Atlas Brown

Atlas Brown as of March 31, 2025

Portfolio Holdings for Atlas Brown

Atlas Brown holds 213 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.9 $17M 76k 222.13
Nvidia Corporation Stock (NVDA) 5.8 $17M 153k 108.38
Vanguard Total Stock Market Etf Etf (VTI) 3.3 $9.3M 34k 274.84
Microsoft Corp Stock (MSFT) 3.1 $8.9M 24k 375.39
Abbvie Stock (ABBV) 2.2 $6.4M 30k 209.52
Jpmorgan Chase & Co Stock (JPM) 2.1 $6.1M 25k 245.30
Johnson & Johnson Stock (JNJ) 2.0 $5.8M 35k 165.84
Procter And Gamble Stock (PG) 1.9 $5.5M 32k 170.42
Exxon Mobil Corp Stock (XOM) 1.9 $5.4M 45k 118.93
Amazon Stock (AMZN) 1.9 $5.3M 28k 190.26
Spdr S&p 500 Etf Trust Etf (SPY) 1.7 $4.9M 8.8k 559.42
Home Depot Stock (HD) 1.6 $4.5M 12k 366.49
Costco Whsl Corp Stock (COST) 1.5 $4.4M 4.6k 945.87
Ishares Core S&p 500 Etf Etf (IVV) 1.5 $4.3M 7.6k 561.87
Chevron Corp Stock (CVX) 1.4 $4.0M 24k 167.29
Ishares Russell Mid-cap Growth Etf Etf (IWP) 1.4 $4.0M 34k 117.49
Ishares Russell 1000 Growth Etf Etf (IWF) 1.4 $3.9M 11k 361.10
Pepsico Stock (PEP) 1.3 $3.6M 24k 149.94
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.3 $3.6M 6.7k 532.57
Tjx Cos Stock (TJX) 1.2 $3.5M 28k 121.80
Meta Platforms Inc Cl A Stock (META) 1.2 $3.4M 5.9k 576.35
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.1 $3.3M 21k 156.23
Ishares Russell 2000 Value Etf Etf (IWN) 1.1 $3.1M 21k 150.98
Abbott Labs Stock (ABT) 1.0 $2.7M 21k 132.65
Ishares Russell 2000 Growth Etf Etf (IWO) 0.9 $2.6M 10k 255.54
Ishares S&p 500 Growth Etf Etf (IVW) 0.9 $2.6M 28k 92.83
Automatic Data Processing Stock (ADP) 0.9 $2.6M 8.5k 305.53
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.9 $2.6M 21k 125.97
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.9 $2.4M 24k 102.18
Ishares Russell 1000 Value Etf Etf (IWD) 0.8 $2.3M 12k 188.16
Vanguard Value Etf Etf (VTV) 0.8 $2.2M 13k 172.75
Ishares Msci Eafe Etf Etf (EFA) 0.7 $2.1M 26k 81.73
Mcdonalds Corp Stock (MCD) 0.7 $2.0M 6.5k 312.37
Disney Walt Stock (DIS) 0.7 $2.0M 20k 98.70
Pfizer Stock (PFE) 0.7 $1.9M 77k 25.34
Salesforce Stock (CRM) 0.7 $1.9M 7.1k 268.37
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.7 $1.9M 12k 154.64
Visa Inc Com Cl A Stock (V) 0.6 $1.8M 5.2k 350.46
Ge Aerospace Stock (GE) 0.6 $1.8M 8.9k 200.16
At&t Stock (T) 0.6 $1.8M 63k 28.28
Ishares Msci Emerging Markets Etf Etf (EEM) 0.6 $1.8M 41k 43.70
Netflix Stock (NFLX) 0.6 $1.8M 1.9k 932.43
International Business Machs Stock (IBM) 0.6 $1.7M 7.0k 248.67
Caterpillar Stock (CAT) 0.6 $1.7M 5.3k 329.80
Invesco Qqq Trust Series I Etf (QQQ) 0.6 $1.7M 3.7k 468.95
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.6 $1.7M 11k 161.27
Walmart Stock (WMT) 0.6 $1.7M 19k 87.79
Humana Stock (HUM) 0.6 $1.7M 6.3k 264.61
Cummins Stock (CMI) 0.6 $1.6M 5.2k 313.45
Bank America Corp Stock (BAC) 0.6 $1.6M 39k 41.73
Eli Lilly & Co Stock (LLY) 0.6 $1.6M 1.9k 825.97
Oracle Corp Stock (ORCL) 0.5 $1.6M 11k 139.81
Rtx Corporation Stock (RTX) 0.5 $1.5M 12k 132.46
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.5 $1.5M 16k 95.37
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.5 $1.5M 22k 68.32
Coca Cola Stock (KO) 0.5 $1.5M 20k 71.62
Merck & Co Stock (MRK) 0.5 $1.4M 16k 89.76
Fidelity Msci Consumer Staples Index Etf Etf (FSTA) 0.5 $1.4M 27k 51.13
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.5 $1.4M 23k 60.66
Union Pac Corp Stock (UNP) 0.5 $1.4M 5.8k 236.24
Cisco Sys Stock (CSCO) 0.5 $1.4M 22k 61.71
Ishares Russell Midcap Etf Etf (IWR) 0.5 $1.3M 16k 85.07
Duke Energy Corp Stock (DUK) 0.5 $1.3M 11k 121.96
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.4 $1.3M 16k 80.65
BP Adr (BP) 0.4 $1.2M 37k 33.79
Applied Matls Stock (AMAT) 0.4 $1.2M 8.3k 145.12
Spdr Dow Jones Reit Etf Etf (RWR) 0.4 $1.2M 12k 99.12
Verizon Communications Stock (VZ) 0.4 $1.2M 26k 45.36
Mastercard Incorporated Cl A Stock (MA) 0.4 $1.2M 2.2k 548.12
American Express Stock (AXP) 0.4 $1.1M 4.3k 269.02
Sherwin Williams Stock (SHW) 0.4 $1.1M 3.2k 349.19
Boeing Stock (BA) 0.4 $1.1M 6.5k 170.55
Brown Forman Corp Cl B Stock (BF.B) 0.4 $1.1M 32k 33.94
Comcast Corp New Cl A Stock (CMCSA) 0.4 $1.0M 28k 36.90
Oreilly Automotive Stock (ORLY) 0.4 $1.0M 707.00 1432.58
Blackrock Stock (BLK) 0.4 $1.0M 1.1k 946.21
Cloudflare Inc Cl A Stock (NET) 0.3 $997k 8.8k 112.69
Illinois Tool Wks Stock (ITW) 0.3 $993k 4.0k 248.01
Pnc Finl Svcs Group Stock (PNC) 0.3 $992k 5.6k 175.76
Bristol-myers Squibb Stock (BMY) 0.3 $990k 16k 60.99
Nextera Energy Stock (NEE) 0.3 $981k 14k 70.89
Intel Corp Stock (INTC) 0.3 $948k 42k 22.71
Johnson Ctls Intl Stock (JCI) 0.3 $944k 12k 80.11
Philip Morris Intl Stock (PM) 0.3 $890k 5.6k 158.73
Kroger Stock (KR) 0.3 $880k 13k 67.69
Ishares Russell 2000 Etf Etf (IWM) 0.3 $862k 4.3k 199.47
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.3 $799k 9.6k 83.28
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $798k 1.00 798442.00
Parker-hannifin Corp Stock (PH) 0.3 $790k 1.3k 607.95
Vanguard Mid-cap Value Etf Etf (VOE) 0.3 $772k 4.8k 160.55
Ge Vernova Stock (GEV) 0.3 $756k 2.5k 305.28
Ishares Tips Bond Etf Etf (TIP) 0.3 $726k 6.5k 111.08
Target Corp Stock (TGT) 0.3 $722k 6.9k 104.36
Tesla Stock (TSLA) 0.2 $703k 2.7k 259.12
3M Stock (MMM) 0.2 $699k 4.8k 146.86
Brown Forman Corp Cl A Stock (BF.A) 0.2 $681k 20k 33.47
Organon & Co Stock (OGN) 0.2 $679k 46k 14.89
Reaves Util Income Fd Com Sh Ben Int Cef (UTG) 0.2 $677k 21k 32.54
Cohen & Steers Infrastructure Cef (UTF) 0.2 $657k 26k 25.55
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.2 $652k 8.3k 78.40
Public Storage Oper Reit (PSA) 0.2 $651k 2.2k 299.29
Constellation Brands Inc Cl A Stock (STZ) 0.2 $639k 3.5k 183.52
Unitedhealth Group Stock (UNH) 0.2 $620k 1.2k 523.82
Fidelity Msci Communication Services Index Etf Etf (FCOM) 0.2 $589k 11k 56.26
Danaher Corporation Stock (DHR) 0.2 $589k 2.9k 205.00
Churchill Downs Stock (CHDN) 0.2 $586k 5.3k 111.07
Southern Stock (SO) 0.2 $568k 6.2k 91.94
Starbucks Corp Stock (SBUX) 0.2 $568k 5.8k 98.09
Spdr Gold Shares Etf (GLD) 0.2 $563k 2.0k 288.14
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $563k 12k 45.26
Novo-nordisk A S Adr (NVO) 0.2 $562k 8.1k 69.44
Ishares National Muni Bond Etf Etf (MUB) 0.2 $553k 5.2k 105.44
Paypal Hldgs Stock (PYPL) 0.2 $550k 8.4k 65.25
Qualcomm Stock (QCOM) 0.2 $536k 3.5k 153.61
Dover Corp Stock (DOV) 0.2 $532k 3.0k 175.68
Rpm Intl Stock (RPM) 0.2 $532k 4.6k 115.68
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $530k 6.7k 78.94
Waters Corp Stock (WAT) 0.2 $524k 1.4k 368.57
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.2 $513k 6.2k 82.99
Omnicom Group Stock (OMC) 0.2 $511k 6.2k 82.91
Paramount Global Class B Stock (PARA) 0.2 $508k 42k 11.96
Ishares S&p 500 Value Etf Etf (IVE) 0.2 $505k 2.7k 190.56
Progressive Corp Stock (PGR) 0.2 $500k 1.8k 283.01
Ford Mtr Stock (F) 0.2 $500k 50k 10.03
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $499k 2.9k 170.91
Altria Group Stock (MO) 0.2 $491k 8.2k 60.02
Wells Fargo Stock (WFC) 0.2 $488k 6.8k 71.79
Us Bancorp Del Stock (USB) 0.2 $483k 11k 42.22
Fastenal Stock (FAST) 0.2 $471k 6.1k 77.55
Edwards Lifesciences Corp Stock (EW) 0.2 $469k 6.5k 72.48
Intuitive Surgical Stock (ISRG) 0.2 $453k 915.00 495.27
Ubiquiti Stock (UI) 0.2 $453k 1.5k 310.14
Fidelity Quality Factor Etf Etf (FQAL) 0.2 $451k 7.0k 64.16
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.2 $449k 2.2k 202.16
Walgreens Boots Alliance Stock 0.1 $427k 38k 11.17
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $425k 2.5k 173.23
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $412k 4.9k 84.40
Papa Johns Intl Stock (PZZA) 0.1 $409k 10k 41.08
Stock Yds Bancorp Stock (SYBT) 0.1 $405k 5.9k 69.07
Asml Holding N V N Y Registry Adr (ASML) 0.1 $403k 609.00 662.10
Dicks Sporting Goods Stock (DKS) 0.1 $403k 2.0k 201.56
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $396k 4.2k 93.65
Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV) 0.1 $396k 4.3k 92.04
Idexx Labs Stock (IDXX) 0.1 $395k 941.00 419.95
Gilead Sciences Stock (GILD) 0.1 $392k 3.5k 112.05
Air Prods & Chems Stock (APD) 0.1 $386k 1.3k 294.92
Proshares Russell 2000 Dividend Growers Etf Etf (SMDV) 0.1 $384k 5.9k 65.60
Ishares Russell 1000 Etf Etf (IWB) 0.1 $380k 1.2k 306.74
Goldman Sachs Ultra Short Bond Etf Etf (GSST) 0.1 $379k 7.5k 50.54
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.1 $378k 4.3k 88.00
Enterprise Prods Partners Stock (EPD) 0.1 $375k 11k 34.14
Ishares U.s. Financials Etf Etf (IYF) 0.1 $373k 3.3k 112.84
Emerson Elec Stock (EMR) 0.1 $372k 3.4k 109.64
Kinder Morgan Inc Del Stock (KMI) 0.1 $372k 13k 28.53
Lowes Cos Stock (LOW) 0.1 $360k 1.5k 233.18
Ishares U.s. Technology Etf Etf (IYW) 0.1 $358k 2.6k 140.43
Freeport-mcmoran Inc Cl B Stock (FCX) 0.1 $357k 9.4k 37.86
Shell Plc Spon Ads Adr (SHEL) 0.1 $355k 4.8k 73.28
Honeywell Intl Stock (HON) 0.1 $350k 1.7k 211.81
Citigroup Stock (C) 0.1 $349k 4.9k 70.99
Cincinnati Finl Corp Stock (CINF) 0.1 $341k 2.3k 147.72
Sitime Corp Stock (SITM) 0.1 $337k 2.2k 152.87
Unilever Adr (UL) 0.1 $336k 5.6k 59.54
Cvs Health Corp Stock (CVS) 0.1 $332k 4.9k 67.74
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $331k 2.7k 124.49
Broadridge Finl Solutions Stock (BR) 0.1 $329k 1.4k 242.46
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $317k 2.7k 119.73
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $314k 6.2k 50.83
Dollar Gen Corp Stock (DG) 0.1 $306k 3.5k 87.93
Sysco Corp Stock (SYY) 0.1 $289k 3.9k 75.04
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $284k 1.7k 165.99
Otter Tail Corp Stock (OTTR) 0.1 $281k 3.5k 80.37
Rli Corp Stock (RLI) 0.1 $278k 3.5k 80.33
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.1 $277k 6.0k 46.08
Thermo Fisher Scientific Stock (TMO) 0.1 $274k 550.00 497.88
Healthpeak Properties Reit (DOC) 0.1 $274k 14k 20.22
Northrop Grumman Corp Stock (NOC) 0.1 $272k 530.00 512.30
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $263k 11k 25.04
Fidelity High Dividend Etf Etf (FDVV) 0.1 $262k 5.3k 49.60
American Tower Corp Reit (AMT) 0.1 $261k 1.2k 217.60
First Merchants Corp Stock (FRME) 0.1 $259k 6.4k 40.44
United Parcel Service Inc Cl B Stock (UPS) 0.1 $259k 2.4k 110.01
Fidelity Msci Financials Index Etf Etf (FNCL) 0.1 $254k 3.6k 69.52
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $253k 4.4k 57.14
Graco Stock (GGG) 0.1 $251k 3.0k 83.51
Vanguard Information Technology Etf Etf (VGT) 0.1 $244k 450.00 542.91
Goldman Sachs Group Stock (GS) 0.1 $242k 443.00 546.46
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $240k 1.2k 206.52
Avantis Emerging Markets Equity Etf Etf (AVEM) 0.1 $233k 3.9k 60.17
Ppg Inds Stock (PPG) 0.1 $231k 2.1k 109.35
Fifth Third Bancorp Stock (FITB) 0.1 $223k 5.7k 39.20
Intuit Stock (INTU) 0.1 $223k 363.00 614.06
Colgate Palmolive Stock (CL) 0.1 $222k 2.4k 93.70
Ishares U.s. Consumer Discretionary Etf Etf (IYC) 0.1 $222k 2.5k 88.33
Vanguard S&p 500 Etf Etf (VOO) 0.1 $221k 429.00 513.91
Ishares U.s. Industrials Etf Etf (IYJ) 0.1 $220k 1.7k 130.20
Broadcom Stock (AVGO) 0.1 $219k 1.3k 167.49
Blackstone Stock (BX) 0.1 $215k 1.5k 139.77
Medtronic Stock (MDT) 0.1 $214k 2.4k 89.87
Simplify Mbs Etf Etf (MTBA) 0.1 $211k 4.2k 50.14
Eaton Corp Stock (ETN) 0.1 $211k 775.00 271.70
Grainger W W Stock (GWW) 0.1 $210k 213.00 987.83
Yum Brands Stock (YUM) 0.1 $210k 1.3k 157.36
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $210k 3.1k 67.85
Advanced Micro Devices Stock (AMD) 0.1 $206k 2.0k 102.72
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $206k 2.7k 75.64
Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $205k 2.0k 99.99
Conocophillips Stock (COP) 0.1 $203k 1.9k 105.02
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $202k 3.7k 53.97
First Trust Materials Alphadex Fund Etf (FXZ) 0.1 $201k 3.6k 55.45
Amkor Technology Stock (AMKR) 0.1 $192k 11k 18.06
Lumen Technologies Stock (LUMN) 0.0 $59k 15k 3.92
Axt Stock (AXTI) 0.0 $28k 20k 1.41