Werba Rubin Papier Wealth Management New Holdings in Q2 2025

Werba Rubin Papier Wealth Management

  • $532 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVIG
American Centy ETF Tr Avantis

ETFs
14.5K
New
$40.41 - $41.62 $586K - $604K
14.5K $604M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.09K
New
$104.34 - $138.68 $427K - $567K
4.09K $567M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
17.9K
New
$23.4 - $29.68 $419K - $531K
17.9K $531M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.41K
New
$74.88 - $91.97 $405K - $497K
5.41K $497M
Dimensional ETF Trust
8.62K
New
N/A
8.62K $460M
CTAS
Cintas Corp

Industrials
1.88K
New
$190.11 - $227.66 $358K - $429K
1.88K $420M
GE
General Electric CO

Industrials
1.31K
New
$166.81 - $257.39 $219K - $337K
1.31K $337M
COF
Capital One Financial Corp

Financial Services
1.53K
New
$150.57 - $212.76 $231K - $326K
1.53K $326M
GS
Goldman Sachs Group Inc

Financial Services
459
New
$462.22 - $707.75 $212K - $325K
459 $325M
SPOT
Spotify Technology S.A.

Communication Services
396
New
$503.3 - $775.9 $199K - $307K
396 $304M
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
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
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
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
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
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
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
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
SAN
Banco Santander, S.A.

Financial Services
10.1K
New
$5.72 - $8.32 $57.9K - $84.2K
10.1K $84M
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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