Werba Rubin Papier Wealth Management Portfolio Holdings
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 2024
Werba Rubin Papier Wealth Management has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $426 Billion distributed in 193 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 $57.4B, American Centy ETF Tr Avantis with a value of $49.8B, American Centy ETF Tr Avantis with a value of $43.9B, Apple Inc. with a value of $26.1B, and American Centy ETF Tr Avantis with a value of $19.9B.
Examining the 13F form we can see an increase of $64B in the current position value, from $362B to 426B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 193
- Current Value $426 Billion
- Prior Value $362 Billion
- Filing
- Period Q3 2024
- Filing Date October 18, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 29 stocks
- Additional Purchases 109 stocks
- Sold out of 0 stocks
- Reduced holdings in 39 stocks