$189 Million is the total value of Artemis Wealth Advisors, LLC's 60 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $152,920,905 | +19.9% | 1,700,616 | +2.9% | 81.09% | +25.9% |
| AAPL | Buy | APPLE INC | $1,845,308 | +716.7% | 19,410 | +578.2% | 0.98% | +758.8% |
| Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,285,373 | +286.1% | 12,784 | +292.4% | 0.68% | +306.0% |
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 | 28 | Q3 2023 | 3.6% |
| ALPHABET INC | 28 | Q3 2023 | 3.1% |
| MICROSOFT CORP | 28 | Q3 2023 | 2.0% |
| ALPHABET INC | 28 | Q3 2023 | 0.3% |
| 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 | 25 | Q3 2023 | 1.0% |
| DARLING INGREDIENTS INC | 25 | Q4 2022 | 0.0% |
View Artemis Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR/A | 2023-09-05 |
| 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.