$778 Million is the total value of Artemis Wealth Advisors, LLC's 134 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EMXC | New | ISHARES INCmsci emrg chn | $14,826,624 | – | 300,560 | +100.0% | 1.91% | – |
New | BERKSHIRE HATHAWAY INC DELcl b new | $3,947,316 | – | 12,784 | +100.0% | 0.51% | – | |
BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $931,200 | – | 200 | +100.0% | 0.12% | – |
SASR | New | SANDY SPRING BANCORP INC | $494,296 | – | 19,026 | +100.0% | 0.06% | – |
ALB | New | ALBEMARLE CORP | $70,732 | – | 320 | +100.0% | 0.01% | – |
XOM | New | EXXON MOBIL CORP | $71,668 | – | 654 | +100.0% | 0.01% | – |
CVX | New | CHEVRON CORP NEW | $66,542 | – | 408 | +100.0% | 0.01% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Orion Capital Management II LLC #1
- Artemis FP LLC #2
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.