ARTEMIS WEALTH ADVISORS, LLC

PrivateCIK: 1767435
Location

NEW YORK, NY

44
Positions
$662.27M
Total AUM (reported)
2.44M
Total Shares

Allocation by class

TOTAL AUM$662.27M44 positions
UNIT SER 1$461.32M69.7%
COM$88.06M13.3%
MSCI EMRG CHN$61.61M9.3%
COM NEW$13.84M2.1%
SPONSORED ADS$8.02M1.2%
CAP STK CL A$6.00M0.9%
CORE S&P MCP ETF$5.97M0.9%

Portfolio Concentration

Top 381.3%4–108.7%11–258.3%Rest1.7%TOP 1090.0%0%100%
Top 3$538.40M81.3%
4–10$57.86M8.7%
11–25$54.65M8.3%
Rest$11.37M1.7%

Top 3 weight

81.3%

Top 10 weight

90.0%

Voting Authority Distribution

Total shares with voting rights: 2.44M

Sole

Full voting authority

640.44K

shares

% of voting shares26.2%
Shared

Joint voting authority

1.80M

shares

% of voting shares73.8%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole38
Shared0
Other6
Dominant voting typeShared · 73.8% of voting shares
Institutional Holdings44
Rows:

INVESCO QQQ TR

OTR
UNIT SER 1
Shares880.97K
TypeSH
Market value$461.32M
69.66%
Sole
0.00
Shared
880.97K
None
0.00

ISHARES INC

OTR
MSCI EMRG CHN
Shares783.25K
TypeSH
Market value$61.61M
9.30%
Sole
0.00
Shared
783.25K
None
0.00

AMAZON COM INC

SOLE
COM
Shares74.26K
TypeSH
Market value$15.47M
2.34%
Sole
74.26K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares50.14K
TypeSH
Market value$12.72M
1.92%
Sole
50.14K
Shared
0.00
None
0.00

SANDISK CORP

SOLE
COM
Shares14K
TypeSH
Market value$8.89M
1.34%
Sole
14K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares40K
TypeSH
Market value$8.54M
1.29%
Sole
40K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares45.64K
TypeSH
Market value$7.96M
1.20%
Sole
45.64K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares23K
TypeSH
Market value$7.77M
1.17%
Sole
23K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares20.85K
TypeSH
Market value$6.00M
0.91%
Sole
20.85K
Shared
0.00
None
0.00

ISHARES TR

OTR
CORE S&P MCP ETF
Shares88.35K
TypeSH
Market value$5.97M
0.90%
Sole
0.00
Shared
88.35K
None
0.00

INTEL CORP

SOLE
COM
Shares130.10K
TypeSH
Market value$5.74M
0.87%
Sole
130.10K
Shared
0.00
None
0.00

KLA CORP

SOLE
COM NEW
Shares3.60K
TypeSH
Market value$5.30M
0.80%
Sole
3.60K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares11.04K
TypeSH
Market value$5.29M
0.80%
Sole
11.04K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares13K
TypeSH
Market value$4.44M
0.67%
Sole
13K
Shared
0.00
None
0.00

LUMENTUM HLDGS INC

SOLE
COM
Shares6K
TypeSH
Market value$4.22M
0.64%
Sole
6K
Shared
0.00
None
0.00

TERADYNE INC

SOLE
COM
Shares13.50K
TypeSH
Market value$4.00M
0.60%
Sole
13.50K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares13.41K
TypeSH
Market value$3.85M
0.58%
Sole
13.41K
Shared
0.00
None
0.00

KEYSIGHT TECHNOLOGIES INC

SOLE
COM
Shares12K
TypeSH
Market value$3.39M
0.51%
Sole
12K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares10.56K
TypeSH
Market value$3.27M
0.49%
Sole
10.56K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares5.50K
TypeSH
Market value$3.15M
0.48%
Sole
5.50K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares22.50K
TypeSH
Market value$3.06M
0.46%
Sole
22.50K
Shared
0.00
None
0.00

COHERENT CORP

SOLE
COM
Shares12K
TypeSH
Market value$2.86M
0.43%
Sole
12K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares6.47K
TypeSH
Market value$2.40M
0.36%
Sole
6.47K
Shared
0.00
None
0.00

AMKOR TECHNOLOGY INC

OTR
COM
Shares41K
TypeSH
Market value$1.85M
0.28%
Sole
0.00
Shared
41K
None
0.00

ISHARES TR

SOLE
US AER DEF ETF
Shares8.42K
TypeSH
Market value$1.84M
0.28%
Sole
8.42K
Shared
0.00
None
0.00
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