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CIK: 0001767435
Total reported value
$834.5M
$834.5M
33 檔
97.9%
According to the latest 13F quarterly dataset, Artemis Wealth Advisors, LLC managed an equity portfolio of $834.5M at the end of Q2 2025, spanning 33 distinct U.S. exchange-listed positions.
In Q2 2025, Artemis Wealth Advisors, LLC displayed an active expansion posture, initiating 13 new positions and adding to 12 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 | 83.72% | -4.78% | +63.54% | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.79% | -2.29% | +0.15% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.57% | -0.23% | +47.98% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | -0.10% | +32.92% | |
| 5 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 1.00% | — | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | -0.41% | — | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.48% | EXIT | |
| 8 | AAPL | Apple Inc | Stock-Tech | 0.92% | -0.54% | +2.35% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.85% | +0.15% | — | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | -0.49% | EXIT | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.20% | — | |
| 12 | LRCX | Lam Research CORP | Stock-Tech | 0.33% | +0.79% | — | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.31% | — | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | -0.02% | +13.23% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.22% | -0.05% | -89.01% | |
| 16 | CEG | Constellation Energy | Stock-Utilities | 0.18% | — | — | |
| 17 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.18% | -0.04% | +0.10% | |
| 18 | TLN | Talen Energy CORP | Stock-Utilities | 0.16% | — | — | |
| 19 | GEV | GE Vernova Inc | Stock-Industrials | 0.15% | — | — | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 0.08% | -0.02% | — | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.08% | — | — | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 0.07% | -0.03% | +0.43% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.06% | -0.03% | — | |
| 24 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.04% | -0.01% | +1.68% | |
| 25 | SLV | Ishares Silver Trust | ETF-Commodities | 0.03% | -0.04% | — | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.03% | -0.01% | — | |
| 27 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.03% | -0.01% | +1.30% | |
| 28 | EMLP | First Trust North American E | ETF-Other | 0.03% | -0.01% | +0.80% | |
| 29 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.03% | — | +0.36% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.03% | -0.01% | — | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.03% | -0.03% | -1.38% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.03% | -0.01% | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +3.2% | +63.54% | Add |
| 2 | NVDA | Nvidia CORP | +1% | NEW | New buy |
| 3 | META | Meta Platforms Inc-class A | +1% | NEW | New buy |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | NEW | New buy |
| 5 | AVGO | Broadcom Inc | +0.8% | NEW | New buy |
| 6 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | NEW | New buy |
| 8 | CEG | Constellation Energy | +0.2% | NEW | New buy |
| 9 | TLN | Talen Energy CORP | +0.2% | NEW | New buy |
| 10 | GEV | GE Vernova Inc | +0.2% | NEW | New buy |
| 11 | V | Visa Inc-class A Shares | 0% | NEW | New buy |
| 12 | MA | Mastercard Inc - A | 0% | NEW | New buy |
| 13 | ABT | Abbott Laboratories | 0% | NEW | New buy |
| 14 | LLY | Eli Lilly & Co | 0% | NEW | New buy |
| 15 | EMLP | First Trust North American E | 0% | +0.80% | Add |
| 16 | JNJ | Johnson & Johnson | 0% | -1.38% | Trim |
| 17 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 18 | FHLC | Fidelity Msci Health Care | 0% | +0.36% | Add |
| 19 | BOND | Pimco Active Bond Exchange-t | 0% | +1.30% | Add |
| 20 | PSK | Ss Spdr Ice Pref Sec ETF | 0% | +1.68% | Add |
| 21 | UBER | Uber Technologies Inc | 0% | — | Unchanged |
| 22 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 23 | RTX | Rtx CORP | -0.1% | +0.43% | Add |
| 24 | SD2 | Sandy Spring Bancorp Inc | -0.1% | EXIT | Sold out |
| 25 | ITA | Ishares U.s. Aerospace & Def | -0.1% | +0.10% | Add |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 27 | GOOG | Alphabet Inc-cl C | -0.1% | +13.23% | Add |
| 28 | MSFT | Microsoft CORP | -0.1% | +32.92% | Add |
| 29 | QCOM | Qualcomm Inc | -0.2% | EXIT | Sold out |
| 30 | AMZN | Amazon.com Inc | -0.2% | +47.98% | Add |
| 31 | BITB | Bitwise Bitcoin ETF | -0.4% | — | Unchanged |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | — | Unchanged |
| 33 | AAPL | Apple Inc | -0.9% | +2.35% | Add |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | -1.7% | +0.15% | Add |
| 35 | IJH | Ishares Core S&p Midcap ETF | -3.2% | -89.01% | 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 33 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, EMXC, AMZN) accounted for 97.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
NVDA
市值: $8.7M
Top Position Liquidated / Trimmed
QCOM
前期市值: $763.8K
During Q2 2025, Artemis Wealth Advisors, LLC's top holdings by market value included QQQ (83.7%)、EMXC (2.8%)、AMZN (2.6%). The largest single position, QQQ, represented 83.7% of total portfolio value.
In Q2 2025, Artemis Wealth Advisors, LLC made 29 total portfolio adjustments, initiating 13 new buys, adding to 12 positions, trimming 2 holdings, and fully liquidating 2 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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