Artemis Wealth Advisors as of March 31, 2025
Portfolio Holdings for Artemis Wealth Advisors
Artemis Wealth Advisors holds 22 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 80.6 | $384M | 819k | 468.92 | |
| Ishares Msci Emrg Chn (EMXC) | 4.5 | $22M | 390k | 55.09 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.5 | $17M | 283k | 58.35 | |
| Amazon (AMZN) | 2.8 | $13M | 70k | 190.26 | |
| Microsoft Corporation (MSFT) | 2.6 | $12M | 33k | 375.39 | |
| Apple (AAPL) | 1.8 | $8.6M | 39k | 222.13 | |
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 1.4 | $6.7M | 150k | 44.88 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $5.6M | 11k | 532.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.8M | 12k | 156.23 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $1.3M | 8.4k | 153.11 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $798k | 100.00 | 7984.42 | |
| Qualcomm (QCOM) | 0.2 | $764k | 5.0k | 153.61 | |
| Uber Technologies (UBER) | 0.1 | $583k | 8.0k | 72.86 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $550k | 4.2k | 132.45 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $492k | 1.7k | 288.14 | |
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.1 | $330k | 10k | 32.39 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $287k | 9.2k | 30.99 | |
| Sandy Spring Ban (SASR) | 0.1 | $282k | 10k | 27.95 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $269k | 2.9k | 92.48 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $266k | 3.9k | 68.32 | |
| Johnson & Johnson (JNJ) | 0.1 | $265k | 1.6k | 165.86 | |
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $249k | 6.6k | 37.49 |
