Papamarkou Wellner Asset Management Inc. Portfolio Holdings

Papamarkou Wellner Asset Management Inc.

  • $162 Billion
  • Q3 2025

Papamarkou Wellner Asset Management Inc. has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.8B, Nvidia Corp with a value of $13.7B, Microsoft Corp with a value of $12.1B, Alphabet Inc. with a value of $7.71B, and Amazon Com Inc with a value of $7.59B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $151B to 162B.

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 $162 Billion
Technology: $59 Billion
Financial Services: $24 Billion
Communication Services: $16.6 Billion
Consumer Cyclical: $14.1 Billion
Healthcare: $12.1 Billion
Consumer Defensive: $11.1 Billion
Industrials: $10.7 Billion
Energy: $6.8 Billion
Other: $2.65 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $162 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 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.

Choose your preferred platform and Sign Up 👇 Telegram Email