines Corp

Technology
305
+ 7.92%
$221.03 - $294.78 $67.4K - $89.9K
4.15K $1.22B
COIN
Coinbase Global, Inc.

Technology
753
New
$151.47 - $375.07 $114K - $282K
753 $264M
HWM
Howmet Aerospace Inc.

Industrials
1.41K
New
$112.33 - $186.13 $158K - $262K
1.41K $262M
CMF
Ishares California Muni Bond E

ETFs
4.7K
+ 39.81%
$54.52 - $56.7 $256K - $267K
16.5K $921M
CMCSA
Comcast Corp

Communication Services
6.99K
New
$32.84 - $36.72 $230K - $257K
6.99K $250M
IYW
Ishares Dj Us Tech ETF

ETFs
1.43K
New
$122.57 - $173.27 $176K - $248K
1.43K $248M
DIS
Walt Disney CO

Communication Services
1.97K
New
$81.72 - $124.01 $161K - $244K
1.97K $244M
Capital Grp Fixed Incm ETF T
9.24K
New
N/A
9.24K $243M
V
Visa Inc.

Financial Services
594
+ 9.89%
$308.27 - $373.31 $183K - $222K
6.6K $2.34B
VV
Vanguard Large Cap ETF

ETFs
825
New
$228.25 - $285.3 $188K - $235K
825 $235M
XLK
Technology Sector Spdr

ETFs
911
New
$179.73 - $253.23 $164K - $231K
911 $231M
RTX
Raytheon Technologies Corp

Industrials
1.56K
New
$113.75 - $148.48 $177K - $231K
1.56K $227M
CDNS
Cadence Design Systems Inc

Technology
50
+ 1.3%
$231.64 - $323.08 $11.6K - $16.2K
3.9K $1.2B
AEP
American Electric Power CO Inc

Utilities
2.14K
New
$98.59 - $109.11 $211K - $234K
2.14K $222M
RSG
Republic Services, Inc.

Industrials
895
New
$227.2 - $258.07 $203K - $231K
895 $221M
American Centy ETF Tr
4.32K
New
N/A
4.32K $219M
SOXX
Ishares Semiconductor ETF

ETFs
137
+ 3.72%
$154.86 - $239.07 $21.2K - $32.8K
3.82K $911M
MMM
3 M CO

Industrials
1.43K
New
$126.09 - $154.15 $181K - $221K
1.43K $218M
MRK
Merck & Co., Inc.

Healthcare
2.75K
New
$73.47 - $87.12 $202K - $239K
2.75K $218M
BA
Boeing CO

Industrials
1.03K
New
$136.59 - $217.51 $141K - $224K
1.03K $216M
Proshares Tr
8.5K
New
N/A
8.5K $215M
ITA
Ishares Tr

ETFs
1.14K
New
$135.31 - $188.64 $154K - $214K
1.14K $214M
GWW
W.W. Grainger, Inc.

Industrials
204
New
$919.93 - $1101.66 $188K - $225K
204 $212M
VBK
Vanguard Small Cap Growth ETF

ETFs
240
+ 4.15%
$219.76 - $276.94 $52.7K - $66.5K
6.02K $1.67B
WFC
Wells Fargo & Company

Financial Services
2.64K
New
$60.98 - $80.12 $161K - $211K
2.64K $211M
LHX
L3 Harris Technologies, Inc.

Industrials
842
New
$200.21 - $256.99 $169K - $216K
842 $211M
WELL
Welltower Inc.

Real Estate
1.36K
New
$136.49 - $155.22 $185K - $211K
1.36K $209M
PM
Philip Morris International Inc.

Consumer Defensive
1.15K
New
$149.23 - $184.95 $171K - $212K
1.15K $209M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.36K
New
$83.97 - $92.85 $198K - $219K
2.36K $208M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
990
New
$160.22 - $209.35 $159K - $207K
990 $207M
URI
United Rentals, Inc.

Industrials
275
New
$551.94 - $753.4 $152K - $207K
275 $207M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
436
New
$328.01 - $475.68 $143K - $207K
436 $204M
PG
Procter & Gamble CO

Consumer Defensive
1.27K
New
$157.66 - $172.39 $200K - $219K
1.27K $202M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4.9K
New
$33.46 - $41.33 $164K - $202K
4.9K $202M
ING
Ing Groep Nv

Financial Services
9.22K
New
$16.62 - $21.98 $153K - $203K
9.22K $202M
QQQ
Invesco Qqq Trust, Series 1

ETFs
9
+ 0.38%
$416.06 - $551.64 $3.74K - $4.96K
2.37K $1.31B
BUG
Global X Fds Cybersecurity ETF

ETFs
5.4K
New
$29.9 - $37.1 $161K - $200K
5.4K $200M
AMAT
Applied Materials Inc

Technology
1.09K
New
$126.95 - $183.52 $139K - $201K
1.09K $200M
VNQ
Vanguard Specialized Funds Van

ETFs
2.11K
+ 34.93%
$79.79 - $91.42 $168K - $193K
8.16K $726M
IWF
Ishares Russell 1000 Gr ETF

ETFs
317
+ 52.66%
$320.42 - $424.58 $102K - $135K
919 $390M
NEAR
Blackrock Short Maturity Bond

ETFs
3.09K
+ 22.24%
$50.41 - $51.17 $156K - $158K
17K $867M
DFAE
Dimensional ETF Tr

ETFs
718
+ 1.61%
$22.87 - $28.95 $16.4K - $20.8K
45.2K $1.31B
A
Agilent Technologies, Inc.

Healthcare
1.24K
+ 41.96%
$99.29 - $120.52 $123K - $149K
4.19K $494M
HPE
Hewlett Packard Enterprise CO

Technology
1.84K
+ 8.33%
$12.51 - $20.45 $23K - $37.7K
24K $490M
VOE
Vanguard Mid Cap Value Index F

ETFs
572
+ 4.12%
$141.87 - $164.49 $81.1K - $94.1K
14.5K $2.38B
Activity Summary
Buys All Purchases 156 New Holdings 45 Increased Positions 111 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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