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Artemis Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Artemis Wealth Advisors, LLC

Investment Activity

  • Artemis Wealth Advisors, LLC has $882.83 million in total holdings as of June 30, 2025.
  • Artemis Wealth Advisors, LLC owns shares of 33 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • Approximately 38.85% of the portfolio was purchased this quarter.
  • About 1.89% of the portfolio was sold this quarter.
  • This quarter, Artemis Wealth Advisors, LLC has purchased 22 new stocks and bought additional shares in 12 stocks.
  • Artemis Wealth Advisors, LLC sold shares of 2 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Invesco QQQ
$739,123,263
Amazon.com
$22,726,171
Microsoft
$21,556,094
BITWISE BITCOIN ETF TR
$8,788,500

Largest New Holdings this Quarter

67066G104 - NVIDIA
$8,689,450 Holding
30303M102 - Meta Platforms
$8,414,226 Holding
874039100 - Taiwan Semiconductor Manufacturing
$7,474,170 Holding
11135F101 - Broadcom
$7,029,075 Holding
512807306 - LAM RESEARCH CORP
$2,920,200 Holding

Largest Purchases this Quarter

Invesco QQQ
520,574 shares (about $287.17M)
NVIDIA
55,000 shares (about $8.69M)
Meta Platforms
11,400 shares (about $8.41M)
Taiwan Semiconductor Manufacturing
33,000 shares (about $7.47M)
Amazon.com
33,588 shares (about $7.37M)

Largest Sales this Quarter

iShares Core S&P Mid-Cap ETF
251,873 shares (about $15.62M)
Johnson & Johnson
22 shares (about $3.36K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofArtemis Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco QQQ stock logo
QQQ
Invesco QQQ
$739,123,263$287,169,494 63.5%1,339,86583.7%Finance
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$24,646,414$35,990 0.1%390,3452.8%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$22,726,171$7,368,871 48.0%103,5882.6%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$21,556,094$5,338,164 32.9%43,3372.4%Computer and Technology
BITWISE BITCOIN ETF TR
$8,788,5000.0%150,0001.0%SHS BEN INT
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,689,450$8,689,450 New Holding55,0001.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,414,226$8,414,226 New Holding11,4001.0%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$8,141,933$187,114 2.4%39,6840.9%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$7,474,170$7,474,170 New Holding33,0000.8%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$7,029,075$7,029,075 New Holding25,5000.8%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,096,6990.0%10,4920.6%Finance
LAM RESEARCH CORP
$2,920,200$2,920,200 New Holding30,0000.3%COM NEW
PALANTIR TECHNOLOGIES INC
$2,726,400$2,726,400 New Holding20,0000.3%CL A
Alphabet Inc. stock logo
GOOG
Alphabet
$2,356,238$275,305 13.2%13,2830.3%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,928,202$15,621,165 -89.0%31,0900.2%ETF
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$1,613,800$1,613,800 New Holding5,0000.2%Energy
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,581,458$1,509 0.1%8,3830.2%ETF
TALEN ENERGY CORP
$1,453,850$1,453,850 New Holding5,0000.2%COM
GE VERNOVA INC
$1,322,875$1,322,875 New Holding2,5000.1%COM
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$746,4000.0%8,0000.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$728,8000.0%1000.1%Finance
RTX Corporation stock logo
RTX
RTX
$609,369$2,628 0.4%4,1730.1%Aerospace
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$520,0400.0%1,7060.1%Finance
SPDR ICE Preferred Securities ETF stock logo
PSK
SPDR ICE Preferred Securities ETF
$329,370$5,431 1.7%10,3710.0%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$303,2960.0%9,2440.0%ETF
Visa Inc. stock logo
V
Visa
$296,822$296,822 New Holding8360.0%Business Services
PIMCO ETF TR
$271,924$3,503 1.3%2,9500.0%ACTIVE BD ETF
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$251,315$1,988 0.8%6,7000.0%ETF
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$250,028$895 0.4%3,9100.0%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$249,501$249,501 New Holding4440.0%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$240,592$3,361 -1.4%1,5750.0%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$235,103$235,103 New Holding1,7290.0%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$205,796$205,796 New Holding2640.0%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$0$763,751 -100.0%00.0%Computer and Technology
Sandy Spring Bancorp, Inc. stock logo
SASR
Sandy Spring Bancorp
$0$282,406 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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