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Home > Institutional Investor > Artemis Wealth Advisors, Llc > Profile

Instuitional Investor - Artemis Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Artemis Wealth Advisors, Llc
Portfolio Value $476,906,300
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 819,291 $384,181,937 80.56%
2.
Ishares Inc - MSCI EMRG CHN
 389,775 $21,472,710 4.5%
3.
Ishares Trust
 IEF 282,963 $16,510,885 3.46%
4.
Amazon Com Inc
 AMZN 70,000 $13,318,200 2.79%
5.
Microsoft Corp
 MSFT 32,605 $12,239,603 2.57%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)