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

About Atlas Brown,Inc.

Investment Activity

  • Atlas Brown,Inc. has $292.37 million in total holdings as of December 31, 2024.
  • Atlas Brown,Inc. owns shares of 206 different stocks, but just 78 companies or ETFs make up 80% of its holdings.
  • Approximately 3.38% of the portfolio was purchased this quarter.
  • About 4.60% of the portfolio was sold this quarter.
  • This quarter, Atlas Brown,Inc. has purchased 203 new stocks and bought additional shares in 90 stocks.
  • Atlas Brown,Inc. sold shares of 86 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

NVIDIA
$20,590,021
Apple
$18,874,975
Microsoft
$10,205,363
Amazon.com
$5,978,250

Largest New Holdings this Quarter

BLACKROCK INC COM
$1,095,261 Holding
Ubiquiti
$451,425 Holding
PALANTIR TECHNOLOGIES INC CL A
$315,982 Holding
Broadcom
$286,377 Holding

Largest Purchases this Quarter

BLACKROCK INC COM
1,068 shares (about $1.10M)
Cummins
3,104 shares (about $1.08M)
iShares Core S&P 500 ETF
891 shares (about $524.50K)
Ubiquiti
1,360 shares (about $451.43K)
Goldman Sachs Access Ultra Short Bond ETF
7,500 shares (about $376.58K)

Largest Sales this Quarter

NVIDIA
9,687 shares (about $1.30M)
Vanguard Value ETF
5,216 shares (about $883.10K)
iShares S&P 500 Growth ETF
6,666 shares (about $676.80K)
Stock Yards Bancorp
6,676 shares (about $478.11K)
Caterpillar
1,033 shares (about $374.76K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtlas Brown,Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Co. stock logo
NVDA
NVIDIA
$20,590,021$1,300,868 -5.9%153,3257.0%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$18,874,975$73,123 -0.4%75,3736.5%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$10,205,363$158,063 1.6%24,2123.5%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$9,999,938$148,963 -1.5%34,5053.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,978,250$194,383 3.4%27,2492.0%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,976,087$17,259 0.3%24,9302.0%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$5,425,870$15,638 -0.3%30,5341.9%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$5,417,917$39,565 -0.7%32,3171.9%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,114,327$9,964 -0.2%8,7261.7%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,988,080$52,352 -1.0%34,4911.7%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$4,858,504$29,797 -0.6%45,1661.7%Oils/Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$4,763,773$32,674 0.7%12,2471.6%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$4,349,739$2,811 -0.1%10,8321.5%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$4,282,083$15,590 0.4%33,7841.5%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$4,246,035$244,646 6.1%4,6341.5%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,147,704$524,497 14.5%7,0461.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$4,005,084$55,798 -1.4%21,0311.4%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,834,124$33,148 -0.9%25,2151.3%Consumer Staples
Chevron Co. stock logo
CVX
Chevron
$3,457,297$25,926 -0.7%23,8701.2%Oils/Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,433,232$64,988 1.9%5,8641.2%Computer and Technology
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$3,413,645$25,611 -0.7%20,7931.2%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,408,657$18,001 0.5%28,2151.2%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,082,867$80,233 2.7%6,8011.1%Finance
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$2,995,169$61,596 -2.0%10,4061.0%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$2,856,256$676,802 -19.2%28,1321.0%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$2,677,239$23,799 0.9%20,6990.9%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,497,572$3,513 0.1%8,5320.9%Business Services
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$2,396,797$13,937 -0.6%24,0760.8%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$2,372,839$179,543 8.2%7,0970.8%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,348,271$25,676 1.1%20,7610.8%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,315,030$89,542 4.0%12,2290.8%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$2,284,282$5,184 0.2%12,3390.8%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$2,225,183$20,377 -0.9%19,9840.8%Consumer Discretionary
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,158,317$883,102 -29.0%12,7480.7%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,991,104$40,602 -2.0%26,3340.7%Finance
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$1,972,702$31,800 1.6%10,6700.7%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,937,656$374,761 -16.2%5,3410.7%Industrial Products
Pfizer Inc. stock logo
PFE
Pfizer
$1,934,497$30,961 1.6%72,9170.7%Medical
McDonald's Co. stock logo
MCD
McDonald's
$1,880,370$193,951 11.5%6,4860.6%Retail/Wholesale
Oracle Co. stock logo
ORCL
Oracle
$1,859,403$8,332 -0.4%11,1580.6%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,829,453$66,962 3.8%3,5790.6%Finance
Cummins Inc. stock logo
CMI
Cummins
$1,815,647$1,082,137 147.5%5,2080.6%Auto/Tires/Trucks
Walmart Inc. stock logo
WMT
Walmart
$1,785,775$109,053 -5.8%19,7650.6%Retail/Wholesale
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,713,115$4,726 0.3%40,9640.6%Finance
Bank of America Co. stock logo
BAC
Bank of America
$1,696,043$248,144 -12.8%38,5900.6%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$1,694,221$10,695 0.6%1,9010.6%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$1,671,200$21,490 1.3%5,2880.6%Business Services
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,619,593$67,943 4.4%16,2810.6%Medical
Humana Inc. stock logo
HUM
Humana
$1,611,473$59,111 3.8%6,3520.6%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$1,538,871$12,091 0.8%7,0000.5%Computer and Technology
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$1,490,132$23,760 -1.6%16,1180.5%ETF
General Electric stock logo
GE
General Electric
$1,479,6480.0%8,8710.5%Transportation
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,468,924$56,349 -3.7%1,9030.5%Medical
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$1,453,538$49,144 -3.3%22,2420.5%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,437,848$59,759 -4.0%16,2650.5%ETF
AT&T Inc. stock logo
T
AT&T
$1,412,045$222,373 -13.6%62,0130.5%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,362,698$28,786 -2.1%8,3790.5%Computer and Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,356,680$344 0.0%23,6310.5%ETF
Fidelity MSCI Consumer Staples Index ETF stock logo
FSTA
Fidelity MSCI Consumer Staples Index ETF
$1,354,827$33,860 2.6%27,4090.5%ETF
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$1,343,630$23,852 -1.7%35,3770.5%Consumer Staples
RTX Co. stock logo
RTX
RTX
$1,324,278$106,808 -7.5%11,4440.5%Aerospace
Union Pacific Co. stock logo
UNP
Union Pacific
$1,312,370$38,539 3.0%5,7550.4%Transportation
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,308,936$211,058 -13.9%21,0240.4%Consumer Staples
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,288,761$9,176 -0.7%21,7700.4%Computer and Technology
ProShares S&P MidCap 400 Dividend Aristocrats ETF stock logo
REGL
ProShares S&P MidCap 400 Dividend Aristocrats ETF
$1,280,284$15,325 1.2%15,8730.4%ETF
American Express stock logo
AXP
American Express
$1,263,260$47,194 -3.6%4,2560.4%Finance
SPDR Dow Jones REIT ETF stock logo
RWR
SPDR Dow Jones REIT ETF
$1,202,565$28,176 -2.3%12,1640.4%ETF
The Boeing Company stock logo
BA
Boeing
$1,192,980$300,723 33.7%6,7400.4%Aerospace
Duke Energy Co. stock logo
DUK
Duke Energy
$1,159,160$54,947 -4.5%10,7590.4%Utilities
Mastercard Incorporated stock logo
MA
Mastercard
$1,134,232$17,377 1.6%2,1540.4%Business Services
BP p.l.c. stock logo
BP
BP
$1,103,704$347,387 -23.9%37,3380.4%Oils/Energy
BLACKROCK INC COM
$1,095,261$1,095,261 New Holding1,0680.4%Stock
Tesla, Inc. stock logo
TSLA
Tesla
$1,091,257$17,770 1.7%2,7020.4%Auto/Tires/Trucks
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$1,081,413$24,297 -2.2%5,6080.4%Finance
Comcast Co. stock logo
CMCSA
Comcast
$1,069,932$107,335 -9.1%28,5090.4%Consumer Discretionary
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1,066,020$2,719 0.3%3,1360.4%Basic Materials
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$1,014,747$2,536 0.3%4,0020.3%Industrial Products
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$983,823$86,137 -8.1%24,6020.3%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$979,345$25,163 2.6%13,6610.3%Utilities
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$970,745$7,734 0.8%4,3930.3%Finance
Target Co. stock logo
TGT
Target
$953,715$74,891 -7.3%7,0550.3%Retail/Wholesale
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$936,572$71,548 -7.1%16,5590.3%Medical
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$927,104$868 0.1%11,7460.3%Construction
Cloudflare, Inc. stock logo
NET
Cloudflare
$915,6030.0%8,5030.3%Computer and Technology
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$905,069$66,783 8.0%1,4230.3%Industrial Products
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$875,499$367,186 -29.5%9,6280.3%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$841,918$4,743 -0.6%7100.3%Retail/Wholesale
Intel Co. stock logo
INTC
Intel
$834,715$42,546 5.4%41,6320.3%Computer and Technology
GE VERNOVA INC COM
$813,115$1,645 0.2%2,4720.3%Stock
Danaher Co. stock logo
DHR
Danaher
$794,932$37,646 5.0%3,4630.3%Multi-Sector Conglomerates
The Kroger Co. stock logo
KR
Kroger
$794,685$7,032 0.9%12,9960.3%Retail/Wholesale
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$776,768$216,110 -21.8%4,8020.3%ETF
Brown-Forman Co. stock logo
BF.A
Brown-Forman
$767,0290.0%20,3510.3%Consumer Staples
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$731,731$663 0.1%3,3110.3%Consumer Staples
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$725,094$315,740 -30.3%8,3110.2%ETF
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$721,378$53,941 8.1%8,4520.2%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$715,140$127,093 -15.1%5,9420.2%Consumer Staples
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$711,789$194,037 -21.4%6,6800.2%ETF
Churchill Downs Incorporated stock logo
CHDN
Churchill Downs
$704,8240.0%5,2780.2%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$680,9200.0%10.2%Finance

Showing largest 100 holdings. View all holdings.
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