Artemis Wealth Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $618 Million distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $423M, Berkshire Hathaway Inc with a value of $68.1M, Ishares Inc Msci Emerging Mkts with a value of $19.9M, Microsoft Corp with a value of $17.5M, and Amazon Com Inc with a value of $15.4M.

Examining the 13F form we can see an decrease of $449M in the current position value, from $1.07B to 618M.

Below you can find more details about Artemis Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $618 Million
ETFs: $446 Million
Financial Services: $73.2 Million
Technology: $70 Million
Consumer Cyclical: $19.4 Million
Communication Services: $7.24 Million
Utilities: $899,000
Industrials: $479,000
Healthcare: $229,000
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $618 Million
  • Prior Value $1.07 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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