Latest Artemis Wealth Advisors, LLC Stock Portfolio
Artemis Wealth Advisors, LLC Performance:
2025 Q2: 15.26%YTD: 6.26%2024: 20.42%
Performance for 2025 Q2 is 15.26%, and YTD is 6.26%, and 2024 is 20.42%.
About Artemis Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Artemis Wealth Advisors, LLC reported an equity portfolio of $882.8 Millions as of 30 Jun, 2025.
The top stock holdings of Artemis Wealth Advisors, LLC are QQQ, EMGF, AMZN. The fund has invested 49.7% of it's portfolio in INVESCO QQQ TR and 2.8% of portfolio in ISHARES INC.
The fund managers got completely rid off QUALCOMM INC (QCOM) and SANDY SPRING BANCORP INC (SASR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), INVESCO QQQ TR (QQQ) and JOHNSON & JOHNSON (JNJ). Artemis Wealth Advisors, LLC opened new stock positions in NVIDIA CORPORATION (NVDA), META PLATFORMS INC (META) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), MICROSOFT CORP (MSFT) and ALPHABET INC (GOOG).
The top stock holdings of Artemis Wealth Advisors, LLC are QQQ, EMGF, AMZN. The fund has invested 49.7% of it's portfolio in INVESCO QQQ TR and 2.8% of portfolio in ISHARES INC.
The fund managers got completely rid off QUALCOMM INC (QCOM) and SANDY SPRING BANCORP INC (SASR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), INVESCO QQQ TR (QQQ) and JOHNSON & JOHNSON (JNJ). Artemis Wealth Advisors, LLC opened new stock positions in NVIDIA CORPORATION (NVDA), META PLATFORMS INC (META) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), MICROSOFT CORP (MSFT) and ALPHABET INC (GOOG).
Artemis Wealth Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Artemis Wealth Advisors, LLC made a return of 15.26% in the last quarter. In trailing 12 months, it's portfolio return was 11.73%.
New Buys
| Ticker | $ Bought |
|---|---|
| nvidia corporation | 8,689,450 |
| meta platforms inc | 8,414,230 |
| taiwan semiconductor mfg ltd | 7,474,170 |
| broadcom inc | 7,029,080 |
| lam research corp | 2,920,200 |
| palantir technologies inc | 2,726,400 |
| constellation energy corp | 1,613,800 |
| talen energy corp | 1,453,850 |
New stocks bought by Artemis Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| amazon com inc | 47.98 |
| microsoft corp | 32.92 |
| alphabet inc | 13.23 |
| apple inc | 2.35 |
| spdr series trust | 1.68 |
| pimco etf tr | 1.3 |
| first tr exchange-traded fd | 0.8 |
| rtx corporation | 0.43 |
Additions to existing portfolio by Artemis Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -89.01 |
| invesco qqq tr | -2.98 |
| johnson & johnson | -1.38 |
Artemis Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| sandy spring bancorp inc | -282,406 |
| qualcomm inc | -763,751 |
Artemis Wealth Advisors, LLC got rid off the above stocks
Sector Distribution
Artemis Wealth Advisors, LLC has about 84.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 84.7 |
| Technology | 8.9 |
| Consumer Cyclical | 3.9 |
| Communication Services | 1.9 |
Market Cap. Distribution
Artemis Wealth Advisors, LLC has about 15.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 84.7 |
| MEGA-CAP | 13.7 |
| LARGE-CAP | 1.5 |
Stocks belong to which Index?
About 14.7% of the stocks held by Artemis Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 85.3 |
| S&P 500 | 14.7 |
Artemis Wealth Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Artemis Wealth Advisors, LLC
Artemis Wealth Advisors, LLC has 32 stocks in it's portfolio. About 63% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for Artemis Wealth Advisors, LLC last quarter.
Last Reported on: 05 Aug, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.92 | 39,684 | 8,141,930 | added | 2.35 | ||
| AAXJ | ishares tr | 0.18 | 8,383 | 1,581,460 | added | 0.1 | ||
| ABT | abbott labs | 0.03 | 1,729 | 235,103 | new | |||
| AMZN | amazon com inc | 2.57 | 103,588 | 22,726,200 | added | 47.98 | ||
| AVGO | broadcom inc | 0.80 | 25,500 | 7,029,080 | new | |||
| BIL | spdr series trust | 0.04 | 10,371 | 329,370 | added | 1.68 | ||
| BOND | pimco etf tr | 0.03 | 2,950 | 271,924 | added | 1.3 | ||
| CEG | constellation energy corp | 0.18 | 5,000 | 1,613,800 | new | |||
| ECLN | first tr exchange-traded fd | 0.03 | 6,700 | 251,315 | added | 0.8 | ||
| EMGF | ishares inc | 2.79 | 390,345 | 24,646,400 | added | 0.15 | ||
| FBCG | fidelity covington trust | 0.03 | 3,910 | 250,028 | added | 0.36 | ||
| GLD | spdr gold tr | 0.06 | 1,706 | 520,040 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 0.27 | 13,283 | 2,356,240 | added | 13.23 | ||
| IJR | ishares tr | 0.22 | 31,090 | 1,928,200 | reduced | -89.01 | ||
| JNJ | johnson & johnson | 0.03 | 1,575 | 240,592 | reduced | -1.38 | ||
| LLY | eli lilly & co | 0.02 | 264 | 205,796 | new | |||
| LRCX | lam research corp | 0.33 | 30,000 | 2,920,200 | new | |||
| MA | mastercard incorporated | 0.03 | 444 | 249,501 | new | |||
| META | meta platforms inc | 0.95 | 11,400 | 8,414,230 | new | |||
| MSFT | microsoft corp | 2.44 | 43,337 | 21,556,100 | added | 32.92 | ||