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

About Atlas Brown,Inc.

Investment Activity

  • Atlas Brown,Inc. has $338.33 million in total holdings as of September 30, 2025.
  • Atlas Brown,Inc. owns shares of 227 different stocks, but just 80 companies or ETFs make up 80% of its holdings.
  • Approximately 1.86% of the portfolio was purchased this quarter.
  • About 1.87% of the portfolio was sold this quarter.
  • This quarter, Atlas Brown,Inc. has purchased 222 new stocks and bought additional shares in 105 stocks.
  • Atlas Brown,Inc. sold shares of 87 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

NVIDIA
$27,342,253
Apple
$19,062,526
Microsoft
$12,389,013

Largest New Holdings this Quarter

69932A204 - PARAMOUNT SKYDANCE CORP COM CL B
$722,012 Holding
00724F101 - Adobe
$322,435 Holding
922908751 - Vanguard Small-Cap ETF
$292,422 Holding
315948109 - FIDELITY WISE ORIGIN BITCOIN FUND
$244,834 Holding
655844108 - Norfolk Southern
$223,505 Holding

Largest Purchases this Quarter

PARAMOUNT SKYDANCE CORP COM CL B
38,161 shares (about $722.01K)
Avantis Emerging Markets Equity ETF
9,022 shares (about $677.62K)
Adobe
914 shares (about $322.44K)
Invesco S&P 500 Equal Weight ETF
1,681 shares (about $318.89K)
Vanguard Small-Cap ETF
1,150 shares (about $292.42K)

Largest Sales this Quarter

NVIDIA
8,415 shares (about $1.57M)
Novo Nordisk A/S
4,526 shares (about $251.15K)
Apple
669 shares (about $170.35K)
First Merchants
3,225 shares (about $121.58K)
U.S. Bancorp
2,465 shares (about $119.13K)

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 Corporation stock logo
NVDA
NVIDIA
$27,342,253$1,570,075 -5.4%146,5448.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$19,062,526$170,347 -0.9%74,8645.6%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$12,389,013$14,503 -0.1%23,9193.7%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$11,077,197$58,415 0.5%33,7543.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,875,615$20,818 -0.3%24,9682.3%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$7,052,539$8,104 -0.1%30,4592.1%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$6,400,363$4,821 -0.1%34,5181.9%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,139,489$2,415 0.0%27,9611.8%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,931,338$31,975 0.5%8,9041.8%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$5,148,389$19,484 -0.4%21,1391.5%Computer and Technology
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$5,108,958$2,706 -0.1%45,3121.5%Energy
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,002,382$20,079 -0.4%7,4741.5%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$4,977,154$14,443 -0.3%32,3931.5%Consumer Staples
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$4,940,196$23,888 -0.5%10,5471.5%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$4,918,240$20,665 -0.4%12,1381.5%Retail/Wholesale
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$4,764,454$35,887 -0.7%33,4561.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,401,912$50,673 1.2%5,9941.3%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,214,784$2,777 0.1%4,5531.2%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$4,041,376$1,012 0.0%27,9601.2%Retail/Wholesale
Chevron Corporation stock logo
CVX
Chevron
$3,732,803$3,416 0.1%24,0381.1%Energy
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$3,596,806$51,628 -1.4%20,3431.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,362,930$29,663 -0.9%6,6891.0%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,358,422$8,848 -0.3%23,9141.0%Consumer Staples
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$3,310,892$640 0.0%10,3451.0%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$3,257,514$59,998 -1.8%26,9841.0%ETF
Oracle Corporation stock logo
ORCL
Oracle
$3,182,006$16,593 -0.5%11,3140.9%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,991,525$6,320 0.2%12,3060.9%Computer and Technology
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$2,889,210$12,850 -0.4%20,6860.9%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,743,750$13,662 -0.5%20,4850.8%Medical
GE Aerospace stock logo
GE
GE Aerospace
$2,704,234$20,154 0.8%8,9900.8%Aerospace
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,510,306$4,403 0.2%8,5530.7%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,479,3480.0%26,5540.7%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,477,657$180,332 7.8%13,2860.7%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$2,467,649$5,904 -0.2%12,1210.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,432,033$19,812 0.8%4,0510.7%Finance
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$2,398,352$82,766 -3.3%23,2690.7%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,379,456$62,981 -2.6%4,9870.7%Industrials
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$2,375,681$14,219 0.6%10,6930.7%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$2,313,098$10,419 0.5%20,2020.7%Consumer Discretionary
Netflix, Inc. stock logo
NFLX
Netflix
$2,219,201$4,796 0.2%1,8510.7%Consumer Discretionary
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$2,212,790$374 0.0%41,4380.7%Finance
Cummins Inc. stock logo
CMI
Cummins
$2,211,134$3,801 0.2%5,2350.7%Auto/Tires/Trucks
Bank of America Corporation stock logo
BAC
Bank of America
$2,048,809$37,764 -1.8%39,7130.6%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$1,999,409$32,156 -1.6%78,4700.6%Medical
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,982,586$4,797 0.2%7,0260.6%Computer and Technology
McDonald's Corporation stock logo
MCD
McDonald's
$1,977,423$19,145 1.0%6,5070.6%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$1,925,851$12,882 -0.7%18,6870.6%Retail/Wholesale
Cloudflare, Inc. stock logo
NET
Cloudflare
$1,894,186$4,292 -0.2%8,8270.6%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,884,249$166,661 9.7%9,2030.6%Computer and Technology
RTX Corporation stock logo
RTX
RTX
$1,784,245$60,908 -3.3%10,6630.5%Aerospace
Visa Inc. stock logo
V
Visa
$1,756,498$29,360 -1.6%5,1450.5%Business Services
Salesforce Inc. stock logo
CRM
Salesforce
$1,755,111$57,824 3.4%7,4060.5%Computer and Technology
Humana Inc. stock logo
HUM
Humana
$1,687,172$30,179 1.8%6,4850.5%Medical
AT&T Inc. stock logo
T
AT&T
$1,659,518$11,833 -0.7%58,7650.5%Computer and Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,635,169$16,272 1.0%22,9110.5%ETF
GE VERNOVA INC COM
$1,535,693$615 0.0%2,4970.5%Stock
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$1,520,415$8,489 -0.6%15,7620.4%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,506,262$1,642 0.1%22,0150.4%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,502,326$23,653 1.6%1,9690.4%Medical
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,476,923$18,538 -1.2%15,2970.4%ETF
The Boeing Company stock logo
BA
Boeing
$1,407,211$4,748 0.3%6,5200.4%Aerospace
American Express Company stock logo
AXP
American Express
$1,396,345$19,265 -1.4%4,2040.4%Finance
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$1,389,475$53,027 -3.7%20,7790.4%ETF
ProShares S&P MidCap 400 Dividend Aristocrats ETF stock logo
REGL
ProShares S&P MidCap 400 Dividend Aristocrats ETF
$1,379,937$18,092 1.3%16,1700.4%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,368,819$30,492 2.3%5,7910.4%Transportation
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,359,321$4,868 0.4%16,1960.4%Medical
Fidelity MSCI Consumer Staples Index ETF stock logo
FSTA
Fidelity MSCI Consumer Staples Index ETF
$1,307,759$44,557 -3.3%26,2390.4%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$1,305,357$24,339 -1.8%19,6830.4%Consumer Staples
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$1,298,195$550 0.0%11,8070.4%Construction
Intel Corporation stock logo
INTC
Intel
$1,278,382$21,707 -1.7%38,1040.4%Computer and Technology
BLACKROCK INC COM
$1,256,570$4,663 0.4%1,0780.4%Stock
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,255,814$31,680 -2.5%10,1480.4%Utilities
BP p.l.c. stock logo
BP
BP
$1,254,042$14,852 -1.2%36,3910.4%Energy
Tesla, Inc. stock logo
TSLA
Tesla
$1,245,628$18,678 1.5%2,8010.4%Auto/Tires/Trucks
Mastercard Incorporated stock logo
MA
Mastercard
$1,230,905$3,413 0.3%2,1640.4%Business Services
SPDR Dow Jones REIT ETF stock logo
RWR
SPDR Dow Jones REIT ETF
$1,218,717$702 0.1%12,1520.4%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$1,177,285$27,492 2.4%10,9200.3%Retail/Wholesale
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1,134,002$11,080 1.0%3,2750.3%Basic Materials
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$1,128,331$1,808 0.2%5,6160.3%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,126,164$11,559 -1.0%25,6240.3%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,102,728$56,465 5.4%14,6080.3%Utilities
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$1,048,516$1,825 0.2%4,0210.3%Industrials
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,045,242$242 0.0%4,3200.3%Finance
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$992,621$758 0.1%1,3090.3%Industrials
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$980,234$677,624 223.9%13,0510.3%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$980,216$10,072 -1.0%12,2630.3%ETF
PALANTIR TECHNOLOGIES INC CL A
$966,680$71,876 8.0%5,2990.3%Stock
Ubiquiti Inc. stock logo
UI
Ubiquiti
$957,841$6,606 -0.7%1,4500.3%Computer and Technology
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$930,406$24,643 -2.6%9,7030.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$896,712$318,886 55.2%4,7270.3%ETF
The Kroger Co. stock logo
KR
Kroger
$878,722$3,438 -0.4%13,0350.3%Retail/Wholesale
Comcast Corporation stock logo
CMCSA
Comcast
$876,395$27,147 -3.0%27,8930.3%Consumer Discretionary
ASML Holding N.V. stock logo
ASML
ASML
$861,505$83,247 10.7%8900.3%Computer and Technology
Brown-Forman Corporation stock logo
BF.B
Brown-Forman
$817,960$53,077 6.9%30,2050.2%Consumer Staples
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$778,489$9,453 -1.2%7,0000.2%ETF
REAVES UTIL INCOME FD COM SH BEN INT
$776,525$792 0.1%19,5990.2%CEF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$775,212$16,546 -2.1%4,7790.2%Consumer Staples
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$754,2000.0%10.2%Finance
Target Corporation stock logo
TGT
Target
$748,946$2,781 -0.4%8,3490.2%Retail/Wholesale
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$743,673$32,645 -4.2%4,2600.2%ETF

Showing largest 100 holdings. View all holdings.
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