Artemis Wealth Advisors, LLC
Follow13F filer, CIK 1767435, Port Washington, NY
Artemis Wealth Advisors, LLC reported $476,906,300 across 22 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-30. Its ten largest share positions make up 98.92% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001941040-25-000244
- Period
- 2025-03-31
- Reported value
- $477M
- Holdings
- 22
- Top 10 weight
- 98.92%
- New
- 1
- Sold out
- 15
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IJHnew | +282,963 | $16.5M |
| EMXCadded | +31,426 | $1.73M |
| QCOMadded | +27 | $4.15K |
| PSKadded | +110 | $3.56K |
| BONDadded | +36 | $3.33K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NVDAexited | -95,000 | -$12.8M |
| AVGOexited | -37,500 | -$8.69M |
| TSMexited | -28,000 | -$5.53M |
| MRVLexited | -47,000 | -$5.19M |
| METAexited | -8,400 | -$4.92M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2025
Share positions as resolved from 13F-HR 0001941040-25-000244, largest first. % of portfolio is the value over $476,906,300, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| QQQINVESCO QQQ TR | 819,291 | $384M | 80.56% | -9,044 | Timeline | ||
| EMXCISHARES INC | 389,775 | $21.5M | 4.5% | +31,426 | Timeline | ||
| IJHISHARES TR | 282,963 | $16.5M | 3.46% | new | Timeline | ||
| AMZNAMAZON COM INC | 70,000 | $13.3M | 2.79% | 0 | Timeline | ||
| MSFTMICROSOFT CORP | 32,605 | $12.2M | 2.57% | -8,991 | Timeline | ||
| AAPLAPPLE INC | 38,772 | $8.61M | 1.81% | -1,080 | Timeline | ||
| BITBBITWISE BITCOIN ETF TR | 150,000 | $6.73M | 1.41% | 0 | Timeline | ||
| BRK-BBERKSHIRE HATHAWAY INC DEL | 10,492 | $5.59M | 1.17% | 0 | Timeline | ||
| GOOGALPHABET INC | 11,731 | $1.83M | 0.38% | -286 | Timeline | ||
| ITAISHARES TR | 8,375 | $1.28M | 0.27% | +13 | Timeline | ||
| BRK-ABERKSHIRE HATHAWAY INC DEL | 100 | $798K | 0.17% | 0 | Timeline | ||
| QCOMQUALCOMM INC | 4,972 | $764K | 0.16% | +27 | Timeline | ||
| UBERUBER TECHNOLOGIES INC | 8,000 | $583K | 0.12% | 0 | Timeline | ||
| RTXRTX CORPORATION | 4,155 | $550K | 0.12% | +12 | Timeline | ||
| GLDSPDR GOLD TR | 1,706 | $492K | 0.1% | 0 | Timeline | ||
| PSKSPDR SERIES TRUST | 10,200 | $330K | 0.07% | +110 | Timeline | ||
| SLVISHARES SILVER TR | 9,244 | $286K | 0.06% | 0 | Timeline | ||
| SANDY SPRING BANCORP INCSANDY SPRING BANCORP INC | 10,104 | $282K | 0.06% | +101 | |||
| BONDPIMCO ETF TR | 2,912 | $269K | 0.06% | +36 | Timeline | ||
| FHLCFIDELITY COVINGTON TRUST | 3,896 | $266K | 0.06% | +14 | Timeline | ||
| JNJJOHNSON & JOHNSON | 1,597 | $265K | 0.06% | +8 | Timeline | ||
| EMLPFIRST TR EXCHANGE-TRADED FD | 6,647 | $249K | 0.05% | +53 | Timeline |
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| NVDANVIDIA CORPORATION | 95,000 | $12.8M | shares |
| AVGOBROADCOM INC | 37,500 | $8.69M | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 28,000 | $5.53M | shares |
| MRVLMARVELL TECHNOLOGY INC | 47,000 | $5.19M | shares |
| METAMETA PLATFORMS INC | 8,400 | $4.92M | shares |
| TSLATESLA INC | 10,000 | $4.04M | shares |
| LRCXLAM RESEARCH CORP | 30,000 | $2.17M | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 27,500 | $2.08M | shares |
| LSCCLATTICE SEMICONDUCTOR CORP | 35,000 | $1.98M | shares |
| AMBAAMBARELLA INC | 20,000 | $1.45M | shares |
| DDOGDATADOG INC | 9,000 | $1.29M | shares |
| TERTERADYNE INC | 10,000 | $1.26M | shares |
| CFLTCONFLUENT INC-CLASS A | 35,000 | $979K | shares |
| CEGCONSTELLATION ENERGY CORP | 4,000 | $895K | shares |
| TLNTALEN ENERGY CORP | 4,000 | $806K | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001941040-25-000244 | base | 2025-04-30 | acceptance time not in the bulk data set |