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CIK: 0001767435
Total reported value
$834.5M
$834.5M
22 檔
53.7%
At the close of Q1 2025, Artemis Wealth Advisors, LLC disclosed equity holdings valued at approximately $834.5M, spread across 22 reported holdings.
In Q1 2025, Artemis Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 15 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 80.56% | -4.78% | -1.09% | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.50% | -2.29% | +8.77% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.46% | -0.05% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | -0.23% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | -0.10% | -21.62% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.81% | -0.54% | -2.71% | |
| 7 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 1.41% | — | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.20% | — | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | -0.02% | -2.38% | |
| 10 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.27% | -0.04% | +0.16% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.17% | — | — | |
| 12 | QCOM | Qualcomm Inc | Stock-Tech | 0.16% | — | +0.55% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 0.12% | -0.02% | — | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 0.12% | -0.03% | +0.29% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 0.10% | -0.03% | — | |
| 16 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.07% | -0.01% | +1.09% | |
| 17 | SLV | Ishares Silver Trust | ETF-Commodities | 0.06% | -0.04% | — | |
| 18 | SD2 | Sandy Spring Bancorp Inc | Stock-Other | 0.06% | — | +1.01% | |
| 19 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.06% | -0.01% | +1.25% | |
| 20 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.06% | — | +0.36% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.06% | -0.03% | +0.50% | |
| 22 | EMLP | First Trust North American E | ETF-Other | 0.05% | -0.01% | +0.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +5.1% | -1.09% | Trim |
| 2 | IJH | Ishares Core S&p Midcap ETF | +3.5% | NEW | New buy |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | +1% | +8.77% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | — | Unchanged |
| 5 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 6 | BITB | Bitwise Bitcoin ETF | +0.1% | — | Unchanged |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 8 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +0.16% | Add |
| 9 | AAPL | Apple Inc | 0% | -2.71% | Trim |
| 10 | UBER | Uber Technologies Inc | 0% | — | Unchanged |
| 11 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 12 | RTX | Rtx CORP | 0% | +0.29% | Add |
| 13 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 14 | JNJ | Johnson & Johnson | 0% | +0.50% | Add |
| 15 | QCOM | Qualcomm Inc | 0% | +0.55% | Add |
| 16 | EMLP | First Trust North American E | 0% | +0.80% | Add |
| 17 | FHLC | Fidelity Msci Health Care | 0% | +0.36% | Add |
| 18 | BOND | Pimco Active Bond Exchange-t | 0% | +1.25% | Add |
| 19 | PSK | Ss Spdr Ice Pref Sec ETF | 0% | +1.09% | Add |
| 20 | SD2 | Sandy Spring Bancorp Inc | — | +1.01% | Add |
| 21 | GOOG | Alphabet Inc-cl C | 0% | -2.38% | Trim |
| 22 | TLN | Talen Energy CORP | -0.1% | EXIT | Sold out |
| 23 | CEG | Constellation Energy | -0.2% | EXIT | Sold out |
| 24 | 8QR | Confluent Inc-class A | -0.2% | EXIT | Sold out |
| 25 | TER | Teradyne Inc | -0.2% | EXIT | Sold out |
| 26 | DDOG | Datadog Inc - Class A | -0.2% | EXIT | Sold out |
| 27 | AMBA | Ambarella, Inc. | -0.3% | EXIT | Sold out |
| 28 | LSCC | Lattice Semiconductor CORP | -0.4% | EXIT | Sold out |
| 29 | PLTR | Palantir Technologies Inc-a | -0.4% | EXIT | Sold out |
| 30 | LRCX | Lam Research CORP | -0.4% | EXIT | Sold out |
| 31 | MSFT | Microsoft CORP | -0.6% | -21.62% | Trim |
| 32 | TSLA | Tesla Inc | -0.7% | EXIT | Sold out |
| 33 | META | Meta Platforms Inc-class A | -0.9% | EXIT | Sold out |
| 34 | MRVL | Marvell Technology Inc | -0.9% | EXIT | Sold out |
| 35 | TSM | Taiwan Semiconductor-sp Adr | -1% | EXIT | Sold out |
| 36 | AVGO | Broadcom Inc | -1.6% | EXIT | Sold out |
| 37 | NVDA | Nvidia CORP | -2.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Artemis Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $834.5M across 22 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, EMXC, IJH) accounted for 53.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
IJH
市值: $16.5M
Top Position Liquidated / Trimmed
NVDA
前期市值: $12.8M
During Q1 2025, Artemis Wealth Advisors, LLC's top holdings by market value included QQQ (80.6%)、EMXC (4.5%)、IJH (3.5%). The largest single position, QQQ, represented 80.6% of total portfolio value.
In Q1 2025, Artemis Wealth Advisors, LLC made 30 total portfolio adjustments, initiating 1 new buys, adding to 10 positions, trimming 4 holdings, and fully liquidating 15 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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