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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 $521,579,945
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 870,101 $356,323,670 68.31%
2.
Pacer Fds Tr
 1,033,970 $49,661,567 9.52%
3.
Ishares Trust
 IEF 166,587 $33,435,739 6.41%
4.
Ishares Inc
 496,212 $27,495,082 5.27%
5.
Nvidia Corp
 NVDA 28,000 $13,866,160 2.65%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)