Artemis Wealth Advisors as of March 31, 2024
Portfolio Holdings for Artemis Wealth Advisors
Artemis Wealth Advisors holds 33 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 83.4 | $826M | 1.9M | 444.01 | |
| Pacer Fds Tr Pacer Us Small (CALF) | 4.5 | $44M | 903k | 49.17 | |
| Ishares Msci Emrg Chn (EMXC) | 2.0 | $20M | 348k | 57.57 | |
| Microsoft Corporation (MSFT) | 1.4 | $14M | 33k | 420.73 | |
| Amazon (AMZN) | 1.3 | $13M | 70k | 180.38 | |
| NVIDIA Corporation (NVDA) | 1.0 | $9.9M | 11k | 903.56 | |
| Apple (AAPL) | 0.7 | $6.7M | 39k | 171.48 | |
| Novo-nordisk A S Adr (NVO) | 0.6 | $6.4M | 50k | 128.40 | |
| Eli Lilly & Co. (LLY) | 0.6 | $6.2M | 8.0k | 777.96 | |
| Bitwise Bitcoin Etf Tr Shs Ben Int | 0.6 | $5.8M | 150k | 38.71 | |
| Lam Research Corporation (LRCX) | 0.5 | $4.9M | 5.0k | 971.57 | |
| Applied Materials (AMAT) | 0.5 | $4.5M | 22k | 206.23 | |
| Kla Corp Com New (KLAC) | 0.4 | $3.8M | 5.5k | 698.57 | |
| Intel Corporation (INTC) | 0.4 | $3.8M | 86k | 44.17 | |
| Meta Platforms Cl A (META) | 0.3 | $3.2M | 6.5k | 485.58 | |
| Lattice Semiconductor (LSCC) | 0.3 | $2.7M | 35k | 78.23 | |
| Marvell Technology (MRVL) | 0.3 | $2.6M | 37k | 70.88 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.6M | 6.1k | 420.52 | |
| Cadence Design Systems (CDNS) | 0.3 | $2.5M | 8.0k | 311.28 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.8M | 12k | 152.26 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $1.1M | 8.3k | 131.93 | |
| Qualcomm (QCOM) | 0.1 | $825k | 4.9k | 169.29 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $634k | 100.00 | 6344.40 | |
| Uber Technologies (UBER) | 0.1 | $616k | 8.0k | 76.99 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $406k | 4.2k | 97.54 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $351k | 1.7k | 205.72 | |
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $334k | 9.6k | 34.87 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $268k | 3.8k | 69.77 | |
| Invitation Homes (INVH) | 0.0 | $258k | 7.3k | 35.61 | |
| Johnson & Johnson (JNJ) | 0.0 | $255k | 1.6k | 158.20 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $255k | 2.8k | 91.87 | |
| Sandy Spring Ban (SASR) | 0.0 | $224k | 9.7k | 23.18 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $210k | 9.2k | 22.75 |
