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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Portfolio Holdings for Artemis Wealth Advisors

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
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

View all past filings