The Analysis of Papamarkou Wellner Asset Management inc.'s Holdings
Currently, Papamarkou Wellner Asset Management inc. holds 81 types of securities in its portfolio with a total value $161.7M. In the most recent quarter, they have increased their positions in CVX (+14.9K shares, valued at $2.3M), DE (+3.9K shares, valued at $1.8M), FTAI (+3.0K shares, valued at $492.2K); decreased their positions in TXN (-2.3K shares, valued at $418.9K), NVDA (-1.6K shares, valued at $292.9K), BL (-3.3K shares, valued at $175.4K); initiated new positions in DE (+3.9K shares, valued at $1.8M), FTAI (+3.0K shares, valued at $492.2K), AXON (+659 shares, valued at $472.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC73.9K shares-0.71%2025-09-302025-11-17
NVDA NVIDIA CORPORATION73.4K shares-2.09%2025-09-302025-11-17 MSFT MICROSOFT CORP23.4K shares-1.07%2025-09-302025-11-17 GOOGL ALPHABET INC31.7K shares-1.40%2025-09-302025-11-17 AMZN AMAZON COM INC34.6K shares0.00%2025-09-302025-11-17 CVX CHEVRON CORP NEW30.8K shares93.93%2025-09-302025-11-17 V VISA INC13.7K shares0.00%2025-09-302025-11-17 PM PHILIP MORRIS INTL INC25.3K shares-0.26%2025-09-302025-11-17 MA MASTERCARD INCORPORATED7.0K shares0.00%2025-09-302025-11-17 BRK.B BERKSHIRE HATHAWAY INC DEL7.0K shares-0.37%2025-09-302025-11-17 KO COCA COLA CO52.0K shares0.00%2025-09-302025-11-17 SPGI S&P GLOBAL INC6.5K shares-0.39%2025-09-302025-11-17 META META PLATFORMS INC4.2K shares-0.71%2025-09-302025-11-17 JPM JPMORGAN CHASE & CO.9.4K shares0.21%2025-09-302025-11-17 GOOG ALPHABET INC11.8K shares0.00%2025-09-302025-11-17 ISRG INTUITIVE SURGICAL INC6.3K shares0.00%2025-09-302025-11-17 RTX RTX CORPORATION16.2K shares0.00%2025-09-302025-11-17 ASML ASML HOLDING N V2.8K shares-4.68%2025-09-302025-11-17 MCD MCDONALDS CORP8.8K shares0.00%2025-09-302025-11-17 BLK BLACKROCK INC2.2K shares-0.46%2025-09-302025-11-17 ABT ABBOTT LABS18.2K shares0.00%2025-09-302025-11-17 LLY ELI LILLY & CO3.0K shares0.00%2025-09-302025-11-17 TSM TAIWAN SEMICONDUCTOR MFG LTD8.0K shares-2.09%2025-09-302025-11-17 ABBV ABBVIE INC9.6K shares0.00%2025-09-302025-11-17 AVGO BROADCOM INC6.0K shares0.00%2025-09-302025-11-17 PG PROCTER AND GAMBLE CO12.6K shares0.00%2025-09-302025-11-17 HD HOME DEPOT INC4.7K shares0.00%2025-09-302025-11-17 ICE INTERCONTINENTAL EXCHANGE IN11.2K shares0.00%2025-09-302025-11-17 ETN EATON CORP PLC4.9K shares0.00%2025-09-302025-11-17 DE DEERE & CO3.9K sharesnew addition2025-09-302025-11-17 GILD GILEAD SCIENCES INC15.7K shares-0.63%2025-09-302025-11-17 CME CME GROUP INC6.3K shares0.00%2025-09-302025-11-17 INTU INTUIT2.5K shares0.00%2025-09-302025-11-17 TXN TEXAS INSTRS INC9.0K shares-20.23%2025-09-302025-11-17 MAR MARRIOTT INTL INC NEW5.8K shares-1.27%2025-09-302025-11-17 NFLX NETFLIX INC1.2K shares1.63%2025-09-302025-11-17 LMT LOCKHEED MARTIN CORP2.9K shares-3.34%2025-09-302025-11-17 EOG EOG RES INC12.8K shares0.00%2025-09-302025-11-17 UNP UNION PAC CORP5.4K shares-7.81%2025-09-302025-11-17 NOW SERVICENOW INC1.4K shares-5.18%2025-09-302025-11-17 CMCSA COMCAST CORP NEW37.0K shares-2.28%2025-09-302025-11-17 QCOM QUALCOMM INC5.3K shares-1.45%2025-09-302025-11-17 MO ALTRIA GROUP INC13.1K shares0.00%2025-09-302025-11-17 UBSI UNITED BANKSHARES INC WEST V23.2K shares0.00%2025-09-302025-11-17 ODFL OLD DOMINION FREIGHT LINE IN6.1K shares-10.40%2025-09-302025-11-17 COST COSTCO WHSL CORP NEW862 shares8.16%2025-09-302025-11-17 NEM NEWMONT CORP8.1K shares0.00%2025-09-302025-11-17 SBSW SIBANYE STILLWATER LTD57.7K shares0.00%2025-09-302025-11-17 VOXR VOX ROYALTY CORP135.5K shares0.00%2025-09-302025-11-17 BL BLACKLINE INC10.2K shares-24.38%2025-09-302025-11-17 FTAI FTAI AVIATION LTD3.0K sharesnew addition2025-09-302025-11-17 AXON AXON ENTERPRISE INC659 sharesnew addition2025-09-302025-11-17 LYG LLOYDS BANKING GROUP PLC102.1K shares-0.73%2025-09-302025-11-17 BND VANGUARD BD INDEX FDS5.7K shares0.00%2025-09-302025-11-17 TPR TAPESTRY INC3.5K shares0.00%2025-09-302025-11-17 ET ENERGY TRANSFER L P22.0K shares-0.33%2025-09-302025-11-17 FN FABRINET1.0K sharesnew addition2025-09-302025-11-17 SNOW SNOWFLAKE INC1.6K shares-25.17%2025-09-302025-11-17 UNH UNITEDHEALTH GROUP INC1.0K shares0.00%2025-09-302025-11-17 SAP SAP SE1.1K sharesnew addition2025-09-302025-11-17 ADP AUTOMATIC DATA PROCESSING IN1.0K shares-4.59%2025-09-302025-11-17 VZLA VIZSLA SILVER CORP61.1K shares0.00%2025-09-302025-11-17 EMX EMX RTY CORP46.1K shares0.00%2025-09-302025-11-17 CUBE CUBESMART5.8K shares0.00%2025-09-302025-11-17 USAS AMERICAS GOLD AND SILVER COR63.0K sharesnew addition2025-09-302025-11-17 AEM AGNICO EAGLE MINES LTD1.4K sharesnew addition2025-09-302025-11-17 CP CANADIAN PACIFIC KANSAS CITY3.0K shares-7.59%2025-09-302025-11-17 WBD WARNER BROS DISCOVERY INC11.6K shares0.00%2025-09-302025-11-17 APPF APPFOLIO INC760 sharesnew addition2025-09-302025-11-17 KNTK KINETIK HOLDINGS INC4.8K shares0.00%2025-09-302025-11-17 EMD WESTERN ASSET EMERGING MKTS20.0K shares0.00%2025-09-302025-11-17 REGN REGENERON PHARMACEUTICALS365 sharesnew addition2025-09-302025-11-17 GECC GREAT ELM CAP CORP19.5K shares0.00%2025-09-302025-11-17 ARMN ARIS MNG CORP19.6K shares0.00%2025-09-302025-11-17 MTA METALLA RTY & STREAMING LTD30.3K shares0.00%2025-09-302025-11-17 HFRO HIGHLAND OPPS & INCOME FD30.0K shares0.00%2025-09-302025-11-17 PPT PUTNAM PREMIER INCOME TR50.0K shares0.00%2025-09-302025-11-17 NABL N-ABLE INC19.9K shares-25.50%2025-09-302025-11-17 BLW BLACKROCK LTD DURATION INCOM10.0K shares0.00%2025-09-302025-11-17 EDD MORGAN STANLEY EMERGING MKTS21.5K shares0.00%2025-09-302025-11-17 IAUX I-80 GOLD CORP15.0K shares0.00%2025-09-302025-11-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available