Papamarkou Wellner Asset Management Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.9B, Microsoft Corp with a value of $9.17B, Nvidia Corp with a value of $8.33B, Amazon Com Inc with a value of $6.74B, and Alphabet Inc. with a value of $5.05B.

Examining the 13F form we can see an decrease of $1.64B in the current position value, from $145B to 144B.

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 $144 Billion
Technology: $46.5 Billion
Financial Services: $24.1 Billion
Consumer Cyclical: $12.7 Billion
Healthcare: $12.4 Billion
Communication Services: $12.4 Billion
Consumer Defensive: $11.1 Billion
Industrials: $9.84 Billion
Energy: $8.46 Billion
Other: $3.14 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $144 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
Track This Portfolio

Track Papamarkou Wellner Asset Management Inc. Portfolio

Follow Papamarkou Wellner Asset Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Papamarkou Wellner Asset Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Papamarkou Wellner Asset Management Inc. with notifications on news.