The Analysis of Atlas Brown,Inc.'s Holdings
Currently, Atlas Brown,Inc. holds 226 types of securities in its portfolio with a total value $336.4M. In the most recent quarter, they have increased their positions in NFLX (+16.6K shares, valued at $1.6M), WTV (+9.4K shares, valued at $877.0K), N/A (+4.5K shares, valued at $362.2K); decreased their positions in NVDA (-13.7K shares, valued at $2.6M), HUM (-4.0K shares, valued at $1.0M), AAPL (-2.7K shares, valued at $733.7K); initiated new positions in WTV (+9.4K shares, valued at $877.0K), N/A (+4.5K shares, valued at $362.2K), N/A (+5.0K shares, valued at $327.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION COM132.8K shares-9.38%2025-12-312026-01-09
AAPL APPLE INC COM72.2K shares-3.61%2025-12-312026-01-09 MSFT MICROSOFT CORP COM23.5K shares-1.78%2025-12-312026-01-09 VTI VANGUARD TOTAL STOCK MARKET ETF32.6K shares-3.34%2025-12-312026-01-09 JPM JPMORGAN CHASE & CO. COM24.1K shares-3.51%2025-12-312026-01-09 ABBV ABBVIE INC COM30.4K shares-0.30%2025-12-312026-01-09 JNJ JOHNSON & JOHNSON COM32.8K shares-5.08%2025-12-312026-01-09 AMZN AMAZON COM INC COM27.6K shares-1.28%2025-12-312026-01-09 SPY SPDR S&P 500 ETF TRUST8.9K shares-0.07%2025-12-312026-01-09 IVV ISHARES CORE S&P 500 ETF7.5K shares-0.12%2025-12-312026-01-09 XOM EXXON MOBIL CORP COM42.3K shares-6.60%2025-12-312026-01-09 IWF ISHARES RUSSELL 1000 GROWTH ETF10.6K shares0.15%2025-12-312026-01-09 IWP ISHARES RUSSELL MID-CAP GROWTH ETF33.3K shares-0.46%2025-12-312026-01-09 PG PROCTER AND GAMBLE CO COM31.3K shares-3.53%2025-12-312026-01-09 TJX TJX COS INC NEW COM27.7K shares-0.97%2025-12-312026-01-09 COST COSTCO WHSL CORP NEW COM4.6K shares1.47%2025-12-312026-01-09 META META PLATFORMS INC CL A5.9K shares-2.37%2025-12-312026-01-09 CVX CHEVRON CORP NEW COM24.8K shares3.07%2025-12-312026-01-09 HD HOME DEPOT INC COM10.9K shares-10.08%2025-12-312026-01-09 IWN ISHARES RUSSELL 2000 VALUE ETF20.3K shares-0.42%2025-12-312026-01-09 PEP PEPSICO INC COM24.0K shares0.46%2025-12-312026-01-09 IWO ISHARES RUSSELL 2000 GROWTH ETF10.3K shares0.02%2025-12-312026-01-09 IVW ISHARES S&P 500 GROWTH ETF26.6K shares-1.29%2025-12-312026-01-09 IWS ISHARES RUSSELL MID-CAP VALUE ETF20.7K shares-0.10%2025-12-312026-01-09 CAT CATERPILLAR INC COM4.9K shares-0.96%2025-12-312026-01-09 CMI CUMMINS INC COM5.2K shares0.13%2025-12-312026-01-09 ABT ABBOTT LABS COM20.5K shares-0.12%2025-12-312026-01-09 EFA ISHARES MSCI EAFE ETF26.6K shares0.14%2025-12-312026-01-09 IWD ISHARES RUSSELL 1000 VALUE ETF12.1K shares0.12%2025-12-312026-01-09 VTV VANGUARD VALUE ETF13.3K shares0.10%2025-12-312026-01-09 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF10.8K shares1.20%2025-12-312026-01-09 AMAT APPLIED MATLS INC COM9.2K shares-0.54%2025-12-312026-01-09 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF22.5K shares-3.15%2025-12-312026-01-09 EEM ISHARES MSCI EMERGING MARKETS ETF41.4K shares-0.01%2025-12-312026-01-09 ORCL ORACLE CORP COM11.3K shares-0.52%2025-12-312026-01-09 DIS DISNEY WALT CO COM19.1K shares-5.29%2025-12-312026-01-09 BAC BANK AMERICA CORP COM39.0K shares-1.84%2025-12-312026-01-09 ADP AUTOMATIC DATA PROCESSING INC COM8.3K shares-3.46%2025-12-312026-01-09 LLY ELI LILLY & CO COM2.0K shares0.30%2025-12-312026-01-09 WMT WALMART INC COM18.7K shares0.26%2025-12-312026-01-09 RTX RTX CORPORATION COM11.0K shares2.89%2025-12-312026-01-09 PFE PFIZER INC COM80.5K shares2.62%2025-12-312026-01-09 IBM INTERNATIONAL BUSINESS MACHS COM6.7K shares-4.45%2025-12-312026-01-09 CRM SALESFORCE INC COM7.4K shares-0.15%2025-12-312026-01-09 V VISA INC COM CL A5.3K shares2.86%2025-12-312026-01-09 NFLX NETFLIX INC COM18.4K shares896.49%2025-12-312026-01-09 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND22.5K shares-1.74%2025-12-312026-01-09 NET CLOUDFLARE INC CL A COM8.3K shares-5.96%2025-12-312026-01-09 CSCO CISCO SYS INC COM20.8K shares-5.64%2025-12-312026-01-09 IEF ISHARES 7-10 YEAR TREASURY BOND ETF16.4K shares4.12%2025-12-312026-01-09 AXP AMERICAN EXPRESS CO COM4.2K shares0.02%2025-12-312026-01-09 GEV GE VERNOVA INC COM2.4K shares-4.97%2025-12-312026-01-09 FHLC FIDELITY MSCI HEALTH CARE INDEX ETF20.2K shares-2.70%2025-12-312026-01-09 T AT&T INC COM58.9K shares0.20%2025-12-312026-01-09 IWR ISHARES RUSSELL MIDCAP ETF14.7K shares-3.84%2025-12-312026-01-09 BA BOEING CO COM6.5K shares-0.06%2025-12-312026-01-09 MCD MCDONALDS CORP COM4.6K shares-29.51%2025-12-312026-01-09 INTC INTEL CORP COM37.7K shares-1.01%2025-12-312026-01-09 JCI JOHNSON CTLS INTL PLC SHS11.6K shares-1.68%2025-12-312026-01-09 KO COCA COLA CO COM19.8K shares0.50%2025-12-312026-01-09 UNP UNION PAC CORP COM5.8K shares0.05%2025-12-312026-01-09 TSLA TESLA INC COM3.0K shares5.93%2025-12-312026-01-09 FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF26.1K shares-0.34%2025-12-312026-01-09 BP BP PLC SPONSORED ADR36.7K shares0.91%2025-12-312026-01-09 REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF14.9K shares-8.15%2025-12-312026-01-09 MA MASTERCARD INCORPORATED CL A2.2K shares-0.23%2025-12-312026-01-09 RWR STATE STREET SPDR DOW JONES REIT ETF12.2K shares0.07%2025-12-312026-01-09 NEE NEXTERA ENERGY INC COM14.8K shares1.45%2025-12-312026-01-09 PH PARKER-HANNIFIN CORP COM1.3K shares0.00%2025-12-312026-01-09 AVEM AVANTIS EMERGING MARKETS EQUITY ETF14.4K shares10.11%2025-12-312026-01-09 SHW SHERWIN WILLIAMS CO COM3.3K shares0.00%2025-12-312026-01-09 IWM ISHARES RUSSELL 2000 ETF4.2K shares-1.74%2025-12-312026-01-09 TGT TARGET CORP COM10.1K shares20.55%2025-12-312026-01-09 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF12.3K shares0.04%2025-12-312026-01-09 ITW ILLINOIS TOOL WKS INC COM4.0K shares-1.42%2025-12-312026-01-09 VZ VERIZON COMMUNICATIONS INC COM23.9K shares-6.67%2025-12-312026-01-09 PNC PNC FINL SVCS GROUP INC COM4.6K shares-17.68%2025-12-312026-01-09 ORLY OREILLY AUTOMOTIVE INC COM10.5K shares-3.42%2025-12-312026-01-09 PLTR PALANTIR TECHNOLOGIES INC CL A5.3K shares-0.21%2025-12-312026-01-09 IJK ISHARES S&P MID-CAP 400 GROWTH ETF9.7K shares-0.06%2025-12-312026-01-09 CMCSA COMCAST CORP NEW CL A31.3K shares12.30%2025-12-312026-01-09 WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST9.4K sharesnew addition2025-12-312026-01-09 ASML ASML HOLDING N V N Y REGISTRY SHS812 shares-8.76%2025-12-312026-01-09 KR KROGER CO COM13.3K shares1.87%2025-12-312026-01-09 SITM SITIME CORP COM2.3K shares1.64%2025-12-312026-01-09 UI UBIQUITI INC COM1.4K shares-1.72%2025-12-312026-01-09 FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF10.6K shares3.79%2025-12-312026-01-09 TIP ISHARES TIPS BOND ETF7.0K shares0.29%2025-12-312026-01-09 PM PHILIP MORRIS INTL INC COM4.8K shares0.00%2025-12-312026-01-09 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS2.5K shares2.11%2025-12-312026-01-09 BRK.A BERKSHIRE HATHAWAY INC DEL CL A1 shares0.00%2025-12-312026-01-09 VOE VANGUARD MID-CAP VALUE ETF4.3K shares-0.12%2025-12-312026-01-09 MMM 3M CO COM4.6K shares-2.99%2025-12-312026-01-09 BF.B BROWN FORMAN CORP CL B28.2K shares-6.55%2025-12-312026-01-09 VWO VANGUARD FTSE EMERGING MARKETS ETF13.6K shares0.12%2025-12-312026-01-09 DHR DANAHER CORPORATION COM3.2K shares3.36%2025-12-312026-01-09 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF8.0K shares0.06%2025-12-312026-01-09 BMY BRISTOL-MYERS SQUIBB CO COM13.5K shares-16.64%2025-12-312026-01-09 UTG REAVES UTIL INCOME FD COM SH BEN INT19.6K shares0.11%2025-12-312026-01-09 AXTI AXT INC COM39.1K shares0.00%2025-12-312026-01-09 F FORD MTR CO COM48.5K shares-1.94%2025-12-312026-01-09 VEA VANGUARD FTSE DEVELOPED MARKETS ETF10.1K shares0.00%2025-12-312026-01-09 HUM HUMANA INC COM2.4K shares-62.44%2025-12-312026-01-09 IDXX IDEXX LABS INC COM892 shares-0.67%2025-12-312026-01-09 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF2.4K shares6.38%2025-12-312026-01-09 USB US BANCORP DEL COM NEW11.3K shares-1.70%2025-12-312026-01-09 IVE ISHARES S&P 500 VALUE ETF2.8K shares9.44%2025-12-312026-01-09 QCOM QUALCOMM INC COM3.5K shares0.29%2025-12-312026-01-09 WFC WELLS FARGO CO NEW COM6.2K shares0.10%2025-12-312026-01-09 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF6.1K shares0.05%2025-12-312026-01-09 SBUX STARBUCKS CORP COM6.9K shares5.91%2025-12-312026-01-09 DOV DOVER CORP COM2.9K shares-1.84%2025-12-312026-01-09 QUAL ISHARES MSCI USA QUALITY FACTOR ETF2.9K shares-0.80%2025-12-312026-01-09 PSA PUBLIC STORAGE OPER CO COM2.2K shares-0.46%2025-12-312026-01-09 FQAL FIDELITY QUALITY FACTOR ETF7.5K shares5.55%2025-12-312026-01-09 UTF COHEN & STEERS INFRASTRUCTURE COM22.5K shares0.14%2025-12-312026-01-09 PYPL PAYPAL HLDGS INC COM9.2K shares5.48%2025-12-312026-01-09 OGN ORGANON & CO COMMON STOCK74.8K shares70.91%2025-12-312026-01-09 BF.A BROWN FORMAN CORP CL A20.4K shares0.00%2025-12-312026-01-09 GSST GOLDMAN SACHS ULTRA SHORT BOND ETF10.5K shares23.53%2025-12-312026-01-09 OMC OMNICOM GROUP INC COM6.5K shares0.00%2025-12-312026-01-09 WAT WATERS CORP COM1.4K shares-3.40%2025-12-312026-01-09 EW EDWARDS LIFESCIENCES CORP COM5.9K shares-0.67%2025-12-312026-01-09 GLD SPDR GOLD SHARES1.2K shares-36.94%2025-12-312026-01-09 CHDN CHURCHILL DOWNS INC COM4.3K shares1.17%2025-12-312026-01-09 FAST FASTENAL CO COM12.2K shares-0.10%2025-12-312026-01-09 FCX FREEPORT-MCMORAN INC CL B9.6K shares0.76%2025-12-312026-01-09 AMD ADVANCED MICRO DEVICES INC COM2.3K shares-4.74%2025-12-312026-01-09 RPM RPM INTL INC COM4.6K shares0.00%2025-12-312026-01-09 IVOV VANGUARD S&P MID-CAP 400 VALUE ETF4.7K shares0.00%2025-12-312026-01-09 SO SOUTHERN CO COM5.4K shares0.06%2025-12-312026-01-09 MOAT VANECK MORNINGSTAR WIDE MOAT ETF4.4K shares0.64%2025-12-312026-01-09 MUB ISHARES NATIONAL MUNI BOND ETF4.2K shares-1.58%2025-12-312026-01-09 IWB ISHARES RUSSELL 1000 ETF1.2K shares-3.15%2025-12-312026-01-09 GILD GILEAD SCIENCES INC COM3.5K shares0.09%2025-12-312026-01-09 IYF ISHARES U.S. FINANCIALS ETF3.3K shares0.42%2025-12-312026-01-09 EMR EMERSON ELEC CO COM3.2K shares0.25%2025-12-312026-01-09 IYW ISHARES U.S. TECHNOLOGY ETF2.1K shares-11.40%2025-12-312026-01-09 USMV ISHARES MSCI USA MIN VOL FACTOR ETF4.4K shares3.02%2025-12-312026-01-09 PGR PROGRESSIVE CORP COM1.8K shares-5.85%2025-12-312026-01-09 AMKR AMKOR TECHNOLOGY INC COM10.4K shares-0.48%2025-12-312026-01-09 CVS CVS HEALTH CORP COM5.1K shares0.67%2025-12-312026-01-09 EPD ENTERPRISE PRODS PARTNERS L P COM12.5K shares0.00%2025-12-312026-01-09 DKS DICKS SPORTING GOODS INC COM2.0K shares0.00%2025-12-312026-01-09 PZZA PAPA JOHNS INTL INC COM10.1K shares7.80%2025-12-312026-01-09 SYBT STOCK YDS BANCORP INC COM5.9K shares0.90%2025-12-312026-01-09 GS GOLDMAN SACHS GROUP INC COM433 shares-2.26%2025-12-312026-01-09 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF2.6K shares0.12%2025-12-312026-01-09 MO ALTRIA GROUP INC COM6.3K shares-6.48%2025-12-312026-01-09 KMI KINDER MORGAN INC DEL COM13.1K shares0.06%2025-12-312026-01-09 SHEL SHELL PLC SPON ADS4.8K shares0.12%2025-12-312026-01-09 IJJ ISHARES S&P MID-CAP 400 VALUE ETF2.7K shares0.49%2025-12-312026-01-09 TMO THERMO FISHER SCIENTIFIC INC COM609 shares-1.77%2025-12-312026-01-09 MTBA SIMPLIFY MBS ETF7.0K shares0.00%2025-12-312026-01-09 CINF CINCINNATI FINL CORP COM2.1K shares-8.42%2025-12-312026-01-09 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF10.6K shares0.09%2025-12-312026-01-09 GDX VANECK GOLD MINERS ETF4.0K shares0.00%2025-12-312026-01-09 VGT VANGUARD INFORMATION TECHNOLOGY ETF451 shares0.00%2025-12-312026-01-09 APD AIR PRODS & CHEMS INC COM1.3K shares0.23%2025-12-312026-01-09 UNH UNITEDHEALTH GROUP INC COM983 shares-10.39%2025-12-312026-01-09 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF4.8K shares25.81%2025-12-312026-01-09 ISRG INTUITIVE SURGICAL INC COM NEW567 shares-13.96%2025-12-312026-01-09 NOC NORTHROP GRUMMAN CORP COM549 shares-1.08%2025-12-312026-01-09 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF2.2K shares100.00%2025-12-312026-01-09 FNCL FIDELITY MSCI FINANCIALS INDEX ETF4.0K shares8.17%2025-12-312026-01-09 YUM YUM BRANDS INC COM2.0K shares51.42%2025-12-312026-01-09 BR BROADRIDGE FINL SOLUTIONS INC COM1.4K shares0.37%2025-12-312026-01-09 FDVV FIDELITY HIGH DIVIDEND ETF5.3K shares0.17%2025-12-312026-01-09 LOW LOWES COS INC COM1.2K shares-20.31%2025-12-312026-01-09 VB VANGUARD SMALL-CAP ETF1.1K shares0.00%2025-12-312026-01-09 UPS UNITED PARCEL SERVICE INC CL B3.0K shares8.18%2025-12-312026-01-09 SYY SYSCO CORP COM3.8K shares-0.39%2025-12-312026-01-09 HON HONEYWELL INTL INC COM1.4K shares-6.27%2025-12-312026-01-09 OTTR OTTER TAIL CORP COM3.5K shares0.00%2025-12-312026-01-09 SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF4.2K shares-26.65%2025-12-312026-01-09 AVDE AVANTIS INTERNATIONAL EQUITY ETF3.3K shares1.00%2025-12-312026-01-09 FITB FIFTH THIRD BANCORP COM5.7K shares0.37%2025-12-312026-01-09 IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF2.5K shares0.08%2025-12-312026-01-09 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF4.5K shares-0.62%2025-12-312026-01-09 IYJ ISHARES U.S. INDUSTRIALS ETF1.7K shares0.18%2025-12-312026-01-09 IEFA ISHARES CORE MSCI EAFE ETF2.8K shares0.04%2025-12-312026-01-09 FXZ FIRST TRUST MATERIALS ALPHADEX FUND3.8K shares-0.03%2025-12-312026-01-09 GGG GRACO INC COM3.0K shares0.00%2025-12-312026-01-09 ATEC ALPHATEC HLDGS INC COM NEW11.5K shares0.00%2025-12-312026-01-09 IYH ISHARES U.S. HEALTHCARE ETF3.6K shares0.36%2025-12-312026-01-09 INTU INTUIT COM349 shares-0.85%2025-12-312026-01-09 COF CAPITAL ONE FINL CORP COM925 sharesnew addition2025-12-312026-01-09 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF4.1K shares0.00%2025-12-312026-01-09 MGMT BALLAST SMALL/MID CAP ETF5.0K shares0.00%2025-12-312026-01-09 ET ENERGY TRANSFER L P COM UT LTD PTN13.3K sharesnew addition2025-12-312026-01-09 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF4.7K shares-19.84%2025-12-312026-01-09 VBK VANGUARD SMALL-CAP GROWTH ETF715 shares0.00%2025-12-312026-01-09 GWW WW GRAINGER INC COM213 shares-0.47%2025-12-312026-01-09 NSC NORFOLK SOUTHN CORP COM744 shares0.00%2025-12-312026-01-09 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF1.5K sharesnew addition2025-12-312026-01-09 VUG VANGUARD GROWTH ETF439 shares-0.90%2025-12-312026-01-09 RWL INVESCO S&P 500 REVENUE ETF1.9K shares0.32%2025-12-312026-01-09 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF3.5K sharesnew addition2025-12-312026-01-09 CSX CSX CORP COM5.8K shares0.05%2025-12-312026-01-09 PPG PPG INDS INC COM2.0K shares0.49%2025-12-312026-01-09 EFV ISHARES MSCI EAFE VALUE ETF2.9K shares-10.02%2025-12-312026-01-09 AAAU GOLDMAN SACHS PHYSICAL GOLD ETF4.8K sharesnew addition2025-12-312026-01-09 AMT AMERICAN TOWER CORP NEW COM1.2K shares-1.93%2025-12-312026-01-09 FBTC FIDELITY WISE ORIGIN BITCOIN FUND2.7K shares8.15%2025-12-312026-01-09 DOC HEALTHPEAK PROPERTIES INC COM11.6K shares1.40%2025-12-312026-01-09 WEN WENDYS CO COM10.4K sharesnew addition2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available