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), BITB (+$5.8M), LRCX, AMAT, KLAC, INTC, META, LSCC.
- Started 12 new stock positions in INTC, LLY, MRVL, LRCX, LSCC, BITB, NVO, AMAT, KLAC, META. INVH, CDNS.
- 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 consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
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 (BITB) | 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