Papamarkou Wellner Asset Management inc. Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$145.2B

Holdings

74

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (74 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
77,805$19.5B13.42%
2
MSFTMICROSOFT CORP
24,968$10.5B7.25%
3
NVDANVIDIA CORPORATION
77,775$10.4B7.19%
4
AMZNAMAZON COM INC
35,902$7.9B5.42%
5
GOOGLALPHABET INC
33,590$6.4B4.38%
6
VVISA INC
14,049$4.4B3.06%
7
MAMASTERCARD INCORPORATED
7,389$3.9B2.68%
8
ISRGINTUITIVE SURGICAL INC
6,658$3.5B2.39%
9
BRK/BBERKSHIRE HATHAWAY INC DEL
7,343$3.3B2.29%
10
SPGIS&P GLOBAL INC
6,446$3.2B2.21%
11
KOCOCA COLA CO
50,708$3.2B2.17%
12
4I1PHILIP MORRIS INTL INC
25,272$3.0B2.09%
13
GOOGALPHABET INC
12,910$2.5B1.69%
14
MCDMCDONALDS CORP
8,205$2.4B1.64%
15
UNHUNITEDHEALTH GROUP INC
4,655$2.4B1.62%
16
BLKBLACKROCK INC
2,265$2.3B1.60%
17
METAMETA PLATFORMS INC
3,920$2.3B1.58%
18
JPMJPMORGAN CHASE & CO.
9,446$2.3B1.56%
19
CVXCHEVRON CORP NEW
15,225$2.2B1.52%
20
TXNTEXAS INSTRS INC
11,722$2.2B1.51%
21
LLYELI LILLY & CO
2,839$2.2B1.51%
22
PGPROCTER AND GAMBLE CO
12,587$2.1B1.45%
23
ABTABBOTT LABS
18,493$2.1B1.44%
24
ASMLASML HOLDING N V
2,973$2.1B1.42%
25
HESHESS CORP
14,823$2.0B1.36%
26
RTXRTX CORPORATION
16,000$1.9B1.28%
27
UNPUNION PAC CORP
7,833$1.8B1.23%
28
MARMARRIOTT INTL INC NEW
6,397$1.8B1.23%
29
HDHOME DEPOT INC
4,510$1.8B1.21%
30
ICEINTERCONTINENTAL EXCHANGE IN
11,546$1.7B1.18%
31
INTUINTUIT
3,150$1.7B1.15%
32
DEDEERE & CO
3,909$1.7B1.14%
33
ABBVABBVIE INC
9,043$1.6B1.11%
34
TSMTAIWAN SEMICONDUCTOR MFG LTD
7,983$1.6B1.09%
35
EOGEOG RES INC
12,805$1.6B1.08%
36
GILDGILEAD SCIENCES INC
16,567$1.5B1.05%
37
CMECME GROUP INC
6,313$1.5B1.01%
38
PEPPEPSICO INC
9,090$1.4B0.95%
39
LMTLOCKHEED MARTIN CORP
2,687$1.3B0.90%
40
ODFLOLD DOMINION FREIGHT LINE IN
6,857$1.2B0.83%
41
XOMEXXON MOBIL CORP
10,227$1.1B0.76%
42
BGXBLACKSTONE LONG SHORT CR INC
7,750$964.1M0.66%
43
NFLXNETFLIX INC
1,079$961.7M0.66%
44
CSGPCOSTAR GROUP INC
13,175$943.2M0.65%
45
UBSIUNITED BANKSHARES INC WEST V
23,198$871.1M0.60%
46
NOWSERVICENOW INC
803$851.3M0.59%
47
QCOMQUALCOMM INC
5,475$841.1M0.58%
48
BMYBRISTOL-MYERS SQUIBB CO
12,940$731.9M0.50%
49
MOALTRIA GROUP INC
13,140$687.1M0.47%
50
TRGPTARGA RES CORP
3,250$580.1M0.40%
51
NVONOVO-NORDISK A S
6,188$532.3M0.37%
52
ETENERGY TRANSFER L P
22,108$433.1M0.30%
53
BNDVANGUARD BD INDEX FDS
5,780$415.6M0.29%
54
SHWSHERWIN WILLIAMS CO
1,025$348.4M0.24%
55
NEMNEWMONT CORP
8,073$300.5M0.21%
56
GNLGLOBAL NET LEASE INC
36,225$264.4M0.18%
57
CUBECUBESMART
5,800$248.5M0.17%
58
ADPAUTOMATIC DATA PROCESSING IN
830$243.0M0.17%
59
GECCGREAT ELM CAP CORP
19,500$214.3M0.15%
60
XEMDXWESTERN ASSET EMERGING MKTS
20,000$192.4M0.13%
61
SBSWSIBANYE STILLWATER LTD
57,719$190.5M0.13%
62
PPTPUTNAM PREMIER INCOME TR
50,000$178.0M0.12%
63
LYGLLOYDS BANKING GROUP PLC
61,650$167.7M0.12%
64
HFROHIGHLAND OPPS & INCOME FD
30,000$155.7M0.11%
65
BLWBLACKROCK LTD DURATION INCOM
10,000$141.3M0.10%
66
WBDWARNER BROS DISCOVERY INC
11,600$122.6M0.08%
67
EDDMORGAN STANLEY EMERGING MKTS
21,500$97.6M0.07%
68
VZLAVIZSLA SILVER CORP
51,608$87.2M0.06%
69
EMXEMX RTY CORP
41,958$72.6M0.05%
70
VOXRVOX ROYALTY CORP
30,311$70.9M0.05%
71
MTAMETALLA RTY & STREAMING LTD
27,645$69.4M0.05%
72
ARISARIS MNG CORP
17,882$62.7M0.04%
73
SPMEURAMERICAS GOLD AND SILVER COR
143,374$55.8M0.04%
74
IAUI-80 GOLD CORP
10,000$4.8M0.00%