ARTEMIS WEALTH ADVISORS, LLC
ARTEMIS WEALTH ADVISORS, LLC runs ARTEMIS WEALTH ADVISORS, LLC and currently holds 55 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $834.51M. Their top holdings are MCHP, MU, BOND, MSFT, AMAT. The top five represent 79.2% of reported portfolio weight. ARTEMIS WEALTH ADVISORS, LLC ranks #201 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ARTEMIS WEALTH ADVISORS, LLC initiated 14 new positions. They added to 19 existing positions. They trimmed 19 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
55 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
MCHP MICROCHIP TECHNOLOGY INC. | 64.88% | $90.53 | $76.08 | -15.96% | Added +3984.53% |
MU MICRON TECHNOLOGY INC | 7.01% | $1,154.29 | $966.78 | -16.24% | New Buy |
BOND PIMCO ETF TR | 2.86% | $93.00 | $90.51 | -2.68% | Added +242.47% |
MSFT MICROSOFT CORP | 2.39% | $373.51 | $483.24 | +29.38% | Added +2111.05% |
AMAT APPLIED MATLS INC | 2.11% | $647.23 | $492.32 | -23.93% | Added +467.72% |
QQQ INVESCO QQQ TR | 2.08% | $218.94 | $713.44 | +225.86% | Trimmed -94.50% |
BRK-B BERKSHIRE HATHAWAY INC DEL | 1.38% | $473.50 | $495.77 | +4.70% | Added +259.39% |
SEI SOLARIS ENERGY INFRAS INC | 1.32% | $80.46 | $53.32 | -33.73% | New Buy |
RTX RTX CORPORATION | 1.30% | $179.01 | $209.91 | +17.26% | Added +767.47% |
BE BLOOM ENERGY CORP | 1.21% | $302.70 | $201.42 | -33.46% | New Buy |
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