13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001767435
Total reported value
$834.5M
$834.5M
33 檔
109.9%
During the Q1 2024 filing period, Artemis Wealth Advisors, LLC (CIK: 0001767435) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $834.5M across 33 reported positions.
During Q1 2024, Artemis Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 83.43% | -4.78% | +113.80% | |
| 2 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 4.49% | — | -12.62% | |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.03% | -2.29% | -29.82% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | -0.10% | +0.02% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | -0.23% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | -0.41% | -60.71% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 0.68% | -0.54% | +0.13% | |
| 8 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.65% | — | — | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | — | — | |
| 10 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.59% | — | — | |
| 11 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.49% | — | — | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | 0.46% | +0.54% | — | |
| 13 | KLAC | Kla CORP | Stock-Tech | 0.39% | +0.50% | — | |
| 14 | INTC | Intel CORP | Stock-Tech | 0.38% | +1.52% | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.48% | EXIT | |
| 16 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 0.28% | +0.26% | NEW | |
| 17 | MRVL | Marvell Technology Inc | Stock-Tech | 0.26% | +0.89% | NEW | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.20% | -4.69% | |
| 19 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.25% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | -0.02% | — | |
| 21 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.11% | -0.04% | +0.21% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 0.08% | — | +0.47% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.06% | — | — | |
| 24 | UBER | Uber Technologies Inc | Stock-Industrials | 0.06% | -0.02% | — | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.04% | -0.03% | -0.19% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.04% | -0.03% | — | |
| 27 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.03% | -0.01% | +1.04% | |
| 28 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.03% | — | +0.37% | |
| 29 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.03% | — | — | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.03% | -0.03% | -1.47% | |
| 31 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.03% | -0.01% | +1.13% | |
| 32 | SD2 | Sandy Spring Bancorp Inc | Stock-Other | 0.02% | — | +1.55% | |
| 33 | SLV | Ishares Silver Trust | ETF-Commodities | 0.02% | -0.04% | — |
According to official SEC Form 13F filings, Artemis Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $834.5M across 33 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, CALF, EMXC) accounted for 109.9% of total reported equity market value during Q1 2024.
During Q1 2024, Artemis Wealth Advisors, LLC's top holdings by market value included QQQ (83.4%)、CALF (4.5%)、EMXC (2.0%). The largest single position, QQQ, represented 83.4% of total portfolio value.
In Q1 2024, Artemis Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.