Artemis Wealth Advisors
Latest statistics and disclosures from Artemis Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, CALF, EMXC, MSFT, AMZN, and represent 92.60% of Artemis Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$440M), NVO (+$6.4M), LLY (+$6.2M), Bitwise Bitcoin Etf Tr (+$5.8M), LRCX, AMAT, KLAC, INTC, META, LSCC.
- Started 12 new stock positions in NVO, MRVL, LSCC, LLY, KLAC, META, LRCX, CDNS, AMAT, INVH. INTC, Bitwise Bitcoin Etf Tr.
- Reduced shares in these 9 stocks: IWM (-$33M), NVDA (-$15M), EMXC (-$8.5M), CALF (-$6.4M), , IWS, BRK.B, JNJ, RTX.
- Sold out of its positions in IWS, IWM, SPY.
- Artemis Wealth Advisors was a net buyer of stock by $421M.
- Artemis Wealth Advisors has $990M in assets under management (AUM), dropping by 89.81%.
- Central Index Key (CIK): 0001767435
Tip: Access up to 7 years of quarterly data
Positions held by Artemis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Artemis Wealth Advisors
Artemis Wealth Advisors holds 33 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 83.4 | $826M | +113% | 1.9M | 444.01 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 4.5 | $44M | -12% | 903k | 49.17 |
|
| Ishares Msci Emrg Chn (EMXC) | 2.0 | $20M | -29% | 348k | 57.57 |
|
| Microsoft Corporation (MSFT) | 1.4 | $14M | 33k | 420.73 |
|
|
| Amazon (AMZN) | 1.3 | $13M | 70k | 180.38 |
|
|
| NVIDIA Corporation (NVDA) | 1.0 | $9.9M | -60% | 11k | 903.56 |
|
| Apple (AAPL) | 0.7 | $6.7M | 39k | 171.48 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.6 | $6.4M | NEW | 50k | 128.40 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $6.2M | NEW | 8.0k | 777.96 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int | 0.6 | $5.8M | NEW | 150k | 38.71 |
|
| Lam Research Corporation (LRCX) | 0.5 | $4.9M | NEW | 5.0k | 971.57 |
|
| Applied Materials (AMAT) | 0.5 | $4.5M | NEW | 22k | 206.23 |
|
| Kla Corp Com New (KLAC) | 0.4 | $3.8M | NEW | 5.5k | 698.57 |
|
| Intel Corporation (INTC) | 0.4 | $3.8M | NEW | 86k | 44.17 |
|
| Meta Platforms Cl A (META) | 0.3 | $3.2M | NEW | 6.5k | 485.58 |
|
| Lattice Semiconductor (LSCC) | 0.3 | $2.7M | NEW | 35k | 78.23 |
|
| Marvell Technology (MRVL) | 0.3 | $2.6M | NEW | 37k | 70.88 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.6M | -4% | 6.1k | 420.52 |
|
| Cadence Design Systems (CDNS) | 0.3 | $2.5M | NEW | 8.0k | 311.28 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.8M | 12k | 152.26 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $1.1M | 8.3k | 131.93 |
|
|
| Qualcomm (QCOM) | 0.1 | $825k | 4.9k | 169.29 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $634k | 100.00 | 6344.40 |
|
|
| Uber Technologies (UBER) | 0.1 | $616k | 8.0k | 76.99 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $406k | 4.2k | 97.54 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $351k | 1.7k | 205.72 |
|
|
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $334k | 9.6k | 34.87 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $268k | 3.8k | 69.77 |
|
|
| Invitation Homes (INVH) | 0.0 | $258k | NEW | 7.3k | 35.61 |
|
| Johnson & Johnson (JNJ) | 0.0 | $255k | 1.6k | 158.20 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $255k | 2.8k | 91.87 |
|
|
| Sandy Spring Ban (SASR) | 0.0 | $224k | 9.7k | 23.18 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $210k | 9.2k | 22.75 |
|
Past Filings by Artemis Wealth Advisors
SEC 13F filings are viewable for Artemis Wealth Advisors going back to 2022
- Artemis Wealth Advisors 2024 Q1 filed April 26, 2024
- Artemis Wealth Advisors 2023 Q4 filed Feb. 9, 2024
- Artemis Wealth Advisors 2023 Q3 filed Oct. 18, 2023
- Artemis Wealth Advisors 2021 Q1 amended filed Sept. 11, 2023
- Artemis Wealth Advisors 2021 Q2 amended filed Sept. 11, 2023
- Artemis Wealth Advisors 2021 Q3 amended filed Sept. 11, 2023
- Artemis Wealth Advisors 2021 Q4 amended filed Sept. 11, 2023
- Artemis Wealth Advisors 2020 Q1 amended filed Sept. 5, 2023
- Artemis Wealth Advisors 2020 Q2 amended filed Sept. 5, 2023
- Artemis Wealth Advisors 2020 Q3 amended filed Sept. 5, 2023
- Artemis Wealth Advisors 2020 Q4 amended filed Sept. 5, 2023
- Artemis Wealth Advisors 2019 Q1 amended filed Sept. 1, 2023
- Artemis Wealth Advisors 2019 Q2 amended filed Sept. 1, 2023
- Artemis Wealth Advisors 2019 Q3 amended filed Sept. 1, 2023
- Artemis Wealth Advisors 2019 Q4 amended filed Sept. 1, 2023
- Artemis Wealth Advisors 2017 Q1 amended filed Aug. 29, 2023