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CIK: 0001767435
Total reported value
$834.5M
$834.5M
36 檔
58.6%
During the Q4 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 36 reported positions.
In Q4 2024, Artemis Wealth Advisors, LLC displayed an active expansion posture, initiating 11 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 75.51% | -4.78% | -51.84% | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.54% | -2.29% | +1.79% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.13% | -0.10% | +27.64% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.74% | -0.23% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | -0.41% | -20.83% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.78% | -0.54% | -33.37% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.55% | -0.49% | EXIT | |
| 8 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 1.36% | — | — | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.99% | +0.15% | — | |
| 10 | MRVL | Marvell Technology Inc | Stock-Tech | 0.93% | +0.89% | NEW | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.48% | EXIT | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.20% | +64.14% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | +0.33% | NEW | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | -0.02% | +0.10% | |
| 15 | LRCX | Lam Research CORP | Stock-Tech | 0.39% | +0.79% | — | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.37% | — | — | |
| 17 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 0.35% | +0.26% | NEW | |
| 18 | AMBA | Ambarella, Inc. | Stock-Tech | 0.26% | +0.12% | NEW | |
| 19 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.23% | — | — | |
| 20 | TER | Teradyne Inc | Stock-Tech | 0.22% | -0.25% | — | |
| 21 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.22% | -0.04% | +0.31% | |
| 22 | 8QR | Confluent Inc-class A | Stock-Other | 0.17% | — | — | |
| 23 | CEG | Constellation Energy | Stock-Utilities | 0.16% | — | — | |
| 24 | TLN | Talen Energy CORP | Stock-Utilities | 0.14% | — | — | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 0.14% | — | +0.55% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.12% | — | — | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 0.09% | -0.02% | — | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.09% | -0.03% | -0.34% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.07% | -0.03% | — | |
| 30 | SD2 | Sandy Spring Bancorp Inc | Stock-Other | 0.06% | — | +0.92% | |
| 31 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.06% | -0.01% | +2.10% | |
| 32 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.05% | -0.01% | +1.27% | |
| 33 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.05% | — | +0.41% | |
| 34 | SLV | Ishares Silver Trust | ETF-Commodities | 0.04% | -0.04% | — | |
| 35 | EMLP | First Trust North American E | ETF-Other | 0.04% | -0.01% | +0.75% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.04% | -0.03% | +0.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.7% | +27.64% | Add |
| 2 | AMZN | Amazon.com Inc | +1.4% | — | Unchanged |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | +1.4% | +1.79% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +1% | NEW | New buy |
| 5 | AVGO | Broadcom Inc | +1% | +7.14% | Add |
| 6 | MRVL | Marvell Technology Inc | +0.9% | NEW | New buy |
| 7 | BITB | Bitwise Bitcoin ETF | +0.8% | — | Unchanged |
| 8 | NVDA | Nvidia CORP | +0.8% | -20.83% | Trim |
| 9 | TSLA | Tesla Inc | +0.7% | NEW | New buy |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +64.14% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.4% | +6.33% | Add |
| 12 | AAPL | Apple Inc | +0.4% | -33.37% | Trim |
| 13 | LRCX | Lam Research CORP | +0.4% | NEW | New buy |
| 14 | PLTR | Palantir Technologies Inc-a | +0.4% | NEW | New buy |
| 15 | AMBA | Ambarella, Inc. | +0.3% | NEW | New buy |
| 16 | DDOG | Datadog Inc - Class A | +0.2% | NEW | New buy |
| 17 | TER | Teradyne Inc | +0.2% | NEW | New buy |
| 18 | GOOG | Alphabet Inc-cl C | +0.2% | +0.10% | Add |
| 19 | 8QR | Confluent Inc-class A | +0.2% | NEW | New buy |
| 20 | CEG | Constellation Energy | +0.2% | NEW | New buy |
| 21 | LSCC | Lattice Semiconductor CORP | +0.2% | — | Unchanged |
| 22 | TLN | Talen Energy CORP | +0.1% | NEW | New buy |
| 23 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +0.31% | Add |
| 24 | QCOM | Qualcomm Inc | +0.1% | +0.55% | Add |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 26 | RTX | Rtx CORP | 0% | -0.34% | Trim |
| 27 | UBER | Uber Technologies Inc | 0% | — | Unchanged |
| 28 | SD2 | Sandy Spring Bancorp Inc | 0% | +0.92% | Add |
| 29 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 30 | FHLC | Fidelity Msci Health Care | 0% | +0.41% | Add |
| 31 | PSK | Ss Spdr Ice Pref Sec ETF | 0% | +2.10% | Add |
| 32 | EMLP | First Trust North American E | 0% | +0.75% | Add |
| 33 | BOND | Pimco Active Bond Exchange-t | 0% | +1.27% | Add |
| 34 | JNJ | Johnson & Johnson | 0% | +0.82% | Add |
| 35 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 36 | PFE | Pfizer Inc | 0% | EXIT | Sold out |
| 37 | INVH | Invitation Homes Inc | 0% | EXIT | Sold out |
| 38 | INTC | Intel CORP | -0.2% | EXIT | Sold out |
| 39 | KLAC | Kla CORP | -0.4% | EXIT | Sold out |
| 40 | AMAT | Applied Materials Inc | -0.4% | EXIT | Sold out |
| 41 | LRCXEUR | Lam Research CORP | -0.5% | EXIT | Sold out |
| 42 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -4.2% | EXIT | Sold out |
| 43 | QQQ | Invesco Qqq Trust Series 1 | -8.2% | -51.84% | Trim |
According to official SEC Form 13F filings, Artemis Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $834.5M across 36 disclosed positions in Q4 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, EMXC, MSFT) accounted for 58.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
TSM
市值: $5.5M
Top Position Liquidated / Trimmed
CALF
前期市值: $42.2M
During Q4 2024, Artemis Wealth Advisors, LLC's top holdings by market value included QQQ (75.5%)、EMXC (3.5%)、MSFT (3.1%). The largest single position, QQQ, represented 75.5% of total portfolio value.
In Q4 2024, Artemis Wealth Advisors, LLC made 36 total portfolio adjustments, initiating 11 new buys, adding to 14 positions, trimming 4 holdings, and fully liquidating 7 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.
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