Artemis Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$16.3M |
| 2 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$702K |
| 3 |
Merck
MRK
|
+$136K |
| 4 |
Wells Fargo
WFC
|
+$122K |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$119K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.83M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$769K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 7.66% |
| 2 | Technology | 1.25% |
| 3 | Financials | 0.82% |
| 4 | Healthcare | 0.38% |
| 5 | Consumer Staples | 0.17% |
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Artemis Wealth Advisors's Q4 2019 Portfolio in Review
As of Q4 2019, Artemis Wealth Advisors held 132 positions worth $277M, up 21% from $228M the previous quarter. Its ten largest holdings account for 98% of the portfolio.
Artemis Wealth Advisors deployed $17.8M of net new capital in Q4 2019, opening 90 new positions and adding to 1 existing holding. Its largest new stake was Tesla: 750,000 shares worth $20.9M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 7.7% of assets, up from 0.01% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $1.83M trimmed.
- Artemis Wealth Advisors's largest Q4 2019 buy was Tesla: 750,000 shares worth $20.9M.
- Artemis Wealth Advisors added most to Citigroup in Q4 2019, an estimated $42K increase.
- Artemis Wealth Advisors's biggest Q4 2019 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.83M.
- Artemis Wealth Advisors's ten largest holdings make up 98% of its $277M portfolio in Q4 2019.
- Artemis Wealth Advisors opened 90 new positions and closed 0 in Q4 2019.
- Artemis Wealth Advisors's portfolio value rose 21% quarter-over-quarter to $277M.
Based on Artemis Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2023.