$118 Million is the total value of Artemis Wealth Advisors, LLC's 56 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $297,898 | – | 200 | +100.0% | 0.25% | – |
EEM | New | ISHARES TRmsci emg mkt etf | $202,819 | – | 8,600 | +100.0% | 0.17% | – |
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.