Artemis Wealth Advisors, LLC Portfolio Holdings
Q3 2025•34 long positions•$578.3M portfolio value
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Holding35 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $430.4M 74.42% | -$46.8M Sold | — 716.9K shares | 794.9K → 716.9K −$46.8M | -9.81% | — — | Q4 2016 Held for 9 years | |
ETF ETF | $27.0M 4.67% | +$1.0M Bought | — 405.9K shares | 390.3K → 405.9K +$1.0M | +3.99% | — — | Q1 2023 Held for 2y 9m | |
Software - Infrastructure Technology | $20.9M 3.61% | -$1.6M Sold | 0.001% 40.3K shares | 43.3K → 40.3K −$1.6M | -6.91% | $3.85T Mega Cap | Q4 2016 Held for 9 years | |
Specialty Retail Consumer Cyclical | $15.9M 2.76% | -$6.8M Sold | 0.001% 72.6K shares | 103.6K → 72.6K −$6.8M | -29.93% | $2.34T Mega Cap | Q2 2023 Held for 2y 6m | |
Semiconductors Technology | $10.3M 1.77% | — | 0.0% 55.0K shares | — | — | $4.54T Mega Cap | Q2 2023 Held for 2y 6m | |
Consumer Electronics Technology | $10.1M 1.74% | -$27.2K Sold | 0.0% 39.6K shares | 39.7K → 39.6K −$27.2K | -0.27% | $3.78T Mega Cap | Q4 2016 Held for 9 years | |
Semiconductors Technology | $9.2M 1.59% | — | — 33.0K shares | — | — | — — | Q4 2024 Held for 1 year | |
Semiconductors Technology | $8.4M 1.45% | — | 0.001% 25.5K shares | — | — | $1.56T Mega Cap | Q2 2024 Held for 1y 6m | |
Internet Content & Information Communication Services | $6.8M 1.18% | +$6.8M Bought | 0.0% 28.0K shares | — | — | $2.95T Mega Cap | Q3 2025 Held for 3 months | |
Internet Content & Information Communication Services | $6.6M 1.14% | -$1.8M Sold | 0.0% 9.0K shares | 11.4K → 9.0K −$1.8M | -21.05% | $1.84T Mega Cap | Q1 2024 Held for 1y 9m | |
Insurance - Diversified Financial Services | $5.3M 0.912% | — | 0.0% 10.5K shares | — | — | $1.08T Mega Cap | Q4 2023 Held for 2 years | |
Semiconductors Technology | $4.0M 0.695% | — | 0.002% 30.0K shares | — | — | $168.85B Large Cap | Q2 2023 Held for 2y 6m | |
Software - Infrastructure Technology | $3.6M 0.631% | — | 0.001% 20.0K shares | — | — | $432.76B Mega Cap | Q4 2024 Held for 1 year | |
Internet Content & Information Communication Services | $3.2M 0.56% | +$2.4K Bought | 0.0% 13.3K shares | 13.3K → 13.3K +$2.4K | +0.08% | $2.95T Mega Cap | Q4 2016 Held for 9 years | |
ETF ETF | $3.1M 0.527% | +$1.0M Bought | — 46.7K shares | 31.1K → 46.7K +$1.0M | +50.34% | — — | Q1 2025 Held for 9 months | |
ETF ETF | $1.8M 0.304% | +$6.5K Bought | — 8.4K shares | 8.4K → 8.4K +$6.5K | +0.37% | — — | Q2 2022 Held for 3y 6m | |
Renewable Utilities Utilities | $1.6M 0.285% | — | 0.002% 5.0K shares | — | — | $102.80B Large Cap | Q4 2024 Held for 1 year | |
Semiconductors Technology | $1.5M 0.262% | +$1.5M Bought | 0.001% 45.1K shares | — | — | $159.60B Large Cap | Q3 2025 Held for 3 months | |
Software - Infrastructure Technology | $1.5M 0.26% | +$1.5M New | 0.002% 7.0K shares | 0 → 7.0K +$1.5M | New | $74.8B Large Cap | Q3 2025 Held for 3 months | |
Computer Hardware Technology | $1.5M 0.252% | +$1.5M New | 0.001% 10.0K shares | 0 → 10.0K +$1.5M | New | $183.14B Large Cap | Q3 2025 Held for 3 months | |
Software - Application Technology | $783.8K 0.136% | — | 0.0% 8.0K shares | — | — | $204.31B Mega Cap | Q2 2019 Held for 6y 6m | |
Aerospace & Defense Industrials | $695.0K 0.12% | -$3.2K Sold | 0.0% 4.2K shares | 4.2K → 4.2K −$3.2K | -0.46% | $223.98B Mega Cap | Q2 2022 Held for 3y 6m | |
Electrical Equipment & Parts Industrials | $676.6K 0.117% | +$676.6K New | 0.003% 8.0K shares | 0 → 8.0K +$676.6K | New | $19.8B Large Cap | Q3 2025 Held for 3 months | |
Unknown Unknown | $606.4K 0.105% | — | — 1.7K shares | — | — | — — | Q2 2022 Held for 3y 6m | |
Unknown Unknown | $391.7K 0.068% | — | — 9.2K shares | — | — | — — | Q2 2022 Held for 3y 6m | |
ETF ETF | $348.3K 0.06% | +$5.3K Bought | — 10.5K shares | 10.4K → 10.5K +$5.3K | +1.55% | — — | Q2 2022 Held for 3y 6m | |
Drug Manufacturers - General Healthcare | $294.0K 0.051% | +$2.0K Bought | 0.0% 1.6K shares | 1.6K → 1.6K +$2.0K | +0.7% | $446.55B Mega Cap | Q4 2019 Held for 6 years | |
Financial - Credit Services Financial Services | $285.4K 0.049% | — | 0.0% 836.0 shares | — | — | $662.60B Mega Cap | Q2 2025 Held for 6 months | |
ETF ETF | $278.9K 0.048% | +$3.5K Bought | — 3.0K shares | 3.0K → 3.0K +$3.5K | +1.29% | — — | Q2 2022 Held for 3y 6m | |
ETF ETF | $262.3K 0.045% | +$869.3 Bought | — 3.9K shares | 3.9K → 3.9K +$869.3 | +0.33% | — — | Q2 2022 Held for 3y 6m | |
ETF ETF | $258.6K 0.045% | +$2.1K Bought | — 6.8K shares | 6.7K → 6.8K +$2.1K | +0.82% | — — | Q3 2024 Held for 1y 3m | |
Financial - Credit Services Financial Services | $252.6K 0.044% | — | 0.0% 444.0 shares | — | — | $514.21B Mega Cap | Q2 2025 Held for 6 months | |
Medical - Devices Healthcare | $231.5K 0.04% | — | 0.0% 1.7K shares | — | — | $233.12B Mega Cap | Q2 2025 Held for 6 months | |
Drug Manufacturers - General Healthcare | $201.4K 0.035% | — | 0.0% 264.0 shares | — | — | $684.00B Mega Cap | Q2 2025 Held for 6 months | |
Renewable Utilities Utilities | - — | -$1.3M Sold | — - shares | 2.5K → 0 −$1.3M | Sold | $139.43B Large Cap | Q2 2025 Held for 6 months |
