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.

Portfolio value $426 Billion
ETFs: $327 Billion
Technology: $50.1 Billion
Communication Services: $8.41 Billion
Consumer Cyclical: $7.85 Billion
Financial Services: $7.76 Billion
Healthcare: $5.29 Billion
Energy: $3.7 Billion
Consumer Defensive: $3.62 Billion
Other: $2.64 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.79B
$2.43 Billion 0.57% of portfolio
494,496
Q3 2024 Added 0.09%
$358M
$224 Million 0.05% of portfolio
145,650
Q4 2022 New
$988M
$79.1 Million 0.02% of portfolio
14,543
Q3 2024 Reduced 1.18%
$1.48B
$48.5 Million 0.01% of portfolio
18,500
Q3 2024 Added 5.71%

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
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