Artemis Wealth Advisors as of June 30, 2025
Portfolio Holdings for Artemis Wealth Advisors
Artemis Wealth Advisors holds 33 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 83.7 | $739M | 1.3M | 551.64 | |
| Ishares Msci Emrg Chn (EMXC) | 2.8 | $25M | 390k | 63.14 | |
| Amazon (AMZN) | 2.6 | $23M | 104k | 219.39 | |
| Microsoft Corporation (MSFT) | 2.4 | $22M | 43k | 497.41 | |
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 1.0 | $8.8M | 150k | 58.59 | |
| NVIDIA Corporation (NVDA) | 1.0 | $8.7M | 55k | 157.99 | |
| Meta Platforms Cl A (META) | 1.0 | $8.4M | 11k | 738.09 | |
| Apple (AAPL) | 0.9 | $8.1M | 40k | 205.17 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $7.5M | 33k | 226.49 | |
| Broadcom (AVGO) | 0.8 | $7.0M | 26k | 275.65 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $5.1M | 11k | 485.77 | |
| Lam Research Corp Com New (LRCX) | 0.3 | $2.9M | 30k | 97.34 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $2.7M | 20k | 136.32 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.4M | 13k | 177.39 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.9M | 31k | 62.02 | |
| Constellation Energy (CEG) | 0.2 | $1.6M | 5.0k | 322.76 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $1.6M | 8.4k | 188.65 | |
| Talen Energy Corp (TLN) | 0.2 | $1.5M | 5.0k | 290.77 | |
| Ge Vernova (GEV) | 0.1 | $1.3M | 2.5k | 529.15 | |
| Uber Technologies (UBER) | 0.1 | $746k | 8.0k | 93.30 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $729k | 100.00 | 7288.00 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $609k | 4.2k | 146.03 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $520k | 1.7k | 304.83 | |
| Spdr Series Trust Ice Pfd Sec Etf (PSK) | 0.0 | $329k | 10k | 31.76 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $303k | 9.2k | 32.81 | |
| Visa Com Cl A (V) | 0.0 | $297k | 836.00 | 355.05 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $272k | 3.0k | 92.18 | |
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $251k | 6.7k | 37.51 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $250k | 3.9k | 63.95 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $250k | 444.00 | 561.94 | |
| Johnson & Johnson (JNJ) | 0.0 | $241k | 1.6k | 152.76 | |
| Abbott Laboratories (ABT) | 0.0 | $235k | 1.7k | 135.98 | |
| Eli Lilly & Co. (LLY) | 0.0 | $206k | 264.00 | 779.53 |
