Papamarkou Wellner Asset Management Inc. Reduced Holdings in Q2 2025

Papamarkou Wellner Asset Management Inc.

  • $151 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.8K
- 2.36%
$172.42 - $223.89 $310K - $402K
74.5K $15.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-337
- 4.59%
$483.48 - $539.8 $163K - $182K
7.01K $3.4B
UNP
Union Pacific Corp

Industrials
-1.88K
- 24.39%
$208.27 - $238.46 $392K - $448K
5.83K $1.34B
HES
Hess Corp

Energy
-224
- 1.51%
$126.32 - $161.29 $28.3K - $36.1K
14.6K $2.02B
SMWB
Similarweb Ltd.

Communication Services
-27.9K
- 56.82%
$6.5 - $8.34 $181K - $233K
21.2K $166M
PPT
Putnam Premier Income Trust

Financial Services
-50K
- 50.0%
$3.45 - $3.71 $173K - $186K
50K $184M
EOG
Eog Resources Inc

Energy
-15
- 0.12%
$104.61 - $129.97 $1.57K - $1.95K
12.8K $1.53B
GILD
Gilead Sciences, Inc.

Healthcare
-325
- 2.02%
$96.91 - $113.0 $31.5K - $36.7K
15.8K $1.75B
CMCSA
Comcast Corp

Communication Services
-165
- 0.43%
$32.84 - $36.72 $5.42K - $6.06K
37.9K $1.35B
V
Visa Inc.

Financial Services
-306
- 2.19%
$308.27 - $373.31 $94.3K - $114K
13.7K $4.86B
HD
Home Depot, Inc.

Consumer Cyclical
-27
- 0.57%
$335.24 - $380.78 $9.05K - $10.3K
4.68K $1.71B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-50
- 0.87%
$72.02 - $73.82 $3.6K - $3.69K
5.73K $422M
QCOM
Qualcomm Inc

Technology
-148
- 2.7%
$124.66 - $159.48 $18.4K - $23.6K
5.33K $848M
MA
Mastercard Inc

Financial Services
-160
- 2.22%
$479.92 - $590.74 $76.8K - $94.5K
7.05K $3.96B
ABT
Abbott Laboratories

Healthcare
-372
- 2.0%
$123.95 - $138.08 $46.1K - $51.4K
18.2K $2.48B
CME
Cme Group Inc.

Financial Services
-29
- 0.46%
$252.37 - $290.71 $7.32K - $8.43K
6.28K $1.73B
ICE
Intercontinental Exchange, Inc.

Financial Services
-285
- 2.49%
$151.62 - $183.47 $43.2K - $52.3K
11.2K $2.05B
MAR
Marriott International Inc

Consumer Cyclical
-295
- 4.78%
$211.12 - $274.14 $62.3K - $80.9K
5.88K $1.61B
GOOG
Alphabet Inc.

Communication Services
-680
- 5.44%
$146.58 - $180.01 $99.7K - $122K
11.8K $2.1B
Blackrock Inc
-49
- 2.18%
N/A
2.2K $2.3B
ISRG
Intuitive Surgical Inc

Healthcare
-218
- 3.34%
$451.58 - $565.94 $98.4K - $123K
6.31K $3.43B
TXN
Texas Instruments Inc

Technology
-117
- 1.03%
N/A
11.3K $2.34B
ASML
Asml Holding Nv

Technology
-115
- 3.8%
$595.37 - $815.24 $68.5K - $93.8K
2.91K $2.33B
INTU
Intuit Inc

Technology
-139
- 5.35%
$544.07 - $787.63 $75.6K - $109K
2.46K $1.94B
ETN
Eaton Corp PLC

Industrials
-81
- 1.62%
$246.52 - $356.99 $20K - $28.9K
4.93K $1.76B
NFLX
Netflix Inc

Communication Services
-18
- 1.44%
$855.86 - $1339.13 $15.4K - $24.1K
1.23K $1.64B
GOOGL
Alphabet Inc.

Communication Services
-490
- 1.5%
$144.7 - $178.6 $70.9K - $87.5K
32.2K $5.67B
AMZN
Amazon Com Inc

Consumer Cyclical
-855
- 2.41%
$167.32 - $223.3 $143K - $191K
34.6K $7.58B
MSFT
Microsoft Corp

Technology
-777
- 3.18%
$354.56 - $497.45 $275K - $387K
23.7K $11.8B
NVDA
Nvidia Corp

Technology
-1.91K
- 2.48%
$94.31 - $157.99 $180K - $302K
75K $11.8B
Activity Summary
Buys All Purchases 29 New Holdings 6 Increased Positions 23 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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