Werba Rubin Papier Wealth Management Portfolio Holdings

Werba Rubin Papier Wealth Management

  • $362 Billion
  • Q2 2024

Werba Rubin Papier Wealth Management has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $362 Billion distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $51.1B, American Centy ETF Tr Avantis with a value of $43.7B, American Centy ETF Tr Avantis with a value of $39.5B, Apple Inc. with a value of $20.1B, and American Centy ETF Tr Avantis with a value of $17.5B.

Examining the 13F form we can see an increase of $17.4B in the current position value, from $345B to 362B.

Werba Rubin Papier Wealth Management is based out at San Jose, CA

Below you can find more details about Werba Rubin Papier Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $362 Billion
ETFs: $283 Billion
Technology: $42.3 Billion
Communication Services: $7.83 Billion
Consumer Cyclical: $6.31 Billion
Financial Services: $5.97 Billion
Healthcare: $4.68 Billion
Energy: $3.73 Billion
Consumer Defensive: $2.96 Billion
Other: $1.66 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$138M
$220 Million 0.06% of portfolio
145,650
Q4 2022 New
$80M
$27.4 Million 0.01% of portfolio
19,290
Q2 2024 Added 34.99%
$53.9M
$21.2 Million 0.01% of portfolio
60,000
Q4 2023 Reduced 0.84%

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $362 Billion
  • Prior Value $345 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 27 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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