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Atlas Brown

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

Top 5 stock holdings are NVDA, AAPL, MSFT, VTI, ABBV, and represent 21.78% of Atlas Brown's stock portfolio.
Added to shares of these 10 stocks: Blackrock, IVV, UI, NOC, AMT, BX, IEMG, GWW, MDLZ, IYH.
Started 9 new stock positions in IYH, Blackrock, IEMG, AMT, MDLZ, NOC, UI, BX, GWW.
Reduced shares in these 10 stocks: VTV, , NVDA, IVW, SYBT, CAT, BP, VWO, IJK, SLYV.
Sold out of its positions in BLK, DG, IUSB, PANW, XLF.
Atlas Brown was a net seller of stock by $-6.4M.
Atlas Brown has $289M in assets under management (AUM), dropping by 3.50%.
Central Index Key (CIK): 0001388168

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Portfolio Holdings for Atlas Brown

Atlas Brown holds 207 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corporation Stock (NVDA)	6.6	$19M	-3%	157k	121.44	View chart
Apple Stock (AAPL)	6.1	$18M		76k	233.00	View chart
Microsoft Corp Stock (MSFT)	3.6	$10M		24k	430.31	View chart
Vanguard Total Stock Market Etf Etf (VTI)	3.4	$9.9M		35k	283.16	View chart
Abbvie Stock (ABBV)	2.1	$6.0M		31k	197.48	View chart
Johnson & Johnson Stock (JNJ)	1.9	$5.6M		34k	162.06	View chart
Procter And Gamble Stock (PG)	1.9	$5.6M		32k	173.20	View chart
Jpmorgan Chase & Co Stock (JPM)	1.8	$5.2M		25k	210.86	View chart
Exxon Mobil Corp Stock (XOM)	1.8	$5.2M		45k	117.22	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.7	$5.0M		8.6k	573.74	View chart
Home Depot Stock (HD)	1.7	$5.0M		12k	405.19	View chart
Amazon Stock (AMZN)	1.7	$4.9M		26k	186.33	View chart
Pepsico Stock (PEP)	1.5	$4.3M		25k	170.05	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.4	$4.1M		11k	375.38	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	1.4	$4.0M		34k	117.29	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.4	$3.9M	+11%	6.8k	576.78	View chart
Costco Whsl Corp Stock (COST)	1.4	$3.9M		4.4k	886.44	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.2	$3.5M		21k	167.19	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	1.2	$3.5M		21k	166.82	View chart
Chevron Corp Stock (CVX)	1.2	$3.5M	-2%	24k	147.27	View chart
Meta Platforms Inc Cl A Stock (META)	1.2	$3.3M		5.8k	572.40	View chart
Tjx Cos Stock (TJX)	1.1	$3.3M		28k	117.54	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.1	$3.1M		6.7k	460.23	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	1.0	$3.0M		11k	283.99	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.9	$2.7M		21k	132.25	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.9	$2.7M	-19%	28k	95.75	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.9	$2.6M		24k	106.76	View chart
Abbott Labs Stock (ABT)	0.8	$2.4M		21k	114.01	View chart
Automatic Data Processing Stock (ADP)	0.8	$2.4M		8.5k	276.73	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.8	$2.3M		12k	189.80	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.8	$2.3M		27k	83.63	View chart
Vanguard Value Etf Etf (VTV)	0.8	$2.2M	-28%	13k	174.57	View chart
Caterpillar Stock (CAT)	0.7	$2.1M	-16%	5.3k	391.14	View chart
Pfizer Stock (PFE)	0.7	$2.0M	-2%	70k	28.94	View chart
Humana Stock (HUM)	0.7	$2.0M	+3%	6.3k	316.75	View chart
Mcdonalds Corp Stock (MCD)	0.7	$2.0M	+11%	6.5k	304.51	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$2.0M		12k	165.85	View chart
Salesforce Stock (CRM)	0.7	$2.0M	+9%	7.2k	273.72	View chart
Disney Walt Stock (DIS)	0.7	$2.0M		20k	96.19	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.7	$1.9M		41k	45.86	View chart
Oracle Corp Stock (ORCL)	0.7	$1.9M		11k	170.40	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.6	$1.8M		11k	174.49	View chart
Brown Forman Corp Cl B Stock (BF.B)	0.6	$1.8M		37k	49.20	View chart
Merck & Co Stock (MRK)	0.6	$1.8M		16k	113.56	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$1.7M	+2%	3.6k	488.04	View chart
Applied Matls Stock (AMAT)	0.6	$1.7M		8.4k	202.05	View chart
Eli Lilly & Co Stock (LLY)	0.6	$1.7M	-3%	1.9k	886.12	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.6	$1.7M		23k	72.80	View chart
Ge Aerospace Stock (GE)	0.6	$1.7M		8.9k	188.59	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.6	$1.6M		17k	98.12	View chart
Walmart Stock (WMT)	0.5	$1.6M	-6%	20k	80.75	View chart
International Business Machs Stock (IBM)	0.5	$1.5M	-2%	6.8k	221.08	View chart
Coca Cola Stock (KO)	0.5	$1.5M	-14%	21k	71.86	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.5	$1.5M		24k	63.00	View chart
Bank America Corp Stock (BAC)	0.5	$1.5M	-16%	37k	39.68	View chart
At&t Stock (T)	0.5	$1.4M	-8%	66k	22.00	View chart
Visa Inc Com Cl A Stock (V)	0.5	$1.4M		5.2k	274.93	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.5	$1.4M	-4%	16k	88.14	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.5	$1.4M		27k	51.05	View chart
Rtx Corporation Stock (RTX)	0.5	$1.4M	-7%	11k	121.16	View chart
Union Pac Corp Stock (UNP)	0.5	$1.4M		5.6k	246.48	View chart
Netflix Stock (NFLX)	0.5	$1.4M		1.9k	709.20	View chart
Spdr Dow Jones Reit Etf Etf (RWR)	0.5	$1.3M		13k	106.73	View chart
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL)	0.4	$1.3M		16k	81.78	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.4	$1.2M	-6%	29k	41.77	View chart
Sherwin Williams Stock (SHW)	0.4	$1.2M		3.1k	381.67	View chart
Duke Energy Corp Stock (DUK)	0.4	$1.2M	-8%	10k	115.30	View chart
Cisco Sys Stock (CSCO)	0.4	$1.2M		22k	53.22	View chart
BP Adr (BP)	0.4	$1.2M	-24%	37k	31.39	View chart
American Express Stock (AXP)	0.4	$1.2M	-3%	4.2k	271.22	View chart
Nextera Energy Stock (NEE)	0.4	$1.1M		14k	84.53	View chart
Target Corp Stock (TGT)	0.4	$1.1M	-5%	7.2k	155.85	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$1.1M		2.1k	493.80	View chart
Illinois Tool Wks Stock (ITW)	0.4	$1.0M		4.0k	262.07	View chart
Verizon Communications Stock (VZ)	0.4	$1.0M	-12%	23k	44.91	View chart
Pnc Finl Svcs Group Stock (PNC)	0.4	$1.0M		5.6k	184.86	View chart
Blackrock Stock	0.3	$1.0M	NEW	1.1k	949.87	View chart
Brown Forman Corp Cl A Stock (BF.A)	0.3	$979k		20k	48.08	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$976k		4.4k	220.91	View chart
Intel Corp Stock (INTC)	0.3	$974k	+5%	42k	23.46	View chart
Boeing Stock (BA)	0.3	$942k	+22%	6.2k	152.04	View chart
Danaher Corporation Stock (DHR)	0.3	$929k		3.3k	278.02	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.3	$928k	-26%	10k	91.93	View chart
Johnson Ctls Intl Stock (JCI)	0.3	$911k		12k	77.61	View chart
Parker-hannifin Corp Stock (PH)	0.3	$897k	+7%	1.4k	631.70	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.3	$852k		3.3k	257.69	View chart
Bristol-myers Squibb Stock (BMY)	0.3	$830k	-10%	16k	51.74	View chart
Oreilly Automotive Stock (ORLY)	0.3	$817k		709.00	1151.60	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.3	$804k	-21%	4.8k	167.67	View chart
Public Storage Oper Reit (PSA)	0.3	$774k		2.1k	363.87	View chart
Kroger Stock (KR)	0.3	$750k		13k	57.30	View chart
Ishares Tips Bond Etf Etf (TIP)	0.3	$744k	-20%	6.7k	110.47	View chart
Philip Morris Intl Stock (PM)	0.3	$737k	-13%	6.1k	121.41	View chart
Unitedhealth Group Stock (UNH)	0.3	$729k		1.2k	584.73	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.2	$721k	-30%	8.3k	86.82	View chart
Churchill Downs Stock (CHDN)	0.2	$714k		5.3k	135.21	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$691k		1.00	691180.00	View chart
Cloudflare Inc Cl A Stock (NET)	0.2	$688k		8.5k	80.89	View chart
Tesla Stock (TSLA)	0.2	$687k		2.6k	261.65	View chart
Cummins Stock (CMI)	0.2	$682k		2.1k	323.79	View chart
Reaves Util Income Fd Com Sh Ben Int Cef (UTG)	0.2	$681k	-17%	21k	32.81	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.2	$668k	-17%	26k	26.03	View chart
Paypal Hldgs Stock (PYPL)	0.2	$663k	+8%	8.5k	78.03	View chart
Ford Mtr Stock (F)	0.2	$658k	-23%	62k	10.56	View chart
3M Stock (MMM)	0.2	$657k		4.8k	136.70	View chart
Omnicom Group Stock (OMC)	0.2	$646k	-4%	6.2k	103.39	View chart
Ge Vernova Stock (GEV)	0.2	$632k		2.5k	254.98	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$595k	-37%	12k	47.85	View chart
Qualcomm Stock (QCOM)	0.2	$583k	-14%	3.4k	170.05	View chart
Dover Corp Stock (DOV)	0.2	$581k		3.0k	191.74	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$579k		2.9k	197.18	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.2	$574k	-22%	6.2k	93.11	View chart
Us Bancorp Del Stock (USB)	0.2	$562k	-3%	12k	45.73	View chart
Fidelity Msci Communication Services Index Etf Etf (FCOM)	0.2	$560k	+3%	10k	55.08	View chart
Organon & Co Stock (OGN)	0.2	$557k	-3%	29k	19.13	View chart
Rpm Intl Stock (RPM)	0.2	$557k		4.6k	121.00	View chart
Southern Stock (SO)	0.2	$549k	-17%	6.1k	90.18	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.2	$536k	-30%	6.8k	79.42	View chart
Papa Johns Intl Stock (PZZA)	0.2	$534k	+56%	9.9k	53.87	View chart
Starbucks Corp Stock (SBUX)	0.2	$531k	+17%	5.4k	97.49	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$511k	+15%	4.7k	108.62	View chart
Waters Corp Stock (WAT)	0.2	$509k		1.4k	359.89	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.2	$486k	-5%	3.2k	151.64	View chart
Fidelity Quality Factor Etf Etf (FQAL)	0.2	$483k		7.4k	64.90	View chart
Intuitive Surgical Stock (ISRG)	0.2	$479k	-3%	974.00	491.27	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$477k	+21%	2.7k	179.32	View chart
Spdr Gold Shares Etf (GLD)	0.2	$475k		2.0k	243.06	View chart
Idexx Labs Stock (IDXX)	0.2	$475k		941.00	505.22	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.2	$467k	+3%	5.1k	91.32	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.2	$461k	+4%	9.2k	49.92	View chart
Paramount Global Class B Stock (PARA)	0.2	$459k	+11%	43k	10.62	View chart
Novo-nordisk A S Adr (NVO)	0.2	$458k	-10%	3.8k	119.07	View chart
Progressive Corp Stock (PGR)	0.2	$445k		1.8k	253.76	View chart
Fastenal Stock (FAST)	0.2	$437k		6.1k	71.42	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$426k	+8%	6.4k	65.99	View chart
Dicks Sporting Goods Stock (DKS)	0.1	$417k		2.0k	208.70	View chart
Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV)	0.1	$412k	-42%	4.3k	95.73	View chart
Altria Group Stock (MO)	0.1	$408k	-20%	8.0k	51.04	View chart
Proshares Russell 2000 Dividend Growers Etf Etf (SMDV)	0.1	$407k		5.9k	69.26	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.1	$403k	+3%	4.2k	96.94	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$400k	-3%	2.0k	202.72	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$398k		2.9k	139.47	View chart
Lowes Cos Stock (LOW)	0.1	$394k		1.5k	270.85	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$390k		1.2k	314.39	View chart
Air Prods & Chems Stock (APD)	0.1	$389k		1.3k	297.74	View chart
Wells Fargo Stock (WFC)	0.1	$378k		6.7k	56.49	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$377k		2.1k	179.16	View chart
Emerson Elec Stock (EMR)	0.1	$369k	-17%	3.4k	109.36	View chart
Unilever Adr (UL)	0.1	$367k		5.6k	64.96	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$366k	-6%	6.9k	52.81	View chart
Sitime Corp Stock (SITM)	0.1	$365k	+2%	2.1k	171.51	View chart
Stock Yds Bancorp Stock (SYBT)	0.1	$361k	-53%	5.8k	61.99	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$359k		580.00	618.68	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$353k		12k	29.11	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.1	$343k	+7%	3.3k	103.91	View chart
Cvs Health Corp Stock (CVS)	0.1	$330k	-27%	5.2k	62.89	View chart
Sysco Corp Stock (SYY)	0.1	$330k		4.2k	78.06	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$328k	+30%	394.00	833.25	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$328k		2.7k	123.60	View chart
Cincinnati Finl Corp Stock (CINF)	0.1	$326k		2.4k	136.12	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$325k		2.4k	136.37	View chart
Amkor Technology Stock (AMKR)	0.1	$325k	+3%	11k	30.60	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$319k		4.8k	65.95	View chart
Honeywell Intl Stock (HON)	0.1	$314k	-22%	1.5k	206.73	View chart
Healthpeak Properties Reit (DOC)	0.1	$310k	-28%	14k	22.87	View chart
Citigroup Stock (C)	0.1	$310k	-29%	5.0k	62.59	View chart
Ubiquiti Stock (UI)	0.1	$302k	NEW	1.4k	221.72	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$297k		5.0k	59.51	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$293k		5.8k	50.65	View chart
Broadridge Finl Solutions Stock (BR)	0.1	$292k		1.4k	215.03	View chart
Advanced Micro Devices Stock (AMD)	0.1	$291k	+39%	1.8k	164.05	View chart
Gilead Sciences Stock (GILD)	0.1	$290k		3.5k	83.84	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$287k		13k	22.09	View chart
Ppg Inds Stock (PPG)	0.1	$280k		2.1k	132.46	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$279k	NEW	528.00	527.59	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$273k		2.6k	104.19	View chart
Otter Tail Corp Stock (OTTR)	0.1	$273k		3.5k	78.16	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$265k		452.00	586.83	View chart
Adobe Stock (ADBE)	0.1	$265k		511.00	517.84	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$263k		1.2k	225.81	View chart
Graco Stock (GGG)	0.1	$263k		3.0k	87.51	View chart
Eaton Corp Stock (ETN)	0.1	$257k		775.00	331.57	View chart
Colgate Palmolive Stock (CL)	0.1	$249k		2.4k	103.80	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$244k		5.7k	42.84	View chart
First Trust Materials Alphadex Fund Etf (FXZ)	0.1	$242k	-35%	3.6k	67.04	View chart
American Tower Corp Reit (AMT)	0.1	$240k	NEW	1.0k	232.56	View chart
First Merchants Corp Stock (FRME)	0.1	$238k		6.4k	37.20	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$233k	+3%	3.6k	64.59	View chart
Csx Corp Stock (CSX)	0.1	$231k		6.7k	34.53	View chart
Dow Stock (DOW)	0.1	$227k	-4%	4.2k	54.63	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$226k		429.00	527.67	View chart
Goldman Sachs Group Stock (GS)	0.1	$226k		457.00	495.24	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	0.1	$225k		1.7k	133.67	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.1	$220k		2.5k	87.96	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$220k		2.8k	78.05	View chart
Intuit Stock (INTU)	0.1	$219k	+2%	352.00	621.07	View chart
Elevance Health Stock (ELV)	0.1	$216k		416.00	520.00	View chart
Blackstone Stock (BX)	0.1	$216k	NEW	1.4k	153.16	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$216k	NEW	3.8k	57.40	View chart
Medtronic Stock (MDT)	0.1	$212k	-30%	2.4k	90.03	View chart
Grainger W W Stock (GWW)	0.1	$211k	NEW	203.00	1038.81	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$210k	NEW	2.9k	73.66	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.1	$205k	NEW	3.2k	65.00	View chart
Conocophillips Stock (COP)	0.1	$201k		1.9k	105.28	View chart
Walgreens Boots Alliance Stock (WBA)	0.1	$193k	-19%	22k	8.96	View chart
Lumen Technologies Stock (LUMN)	0.1	$154k	-49%	22k	7.10	View chart
Danimer Scientific Inc Com Cl A Stock (DNMR)	0.0	$14k		30k	0.45	View chart

Past Filings by Atlas Brown

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

Atlas Brown 2024 Q3 filed Oct. 18, 2024
Atlas Brown 2024 Q2 filed July 23, 2024
Atlas Brown 2024 Q1 filed April 8, 2024
Atlas Brown 2023 Q4 filed Jan. 18, 2024
Atlas Brown 2023 Q3 filed Oct. 17, 2023
Atlas Brown 2023 Q2 filed July 18, 2023
Atlas Brown 2023 Q1 filed April 21, 2023
Atlas Brown 2022 Q4 filed Jan. 5, 2023
Atlas Brown 2022 Q3 filed Oct. 6, 2022
Atlas Brown 2022 Q2 filed July 15, 2022
Atlas Brown 2022 Q1 filed April 14, 2022
Atlas Brown 2021 Q4 filed Jan. 18, 2022
Atlas Brown 2021 Q3 filed Oct. 14, 2021
Atlas Brown 2021 Q2 filed July 19, 2021
Atlas Brown 2021 Q1 filed April 13, 2021
Atlas Brown 2020 Q4 filed Jan. 19, 2021

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