Werba Rubin Papier Wealth Management Reduced Holdings in Q1 2025

Werba Rubin Papier Wealth Management

  • $460 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
-23
- 1.32%
$111.68 - $141.08 $2.57K - $3.24K
1.72K $201M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-2.34K
- 11.97%
$14.13 - $16.72 $33.1K - $39.1K
17.2K $266M
WIT
Wipro LTD

Technology
-1.41K
- 6.33%
$3.0 - $3.77 $4.24K - $5.32K
20.9K $63.9M
ASX
Ase Technology Holding Co., Ltd.

Technology
-23
- 0.22%
$8.76 - $11.36 $201 - $261
10.4K $91.4M
INDA
Ishares Msci India Index Fund

ETFs
-85
- 1.04%
$47.8 - $53.4 $4.06K - $4.54K
8.13K $418M
ISRG
Intuitive Surgical Inc

Healthcare
-1
- 0.2%
$476.63 - $610.45 $477 - $610
491 $243M
TJX
Tjx Companies Inc

Consumer Cyclical
-129
- 5.55%
$112.81 - $126.16 $14.6K - $16.3K
2.2K $268M
C
Citigroup Inc

Financial Services
-199
- 6.02%
$67.23 - $84.63 $13.4K - $16.8K
3.1K $220M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-430
- 1.09%
$23.16 - $23.32 $9.96K - $10K
39.1K $908M
SBUX
Starbucks Corp

Consumer Cyclical
-539
- 8.14%
$91.75 - $115.81 $49.5K - $62.4K
6.09K $597M
JPM
Jpmorgan Chase & CO

Financial Services
-129
- 2.79%
$225.19 - $279.95 $29K - $36.1K
4.49K $1.1B
COP
Conocophillips

Energy
-219
- 5.55%
$88.6 - $105.85 $19.4K - $23.2K
3.73K $392M
ENIC
Enel Chile S.A.

Utilities
-1.85K
- 10.49%
$2.85 - $3.47 $5.27K - $6.42K
15.8K $51.6M
NFLX
Netflix Inc

Communication Services
-30
- 4.17%
$828.4 - $1058.6 $24.9K - $31.8K
689 $643M
DASH
Door Dash, Inc.

Communication Services
-95
- 6.5%
$168.37 - $213.38 $16K - $20.3K
1.37K $250M
BK
Bank Of New York Mellon Corp

Financial Services
-157
- 5.26%
$75.42 - $88.95 $11.8K - $14K
2.83K $237M
MA
Mastercard Inc

Financial Services
-55
- 3.03%
$504.67 - $576.31 $27.8K - $31.7K
1.76K $965M
PSX
Phillips 66

Energy
-46
- 2.46%
$113.93 - $131.55 $5.24K - $6.05K
1.83K $226M
UNH
Unitedhealth Group Inc

Healthcare
-11
- 1.07%
$461.52 - $548.18 $5.08K - $6.03K
1.02K $535M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-3.68K
- 20.66%
$9.49 - $14.83 $35K - $54.6K
14.1K $193M
VZ
Verizon Communications Inc

Communication Services
-813
- 7.39%
$37.81 - $46.49 $30.7K - $37.8K
10.2K $462M
PGR
Progressive Corp

Financial Services
-67
- 6.63%
$235.61 - $291.22 $15.8K - $19.5K
944 $267M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-716
- 0.35%
$39.96 - $43.3 $28.6K - $31K
205K $8.46B
KO
Coca Cola CO

Consumer Defensive
-189
- 3.67%
$60.81 - $72.32 $11.5K - $13.7K
4.96K $355M
DISV
Dimensional ETF Tr Dimensional

ETFs
-954
- 2.55%
$26.09 - $30.21 $24.9K - $28.8K
36.5K $1.06B
IBM
International Business Machines Corp

Technology
-18
- 0.47%
$217.4 - $264.74 $3.91K - $4.77K
3.85K $957M
T
At&T Inc.

Communication Services
-139
- 0.61%
$21.56 - $28.28 $3K - $3.93K
22.8K $645M
GILD
Gilead Sciences, Inc.

Healthcare
-40
- 0.51%
$89.14 - $117.41 $3.57K - $4.7K
7.88K $883M
DFIV
Dimensional ETF Tr

ETFs
-761
- 0.36%
$35.33 - $40.77 $26.9K - $31K
212K $8.36B
AVDE
American Centy ETF Tr Avantis

ETFs
-12.3K
- 1.63%
$60.63 - $68.55 $744K - $841K
739K $49B
Activity Summary
Buys All Purchases 92 New Holdings 17 Increased Positions 75 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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