| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LANC | Exit | LANCASTER COLONY CORP | $0 | – | 0 | +100.0% | 0.00% | – |
| VRP | Exit | INVESCO EXCH TRADED FD TR IIvar rate pfd | $0 | – | -31 | -100.0% | 0.00% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -15 | -100.0% | 0.00% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -15 | -100.0% | 0.00% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -8 | -100.0% | 0.00% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -3 | -100.0% | 0.00% | – |
| WMT | Exit | WALMART INC | $0 | – | -26 | -100.0% | -0.00% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -96 | -100.0% | -0.00% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -83 | -100.0% | -0.00% | – |
| TPR | Exit | TAPESTRY INC | $0 | – | -121 | -100.0% | -0.00% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -65 | -100.0% | -0.00% | – |
| INTC | Exit | INTEL CORP | $0 | – | -98 | -100.0% | -0.00% | – |
| DEA | Exit | EASTERLY GOVT PPTYS INC | $0 | – | -1,006 | -100.0% | -0.00% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -157 | -100.0% | -0.00% | – |
| CMCSA | Exit | COMCAST CORPcl a | $0 | – | -370 | -100.0% | -0.00% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -50 | -100.0% | -0.00% | – |
| FISV | Exit | FISERV INC | $0 | – | -208 | -100.0% | -0.00% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -165 | -100.0% | -0.01% | – |
| BAR | Exit | GRANITESHARES GOLD TR | $0 | – | -1,481 | -100.0% | -0.01% | – |
| GGG | Exit | GRACO INC | $0 | – | -470 | -100.0% | -0.01% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -113 | -100.0% | -0.01% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -284 | -100.0% | -0.01% | – |
| AOS | Exit | SMITH A O CORP | $0 | – | -555 | -100.0% | -0.01% | – |
| RGLD | Exit | ROYAL GOLD INC | $0 | – | -337 | -100.0% | -0.01% | – |
| CSL | Exit | CARLISLE COS INC | $0 | – | -152 | -100.0% | -0.01% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -136 | -100.0% | -0.01% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -242 | -100.0% | -0.01% | – |
| SEIC | Exit | SEI INVTS CO | $0 | – | -660 | -100.0% | -0.01% | – |
| DCI | Exit | DONALDSON INC | $0 | – | -641 | -100.0% | -0.01% | – |
| MMM | Exit | 3M CO | $0 | – | -423 | -100.0% | -0.01% | – |
| EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -329 | -100.0% | -0.01% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -280 | -100.0% | -0.01% | – |
| NFG | Exit | NATIONAL FUEL GAS CO | $0 | – | -779 | -100.0% | -0.01% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -573 | -100.0% | -0.01% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -255 | -100.0% | -0.01% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -750 | -100.0% | -0.01% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -381 | -100.0% | -0.01% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -640 | -100.0% | -0.01% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -1,604 | -100.0% | -0.01% | – |
| HII | Exit | HUNTINGTON INGALLS INDS INC | $0 | – | -504 | -100.0% | -0.02% | – |
| INVH | Exit | INVITATION HOMES INC | $0 | – | -4,911 | -100.0% | -0.03% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -454 | -100.0% | -0.03% | – |
| EMLP | Exit | FIRST TR EXCHANGE-TRADED FDno amer energy | $0 | – | -6,310 | -100.0% | -0.03% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -9,244 | -100.0% | -0.04% | – |
| SASR | Exit | SANDY SPRING BANCORP INC | $0 | – | -9,513 | -100.0% | -0.04% | – |
| FHLC | Exit | FIDELITY COVINGTON TRUSTmsci hlth care i | $0 | – | -3,813 | -100.0% | -0.04% | – |
| PFE | Exit | PFIZER INC | $0 | – | -6,946 | -100.0% | -0.04% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -2,739 | -100.0% | -0.04% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,633 | -100.0% | -0.05% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -1,706 | -100.0% | -0.06% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -4,140 | -100.0% | -0.06% | – |
| PSK | Exit | SPDR SER TRice pfd sec etf | $0 | – | -9,427 | -100.0% | -0.06% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -3,500 | -100.0% | -0.07% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -8,000 | -100.0% | -0.07% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -100 | -100.0% | -0.10% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -4,825 | -100.0% | -0.10% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -8,260 | -100.0% | -0.16% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -2,277 | -100.0% | -0.18% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -12,680 | -100.0% | -0.31% | – |
| Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -6,392 | -100.0% | -0.42% | – | |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -70,000 | -100.0% | -1.14% | – |
| AAPL | Exit | APPLE INC | $0 | – | -40,584 | -100.0% | -1.30% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -14,000 | -100.0% | -1.54% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -14,000 | -100.0% | -1.64% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -70,000 | -100.0% | -1.66% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -32,556 | -100.0% | -1.92% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -28,000 | -100.0% | -2.28% | – |
| Exit | ENGINE NO 1 ETF TRUSTtransform clmte | $0 | – | -295,000 | -100.0% | -2.84% | – | |
| EMXC | Exit | ISHARES INCmsci emrg chn | $0 | – | -445,085 | -100.0% | -4.15% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -166,133 | -100.0% | -5.49% | – |
| CALF | Exit | PACER FDS TRpacer us small | $0 | – | -728,693 | -100.0% | -5.68% | – |
| TSLA | Exit | TESLA INC | $0 | – | -183,000 | -100.0% | -8.57% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -890,508 | -100.0% | -59.65% | – |
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.