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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$19.5 Billion 13.42% of portfolio
77,805
Q4 2024 New
$3.35T
$10.5 Billion 7.25% of portfolio
24,968
Q4 2024 New
$307B
$10.4 Billion 7.19% of portfolio
77,775
Q4 2024 New
$2.13T
$7.88 Billion 5.42% of portfolio
35,902
Q4 2024 New
$957B
$6.36 Billion 4.38% of portfolio
33,590
Q4 2024 New
$582B
$4.44 Billion 3.06% of portfolio
14,049
Q4 2024 New
$552B
$3.89 Billion 2.68% of portfolio
7,389
Q4 2024 New
$694B
$3.33 Billion 2.29% of portfolio
7,343
Q4 2024 New
$301B
$3.16 Billion 2.17% of portfolio
50,708
Q4 2024 New
$256B
$3.04 Billion 2.09% of portfolio
25,272
Q4 2024 New
$971B
$2.46 Billion 1.69% of portfolio
12,910
Q4 2024 New
$229B
$2.38 Billion 1.64% of portfolio
8,205
Q4 2024 New
$354B
$2.35 Billion 1.62% of portfolio
4,655
Q4 2024 New
$1.25T
$2.3 Billion 1.58% of portfolio
3,920
Q4 2024 New
$763B
$2.26 Billion 1.56% of portfolio
9,446
Q4 2024 New
$277B
$2.21 Billion 1.52% of portfolio
15,225
Q4 2024 New
$381B
$2.11 Billion 1.45% of portfolio
12,587
Q4 2024 New
$231B
$2.09 Billion 1.44% of portfolio
18,493
Q4 2024 New
$298B
$2.06 Billion 1.42% of portfolio
2,973
Q4 2024 New
$386B
$1.75 Billion 1.21% of portfolio
4,510
Q4 2024 New
$336B
$1.61 Billion 1.11% of portfolio
9,043
Q4 2024 New
$970B
$1.58 Billion 1.09% of portfolio
7,983
Q4 2024 New
$455B
$1.1 Billion 0.76% of portfolio
10,227
Q4 2024 New
$494B
$962 Million 0.66% of portfolio
1,079
Q4 2024 New
$205B
$851 Million 0.59% of portfolio
803
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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