Werba Rubin Papier Wealth Management Purchases in Q3 2025

Werba Rubin Papier Wealth Management

  • $619 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BK
Bank Of New York Mellon Corp

Financial Services
15
+ 0.53%
$90.65 - $109.75 $1.36K - $1.65K
2.83K $309M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
32
+ 7.34%
$473.44 - $553.71 $15.2K - $17.7K
468 $256M
ITB
Ishares Tr

ETFs
3
+ 0.08%
$94.18 - $117.14 $283 - $351
3.67K $394M
LLY
Eli Lilly & CO

Healthcare
79
+ 13.1%
$625.65 - $812.69 $49.4K - $64.2K
682 $520M
TJX
Tjx Companies Inc

Consumer Cyclical
29
+ 1.35%
$121.35 - $144.54 $3.52K - $4.19K
2.18K $315M
MS
Morgan Stanley

Financial Services
73
+ 3.56%
$139.09 - $161.16 $10.2K - $11.8K
2.12K $337M
Spinnaker ETF Series
379
+ 4.73%
N/A
8.39K $394M
LHX
L3 Harris Technologies, Inc.

Industrials
6
+ 0.71%
$252.18 - $305.41 $1.51K - $1.83K
848 $259M
WFC
Wells Fargo & Company

Financial Services
420
+ 15.92%
$77.05 - $85.16 $32.4K - $35.8K
3.06K $256M
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.08%
$237.58 - $259.17 $475 - $518
2.56K $650M
MPC
Marathon Petroleum Corp

Energy
11
+ 0.7%
$158.59 - $198.69 $1.74K - $2.19K
1.59K $306M
ITA
Ishares Tr

ETFs
90
+ 7.92%
$184.73 - $209.26 $16.6K - $18.8K
1.23K $257M
MA
Mastercard Inc

Financial Services
53
+ 2.95%
$550.18 - $598.96 $29.2K - $31.7K
1.85K $1.05B
WELL
Welltower Inc.

Real Estate
35
+ 2.58%
$150.71 - $178.14 $5.27K - $6.23K
1.39K $248M
DASH
Door Dash, Inc.

Communication Services
10
+ 0.73%
$234.5 - $272.5 $2.35K - $2.73K
1.39K $378M
RTX
Raytheon Technologies Corp

Industrials
12
+ 0.77%
$144.19 - $167.33 $1.73K - $2.01K
1.57K $263M
SYY
Sysco Corp

Consumer Defensive
196
+ 6.94%
$76.33 - $82.51 $15K - $16.2K
3.02K $249M
WMT
Walmart Inc.

Consumer Defensive
105
+ 2.42%
$94.4 - $104.27 $9.91K - $10.9K
4.45K $459M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.16%
$214.92 - $244.84 $430 - $490
1.26K $305M
SAN
Banco Santander, S.A.

Financial Services
725
+ 7.17%
$8.27 - $10.48 $6K - $7.6K
10.8K $114M
NMR
Nomura Holdings Inc

Financial Services
2.42K
+ 13.81%
$6.28 - $7.56 $15.2K - $18.3K
19.9K $145M
PEP
Pepsico Inc

Consumer Defensive
89
+ 5.08%
$133.81 - $152.16 $11.9K - $13.5K
1.84K $258M
IWR
Ishares Russell Mid Cap ETF

ETFs
16
+ 0.3%
$92.26 - $97.51 $1.48K - $1.56K
5.42K $524M
AVSU
American Centy ETF Tr Avantis

ETFs
59
+ 1.44%
$68.72 - $74.09 $4.05K - $4.37K
4.17K $307M
CSCO
Cisco Systems, Inc.

Technology
468
+ 5.64%
$66.2 - $71.79 $31K - $33.6K
8.77K $600M
AEP
American Electric Power CO Inc

Utilities
35
+ 1.63%
$103.26 - $115.0 $3.61K - $4.03K
2.18K $245M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.36%
$339.37 - $366.46 $1.02K - $1.1K
844 $308M
ADI
Analog Devices Inc

Technology
51
+ 3.92%
$220.68 - $255.63 $11.3K - $13K
1.35K $332M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
72
+ 1.47%
$41.34 - $45.65 $2.98K - $3.29K
4.97K $224M
Dimensional ETF Trust
259
+ 3.0%
N/A
8.88K $479M
F
Ford Motor CO

Consumer Cyclical
270
+ 1.98%
$10.82 - $12.09 $2.92K - $3.26K
13.9K $166M
VEU
Vanguard Ftse All World Ex Us

ETFs
11
+ 0.3%
$66.38 - $71.68 $730 - $788
3.63K $259M
IWP
Ishares Russell Mid Cap Growth

ETFs
3
+ 0.07%
$137.51 - $145.26 $413 - $436
4.09K $583M
SHEL
Shell PLC

Energy
116
+ 3.64%
$69.82 - $73.93 $8.1K - $8.58K
3.3K $236M
MMM
3 M CO

Industrials
30
+ 2.09%
$144.41 - $160.2 $4.33K - $4.81K
1.46K $227M
COF
Capital One Financial Corp

Financial Services
41
+ 2.67%
$207.29 - $229.74 $8.5K - $9.42K
1.58K $335M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
129
+ 0.21%
$23.27 - $23.51 $3K - $3.03K
61.8K $1.45B
T
At&T Inc.

Communication Services
599
+ 2.55%
$26.94 - $29.62 $16.1K - $17.7K
24.1K $680M
VVV
Valvoline Inc

Energy
12
+ 0.19%
$35.02 - $40.67 $420 - $488
6.33K $227M
SBUX
Starbucks Corp

Consumer Cyclical
361
+ 5.58%
$81.9 - $96.86 $29.6K - $35K
6.83K $578M
ADBE
Adobe Inc.

Technology
74
+ 5.89%
$333.65 - $392.1 $24.7K - $29K
1.33K $470M
ICE
Intercontinental Exchange, Inc.

Financial Services
4
+ 0.31%
$167.28 - $188.45 $669 - $754
1.28K $216M
NOW
Service Now, Inc.

Technology
18
+ 5.45%
$850.86 - $1044.69 $15.3K - $18.8K
348 $320M
IBM
International Business Machines Corp

Technology
29
+ 0.7%
$234.77 - $292.47 $6.81K - $8.48K
4.18K $1.18B
NFLX
Netflix Inc

Communication Services
16
+ 2.18%
$1147.87 - $1297.18 $18.4K - $20.8K
751 $900M
TGT
Target Corp

Consumer Defensive
16
+ 0.15%
$86.56 - $107.43 $1.38K - $1.72K
10.7K $961M
Activity Summary
Buys All Purchases 147 New Holdings 26 Increased Positions 121 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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