Werba Rubin Papier Wealth Management Reduced Holdings in Q4 2024

Werba Rubin Papier Wealth Management

  • $424 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-18.8K
- 16.79%
$221.69 - $259.02 $4.17M - $4.87M
93.2K $23.4B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.82K
- 3.55%
$79.93 - $88.06 $145K - $160K
49.3K $3.94B
MQ
Marqeta, Inc.

Technology
-1.38K
- 0.28%
$3.42 - $5.95 $4.71K - $8.2K
493K $1.87B
GILD
Gilead Sciences, Inc.

Healthcare
-6.18K
- 43.84%
$83.95 - $97.9 $519K - $605K
7.92K $731M
VTV
Vanguard Value ETF

ETFs
-552
- 1.19%
$168.32 - $181.87 $92.9K - $100K
45.7K $7.73B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.71K
- 2.71%
$44.04 - $49.49 $75.3K - $84.6K
61.5K $2.71B
NVO
Novo Nordisk A S

Healthcare
-893
- 16.35%
$85.0 - $120.04 $75.9K - $107K
4.57K $393M
TGT
Target Corp

Consumer Defensive
-186
- 1.76%
$121.59 - $160.69 $22.6K - $29.9K
10.4K $1.41B
AVIV
American Centy ETF Tr Avantis
-336
- 0.79%
$51.24 - $55.81 $17.2K - $18.8K
42.3K $2.19B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-379
- 0.18%
$40.38 - $44.35 $15.3K - $16.8K
206K $8.43B
XOM
Exxon Mobil Corp

Energy
-107
- 0.75%
$105.51 - $125.37 $11.3K - $13.4K
14.1K $1.52B
UNH
Unitedhealth Group Inc

Healthcare
-109
- 9.55%
$485.52 - $625.25 $52.9K - $68.2K
1.03K $522M
VHT
Vanguard Health Care ETF

ETFs
-105
- 2.57%
$250.81 - $283.3 $26.3K - $29.7K
3.97K $1.01B
ITB
Ishares Tr

ETFs
-155
- 3.06%
$103.31 - $129.34 $16K - $20K
4.91K $507M
VOE
Vanguard Mid Cap Value Index F

ETFs
-247
- 1.85%
$160.89 - $176.18 $39.7K - $43.5K
13.1K $2.12B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-10
- 0.07%
$75.65 - $83.47 $757 - $835
13.5K $1.03B
CMCSA
Comcast Corp

Communication Services
-1.73K
- 20.35%
$37.39 - $45.14 $64.6K - $78K
6.77K $254M
MSFT
Microsoft Corp

Technology
-35
- 0.38%
$406.35 - $454.46 $14.2K - $15.9K
9.12K $3.85B
LLY
Eli Lilly & CO

Healthcare
-44
- 8.66%
$727.2 - $932.06 $32K - $41K
464 $358M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-3.11K
- 24.12%
$23.42 - $24.25 $72.7K - $75.3K
9.77K $231M
VNQ
Vanguard Specialized Funds Van

ETFs
-152
- 1.94%
$87.85 - $98.6 $13.4K - $15K
7.68K $684M
VTI
Vanguard Total Stock Market Et

ETFs
-449
- 5.1%
$280.04 - $302.45 $126K - $136K
8.36K $2.42B
CRM
Salesforce, Inc.

Technology
-1.92K
- 20.27%
$270.87 - $367.87 $521K - $707K
7.56K $2.53B
KO
Coca Cola CO

Consumer Defensive
-183
- 3.43%
$61.74 - $71.71 $11.3K - $13.1K
5.15K $321M
VBR
Vanguard Small Cap Value ETF

ETFs
-78
- 0.45%
$197.36 - $217.3 $15.4K - $16.9K
17.1K $3.39B
ABBV
Abb Vie Inc.

Healthcare
-108
- 5.27%
$164.99 - $203.87 $17.8K - $22K
1.94K $345M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-73
- 0.31%
$25.61 - $28.0 $1.87K - $2.04K
23.7K $613M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-465
- 1.52%
$51.54 - $52.55 $24K - $24.4K
30.2K $1.56B
A
Agilent Technologies, Inc.

Healthcare
-62
- 2.01%
$125.69 - $146.56 $7.79K - $9.09K
3.02K $406M
SBUX
Starbucks Corp

Consumer Cyclical
-101
- 1.5%
$87.44 - $102.5 $8.83K - $10.4K
6.63K $605M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-449
- 6.73%
N/A
6.22K $393M
CAT
Caterpillar Inc

Industrials
-74
- 9.91%
$360.37 - $416.88 $26.7K - $30.8K
673 $244M
QCOM
Qualcomm Inc

Technology
-150
- 10.3%
$150.4 - $178.04 $22.6K - $26.7K
1.31K $201M
Dimensional ETF Trust
-841
- 3.33%
N/A
24.4K $734M
HPQ
Hp Inc

Technology
-103
- 0.83%
$32.46 - $39.3 $3.34K - $4.05K
12.3K $401M
ABEV
Ambev S.A.

Consumer Defensive
-14.8K
- 56.14%
$1.85 - $2.56 $27.3K - $37.8K
11.5K $21.3M
O
Realty Income Corp

Real Estate
-45
- 1.15%
$51.76 - $64.71 $2.33K - $2.91K
3.85K $206M
AVLV
American Centy ETF Tr Avantis
-1.17K
- 2.89%
$65.51 - $71.22 $76.6K - $83.3K
39.3K $2.62B
MPC
Marathon Petroleum Corp

Energy
-21
- 1.38%
$131.65 - $174.84 $2.76K - $3.67K
1.5K $209M
ORCL
Oracle Corp

Technology
-138
- 3.84%
$165.41 - $192.43 $22.8K - $26.6K
3.46K $576M
VVV
Valvoline Inc

Energy
-8
- 0.13%
$36.18 - $43.41 $289 - $347
6.31K $228M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-898
- 4.8%
$9.25 - $10.62 $8.31K - $9.54K
17.8K $173M
COST
Costco Wholesale Corp

Consumer Defensive
-68
- 6.0%
$873.59 - $994.69 $59.4K - $67.6K
1.07K $976M
NEAR
Blackrock Short Maturity Bond

ETFs
-63
- 0.47%
$50.28 - $51.08 $3.17K - $3.22K
13.5K $680M
American Centy ETF Tr
-116
- 3.17%
N/A
3.55K $206M
DE
Deere & CO

Industrials
-34
- 4.96%
$389.45 - $466.0 $13.2K - $15.8K
651 $276M
ISRG
Intuitive Surgical Inc

Healthcare
-49
- 9.06%
$471.27 - $550.62 $23.1K - $27K
492 $257M
PFIE
Profire Energy Inc

Energy
-9.29K
- 48.16%
$1.63 - $2.56 $15.1K - $23.8K
10K $25.4M
DFAT
Dimensional ETF Tr U S Target

ETFs
-151
- 0.3%
$54.54 - $61.04 $8.24K - $9.22K
50.3K $2.8B
Activity Summary
Buys All Purchases 107 New Holdings 20 Increased Positions 87 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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