StockDriftsStockDriftsTop 50 Papamarkou Wellner Asset Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 11.5% | 74.1K | $18.8M | +0.99%(+730) | $232.65(+29.05%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.95% | 74.5K | $13.0M | +2.38%(+1.73K) | $129.09(+74.55%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.44% | 30.9K | $8.9M | -0.50%(-155) | $177.58(+123.44%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.42% | 24.0K | $8.9M | +2.74%(+640) | $425.93(-0.94%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.53% | 35.6K | $7.4M | +3.71%(+1.27K) | $203.46(+29.83%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 3.92% | 31.0K | $6.4M | +0.55%(+169) | $147.98(+29.14%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 2.71% | 26.8K | $4.4M | +0.76%(+202) | $123.32(+53.75%) | 2026-03-31 | |
| V | VISA INC | 2.56% | 13.9K | $4.2M | +1.19%(+163) | $295.94(+10.07%) | 2026-03-31 | |
| KO | COCA COLA CO | 2.48% | 53.3K | $4.1M | +3.24%(+1.67K) | $67.32(+20.05%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 2.25% | 7.4K | $3.7M | +5.56%(+388) | $511.51(-3.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.03% | +22.61% |
| Top 20 Holdings Unweighted | +9.16% | +30.08% |
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