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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 $560,842,476
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 828,335 $423,469,620 75.5%
2.
Ishares Inc - MSCI EMRG CHN
 358,349 $19,870,427 3.54%
3.
Microsoft Corp
 MSFT 41,596 $17,532,521 3.12%
4.
Amazon Com Inc
 AMZN 70,000 $15,357,300 2.73%
5.
Nvidia Corp
 NVDA 95,000 $12,757,550 2.27%
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)