Werba Rubin Papier Wealth Management Incresed Positions in Q3 2024

Werba Rubin Papier Wealth Management

  • $426 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VBK
Vanguard Small Cap Growth ETF

ETFs
29
+ 0.52%
$240.48 - $267.94 $6.97K - $7.77K
5.65K $1.51B
CSCO
Cisco Systems, Inc.

Technology
1.07K
+ 13.23%
$44.74 - $53.22 $48.1K - $57.2K
9.19K $489M
VZ
Verizon Communications Inc

Communication Services
1.37K
+ 14.26%
$38.89 - $45.0 $53.4K - $61.7K
11K $494M
XOM
Exxon Mobil Corp

Energy
554
+ 4.05%
$109.72 - $119.0 $60.8K - $65.9K
14.2K $1.67B
LLY
Eli Lilly & CO

Healthcare
113
+ 28.61%
$772.14 - $960.02 $87.3K - $108K
508 $450M
KO
Coca Cola CO

Consumer Defensive
728
+ 15.8%
$62.69 - $73.01 $45.6K - $53.2K
5.34K $383M
BAC
Bank Of America Corp

Financial Services
2.28K
+ 26.18%
$36.65 - $44.13 $83.6K - $101K
11K $436M
T
At&T Inc.

Communication Services
1.17K
+ 5.47%
$18.21 - $22.28 $21.3K - $26.1K
22.6K $497M
SAP
Sap Se

Technology
220
+ 17.84%
$197.21 - $231.0 $43.4K - $50.8K
1.45K $333M
V
Visa Inc.

Financial Services
20
+ 0.32%
$253.74 - $291.56 $5.07K - $5.83K
6.28K $1.73B
VGT
Vanguard Information Technolog

ETFs
118
+ 10.09%
$514.43 - $606.85 $60.7K - $71.6K
1.29K $755M
NFLX
Netflix Inc

Communication Services
83
+ 13.41%
$598.55 - $722.26 $49.7K - $59.9K
702 $498M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.06K
+ 6.57%
$30.27 - $34.42 $31.9K - $36.3K
17.1K $584M
KEYS
Keysight Technologies, Inc.

Technology
229
+ 13.53%
$119.86 - $158.87 $27.4K - $36.4K
1.92K $305M
ABBV
Abb Vie Inc.

Healthcare
98
+ 5.02%
$163.84 - $199.33 $16.1K - $19.5K
2.05K $405M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
524
+ 6.54%
$58.03 - $65.37 $30.4K - $34.3K
8.53K $552M
DFAE
Dimensional ETF Tr

ETFs
34
+ 0.08%
$24.46 - $27.82 $832 - $946
43.8K $1.2B
AVGO
Broadcom Inc.

Technology
1.48K
+ 1103.73%
$136.27 - $1745.86 $202K - $2.58M
1.61K $278M
CAT
Caterpillar Inc

Industrials
32
+ 4.48%
$316.8 - $391.12 $10.1K - $12.5K
747 $292M
URI
United Rentals, Inc.

Industrials
2
+ 0.63%
$627.41 - $814.1 $1.25K - $1.63K
321 $260M
CMCSA
Comcast Corp

Communication Services
794
+ 10.31%
$37.33 - $41.78 $29.6K - $33.2K
8.5K $355M
DE
Deere & CO

Industrials
59
+ 9.42%
$344.84 - $418.0 $20.3K - $24.7K
685 $286M
MRK
Merck & Co., Inc.

Healthcare
622
+ 26.81%
$111.15 - $128.97 $69.1K - $80.2K
2.94K $334M
DFIS
Dimensional ETF Tr Dimensional

ETFs
8
+ 0.04%
$24.06 - $26.97 $192 - $216
19.2K $515M
ISRG
Intuitive Surgical Inc

Healthcare
33
+ 6.5%
$416.14 - $494.01 $13.7K - $16.3K
541 $266M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
77
+ 0.05%
$22.94 - $23.16 $1.77K - $1.78K
166K $3.84B
DHR
Danaher Corp

Healthcare
3
+ 0.24%
$239.25 - $280.76 $718 - $842
1.23K $342M
IBB
Ishares Biotechnology ETF

ETFs
76
+ 2.67%
$135.09 - $149.47 $10.3K - $11.4K
2.92K $425M
AMD
Advanced Micro Devices Inc

Technology
187
+ 14.85%
$128.67 - $183.96 $24.1K - $34.4K
1.45K $237M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.69K
+ 9.91%
$9.55 - $11.13 $16.1K - $18.8K
18.7K $203M
PEP
Pepsico Inc

Consumer Defensive
132
+ 8.6%
$161.9 - $179.3 $21.4K - $23.7K
1.67K $283M
MAR
Marriott International Inc

Consumer Cyclical
95
+ 10.15%
$211.35 - $255.11 $20.1K - $24.2K
1.03K $256M
TJX
Tjx Companies Inc

Consumer Cyclical
124
+ 6.11%
$107.93 - $120.23 $13.4K - $14.9K
2.15K $253M
HPQ
Hp Inc

Technology
354
+ 2.94%
$32.02 - $38.11 $11.3K - $13.5K
12.4K $445M
UBS
Ubs Group Ag

Financial Services
295
+ 3.25%
$27.97 - $31.42 $8.25K - $9.27K
9.38K $290M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
87
+ 5.7%
$147.95 - $191.05 $12.9K - $16.6K
1.61K $280M
MFG
Mizuho Financial Group Inc

Financial Services
2.37K
+ 5.36%
$3.69 - $4.62 $8.73K - $10.9K
46.5K $194M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
25
+ 0.19%
$23.57 - $24.19 $589 - $605
12.9K $311M
BB
Blackberry LTD

Technology
1K
+ 5.71%
$2.11 - $2.63 $2.11K - $2.63K
18.5K $48.5M
NMR
Nomura Holdings Inc

Financial Services
2.97K
+ 14.44%
$4.92 - $6.31 $14.6K - $18.8K
23.6K $123M
AQMS
Aqua Metals, Inc.

Industrials
10K
+ 50.0%
$0.19 - $0.4 $1.9K - $4K
30K $5.61M
KLAC
Kla Corp

Technology
13
+ 5.04%
$696.17 - $892.35 $9.05K - $11.6K
271 $210M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1K
+ 4.99%
$11.38 - $14.48 $11.4K - $14.5K
21.1K $266M
HPE
Hewlett Packard Enterprise CO

Technology
581
+ 2.53%
$16.1 - $21.44 $9.35K - $12.5K
23.6K $483M
INTU
Intuit Inc

Technology
6
+ 1.86%
$602.97 - $670.49 $3.62K - $4.02K
328 $204M
VVV
Valvoline Inc

Energy
8
+ 0.13%
$38.64 - $47.6 $309 - $381
6.32K $265M
SHEL
Shell PLC

Energy
139
+ 4.05%
$65.65 - $73.28 $9.13K - $10.2K
3.57K $235M
MPC
Marathon Petroleum Corp

Energy
21
+ 1.4%
$158.61 - $180.75 $3.33K - $3.8K
1.52K $247M
AMAT
Applied Materials Inc

Technology
94
+ 9.74%
$174.88 - $254.97 $16.4K - $24K
1.06K $214M
Activity Summary
Buys All Purchases 138 New Holdings 29 Increased Positions 109 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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