Artemis Wealth Advisors, LLC Portfolio Holdings
Artemis Wealth Advisors, LLC
- $549 Million
- Q1 2025
Artemis Wealth Advisors, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $549 Million distributed in 22 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $384M, Berkshire Hathaway Inc with a value of $79.8M, Ishares Inc Msci Emerging Mkts with a value of $21.5M, Ishares Core S&P Mid Cap ETF with a value of $16.5M, and Amazon Com Inc with a value of $13.3M.
Examining the 13F form we can see an decrease of $68.5M in the current position value, from $618M to 549M.
Below you can find more details about Artemis Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$549 Million
ETFs: $425 Million
Financial Services: $85.7 Million
Technology: $22.2 Million
Consumer Cyclical: $13.3 Million
Communication Services: $1.83 Million
Industrials: $550,000
Healthcare: $264,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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