Papamarkou Wellner Asset Management inc. Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$143.6B

Holdings

85

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (85 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
76,246$16.9B11.80%
2
MSFTMICROSOFT CORP
24,439$9.2B6.39%
3
NVDANVIDIA CORPORATION
76,875$8.3B5.80%
4
AMZNAMAZON COM INC
35,422$6.7B4.69%
5
GOOGLALPHABET INC
32,665$5.1B3.52%
6
VVISA INC
13,987$4.9B3.41%
7
4I1PHILIP MORRIS INTL INC
25,282$4.0B2.80%
8
MAMASTERCARD INCORPORATED
7,210$4.0B2.75%
9
BRK/BBERKSHIRE HATHAWAY INC DEL
7,342$3.9B2.72%
10
KOCOCA COLA CO
50,776$3.6B2.53%
11
SPGIS&P GLOBAL INC
6,419$3.3B2.27%
12
ISRGINTUITIVE SURGICAL INC
6,529$3.2B2.25%
13
CVXCHEVRON CORP NEW
15,560$2.6B1.81%
14
MCDMCDONALDS CORP
8,116$2.5B1.77%
15
ABTABBOTT LABS
18,581$2.5B1.72%
16
LLYELI LILLY & CO
2,896$2.4B1.67%
17
HESHESS CORP
14,813$2.4B1.65%
18
JPMJPMORGAN CHASE & CO.
9,226$2.3B1.58%
19
METAMETA PLATFORMS INC
3,913$2.3B1.57%
20
PGPROCTER AND GAMBLE CO
12,485$2.1B1.48%
21
BLKBLACKROCK INC
2,244$2.1B1.48%
22
RTXRTX CORPORATION
16,030$2.1B1.48%
23
TXNTEXAS INSTRS INC
11,388$2.0B1.43%
24
ASMLASML HOLDING N V
3,024$2.0B1.40%
25
ICEINTERCONTINENTAL EXCHANGE IN
11,451$2.0B1.38%
26
GOOGALPHABET INC
12,510$2.0B1.36%
27
DEDEERE & CO
3,922$1.8B1.28%
28
UNPUNION PAC CORP
7,709$1.8B1.27%
29
GILDGILEAD SCIENCES INC
16,097$1.8B1.26%
30
ABBVABBVIE INC
8,461$1.8B1.23%
31
HDHOME DEPOT INC
4,702$1.7B1.20%
32
CMECME GROUP INC
6,306$1.7B1.17%
33
EOGEOG RES INC
12,793$1.6B1.14%
34
INTUINTUIT
2,600$1.6B1.11%
35
MARMARRIOTT INTL INC NEW
6,178$1.5B1.03%
36
CMCSACOMCAST CORP NEW
38,040$1.4B0.98%
37
ETNEATON CORP PLC
5,009$1.4B0.95%
38
TSMTAIWAN SEMICONDUCTOR MFG LTD
7,983$1.3B0.92%
39
LMTLOCKHEED MARTIN CORP
2,912$1.3B0.91%
40
XOMEXXON MOBIL CORP
10,002$1.2B0.83%
41
NFLXNETFLIX INC
1,246$1.2B0.81%
42
NOWSERVICENOW INC
1,446$1.2B0.80%
43
ODFLOLD DOMINION FREIGHT LINE IN
6,862$1.1B0.79%
44
CSGPCOSTAR GROUP INC
13,145$1.0B0.73%
45
QCOMQUALCOMM INC
5,475$841.0M0.59%
46
UBSIUNITED BANKSHARES INC WEST V
23,198$804.3M0.56%
47
MOALTRIA GROUP INC
13,140$788.7M0.55%
48
PEPPEPSICO INC
3,700$554.8M0.39%
49
UNHUNITEDHEALTH GROUP INC
1,000$523.8M0.36%
50
BLBLACKLINE INC
10,050$486.6M0.34%
51
AVPTAVEPOINT INC
30,400$439.0M0.31%
52
BNDVANGUARD BD INDEX FDS
5,780$424.5M0.30%
53
ETENERGY TRANSFER L P
22,108$411.0M0.29%
54
CWANCLEARWATER ANALYTICS HLDGS I
15,240$408.4M0.28%
55
SMWBSIMILARWEB LTD
49,092$406.0M0.28%
56
SPSCSPS COMM INC
3,056$405.6M0.28%
57
FIVNFIVE9 INC
14,575$395.7M0.28%
58
LYGLLOYDS BANKING GROUP PLC
102,850$392.9M0.27%
59
NEMNEWMONT CORP
8,073$389.8M0.27%
60
VOXRVOX ROYALTY CORP
132,811$387.8M0.27%
61
PPTPUTNAM PREMIER INCOME TR
100,000$359.0M0.25%
62
INFA1EURINFORMATICA INC
17,254$301.1M0.21%
63
GNLGLOBAL NET LEASE INC
36,225$291.2M0.20%
64
SBSWSIBANYE STILLWATER LTD
57,719$264.4M0.18%
65
ADPAUTOMATIC DATA PROCESSING IN
830$253.6M0.18%
66
KNTKKINETIK HOLDINGS INC
4,850$251.9M0.18%
67
CUBECUBESMART
5,800$247.7M0.17%
68
TPRTAPESTRY INC
3,475$244.7M0.17%
69
SHWSHERWIN WILLIAMS CO
675$235.7M0.16%
70
CLBTCELLEBRITE DI LTD
12,030$233.7M0.16%
71
VERXVERTEX INC
6,554$229.5M0.16%
72
OSPNONESPAN INC
14,875$226.8M0.16%
73
REGNREGENERON PHARMACEUTICALS
340$215.6M0.15%
74
XEMDXWESTERN ASSET EMERGING MKTS
20,000$197.0M0.14%
75
GECCGREAT ELM CAP CORP
19,500$196.6M0.14%
76
HFROHIGHLAND OPPS & INCOME FD
30,000$149.4M0.10%
77
BLWBLACKROCK LTD DURATION INCOM
10,000$139.8M0.10%
78
WBDWARNER BROS DISCOVERY INC
11,600$124.5M0.09%
79
VZLAVIZSLA SILVER CORP
51,608$118.0M0.08%
80
EDDMORGAN STANLEY EMERGING MKTS
21,500$104.4M0.07%
81
EMXEMX RTY CORP
41,958$85.7M0.06%
82
ARISARIS MNG CORP
17,882$82.6M0.06%
83
MTAMETALLA RTY & STREAMING LTD
27,645$79.6M0.06%
84
SPMEURAMERICAS GOLD AND SILVER COR
143,374$76.7M0.05%
85
IAUI-80 GOLD CORP
10,000$5.9M0.00%