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

About Atlas Brown,Inc.

Investment Activity

  • Atlas Brown,Inc. has $311.49 million in total holdings as of June 30, 2025.
  • Atlas Brown,Inc. owns shares of 222 different stocks, but just 80 companies or ETFs make up 80% of its holdings.
  • Approximately 2.24% of the portfolio was purchased this quarter.
  • About 0.90% of the portfolio was sold this quarter.
  • This quarter, Atlas Brown,Inc. has purchased 213 new stocks and bought additional shares in 105 stocks.
  • Atlas Brown,Inc. sold shares of 85 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

NVIDIA
$24,481,925
Apple
$15,497,187
Microsoft
$11,911,395

Largest New Holdings this Quarter

025072703 - Avantis International Equity ETF
$229,911 Holding
803054204 - SAP
$212,262 Holding
92189F106 - VanEck Gold Miners ETF
$208,240 Holding
81369Y605 - Financial Select Sector SPDR Fund
$207,595 Holding
464288877 - iShares MSCI EAFE Value ETF
$207,153 Holding

Largest Purchases this Quarter

O'Reilly Automotive
9,958 shares (about $897.51K)
Vanguard Short-Term Corporate Bond ETF
5,679 shares (about $451.49K)
NVIDIA
2,193 shares (about $346.47K)
Fastenal
6,129 shares (about $257.42K)
First Merchants
6,184 shares (about $236.85K)

Largest Sales this Quarter

Philip Morris International
728 shares (about $132.59K)
Brown-Forman
3,891 shares (about $104.71K)
Churchill Downs
1,017 shares (about $102.71K)
AT&T
3,510 shares (about $101.58K)
Apple
475 shares (about $97.46K)

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
$24,481,925$346,471 1.4%154,9597.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$15,497,187$97,456 -0.6%75,5335.0%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$11,911,395$98,984 0.8%23,9473.8%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$10,204,662$54,403 -0.5%33,5763.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,257,554$41,747 0.6%25,0342.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,136,738$10,311 -0.2%27,9722.0%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$5,660,238$12,251 0.2%30,4941.8%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,471,804$28,422 0.5%8,8561.8%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$5,276,643$26,273 -0.5%34,5441.7%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$5,175,791$10,356 0.2%32,4871.7%Consumer Staples
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$4,887,225$2,479 -0.1%45,3361.6%Energy
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$4,674,671$6,379 -0.1%33,7081.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,659,525$67,682 -1.4%7,5041.5%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,504,161$87,113 -1.9%4,5501.4%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$4,499,508$74,723 -1.6%10,5981.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$4,469,015$15,766 0.4%12,1891.4%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,373,178$35,428 0.8%5,9251.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$3,763,959$58,715 1.6%21,2191.2%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,451,919$46,679 -1.3%27,9531.1%Retail/Wholesale
Chevron Corporation stock logo
CVX
Chevron
$3,438,843$11,026 -0.3%24,0161.1%Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,277,899$4,372 0.1%6,7481.1%Finance
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$3,255,344$1,420 0.0%20,6351.0%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,165,909$8,054 -0.3%23,9771.0%Consumer Staples
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$3,025,607$71,784 -2.3%27,4811.0%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$2,956,756$8,576 0.3%10,3430.9%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,800,007$15,641 -0.6%20,5870.9%Medical
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$2,745,542$22,067 0.8%20,7780.9%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,633,119$617 0.0%8,5380.8%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$2,493,928$16,369 0.7%20,1110.8%Consumer Discretionary
Oracle Corporation stock logo
ORCL
Oracle
$2,486,523$41,322 1.7%11,3730.8%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$2,473,105$69,627 -2.7%1,8470.8%Consumer Discretionary
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$2,424,073$15,105 0.6%24,0720.8%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,373,663$39,779 1.7%26,5540.8%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$2,359,843$28,940 -1.2%12,1500.8%ETF
GE Aerospace stock logo
GE
GE Aerospace
$2,296,814$9,009 0.4%8,9230.7%Aerospace
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,216,293$186,438 9.2%4,0180.7%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,177,295$66,632 -3.0%12,3190.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,164,126$7,049 0.3%12,2800.7%Computer and Technology
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$2,096,285$2,169 -0.1%10,6290.7%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,066,224$295 0.0%7,0090.7%Computer and Technology
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,999,308$43,416 2.2%41,4450.6%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,987,355$60,952 -3.0%5,1190.6%Industrials
Salesforce Inc. stock logo
CRM
Salesforce
$1,953,128$12,817 0.7%7,1620.6%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$1,932,701$70,999 3.8%79,7320.6%Medical
Bank of America Corporation stock logo
BAC
Bank of America
$1,913,871$73,205 4.0%40,4450.6%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$1,882,603$14,607 -0.8%6,4440.6%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$1,857,312$16,333 0.9%5,2310.6%Business Services
Walmart Inc. stock logo
WMT
Walmart
$1,839,484$46,056 -2.4%18,8120.6%Retail/Wholesale
Cloudflare, Inc. stock logo
NET
Cloudflare
$1,732,5080.0%8,8470.6%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$1,712,775$101,579 -5.6%59,1840.5%Computer and Technology
Cummins Inc. stock logo
CMI
Cummins
$1,711,352$6,877 0.4%5,2260.5%Auto/Tires/Trucks
RTX Corporation stock logo
RTX
RTX
$1,610,231$66,880 -4.0%11,0270.5%Aerospace
Humana Inc. stock logo
HUM
Humana
$1,556,999$13,201 0.9%6,3690.5%Medical
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,535,798$13,730 0.9%8,3890.5%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,525,708$7,215 0.5%21,9910.5%Computer and Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,524,720$1,143 -0.1%22,6830.5%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$1,517,927$7,566 -0.5%15,8500.5%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,510,937$15,593 1.0%1,9380.5%Medical
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,424,548$20,418 -1.4%15,4890.5%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$1,418,552$23,560 -1.6%20,0500.5%Consumer Staples
Fidelity MSCI Consumer Staples Index ETF stock logo
FSTA
Fidelity MSCI Consumer Staples Index ETF
$1,387,856$358 0.0%27,1330.4%ETF
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$1,379,528$1,855 -0.1%21,5720.4%ETF
The Boeing Company stock logo
BA
Boeing
$1,361,526$10,057 0.7%6,4980.4%Aerospace
American Express Company stock logo
AXP
American Express
$1,359,391$3,190 -0.2%4,2620.4%Finance
GE VERNOVA INC COM
$1,320,766$10,054 0.8%2,4960.4%Stock
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,302,713$26,229 -2.0%5,6620.4%Transportation
ProShares S&P MidCap 400 Dividend Aristocrats ETF stock logo
REGL
ProShares S&P MidCap 400 Dividend Aristocrats ETF
$1,301,107$4,892 0.4%15,9580.4%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,277,467$11,320 0.9%16,1380.4%Medical
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$1,246,507$2,218 0.2%11,8020.4%Construction
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,227,662$45,902 -3.6%10,4040.4%Utilities
Mastercard Incorporated stock logo
MA
Mastercard
$1,212,667$2,248 0.2%2,1580.4%Business Services
SPDR Dow Jones REIT ETF stock logo
RWR
SPDR Dow Jones REIT ETF
$1,171,260$2,315 -0.2%12,1450.4%ETF
BLACKROCK INC COM
$1,126,783$4,197 0.4%1,0740.4%Stock
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,120,137$14,755 -1.3%25,8870.4%Computer and Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1,113,516$1,717 -0.2%3,2430.4%Basic Materials
BP p.l.c. stock logo
BP
BP
$1,102,085$2,095 -0.2%36,8220.4%Energy
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$1,045,290$6,338 -0.6%5,6070.3%Finance
Comcast Corporation stock logo
CMCSA
Comcast
$1,026,343$37,118 3.8%28,7570.3%Consumer Discretionary
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$992,462$2,225 0.2%4,0140.3%Industrials
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$984,942$451,488 84.6%12,3890.3%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$962,176$1,527 0.2%13,8600.3%Utilities
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$961,236$897,514 1,408.5%10,6650.3%Retail/Wholesale
The Kroger Co. stock logo
KR
Kroger
$938,626$6,384 0.7%13,0860.3%Retail/Wholesale
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$932,481$216 0.0%4,3210.3%Finance
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$913,765$5,589 0.6%1,3080.3%Industrials
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$906,160$32,844 3.8%9,9600.3%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$888,993$132,593 -13.0%4,8810.3%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$876,298$14,293 1.7%2,7590.3%Auto/Tires/Trucks
Intel Corporation stock logo
INTC
Intel
$868,015$67,087 -7.2%38,7510.3%Computer and Technology
Target Corporation stock logo
TGT
Target
$826,655$144,418 21.2%8,3800.3%Retail/Wholesale
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$779,652$60,193 8.4%7,0850.3%ETF
Brown-Forman Corporation stock logo
BF.B
Brown-Forman
$760,081$104,708 -12.1%28,2450.2%Consumer Staples
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$748,892$2,777 -0.4%16,1780.2%Medical
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$731,332$59,039 -7.5%4,4470.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$728,8000.0%10.2%Finance
3M Company stock logo
MMM
3M
$723,292$913 -0.1%4,7510.2%Multi-Sector Conglomerates
REAVES UTIL INCOME FD COM SH BEN INT
$708,359$44,175 -5.9%19,5790.2%CEF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$671,716$56,830 9.2%13,5810.2%ETF
Fidelity MSCI Communication Services Index ETF stock logo
FCOM
Fidelity MSCI Communication Services Index ETF
$671,153$7,583 -1.1%10,3560.2%ETF
PALANTIR TECHNOLOGIES INC CL A
$668,650$3,544 0.5%4,9050.2%Stock

Showing largest 100 holdings. View all holdings.
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