Papamarkou Wellner Asset Management Inc. Portfolio Holdings

Papamarkou Wellner Asset Management Inc.

  • $145 Billion
  • Q4 2024

Papamarkou Wellner Asset Management Inc. has filed its 13F form on May 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.5B, Microsoft Corp with a value of $10.5B, Nvidia Corp with a value of $10.4B, Amazon Com Inc with a value of $7.88B, and Alphabet Inc. with a value of $6.36B.

Examining the 13F form we can see an increase of $145B in the current position value.

Papamarkou Wellner Asset Management Inc. is based out at New York, NY

Below you can find more details about Papamarkou Wellner Asset Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $145 Billion
Technology: $49.7 Billion
Financial Services: $23.1 Billion
Healthcare: $14.5 Billion
Consumer Cyclical: $13.8 Billion
Communication Services: $12.2 Billion
Consumer Defensive: $10.4 Billion
Industrials: $8.05 Billion
Energy: $7.86 Billion
Other: $2.91 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$416 Million 0.29% of portfolio
5,780
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $145 Billion
  • Filing
  • Period Q4 2024
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 74 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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