Papamarkou Wellner Asset Management inc.

Q1 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    85

  • Value ($000)

    $143,565

  • Date Filed
    05/13/2025
  • Form type
    13F-HR
  • CIK
    0002063952
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$16.94 M
12 %

76,246

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$9.17 M
6 %

24,439

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.33 M
6 %

76,875

AMZN
AMZN

AMAZON COM INC

COM
023135106
$6.74 M
5 %

35,422

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$5.05 M
4 %

32,665

V
V

VISA INC

COM CL A
92826C839
$4.90 M
3 %

13,987

PM
PM

PHILIP MORRIS INTL INC

COM
718172109
$4.01 M
3 %

25,282

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$3.95 M
3 %

7,210

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$3.91 M
3 %

7,342

KO
KO

COCA COLA CO

COM
191216100
$3.64 M
3 %

50,776

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