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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 $476.91 million in total holdings as of March 31, 2025.
  • Artemis Wealth Advisors, LLC owns shares of 22 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • Approximately 3.83% of the portfolio was purchased this quarter.
  • About 12.99% of the portfolio was sold this quarter.
  • This quarter, Artemis Wealth Advisors, LLC has purchased 36 new stocks and bought additional shares in 10 stocks.
  • Artemis Wealth Advisors, LLC sold shares of 4 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Invesco QQQ
$384,181,937
Amazon.com
$13,318,200
Microsoft
$12,239,603

Largest New Holdings this Quarter

464287507 - iShares Core S&P Mid-Cap ETF
$16,510,885 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF
282,963 shares (about $16.51M)
iShares MSCI Emerging Markets ex China ETF
31,426 shares (about $1.73M)
QUALCOMM
27 shares (about $4.15K)
SPDR ICE Preferred Securities ETF
110 shares (about $3.56K)
PIMCO ETF TR
36 shares (about $3.33K)

Largest Sales this Quarter

Invesco QQQ
9,044 shares (about $4.24M)
Microsoft
8,991 shares (about $3.38M)
Apple
1,080 shares (about $239.90K)
Alphabet
286 shares (about $44.68K)

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
$384,181,937$4,240,912 -1.1%819,29180.6%Finance
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$21,472,710$1,731,259 8.8%389,7754.5%Manufacturing
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$16,510,885$16,510,885 New Holding282,9633.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$13,318,2000.0%70,0002.8%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$12,239,603$3,375,135 -21.6%32,6052.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$8,612,370$239,899 -2.7%38,7721.8%Computer and Technology
BITWISE BITCOIN ETF TR
$6,732,0000.0%150,0001.4%SHS BEN INT
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,587,8290.0%10,4921.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$1,832,721$44,681 -2.4%11,7310.4%Computer and Technology
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,282,285$1,990 0.2%8,3750.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$798,4420.0%1000.2%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$763,751$4,147 0.5%4,9720.2%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$582,9100.0%8,0000.1%Computer and Technology
RTX Co. stock logo
RTX
RTX
$550,342$1,589 0.3%4,1550.1%Aerospace
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$491,5670.0%1,7060.1%Finance
SPDR ICE Preferred Securities ETF stock logo
PSK
SPDR ICE Preferred Securities ETF
$330,369$3,563 1.1%10,2000.1%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$286,4720.0%9,2440.1%ETF
Sandy Spring Bancorp, Inc. stock logo
SASR
Sandy Spring Bancorp
$282,406$2,823 1.0%10,1040.1%Finance
PIMCO ETF TR
$269,295$3,329 1.3%2,9120.1%ACTIVE BD ETF
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$266,156$956 0.4%3,8960.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$264,872$1,327 0.5%1,5970.1%Medical
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$249,178$1,987 0.8%6,6470.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$0$12,757,550 -100.0%00.0%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$0$8,694,000 -100.0%00.0%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$0$5,529,720 -100.0%00.0%Computer and Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$0$5,191,150 -100.0%00.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$4,918,284 -100.0%00.0%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$0$4,038,400 -100.0%00.0%Auto/Tires/Trucks
LAM RESEARCH CORP
$0$2,166,900 -100.0%00.0%COM
PALANTIR TECHNOLOGIES INC
$0$2,079,825 -100.0%00.0%CL A
Lattice Semiconductor Co. stock logo
LSCC
Lattice Semiconductor
$0$1,982,750 -100.0%00.0%Computer and Technology
Ambarella, Inc. stock logo
AMBA
Ambarella
$0$1,454,800 -100.0%00.0%Computer and Technology
Datadog, Inc. stock logo
DDOG
Datadog
$0$1,286,010 -100.0%00.0%Computer and Technology
Teradyne, Inc. stock logo
TER
Teradyne
$0$1,259,200 -100.0%00.0%Computer and Technology
Confluent, Inc. stock logo
CFLT
Confluent
$0$978,600 -100.0%00.0%Computer and Technology
Constellation Energy Co. stock logo
CEG
Constellation Energy
$0$894,840 -100.0%00.0%Energy
TALEN ENERGY CORP
$0$805,880 -100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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