Atlas Brown,Inc. Top Holdings and 13F Report (2025)

About Atlas Brown,Inc.

Investment Activity

Atlas Brown,Inc. has $285.00 million in total holdings as of March 31, 2025.
Atlas Brown,Inc. owns shares of 213 different stocks, but just 80 companies or ETFs make up 80% of its holdings.
Approximately 1.63% of the portfolio was purchased this quarter.
About 1.08% of the portfolio was sold this quarter.
This quarter, Atlas Brown,Inc. has purchased 206 new stocks and bought additional shares in 92 stocks.
Atlas Brown,Inc. sold shares of 86 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Apple: $16,883,610
NVIDIA: $16,556,784
Vanguard Total Stock Market ETF: $9,277,119
Microsoft: $8,914,852
AbbVie: $6,375,283

Largest New Holdings this Quarter

256677105 - Dollar General: $305,466 Holding
46434V613 - iShares Core Total USD Bond Market ETF: $276,893 Holding
G5960L103 - Medtronic: $214,427 Holding
82889N525 - SIMPLIFY MBS ETF: $210,588 Holding
988498101 - Yum! Brands: $210,076 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 567 shares (about $318.58K)
Dollar General: 3,474 shares (about $305.47K)
iShares Core Total USD Bond Market ETF: 6,009 shares (about $276.89K)
Medtronic: 2,386 shares (about $214.43K)
SIMPLIFY MBS ETF: 4,200 shares (about $210.59K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 750 shares (about $206.13K)
PepsiCo: 1,177 shares (about $176.48K)
Microsoft: 464 shares (about $174.18K)
Ford Motor: 13,466 shares (about $135.06K)
Danaher: 591 shares (about $121.16K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$16,883,610	$141,052 ▲	0.8%	76,008	5.9%	Computer and Technology
NVDA NVIDIA	$16,556,784	$60,584 ▼	-0.4%	152,766	5.8%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$9,277,119	$206,128 ▼	-2.2%	33,755	3.3%	ETF
MSFT Microsoft	$8,914,852	$174,183 ▼	-1.9%	23,748	3.1%	Computer and Technology
ABBV AbbVie	$6,375,283	$22,209 ▼	-0.3%	30,428	2.2%	Medical
JPM JPMorgan Chase & Co.	$6,105,627	$9,812 ▼	-0.2%	24,890	2.1%	Finance
JNJ Johnson & Johnson	$5,757,357	$37,314 ▲	0.7%	34,716	2.0%	Medical
PG Procter & Gamble	$5,525,288	$17,894 ▲	0.3%	32,422	1.9%	Consumer Staples
XOM Exxon Mobil	$5,394,561	$22,954 ▲	0.4%	45,359	1.9%	Energy
AMZN Amazon.com	$5,330,880	$146,500 ▲	2.8%	28,019	1.9%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$4,928,478	$46,991 ▲	1.0%	8,810	1.7%	Finance
HD Home Depot	$4,451,427	$37,016 ▼	-0.8%	12,146	1.6%	Retail/Wholesale
COST Costco Wholesale	$4,386,958	$3,783 ▲	0.1%	4,638	1.5%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$4,277,551	$318,583 ▲	8.0%	7,613	1.5%	ETF
CVX Chevron	$4,030,584	$37,306 ▲	0.9%	24,093	1.4%	Energy
IWP iShares Russell Mid-Cap Growth ETF	$3,965,785	$3,525 ▼	-0.1%	33,754	1.4%	ETF
IWF iShares Russell 1000 Growth ETF	$3,890,467	$20,944 ▼	-0.5%	10,774	1.4%	ETF
PEP PepsiCo	$3,604,328	$176,483 ▼	-4.7%	24,038	1.3%	Consumer Staples
BRK.B Berkshire Hathaway	$3,589,020	$33,020 ▼	-0.9%	6,739	1.3%	Finance
TJX TJX Companies	$3,450,744	$14,129 ▲	0.4%	28,331	1.2%	Retail/Wholesale
META Meta Platforms	$3,387,229	$7,493 ▲	0.2%	5,877	1.2%	Computer and Technology
GOOG Alphabet	$3,263,371	$22,341 ▼	-0.7%	20,888	1.1%	Computer and Technology
IWN iShares Russell 2000 Value ETF	$3,114,157	$25,214 ▼	-0.8%	20,626	1.1%	ETF
ABT Abbott Laboratories	$2,746,072	$7,826 ▼	-0.3%	20,702	1.0%	Medical
IWO iShares Russell 2000 Growth ETF	$2,635,406	$23,765 ▼	-0.9%	10,313	0.9%	ETF
IVW iShares S&P 500 Growth ETF	$2,611,565	$93 ▲	0.0%	28,133	0.9%	ETF
ADP Automatic Data Processing	$2,609,226	$2,444 ▲	0.1%	8,540	0.9%	Business Services
IWS iShares Russell Mid-Cap Value ETF	$2,596,314	$11,085 ▼	-0.4%	20,611	0.9%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$2,444,302	$15,735 ▼	-0.6%	23,922	0.9%	ETF
IWD iShares Russell 1000 Value ETF	$2,314,173	$7,526 ▼	-0.3%	12,299	0.8%	ETF
VTV Vanguard Value ETF	$2,193,193	$8,983 ▼	-0.4%	12,696	0.8%	ETF
EFA iShares MSCI EAFE ETF	$2,133,878	$18,389 ▼	-0.9%	26,109	0.7%	Finance
MCD McDonald's	$2,028,535	$2,499 ▲	0.1%	6,494	0.7%	Retail/Wholesale
DIS Walt Disney	$1,971,898	$493 ▼	0.0%	19,979	0.7%	Consumer Discretionary
PFE Pfizer	$1,946,186	$98,471 ▲	5.3%	76,803	0.7%	Medical
CRM Salesforce	$1,909,479	$4,831 ▲	0.3%	7,115	0.7%	Computer and Technology
GOOGL Alphabet	$1,892,836	$1,701 ▲	0.1%	12,240	0.7%	Computer and Technology
V Visa	$1,817,152	$36,098 ▼	-1.9%	5,185	0.6%	Business Services
GE General Electric	$1,779,011	$3,403 ▲	0.2%	8,888	0.6%	Transportation
T AT&T	$1,772,980	$19,259 ▲	1.1%	62,694	0.6%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$1,771,817	$18,310 ▼	-1.0%	40,545	0.6%	Finance
NFLX Netflix	$1,770,688	$1,865 ▼	-0.1%	1,899	0.6%	Consumer Discretionary
IBM International Business Machines	$1,742,697	$1,989 ▲	0.1%	7,008	0.6%	Computer and Technology
CAT Caterpillar	$1,740,047	$21,437 ▼	-1.2%	5,276	0.6%	Industrials
QQQ Invesco QQQ	$1,725,723	$47,364 ▲	2.8%	3,680	0.6%	Finance
FTEC Fidelity MSCI Information Technology Index ETF	$1,715,905	$4,838 ▼	-0.3%	10,640	0.6%	ETF
WMT Walmart	$1,692,818	$42,314 ▼	-2.4%	19,283	0.6%	Retail/Wholesale
HUM Humana	$1,671,022	$9,791 ▼	-0.6%	6,315	0.6%	Medical
CMI Cummins	$1,631,500	$940 ▼	-0.1%	5,205	0.6%	Auto/Tires/Trucks
BAC Bank of America	$1,623,226	$12,853 ▲	0.8%	38,898	0.6%	Finance
LLY Eli Lilly and Company	$1,584,213	$12,390 ▲	0.8%	1,918	0.6%	Medical
ORCL Oracle	$1,563,663	$3,635 ▲	0.2%	11,184	0.5%	Computer and Technology
RTX RTX	$1,521,256	$5,431 ▲	0.4%	11,485	0.5%	Aerospace
IEF iShares 7-10 Year Treasury Bond ETF	$1,519,137	$18,025 ▼	-1.2%	15,929	0.5%	ETF
FHLC Fidelity MSCI Health Care Index ETF	$1,475,772	$43,793 ▼	-2.9%	21,601	0.5%	ETF
KO Coca-Cola	$1,459,829	$45,908 ▼	-3.0%	20,383	0.5%	Consumer Staples
MRK Merck & Co., Inc.	$1,435,705	$25,671 ▼	-1.8%	15,995	0.5%	Medical
FSTA Fidelity MSCI Consumer Staples Index ETF	$1,387,693	$13,754 ▼	-1.0%	27,140	0.5%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$1,376,962	$56,474 ▼	-3.9%	22,700	0.5%	ETF
UNP Union Pacific	$1,364,522	$4,961 ▲	0.4%	5,776	0.5%	Transportation
CSCO Cisco Systems	$1,350,663	$7,220 ▲	0.5%	21,887	0.5%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$1,336,516	$47,128 ▼	-3.4%	15,711	0.5%	ETF
DUK Duke Energy	$1,316,364	$4,147 ▲	0.3%	10,793	0.5%	Utilities
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF	$1,282,141	$2,016 ▲	0.2%	15,898	0.4%	ETF
BP BP	$1,246,572	$15,070 ▼	-1.2%	36,892	0.4%	Energy
AMAT Applied Materials	$1,206,547	$9,433 ▼	-0.8%	8,314	0.4%	Computer and Technology
RWR SPDR Dow Jones REIT ETF	$1,206,147	$496 ▲	0.0%	12,169	0.4%	ETF
VZ Verizon Communications	$1,189,724	$73,757 ▲	6.6%	26,228	0.4%	Computer and Technology
MA Mastercard	$1,180,650		0.0%	2,154	0.4%	Business Services
AXP American Express	$1,149,254	$4,304 ▲	0.4%	4,272	0.4%	Finance
SHW Sherwin-Williams	$1,134,169	$39,109 ▲	3.6%	3,248	0.4%	Basic Materials
BA Boeing	$1,100,048	$49,460 ▼	-4.3%	6,450	0.4%	Aerospace
BF.B Brown-Forman	$1,090,706	$110,001 ▼	-9.2%	32,136	0.4%	Consumer Staples
CMCSA Comcast	$1,022,767	$29,225 ▼	-2.8%	27,717	0.4%	Consumer Discretionary
ORLY O'Reilly Automotive	$1,012,834	$4,298 ▼	-0.4%	707	0.4%	Retail/Wholesale
BLACKROCK INC COM	$1,012,447	$1,892 ▲	0.2%	1,070	0.4%	Stock
NET Cloudflare	$996,968	$38,765 ▲	4.0%	8,847	0.3%	Computer and Technology
ITW Illinois Tool Works	$993,280	$744 ▲	0.1%	4,005	0.3%	Industrials
PNC The PNC Financial Services Group	$991,471	$5,800 ▲	0.6%	5,641	0.3%	Finance
BMY Bristol-Myers Squibb	$990,372	$19,578 ▼	-1.9%	16,238	0.3%	Medical
NEE NextEra Energy	$980,944	$12,547 ▲	1.3%	13,838	0.3%	Utilities
INTC Intel	$948,044	$2,589 ▲	0.3%	41,746	0.3%	Computer and Technology
JCI Johnson Controls International	$943,803	$2,804 ▲	0.3%	11,781	0.3%	Construction
PM Philip Morris International	$890,307	$52,857 ▼	-5.6%	5,609	0.3%	Consumer Staples
KR Kroger	$879,741	$68 ▲	0.0%	12,997	0.3%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$861,722	$14,562 ▼	-1.7%	4,320	0.3%	Finance
IJK iShares S&P Mid-Cap 400 Growth ETF	$799,403	$2,415 ▼	-0.3%	9,599	0.3%	ETF
BRK.A Berkshire Hathaway	$798,442		0.0%	1	0.3%	Finance
PH Parker-Hannifin	$790,330	$74,777 ▼	-8.6%	1,300	0.3%	Industrials
VOE Vanguard Mid-Cap Value ETF	$771,589	$642 ▲	0.1%	4,806	0.3%	ETF
GE VERNOVA INC COM	$756,181	$1,526 ▲	0.2%	2,477	0.3%	Stock
TIP iShares TIPS Bond ETF	$726,256	$15,774 ▼	-2.1%	6,538	0.3%	ETF
TGT Target	$721,774	$14,506 ▼	-2.0%	6,916	0.3%	Retail/Wholesale
TSLA Tesla	$703,257	$3,109 ▲	0.4%	2,714	0.2%	Auto/Tires/Trucks
MMM 3M	$698,613	$7,343 ▼	-1.0%	4,757	0.2%	Multi-Sector Conglomerates
BF.A Brown-Forman	$681,148		0.0%	20,351	0.2%	Consumer Staples
OGN Organon & Co.	$678,697	$152,234 ▲	28.9%	45,581	0.2%	Medical
REAVES UTIL INCOME FD COM SH BEN INT	$676,835	$716 ▲	0.1%	20,800	0.2%	CEF
UTF Cohen & Steers Infrastructure Fund	$656,726	$741 ▲	0.1%	25,704	0.2%	Financial Services
SLYV SPDR S&P 600 Small Cap Value ETF	$651,755	$157 ▲	0.0%	8,313	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Atlas Brown,Inc. Top Holdings and 13F Report (2025)

About Atlas Brown,Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Atlas Brown,Inc. Top Holdings and 13F Report (2025)

About Atlas Brown,Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtlas Brown,Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools