AW
| |
Artemis Wealth Advisors, LLC13F | |
| Artemis Wealth Advisors, LLC | |
| Last update 2025-04-30 | 22 Stocks (1 new) |
| Value $477.00 Mil | Turnover 4 % |
Artemis Wealth Advisors, LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 819,291 | 384,181.9 | -1.09% | 80.560 | -0.82% | 0.130 | +32.90% | +8.32% | 354,740.4 | ||
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 389,775 | 21,472.7 | +8.77% | 4.500 | +0.36% | 0.150 | +28.10% | +15.70% | 13,665.7 | ||
IJH | iShares Core S&P Mid-Cap ETF | 282,963 | 16,510.9 | New Holding | 3.460 | +3.46% | 0.020 | +24.34% | +2.37% | 96,948.5 | ||
AMZN | Amazon.com Inc | 70,000 | 13,318.2 | 0% | 2.790 | 0% | 0.000 | +28.54% | -0.01% | 2,328,803.1 | Retail - Cyclical | |
MSFT | Microsoft Corp | 32,605 | 12,239.6 | -21.62% | 2.570 | -0.68% | 0.000 | +40.32% | +18.28% | 3,691,149.9 | Software | |
AAPL | Apple Inc | 38,772 | 8,612.4 | -2.71% | 1.810 | -0.05% | 0.000 | +21.96% | -15.93% | 3,136,672.8 | Hardware | |
BITB |
Bitwise Bitcoin ETF Beneficial Interest
Bitwise Bitcoin ETF Beneficial Interest
| 150,000 | 6,732.0 | 0% | 1.410 | 0% | 0.210 | +41.75% | +16.38% | 4,159.2 | ||
BRK.B | Berkshire Hathaway Inc | 10,492 | 5,587.8 | 0% | 1.170 | 0% | 0.000 | -3.08% | +5.34% | 1,029,554.6 | Insurance | |
GOOG | Alphabet Inc | 11,731 | 1,832.7 | -2.38% | 0.380 | -0.01% | 0.000 | +19.64% | -7.81% | 2,120,182.4 | Interactive Media | |
ITA |
iShares U.S. Aerospace & Defense ETF
iShares U.S. Aerospace & Defense ETF
| 8,375 | 1,282.3 | +0.16% | 0.270 | 0% | 0.020 | +36.05% | +28.83% | 8,208.2 |
Artemis Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Artemis Wealth Advisors, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | New Buy New Buy | +3.46% | 57.21 ($62.1) 65.8 | $63.41 | 2.11% | New holding | 282,963 | 282,963 | |
NVDA | NVIDIA Corp | 2025-03-31 | Sold Out Sold Out | -2.27% | 106.98 ($126.74) 149.43 | $160.00 | 26.24% | Sold Out | 0 | -95,000 | |
AVGO | Broadcom Inc | 2025-03-31 | Sold Out Sold Out | -1.55% | 167.43 ($211.65) 244.7 | $271.80 | 28.42% | Sold Out | 0 | -37,500 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | Sold Out Sold Out | -0.99% | 165.25 ($194.34) 224.62 | $227.86 | 17.25% | Sold Out | 0 | -28,000 | |
MRVL | Marvell Technology Inc | 2025-03-31 | Sold Out Sold Out | -0.93% | 61.57 ($97.02) 126.06 | $71.95 | -25.84% | Sold Out | 0 | -47,000 | |
META | Meta Platforms Inc | 2025-03-31 | Sold Out Sold Out | -0.88% | 576.36 ($645.17) 736.67 | $720.67 | 11.70% | Sold Out | 0 | -8,400 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -0.82% | 468.34 ($508.07) 539.52 | $552.34 | 8.71% | Reduce -1.09% | 819,291 | -9,044 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out Sold Out | -0.72% | 222.15 ($333.26) 428.22 | $297.81 | -10.64% | Sold Out | 0 | -10,000 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.68% | 375.39 ($407.71) 447.2 | $496.62 | 21.81% | Reduce -21.62% | 32,605 | -8,991 | |
LRCX | Lam Research Corp | 2025-03-31 | Sold Out Sold Out | -0.39% | 72.44 ($78.75) 89.02 | $99.83 | 26.77% | Sold Out | 0 | -30,000 |
Artemis Wealth Advisors, LLC Total Holding History ($B)
Artemis Wealth Advisors, LLC's Asset Allocation
Artemis Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Artemis Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Artemis Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Artemis Wealth Advisors, LLC's Holdings Heat Map
Size field:
Artemis Wealth Advisors, LLC's Holdings Bubble Chart
Artemis Wealth Advisors, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers