$114 Million is the total value of Artemis Wealth Advisors, LLC's 54 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRtr unit | $192,383 | – | 1,530 | +100.0% | 0.17% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $97,771 | – | 4,500 | +100.0% | 0.09% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $42,523 | – | 1,950 | +100.0% | 0.04% | – |
| DARE | New | DARE BIOSCIENCE INC | $2,752 | – | 1,762 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Orion Capital Management II LLC #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 31 | Q2 2024 | 3.6% |
| MICROSOFT CORP | 31 | Q2 2024 | 2.3% |
| ALPHABET INC | 31 | Q2 2024 | 0.3% |
| ALPHABET INC | 28 | Q3 2023 | 3.1% |
| MCDONALDS CORP | 28 | Q3 2023 | 0.0% |
| COMCAST CORP NEW | 27 | Q3 2023 | 0.4% |
| ISHARES TR | 27 | Q3 2023 | 0.5% |
| GILEAD SCIENCES INC | 27 | Q3 2023 | 0.0% |
| SPDR S&P 500 ETF TR | 26 | Q4 2023 | 1.0% |
| INVESCO QQQ TR | 25 | Q2 2024 | 86.3% |
View Artemis Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-18 |
| 13F-HR/A | 2023-09-11 |
| 13F-HR/A | 2023-09-11 |
| 13F-HR/A | 2023-09-11 |
| 13F-HR/A | 2023-09-11 |
| 13F-HR/A | 2023-09-05 |
View Artemis Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.