Artemis Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Artemis Wealth Advisors, LLC reported 36 stock positions worth $628.3 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 67.4% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 10.8%) and iShares MSCI Emr MRK Ex Chna (EMXC, 3.2%). Compared with Q3 2024, it opened 10 new positions, sold out of 6, added to 15 and reduced 4. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +0%) and the biggest sale an exit from PCR US SM CP CSH CWS ETF-Usd (CALF).
- Most Recent 13F
- Q2 2026
- Location
- Port Washington, NY
- CIK
- 0001767435
- Portfolio Value
- $628.3M (Q4 2024)
- SEC Filing
- 0001941040-25-000059 ↗ filed Feb 4, 2025
Holdings Value
Holdings 36 stocks · $628.3M
| QQQ Invesco QQQ Trust Series 1 | 67.40% | 828,335 | $423.5M | Add +0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 10.84% | 100 | $68.1M | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.16% | 358,349 | $19.9M | Add +1.8% |
| MSFT Microsoft Corp. | 2.79% | 41,596 | $17.5M | Add +27.6% |
| AMZN Amazon.com Inc. | 2.44% | 70,000 | $15.4M | No change |
| NVDA Nvidia Corp. | 2.03% | 95,000 | $12.8M | Reduce -20.8% |
| AAPL Apple Inc. | 1.59% | 39,852 | $10.0M | Reduce -33.4% |
| AVGO Broadcom Inc. | 1.38% | 37,500 | $8.7M | Add +7.1% |
| BITB Bitwise Bitcoin ETF | 1.21% | 150,000 | $7.6M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.88% | 28,000 | $5.5M | New |
| MRVL Marvell Technology Inc. | 0.83% | 47,000 | $5.2M | New |
| META Meta Platforms Inc. Class A | 0.78% | 8,400 | $4.9M | Add +6.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.76% | 10,492 | $4.8M | Add +64.1% |
| TSLA Tesla Inc. | 0.64% | 10,000 | $4.0M | New |
| GOOG Alphabet Inc. Class C | 0.36% | 12,017 | $2.3M | Add +0.1% |
| LRCX Lam Research Corp. | 0.34% | 30,000 | $2.2M | Reduce -50.0% |
| PLTR Palantir Technologies Inc. Class A | 0.33% | 27,500 | $2.1M | New |
| LSCC Lattice Semiconductor Corp. | 0.32% | 35,000 | $2.0M | No change |
| AMBA Ambarella Inc. | 0.23% | 20,000 | $1.5M | New |
| DDOG Datadog Inc. Class A | 0.20% | 9,000 | $1.3M | New |
| TER Teradyne Inc. | 0.20% | 10,000 | $1.3M | New |
| ITA iShares U.S. Aerospace & Def | 0.19% | 8,362 | $1.2M | Add +0.3% |
| CFLT Confluent Inc. Class A | 0.16% | 35,000 | $979K | New |
| CEG Constellation Energy | 0.14% | 4,000 | $895K | New |
| TLN Talen Energy Corp. | 0.13% | 4,000 | $806K | New |
| QCOM Qualcomm Inc. | 0.12% | 4,945 | $760K | Add +0.6% |
| UBER Uber Technologies Inc. | 0.08% | 8,000 | $483K | No change |
| RTX RTX Corp. | 0.08% | 4,143 | $479K | Reduce -0.3% |
| GLD SPDR Gold Shares | 0.07% | 1,706 | $413K | No change |
| SASR Sandy Spring Bancorp Inc. | 0.05% | 10,003 | $337K | Add +0.9% |
| PSK SS SPDR Ice Pref Sec ETF | 0.05% | 10,090 | $333K | Add +2.1% |
| BOND PIMCO Active Bond Exchange-T | 0.04% | 2,876 | $260K | Add +1.3% |
| FHLC Fidelity MSCI Health Care | 0.04% | 3,882 | $254K | Add +0.4% |
| SLV iShares Silver Trust | 0.04% | 9,244 | $243K | No change |
| EMLP First Trust North American E | 0.04% | 6,594 | $235K | Add +0.8% |
| JNJ Johnson & Johnson | 0.04% | 1,589 | $230K | Add +0.8% |
Portfolio Sells Q3 2024 → Q4 2024
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −6.63 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.70 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.67 |
| AAPL Apple Inc. | Reduce -33.4% | 1.59% | −0.60 |
| LRCX Lam Research Corp. | Reduce -50.0% | 0.34% | −0.43 |
| INTC Intel Corp. | Sold out | 0.00% | −0.28 |
| NVDA Nvidia Corp. | Reduce -20.8% | 2.03% | −0.26 |
| INVH Invitation Homes Inc. | Sold out | 0.00% | −0.05 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.03 |
| RTX RTX Corp. | Reduce -0.3% | 0.08% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 67.40% | +3.95 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.88% | +0.88 |
| MRVL Marvell Technology Inc. | New | 0.83% | +0.83 |
| TSLA Tesla Inc. | New | 0.64% | +0.64 |
| MSFT Microsoft Corp. | Add +27.6% | 2.79% | +0.58 |
| AVGO Broadcom Inc. | Add +7.1% | 1.38% | +0.43 |
| PLTR Palantir Technologies Inc. Class A | New | 0.33% | +0.33 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +64.1% | 0.76% | +0.29 |
| AMBA Ambarella Inc. | New | 0.23% | +0.23 |
| DDOG Datadog Inc. Class A | New | 0.20% | +0.20 |
| TER Teradyne Inc. | New | 0.20% | +0.20 |
| CFLT Confluent Inc. Class A | New | 0.16% | +0.16 |
| CEG Constellation Energy | New | 0.14% | +0.14 |
| TLN Talen Energy Corp. | New | 0.13% | +0.13 |
| META Meta Platforms Inc. Class A | Add +6.3% | 0.78% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.36% | +0.05 |
| SASR Sandy Spring Bancorp Inc. | Add +0.9% | 0.05% | +0.00 |
| EMLP First Trust North American E | Add +0.8% | 0.04% | +0.00 |
| BOND PIMCO Active Bond Exchange-T | Add +1.3% | 0.04% | −0.00 |
| PSK SS SPDR Ice Pref Sec ETF | Add +2.1% | 0.05% | −0.00 |
| ITA iShares U.S. Aerospace & Def | Add +0.3% | 0.19% | −0.00 |
| JNJ Johnson & Johnson | Add +0.8% | 0.04% | −0.00 |
| FHLC Fidelity MSCI Health Care | Add +0.4% | 0.04% | −0.00 |
| QCOM Qualcomm Inc. | Add +0.6% | 0.12% | −0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +1.8% | 3.16% | −0.22 |
Options Activity Q3 2024 → Q4 2024
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 893,500 | $436.1Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 55 | $834.5M | QQQ, EMXC, SNDK, INTC, AMZN |
| Q1 2026 | 44 | $661.0M | QQQ, EMXC, AMZN, AAPL, SNDK |
| Q4 2025 | 39 | $600.8M | QQQ, EMXC, AMZN, MSFT, AAPL |
| Q3 2025 | 37 | $666.3M | QQQ, BRK.A, EMXC, MSFT, AMZN |
| Q2 2025 | 33 | $654.3M | QQQ, BRK.A, EMXC, AMZN, MSFT |
| Q1 2025 | 22 | $556.0M | QQQ, BRK.A, EMXC, IJH, AMZN |
| Q4 2024 | 36 | $628.3M | QQQ, BRK.A, EMXC, MSFT, AMZN |
| Q3 2024 | 32 | $635.7M | QQQ, BRK.A, CALF, EMXC, NVDA |
| Q2 2024 | 33 | $626.9M | QQQ, BRK.A, CALF, EMXC, NVDA |
| Q1 2024 | 33 | $592.3M | QQQ, BRK.A, CALF, EMXC, MSFT |