Atlas Brown

Latest statistics and disclosures from Atlas Brown's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Atlas Brown consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Atlas Brown

Atlas Brown holds 204 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corporation Stock (NVDA) 5.7 $16M -6% 17k 903.55
 View chart
Apple Stock (AAPL) 4.9 $13M +3% 78k 171.48
 View chart
Microsoft Corp Stock (MSFT) 3.7 $10M +5% 24k 420.73
 View chart
Vanguard Total Stock Market Etf Etf (VTI) 3.3 $9.1M +10% 35k 259.90
 View chart
Abbvie Stock (ABBV) 2.1 $5.7M +3% 31k 182.10
 View chart
Johnson & Johnson Stock (JNJ) 2.0 $5.5M +7% 35k 158.19
 View chart
Procter And Gamble Stock (PG) 2.0 $5.4M -2% 33k 162.25
 View chart
Exxon Mobil Corp Stock (XOM) 1.9 $5.3M +6% 46k 116.24
 View chart
Jpmorgan Chase & Co Stock (JPM) 1.9 $5.3M 26k 200.30
 View chart
Amazon Stock (AMZN) 1.8 $4.8M +2% 27k 180.38
 View chart
Home Depot Stock (HD) 1.6 $4.5M +7% 12k 383.61
 View chart
Spdr S&p 500 Etf Trust Etf (SPY) 1.6 $4.4M +5% 8.4k 523.05
 View chart
Pepsico Stock (PEP) 1.6 $4.4M +8% 25k 175.01
 View chart
Chevron Corp Stock (CVX) 1.5 $4.0M 26k 157.74
 View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP) 1.4 $3.8M 33k 114.14
 View chart
Ishares S&p 500 Growth Etf Etf (IVW) 1.3 $3.7M -3% 43k 84.44
 View chart
Ishares Russell 1000 Growth Etf Etf (IWF) 1.3 $3.6M 11k 337.06
 View chart
Ishares Russell 2000 Value Etf Etf (IWN) 1.2 $3.3M 21k 158.81
 View chart
Vanguard Value Etf Etf (VTV) 1.1 $3.2M -5% 19k 162.86
 View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.1 $3.1M +10% 21k 152.26
 View chart
Ishares Core S&p 500 Etf Etf (IVV) 1.1 $3.1M +9% 5.9k 525.71
 View chart
Costco Whsl Corp Stock (COST) 1.1 $3.1M +4% 4.2k 732.55
 View chart
Ishares Russell 2000 Growth Etf Etf (IWO) 1.0 $2.9M 11k 270.81
 View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.0 $2.8M 6.6k 420.49
 View chart
Meta Platforms Inc Cl A Stock (META) 1.0 $2.8M 5.7k 485.61
 View chart
Tjx Cos Stock (TJX) 1.0 $2.7M 27k 101.42
 View chart
Caterpillar Stock (CAT) 1.0 $2.7M -3% 7.3k 366.41
 View chart
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.9 $2.6M 21k 125.33
 View chart
Disney Walt Stock (DIS) 0.9 $2.5M +5% 21k 122.36
 View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.9 $2.5M 25k 101.41
 View chart
Abbott Labs Stock (ABT) 0.9 $2.4M +5% 21k 113.66
 View chart
Humana Stock (HUM) 0.8 $2.2M -22% 6.4k 346.70
 View chart
Ishares Msci Eafe Etf Etf (EFA) 0.8 $2.2M 28k 79.86
 View chart
Ishares Russell 1000 Value Etf Etf (IWD) 0.8 $2.2M 12k 179.11
 View chart
Merck & Co Stock (MRK) 0.8 $2.2M +6% 16k 131.95
 View chart
Automatic Data Processing Stock (ADP) 0.8 $2.1M 8.5k 249.74
 View chart
Salesforce Stock (CRM) 0.7 $2.0M 6.5k 301.18
 View chart
Pfizer Stock (PFE) 0.7 $1.9M +4% 70k 27.75
 View chart
Intel Corp Stock (INTC) 0.7 $1.9M 43k 44.17
 View chart
Brown Forman Corp Cl B Stock (BF.B) 0.7 $1.9M 36k 51.62
 View chart
Bank America Corp Stock (BAC) 0.7 $1.8M 47k 37.92
 View chart
Mcdonalds Corp Stock (MCD) 0.7 $1.8M +8% 6.3k 281.94
 View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.6 $1.8M -7% 19k 91.25
 View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.6 $1.7M +7% 12k 150.93
 View chart
Vanguard Mid-cap Value Etf Etf (VOE) 0.6 $1.7M -6% 11k 155.91
 View chart
Ishares Msci Emerging Markets Etf Etf (EEM) 0.6 $1.7M 41k 41.08
 View chart
Applied Matls Stock (AMAT) 0.6 $1.6M 8.0k 206.23
 View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.6 $1.6M +3% 10k 155.83
 View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.6 $1.6M +60% 17k 94.66
 View chart
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.6 $1.6M 23k 69.77
 View chart
At&t Stock (T) 0.6 $1.6M +6% 89k 17.60
 View chart
Invesco Qqq Trust Series I Etf (QQQ) 0.6 $1.6M +3% 3.5k 444.02
 View chart
Ge Aerospace Stock (GE) 0.6 $1.5M +5% 8.8k 175.53
 View chart
BP Adr (BP) 0.6 $1.5M -8% 41k 37.68
 View chart
Eli Lilly & Co Stock (LLY) 0.5 $1.5M +9% 1.9k 777.86
 View chart
Visa Inc Com Cl A Stock (V) 0.5 $1.5M +6% 5.4k 279.08
 View chart
Coca Cola Stock (KO) 0.5 $1.4M 24k 61.18
 View chart
Oracle Corp Stock (ORCL) 0.5 $1.4M 11k 125.61
 View chart
Verizon Communications Stock (VZ) 0.5 $1.4M 33k 41.96
 View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.5 $1.4M +46% 24k 58.65
 View chart
Comcast Corp New Cl A Stock (CMCSA) 0.5 $1.4M +22% 32k 43.35
 View chart
Target Corp Stock (TGT) 0.5 $1.3M -2% 7.6k 177.21
 View chart
International Business Machs Stock (IBM) 0.5 $1.3M -6% 6.9k 190.96
 View chart
Union Pac Corp Stock (UNP) 0.5 $1.3M +4% 5.3k 245.93
 View chart
Ishares Russell Midcap Etf Etf (IWR) 0.5 $1.3M +32% 15k 84.09
 View chart
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.5 $1.3M +6% 16k 78.56
 View chart
Spdr Dow Jones Reit Etf Etf (RWR) 0.5 $1.3M 13k 94.25
 View chart
Fidelity Covington Trust Msci Consumer Staples Index Etf Etf (FSTA) 0.5 $1.3M 26k 47.58
 View chart
Walmart Stock (WMT) 0.5 $1.3M +203% 21k 60.17
 View chart
Rtx Corporation Stock (RTX) 0.5 $1.3M -3% 13k 97.53
 View chart
Duke Energy Corp Stock (DUK) 0.4 $1.1M -5% 12k 96.71
 View chart
Netflix Stock (NFLX) 0.4 $1.1M 1.9k 607.33
 View chart
Ford Mtr Co Del Stock (F) 0.4 $1.1M 83k 13.28
 View chart
Cisco Sys Stock (CSCO) 0.4 $1.1M +5% 22k 49.91
 View chart
Sherwin Williams Stock (SHW) 0.4 $1.1M 3.1k 347.33
 View chart
Brown Forman Corp Cl A Stock (BF.A) 0.4 $1.1M 20k 52.95
 View chart
Illinois Tool Wks Stock (ITW) 0.4 $1.1M +16% 4.0k 268.33
 View chart
Pnc Finl Svcs Group Stock (PNC) 0.4 $1.0M 6.5k 161.61
 View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.4 $1.0M -5% 12k 82.97
 View chart
Mastercard Incorporated Cl A Stock (MA) 0.4 $1.0M 2.1k 481.57
 View chart
American Express Stock (AXP) 0.4 $1.0M 4.4k 227.69
 View chart
Bristol-myers Squibb Stock (BMY) 0.4 $965k 18k 54.23
 View chart
Constellation Brands Inc Cl A Stock (STZ) 0.3 $899k 3.3k 271.76
 View chart
Ishares Russell 2000 Etf Etf (IWM) 0.3 $895k +35% 4.3k 210.29
 View chart
Boeing Stock (BA) 0.3 $880k 4.6k 192.99
 View chart
Blackrock Stock (BLK) 0.3 $877k +32% 1.1k 833.96
 View chart
Danaher Corporation Stock (DHR) 0.3 $848k 3.4k 249.72
 View chart
Nextera Energy Stock (NEE) 0.3 $848k 13k 63.91
 View chart
Unitedhealth Group Stock (UNH) 0.3 $832k 1.7k 494.67
 View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.3 $824k -5% 9.5k 87.23
 View chart
Cloudflare Inc Cl A Stock (NET) 0.3 $821k +10% 8.5k 96.83
 View chart
Johnson Ctls Intl Stock (JCI) 0.3 $766k 12k 65.32
 View chart
Kroger Stock (KR) 0.3 $740k 13k 57.13
 View chart
Ishares Tips Bond Etf Etf (TIP) 0.3 $734k -3% 6.8k 107.41
 View chart
Oreilly Automotive Stock (ORLY) 0.3 $692k +53% 613.00 1128.88
 View chart
Walgreens Boots Alliance Stock (WBA) 0.2 $685k 32k 21.69
 View chart
Qualcomm Stock (QCOM) 0.2 $672k -26% 4.0k 169.28
 View chart
Citigroup Stock (C) 0.2 $656k -28% 10k 63.24
 View chart
Churchill Downs Stock (CHDN) 0.2 $653k 5.3k 123.75
 View chart
Philip Morris Intl Stock (PM) 0.2 $643k -10% 7.0k 91.62
 View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.2 $634k 1.00 634440.00
 View chart
Stock Yds Bancorp Stock (SYBT) 0.2 $634k 13k 48.91
 View chart
Public Storage Reit (PSA) 0.2 $615k 2.1k 290.06
 View chart
Cummins Stock (CMI) 0.2 $589k 2.0k 294.65
 View chart
Cvs Health Corp Stock (CVS) 0.2 $572k -9% 7.2k 79.75
 View chart
Omnicom Group Stock (OMC) 0.2 $567k +6% 5.9k 96.76
 View chart
Edwards Lifesciences Corp Stock (EW) 0.2 $566k 5.9k 95.56
 View chart
Us Bancorp Del Stock (USB) 0.2 $556k +15% 12k 44.70
 View chart
Ishares S&p 500 Value Etf Etf (IVE) 0.2 $550k 2.9k 186.78
 View chart
Rpm Intl Stock (RPM) 0.2 $547k 4.6k 118.95
 View chart
3M Stock (MMM) 0.2 $545k -2% 5.1k 106.07
 View chart
Dover Corp Stock (DOV) 0.2 $535k +3% 3.0k 177.19
 View chart
Southern Stock (SO) 0.2 $528k -16% 7.4k 71.74
 View chart
Paypal Hldgs Stock (PYPL) 0.2 $523k +18% 7.8k 66.99
 View chart
Idexx Labs Stock (IDXX) 0.2 $506k 937.00 539.93
 View chart
Parker-hannifin Corp Stock (PH) 0.2 $502k +23% 903.00 555.83
 View chart
Novo-nordisk A S Adr (NVO) 0.2 $491k +2% 3.8k 128.40
 View chart
Organon & Co Stock (OGN) 0.2 $489k +33% 26k 18.80
 View chart
Cohen & Steers Infrastructure Cef (UTF) 0.2 $488k -24% 21k 23.57
 View chart
Enterprise Prods Partners Stock (EPD) 0.2 $487k 17k 29.18
 View chart
Waters Corp Stock (WAT) 0.2 $486k 1.4k 344.23
 View chart
Emerson Elec Stock (EMR) 0.2 $465k -23% 4.1k 113.43
 View chart
Altria Group Stock (MO) 0.2 $464k +6% 11k 43.62
 View chart
Fidelity Msci Communication Services Index Etf Etf (FCOM) 0.2 $458k 9.2k 49.56
 View chart
Reaves Util Income Fd Com Sh Ben Int Cef (UTG) 0.2 $452k -24% 17k 26.96
 View chart
Dicks Sporting Goods Stock (DKS) 0.2 $450k 2.0k 224.86
 View chart
Tesla Stock (TSLA) 0.2 $449k 2.6k 175.79
 View chart
Paramount Global Class B Stock (PARA) 0.2 $448k +42% 38k 11.77
 View chart
Ishares U.s. Technology Etf Etf (IYW) 0.2 $440k +14% 3.3k 135.05
 View chart
Papa Johns Intl Stock (PZZA) 0.2 $420k 6.3k 66.60
 View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.2 $413k +29% 4.9k 83.58
 View chart
Freeport-mcmoran Inc Cl B Stock (FCX) 0.1 $409k +3% 8.7k 47.02
 View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $406k +87% 2.4k 169.37
 View chart
Spdr Gold Shares Etf (GLD) 0.1 $404k 2.0k 205.72
 View chart
Honeywell Intl Stock (HON) 0.1 $401k -15% 2.0k 205.22
 View chart
United Parcel Service Inc Cl B Stock (UPS) 0.1 $390k 2.6k 148.63
 View chart
Fidelity Quality Factor Etf Etf (FQAL) 0.1 $384k +9% 6.5k 58.94
 View chart
Ishares National Muni Bond Etf Etf (MUB) 0.1 $380k NEW 3.5k 107.60
 View chart
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $378k NEW 7.5k 50.17
 View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $375k 2.0k 187.31
 View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $375k +22% 2.9k 130.71
 View chart
Proshares Russell 2000 Dividend Growers Etf Etf (SMDV) 0.1 $374k +8% 5.8k 64.01
 View chart
Lowes Cos Stock (LOW) 0.1 $365k 1.4k 254.79
 View chart
Fastenal Stock (FAST) 0.1 $359k NEW 4.7k 77.14
 View chart
Wells Fargo Stock (WFC) 0.1 $358k +3% 6.2k 57.96
 View chart
Ishares Russell 1000 Etf Etf (IWB) 0.1 $357k 1.2k 288.03
 View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.1 $356k +60% 4.0k 89.90
 View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $354k -10% 4.6k 77.30
 View chart
Healthpeak Properties Reit (DOC) 0.1 $352k +46% 19k 18.75
 View chart
Sysco Corp Stock (SYY) 0.1 $342k 4.2k 81.18
 View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $340k +14% 2.1k 164.38
 View chart
Amkor Technology Stock (AMKR) 0.1 $331k 10k 32.24
 View chart
Thermo Fisher Scientific Stock (TMO) 0.1 $330k +2% 567.00 581.21
 View chart
Shell Plc Spon Ads Adr (SHEL) 0.1 $325k 4.8k 67.04
 View chart
Starbucks Corp Stock (SBUX) 0.1 $323k NEW 3.5k 91.39
 View chart
Dollar Gen Corp Stock (DG) 0.1 $315k -6% 2.0k 156.06
 View chart
Air Prods & Chems Stock (APD) 0.1 $315k -3% 1.3k 242.27
 View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $312k +30% 2.6k 118.29
 View chart
Ppg Inds Stock (PPG) 0.1 $305k 2.1k 144.90
 View chart
Otter Tail Corp Stock (OTTR) 0.1 $302k 3.5k 86.40
 View chart
Cincinnati Finl Corp Stock (CINF) 0.1 $297k 2.4k 124.16
 View chart
Medtronic Stock (MDT) 0.1 $294k NEW 3.4k 87.15
 View chart
Ishares U.s. Financials Etf Etf (IYF) 0.1 $294k +13% 3.1k 95.65
 View chart
Asml Holding N V N Y Registry Adr (ASML) 0.1 $292k 301.00 970.47
 View chart
Unilever Adr (UL) 0.1 $283k 5.6k 50.19
 View chart
International Paper Stock (IP) 0.1 $282k -6% 7.2k 39.02
 View chart
Intuitive Surgical Stock (ISRG) 0.1 $281k NEW 705.00 399.09
 View chart
Graco Stock (GGG) 0.1 $280k 3.0k 93.46
 View chart
First Trust Materials Alphadex Fund Etf (FXZ) 0.1 $279k -6% 3.9k 71.35
 View chart
Broadridge Finl Solutions Stock (BR) 0.1 $277k 1.4k 204.86
 View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $272k +17% 6.5k 41.77
 View chart
Dow Stock (DOW) 0.1 $269k -3% 4.6k 57.93
 View chart
Fidelity High Dividend Etf Etf (FDVV) 0.1 $261k 5.8k 45.31
 View chart
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $257k 1.2k 208.31
 View chart
Yum Brands Stock (YUM) 0.1 $255k -18% 1.8k 138.67
 View chart
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI) 0.1 $251k 4.3k 57.86
 View chart
Gilead Sciences Stock (GILD) 0.1 $251k 3.4k 73.25
 View chart
Adobe Stock (ADBE) 0.1 $249k +3% 493.00 504.60
 View chart
Norfolk Southn Corp Stock (NSC) 0.1 $247k 967.00 254.87
 View chart
Progressive Corp Stock (PGR) 0.1 $246k NEW 1.2k 206.82
 View chart
Csx Corp Stock (CSX) 0.1 $246k 6.6k 37.07
 View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $242k 2.6k 92.71
 View chart
Vanguard Information Technology Etf Etf (VGT) 0.1 $237k NEW 452.00 524.54
 View chart
Kinder Morgan Inc Del Stock (KMI) 0.1 $237k -5% 13k 18.34
 View chart
Eaton Corp Stock (ETN) 0.1 $235k NEW 753.00 312.68
 View chart
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $228k +15% 3.3k 70.01
 View chart
Advanced Micro Devices Stock (AMD) 0.1 $228k NEW 1.3k 180.56
 View chart
Vaneck Agribusiness Etf Etf (MOO) 0.1 $225k -6% 3.0k 75.14
 View chart
First Merchants Corp Stock (FRME) 0.1 $224k 6.4k 34.90
 View chart
Colgate Palmolive Stock (CL) 0.1 $214k NEW 2.4k 90.06
 View chart
Darling Ingredients Stock (DAR) 0.1 $213k -5% 4.6k 46.51
 View chart
Elevance Health Stock (ELV) 0.1 $211k NEW 407.00 518.54
 View chart
Ishares U.s. Industrials Etf Etf (IYJ) 0.1 $211k NEW 1.7k 125.67
 View chart
Northrop Grumman Corp Stock (NOC) 0.1 $208k 435.00 479.00
 View chart
Fifth Third Bancorp Stock (FITB) 0.1 $208k NEW 5.6k 37.21
 View chart
Expedia Group Stock (EXPE) 0.1 $207k 1.5k 137.75
 View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC) 0.1 $205k NEW 2.5k 81.99
 View chart
Grainger W W Stock (GWW) 0.1 $204k NEW 200.00 1017.30
 View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.1 $203k NEW 4.5k 45.59
 View chart
Ishares Msci Eafe Value Etf Etf (EFV) 0.1 $201k NEW 3.7k 54.39
 View chart
American Tower Corp Reit (AMT) 0.1 $200k 1.0k 197.59
 View chart
Carrols Restaurant Group Stock (TAST) 0.0 $106k 11k 9.51
 View chart
Lumen Technologies Stock (LUMN) 0.0 $67k 43k 1.56
 View chart
Danimer Scientific Inc Com Cl A Stock (DNMR) 0.0 $32k 30k 1.09
 View chart

Past Filings by Atlas Brown

SEC 13F filings are viewable for Atlas Brown going back to 2011

View all past filings