WERBA RUBIN PAPIER WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 12K | $643.60K |
 | BDN | 11K | $47.60K |
 | SAN | 11K | $113.62K |
 | MSFT | 11K | $5.59M |
 | TGT | 11K | $960.95K |
 | ING | 10K | $270.02K |
 | CSCO | 9K | $600.06K |
 | UBS | 8K | $342.76K |
 | KMI | 8K | $235.35K |
 | GILD | 8K | $881.55K |
 | VZ | 8K | $333.69K |
 | SNOW | 7K | $1.64M |
 | KO | 7K | $473.29K |
 | SBUX | 7K | $577.76K |
 | V | 7K | $2.24M |
 | CMCSA | 6K | $202.42K |
 | VVV | 6K | $227.31K |
 | JPM | 6K | $1.84M |
 | HSBC | 5K | $359.38K |
 | META | 5K | $3.71M |
Bank of America Corporation
BAC
Shares Held
12K
Value
$643.60K
Brandywine Realty Trust
BDN
Shares Held
11K
Value
$47.60K
Banco Santander, S.A.
SAN
Shares Held
11K
Value
$113.62K
Microsoft Corporation
MSFT
Shares Held
11K
Value
$5.59M
Target Corporation
TGT
Shares Held
11K
Value
$960.95K
ING Groep N.V.
ING
Shares Held
10K
Value
$270.02K
Cisco Systems, Inc.
CSCO
Shares Held
9K
Value
$600.06K
UBS Group AG
UBS
Shares Held
8K
Value
$342.76K
Kinder Morgan, Inc.
KMI
Shares Held
8K
Value
$235.35K
Gilead Sciences, Inc.
GILD
Shares Held
8K
Value
$881.55K
Verizon Communications Inc.
VZ
Shares Held
8K
Value
$333.69K
Snowflake Inc.
SNOW
Shares Held
7K
Value
$1.64M
The Coca-Cola Company
KO
Shares Held
7K
Value
$473.29K
Starbucks Corporation
SBUX
Shares Held
7K
Value
$577.76K
Visa Inc.
V
Shares Held
7K
Value
$2.24M
Comcast Corporation
CMCSA
Shares Held
6K
Value
$202.42K
Valvoline Inc.
VVV
Shares Held
6K
Value
$227.31K
JPMorgan Chase & Co.
JPM
Shares Held
6K
Value
$1.84M
HSBC Holdings plc
HSBC
Shares Held
5K
Value
$359.38K
Meta Platforms, Inc.
META
Shares Held
5K
Value
$3.71M