Papamarkou Wellner Asset Management Inc. Reduced Holdings in Q1 2025

Papamarkou Wellner Asset Management Inc.

  • $144 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.56K
- 2.0%
$209.68 - $247.1 $327K - $385K
76.2K $16.9B
NVDA
Nvidia Corp

Technology
-900
- 1.16%
$106.98 - $149.43 $96.3K - $134K
76.9K $8.33B
UNH
Unitedhealth Group Inc

Healthcare
-3.66K
- 78.52%
$461.52 - $548.18 $1.69M - $2M
1K $524M
MSFT
Microsoft Corp

Technology
-529
- 2.12%
$375.39 - $447.2 $199K - $237K
24.4K $9.17B
GOOGL
Alphabet Inc.

Communication Services
-925
- 2.75%
$154.33 - $206.19 $143K - $191K
32.7K $5.05B
AMZN
Amazon Com Inc

Consumer Cyclical
-480
- 1.34%
$190.26 - $242.06 $91.3K - $116K
35.4K $6.74B
PEP
Pepsico Inc

Consumer Defensive
-5.39K
- 59.3%
$142.64 - $156.42 $769K - $843K
3.7K $555M
GOOG
Alphabet Inc.

Communication Services
-400
- 3.1%
$156.06 - $207.71 $62.4K - $83.1K
12.5K $1.95B
MAR
Marriott International Inc

Consumer Cyclical
-219
- 3.42%
$237.01 - $304.45 $51.9K - $66.7K
6.18K $1.47B
ISRG
Intuitive Surgical Inc

Healthcare
-129
- 1.94%
$476.63 - $610.45 $61.5K - $78.7K
6.53K $3.23B
TXN
Texas Instruments Inc

Technology
-334
- 2.85%
N/A
11.4K $2.05B
SHW
Sherwin Williams CO

Basic Materials
-350
- 34.15%
$330.16 - $365.55 $116K - $128K
675 $236M
INTU
Intuit Inc

Technology
-550
- 17.46%
$555.63 - $630.23 $306K - $347K
2.6K $1.6B
META
Meta Platforms, Inc.

Communication Services
-7
- 0.18%
$576.36 - $736.67 $4.03K - $5.16K
3.91K $2.26B
JPM
Jpmorgan Chase & CO

Financial Services
-220
- 2.33%
$225.19 - $279.95 $49.5K - $61.6K
9.23K $2.26B
PG
Procter & Gamble CO

Consumer Defensive
-102
- 0.81%
$158.56 - $176.26 $16.2K - $18K
12.5K $2.13B
UNP
Union Pacific Corp

Industrials
-124
- 1.58%
$225.21 - $254.42 $27.9K - $31.5K
7.71K $1.82B
SPGI
S&P Global Inc.

Financial Services
-27
- 0.42%
$478.26 - $543.77 $12.9K - $14.7K
6.42K $3.26B
MA
Mastercard Inc

Financial Services
-179
- 2.42%
$504.67 - $576.31 $90.3K - $103K
7.21K $3.95B
EOG
Eog Resources Inc

Energy
-12
- 0.09%
$120.54 - $138.05 $1.45K - $1.66K
12.8K $1.64B
XOM
Exxon Mobil Corp

Energy
-225
- 2.2%
$105.44 - $118.93 $23.7K - $26.8K
10K $1.19B
CSGP
Costar Group, Inc.

Real Estate
-30
- 0.23%
$69.29 - $80.37 $2.08K - $2.41K
13.1K $1.04B
MCD
Mcdonalds Corp

Consumer Cyclical
-89
- 1.08%
$279.74 - $321.29 $24.9K - $28.6K
8.12K $2.54B
ABBV
Abb Vie Inc.

Healthcare
-582
- 6.44%
$169.2 - $216.66 $98.5K - $126K
8.46K $1.77B
CME
Cme Group Inc.

Financial Services
-7
- 0.11%
$225.82 - $266.54 $1.58K - $1.87K
6.31K $1.67B
ICE
Intercontinental Exchange, Inc.

Financial Services
-95
- 0.82%
$142.8 - $176.36 $13.6K - $16.8K
11.5K $1.98B
GILD
Gilead Sciences, Inc.

Healthcare
-470
- 2.84%
$89.14 - $117.41 $41.9K - $55.2K
16.1K $1.8B
HES
Hess Corp

Energy
-10
- 0.07%
$135.42 - $160.52 $1.35K - $1.61K
14.8K $2.37B
V
Visa Inc.

Financial Services
-62
- 0.44%
$306.92 - $362.71 $19K - $22.5K
14K $4.9B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 0.01%
$442.66 - $534.52 $443 - $535
7.34K $3.91B
Activity Summary
Buys All Purchases 31 New Holdings 15 Increased Positions 16 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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