Artemis Wealth Advisors, LLC Portfolio Holdings
Artemis Wealth Advisors, LLC
- $1.07 Billion
- Q3 2024
Artemis Wealth Advisors, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.07 Billion distributed in 33 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 $403M, Berkshire Hathaway Inc with a value of $69M, Pacer Fds Tr Pacer Us Small Ca with a value of $42.2M, Ishares Inc Msci Emerging Mkts with a value of $21.5M, and Nvidia Corp with a value of $14.6M.
Examining the 13F form we can see an decrease of $53.1M in the current position value, from $1.12B to 1.07B.
Below you can find more details about Artemis Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.07 Billion
ETFs: $906 Million
Financial Services: $72.3 Million
Technology: $67.2 Million
Consumer Cyclical: $13 Million
Communication Services: $6.53 Million
Industrials: $503,000
Healthcare: $455,000
Real Estate: $309,000
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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