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, NVDA, MSFT, and represent 92.86% of Artemis Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$5.7M), AAPL, INTC, LSCC, LRCX, EMLP, PFE, CALF, GOOG, INVH.
- Started 3 new stock positions in EMLP, INTC, PFE.
- Reduced shares in these 5 stocks: QQQ (-$69M), LLY (-$7.2M), NVO (-$7.1M), MU (-$5.5M), VRT.
- Sold out of its positions in LLY, MU, NVO, VRT.
- Artemis Wealth Advisors was a net seller of stock by $-77M.
- Artemis Wealth Advisors has $1.0B in assets under management (AUM), dropping by -5.63%.
- Central Index Key (CIK): 0001767435
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Artemis Wealth Advisors holds 32 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 83.7 | $840M | -7% | 1.7M | 488.07 |
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Pacer Fds Tr Pacer Us Small (CALF) | 4.2 | $42M | 906k | 46.52 |
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Ishares Msci Emrg Chn (EMXC) | 2.1 | $22M | 352k | 61.11 |
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NVIDIA Corporation (NVDA) | 1.5 | $15M | 120k | 121.44 |
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Microsoft Corporation (MSFT) | 1.4 | $14M | 33k | 430.29 |
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Apple (AAPL) | 1.4 | $14M | +22% | 60k | 233.00 |
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Amazon (AMZN) | 1.3 | $13M | 70k | 186.33 |
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Broadcom (AVGO) | 0.6 | $6.0M | +1844% | 35k | 172.50 |
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.5 | $5.2M | 150k | 34.59 |
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Lam Research Corporation (LRCX) | 0.5 | $4.9M | +20% | 6.0k | 816.08 |
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Meta Platforms Cl A (META) | 0.5 | $4.5M | 7.9k | 572.44 |
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Applied Materials (AMAT) | 0.4 | $4.4M | 22k | 202.05 |
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Kla Corp Com New (KLAC) | 0.4 | $4.3M | 5.5k | 774.41 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.9M | 6.4k | 460.26 |
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Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.0M | +2% | 12k | 167.19 |
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Lattice Semiconductor (LSCC) | 0.2 | $1.9M | +250% | 35k | 53.07 |
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Intel Corporation (INTC) | 0.2 | $1.8M | NEW | 75k | 23.46 |
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Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $1.2M | 8.3k | 149.65 |
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Qualcomm (QCOM) | 0.1 | $836k | 4.9k | 170.05 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $691k | 100.00 | 6911.80 |
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Uber Technologies (UBER) | 0.1 | $601k | 8.0k | 75.16 |
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Raytheon Technologies Corp (RTX) | 0.1 | $504k | 4.2k | 121.17 |
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Spdr Gold Tr Gold Shs (GLD) | 0.0 | $415k | 1.7k | 243.06 |
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Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $352k | 9.9k | 35.66 |
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Sandy Spring Ban (SASR) | 0.0 | $311k | 9.9k | 31.37 |
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Invitation Homes (INVH) | 0.0 | $309k | +19% | 8.8k | 35.26 |
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Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $282k | 3.9k | 72.81 |
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Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $269k | 2.8k | 94.60 |
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Ishares Silver Tr Ishares (SLV) | 0.0 | $263k | 9.2k | 28.41 |
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Johnson & Johnson (JNJ) | 0.0 | $255k | 1.6k | 162.07 |
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First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $220k | NEW | 6.5k | 33.60 |
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Pfizer (PFE) | 0.0 | $201k | NEW | 6.9k | 28.94 |
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Past Filings by Artemis Wealth Advisors
SEC 13F filings are viewable for Artemis Wealth Advisors going back to 2022
- Artemis Wealth Advisors 2024 Q3 filed Oct. 31, 2024
- Artemis Wealth Advisors 2024 Q2 filed Aug. 5, 2024
- 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