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
KEYS
Keysight Technologies, Inc.

Technology
718
+ 35.4%
$127.02 - $165.4 $91.2K - $119K
2.75K $450M
WMT
Walmart Inc.

Consumer Defensive
1.15K
+ 36.06%
$81.79 - $99.98 $94.2K - $115K
4.35K $425M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.42K
+ 7.94%
$51.68 - $52.76 $125K - $128K
32.9K $1.74B
DISV
Dimensional ETF Tr Dimensional

ETFs
38
+ 0.1%
$25.93 - $32.91 $985 - $1.25K
36.5K $1.2B
American Centy ETF Tr
283
+ 2.61%
N/A
11.1K $692M
FNDF
Schwab Fundamental Intl Large

ETFs
1.8K
+ 24.44%
$32.25 - $40.02 $57.9K - $71.9K
9.14K $366M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
92
+ 0.54%
$28.98 - $37.18 $2.67K - $3.42K
17.2K $640M
AVSC
American Centy ETF Tr Avantis
431
+ 1.97%
$42.39 - $51.76 $18.3K - $22.3K
22.3K $1.15B
DASH
Door Dash, Inc.

Communication Services
12
+ 0.88%
$163.16 - $246.51 $1.96K - $2.96K
1.38K $340M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
5.49K
+ 14.83%
$19.55 - $21.78 $107K - $120K
42.5K $882M
SAN
Banco Santander, S.A.

Financial Services
10.1K
New
$5.72 - $8.32 $57.9K - $84.2K
10.1K $84M
TXN
Texas Instruments Inc

Technology
204
+ 14.42%
N/A
1.62K $336M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
736
+ 2.29%
$75.05 - $77.34 $55.2K - $56.9K
32.8K $2.54B
DFIS
Dimensional ETF Tr Dimensional

ETFs
40
+ 0.21%
$23.2 - $29.84 $928 - $1.19K
19.3K $575M
ABBV
Abb Vie Inc.

Healthcare
665
+ 31.79%
$170.16 - $206.27 $113K - $137K
2.76K $512M
C
Citigroup Inc

Financial Services
276
+ 8.89%
$58.13 - $85.12 $16K - $23.5K
3.38K $288M
IFRA
Ishares Tr

ETFs
4
+ 0.03%
$40.97 - $49.19 $164 - $197
15.4K $756M
HD
Home Depot, Inc.

Consumer Cyclical
171
+ 17.12%
$335.24 - $380.78 $57.3K - $65.1K
1.17K $429M
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 1.12%
$908.13 - $1056.85 $10.9K - $12.7K
1.08K $1.07B
ADI
Analog Devices Inc

Technology
38
+ 3.01%
$164.6 - $238.02 $6.25K - $9.04K
1.3K $310M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
481
+ 3.72%
$96.84 - $99.46 $46.6K - $47.8K
13.4K $1.33B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
353
+ 14.59%
$90.56 - $109.49 $32K - $38.6K
2.77K $303M
KMI
Kinder Morgan, Inc.

Energy
1.35K
+ 16.9%
$25.21 - $29.4 $34K - $39.7K
9.34K $274M
MA
Mastercard Inc

Financial Services
36
+ 2.04%
$479.92 - $590.74 $17.3K - $21.3K
1.8K $1.01B
CAT
Caterpillar Inc

Industrials
21
+ 3.44%
$273.94 - $388.21 $5.75K - $8.15K
631 $245M
SAP
Sap Se

Technology
29
+ 2.98%
$237.53 - $309.8 $6.89K - $8.98K
1K $304M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.1K
+ 7.75%
$11.9 - $15.57 $13K - $17.1K
15.2K $234M
MPC
Marathon Petroleum Corp

Energy
64
+ 4.23%
$118.55 - $170.08 $7.59K - $10.9K
1.58K $262M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
509
+ 8.03%
N/A
6.85K $447M
JNJ
Johnson & Johnson

Healthcare
471
+ 19.45%
$146.36 - $159.82 $68.9K - $75.3K
2.89K $442M
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.12%
$193.73 - $237.37 $581 - $712
2.56K $605M
HSBC
Hsbc Holdings PLC

Financial Services
379
+ 8.23%
$46.68 - $61.09 $17.7K - $23.2K
4.98K $303M
F
Ford Motor CO

Consumer Cyclical
2.68K
+ 24.42%
$8.69 - $10.85 $23.2K - $29K
13.6K $148M
UBS
Ubs Group Ag

Financial Services
347
+ 4.31%
$26.12 - $33.82 $9.06K - $11.7K
8.4K $284M
AVSU
American Centy ETF Tr Avantis

ETFs
175
+ 4.45%
$55.22 - $68.6 $9.66K - $12K
4.11K $282M
DE
Deere & CO

Industrials
20
+ 3.05%
$412.99 - $531.48 $8.26K - $10.6K
676 $344M
T
At&T Inc.

Communication Services
667
+ 2.92%
$26.33 - $28.94 $17.6K - $19.3K
23.5K $680M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
25
+ 0.71%
$57.14 - $72.68 $1.43K - $1.82K
3.54K $257M
VEU
Vanguard Ftse All World Ex Us

ETFs
105
+ 2.99%
$54.19 - $67.22 $5.69K - $7.06K
3.61K $243M
LLY
Eli Lilly & CO

Healthcare
64
+ 11.87%
$713.71 - $898.95 $45.7K - $57.5K
603 $470M
ICE
Intercontinental Exchange, Inc.

Financial Services
21
+ 1.67%
$151.62 - $183.47 $3.18K - $3.85K
1.28K $234M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
317
+ 10.55%
$483.48 - $539.8 $153K - $171K
3.32K $1.61B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
111
+ 0.18%
$22.66 - $23.41 $2.52K - $2.6K
61.7K $1.44B
NVO
Novo Nordisk A S

Healthcare
173
+ 4.11%
$58.08 - $81.05 $10K - $14K
4.38K $302M
ENIC
Enel Chile S.A.

Utilities
1.21K
+ 7.66%
$2.89 - $3.97 $3.49K - $4.8K
17K $61.7M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
864
+ 5.02%
$12.23 - $15.46 $10.6K - $13.4K
18.1K $273M
GILD
Gilead Sciences, Inc.

Healthcare
80
+ 1.02%
$96.91 - $113.0 $7.75K - $9.04K
7.96K $882M
IBB
Ishares Biotechnology ETF

ETFs
20
+ 0.68%
$112.02 - $129.0 $2.24K - $2.58K
2.94K $372M
HPQ
Hp Inc

Technology
1.52K
+ 12.55%
$21.88 - $29.32 $33.3K - $44.7K
13.7K $334M
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
Track This Portfolio

Track Werba Rubin Papier Wealth Management Portfolio

Follow Werba Rubin Papier Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Werba Rubin Papier Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Werba Rubin Papier Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email