Artemis Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Artemis Wealth Advisors, LLCInvestment ActivityArtemis Wealth Advisors, LLC has $560.84 million in total holdings as of December 31, 2024.Artemis Wealth Advisors, LLC owns shares of 36 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 5.81% of the portfolio was purchased this quarter.About 93.12% of the portfolio was sold this quarter.This quarter, Artemis Wealth Advisors, LLC has purchased 32 new stocks and bought additional shares in 14 stocks.Artemis Wealth Advisors, LLC sold shares of 4 stocks and completely divested from 7 stocks this quarter.Largest Holdings Invesco QQQ $423,469,620iShares MSCI Emerging Markets ex China ETF $19,870,427Microsoft $17,532,521Amazon.com $15,357,300NVIDIA $12,757,550 Largest New Holdings this Quarter Taiwan Semiconductor Manufacturing $5,529,720 HoldingMarvell Technology $5,191,150 HoldingTesla $4,038,400 HoldingLAM RESEARCH CORP $2,166,900 HoldingPALANTIR TECHNOLOGIES INC $2,079,825 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 28,000 shares (about $5.53M)Marvell Technology 47,000 shares (about $5.19M)Tesla 10,000 shares (about $4.04M)Microsoft 9,008 shares (about $3.80M)LAM RESEARCH CORP 30,000 shares (about $2.17M) Largest Sales this Quarter Invesco QQQ 891,723 shares (about $455.88M)Apple 19,958 shares (about $5.00M)NVIDIA 25,000 shares (about $3.36M)RTX 14 shares (about $1.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArtemis Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$423,469,620$455,875,461 ▼-51.8%828,33575.5%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$19,870,427$349,723 ▲1.8%358,3493.5%ManufacturingMSFTMicrosoft$17,532,521$3,796,830 ▲27.6%41,5963.1%Computer and TechnologyAMZNAmazon.com$15,357,3000.0%70,0002.7%Retail/WholesaleNVDANVIDIA$12,757,550$3,357,250 ▼-20.8%95,0002.3%Computer and TechnologyAAPLApple$9,979,791$4,997,909 ▼-33.4%39,8521.8%Computer and TechnologyAVGOBroadcom$8,694,000$579,600 ▲7.1%37,5001.6%Computer and TechnologyBITWISE BITCOIN ETF TR$7,627,5000.0%150,0001.4%SHS BEN INTTSMTaiwan Semiconductor Manufacturing$5,529,720$5,529,720 ▲New Holding28,0001.0%Computer and TechnologyMRVLMarvell Technology$5,191,150$5,191,150 ▲New Holding47,0000.9%Computer and TechnologyMETAMeta Platforms$4,918,284$292,755 ▲6.3%8,4000.9%Computer and TechnologyBRK.BBerkshire Hathaway$4,755,814$1,858,448 ▲64.1%10,4920.8%FinanceTSLATesla$4,038,400$4,038,400 ▲New Holding10,0000.7%Auto/Tires/TrucksGOOGAlphabet$2,288,502$2,285 ▲0.1%12,0170.4%Computer and TechnologyLAM RESEARCH CORP$2,166,900$2,166,900 ▲New Holding30,0000.4%COMPALANTIR TECHNOLOGIES INC$2,079,825$2,079,825 ▲New Holding27,5000.4%CL ALSCCLattice Semiconductor$1,982,7500.0%35,0000.4%Computer and TechnologyAMBAAmbarella$1,454,800$1,454,800 ▲New Holding20,0000.3%Computer and TechnologyDDOGDatadog$1,286,010$1,286,010 ▲New Holding9,0000.2%Computer and TechnologyTERTeradyne$1,259,200$1,259,200 ▲New Holding10,0000.2%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$1,215,383$3,779 ▲0.3%8,3620.2%ETFCFLTConfluent$978,600$978,600 ▲New Holding35,0000.2%Computer and TechnologyCEGConstellation Energy$894,840$894,840 ▲New Holding4,0000.2%Oils/EnergyTALEN ENERGY CORP$805,880$805,880 ▲New Holding4,0000.1%COMQCOMQUALCOMM$759,726$4,148 ▲0.5%4,9450.1%Computer and TechnologyBRK.ABerkshire Hathaway$680,9200.0%1000.1%FinanceUBERUber Technologies$482,5600.0%8,0000.1%Computer and TechnologyRTXRTX$479,371$1,620 ▼-0.3%4,1430.1%AerospaceGLDSPDR Gold Shares$413,0740.0%1,7060.1%FinanceSASRSandy Spring Bancorp$337,206$3,068 ▲0.9%10,0030.1%FinancePSKSPDR ICE Preferred Securities ETF$332,880$6,862 ▲2.1%10,0900.1%ETFPIMCO ETF TR$260,015$3,255 ▲1.3%2,8760.0%ACTIVE BD ETFFHLCFidelity MSCI Health Care Index ETF$253,662$1,045 ▲0.4%3,8820.0%ETFSLViShares Silver Trust$243,3950.0%9,2440.0%ETFEMLPFirst Trust North American Energy Infrastructure Fund$235,068$1,747 ▲0.7%6,5940.0%ETFJNJJohnson & Johnson$229,832$1,880 ▲0.8%1,5890.0%MedicalCALFPacer US Small Cap Cash Cows 100 ETF$0$42,157,702 ▼-100.0%00.0%ETFLRCXLam Research$0$4,896,480 ▼-100.0%00.0%Computer and TechnologyAMATApplied Materials$0$4,445,100 ▼-100.0%00.0%Computer and TechnologyKLACKLA$0$4,259,255 ▼-100.0%00.0%Computer and TechnologyINTCIntel$0$1,761,829 ▼-100.0%00.0%Computer and TechnologyINVHInvitation Homes$0$309,178 ▼-100.0%00.0%FinancePFEPfizer$0$200,741 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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