Papamarkou Wellner Asset Management Inc. Portfolio Holdings

Papamarkou Wellner Asset Management Inc.

  • $151 Billion
  • Q2 2025

Papamarkou Wellner Asset Management Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.3B, Nvidia Corp with a value of $11.8B, Microsoft Corp with a value of $11.8B, Amazon Com Inc with a value of $7.58B, and Alphabet Inc. with a value of $5.67B.

Examining the 13F form we can see an increase of $7.55B in the current position value, from $144B to 151B.

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 $151 Billion
Technology: $54.1 Billion
Financial Services: $24.7 Billion
Communication Services: $14.2 Billion
Consumer Cyclical: $13.8 Billion
Healthcare: $12.1 Billion
Consumer Defensive: $11.9 Billion
Industrials: $8.28 Billion
Energy: $6.44 Billion
Other: $2.19 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.98B
$845 Million 0.56% of portfolio
23,198
Q4 2024 New
$2.94B
$767 Million 0.51% of portfolio
13,548
Q2 2025 Added 34.81%
$2.76B
$587 Million 0.39% of portfolio
30,400
Q1 2025 New
$6.18B
$417 Million 0.28% of portfolio
57,719
Q4 2024 New
$8.72B
$247 Million 0.16% of portfolio
5,800
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $151 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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