Atlas Brown,Inc. - Q3 2023 holdings

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$219 Million is the total value of Atlas Brown,Inc.'s 179 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 5.5% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
AAPL BuyAPPLE INC COMstock$12,992,726
-11.4%
75,888
+0.4%
5.93%
-8.1%
NVDA BuyNVIDIA CORPORATION COMstock$7,965,254
+7.2%
18,311
+4.3%
3.63%
+11.2%
MSFT BuyMICROSOFT CORP COMstock$7,142,144
-6.4%
22,620
+0.9%
3.26%
-2.9%
VTI SellVANGUARD TOTAL STOCK MARKET ETFetf$6,804,363
-4.2%
32,034
-0.7%
3.10%
-0.7%
XOM BuyEXXON MOBIL CORP COMstock$5,098,658
+10.0%
43,363
+0.3%
2.33%
+14.1%
PG BuyPROCTER AND GAMBLE CO COMstock$5,030,364
-3.4%
34,488
+0.4%
2.29%
+0.1%
JNJ BuyJOHNSON & JOHNSON COMstock$5,010,125
-5.9%
32,168
+0.0%
2.28%
-2.4%
CVX BuyCHEVRON CORP NEW COMstock$4,475,719
+9.0%
26,543
+1.8%
2.04%
+13.0%
ABBV SellABBVIE INC COMstock$4,474,636
+10.4%
30,019
-0.2%
2.04%
+14.5%
HUM BuyHUMANA INC COMstock$4,033,024
+11.1%
8,290
+2.1%
1.84%
+15.2%
PEP BuyPEPSICO INC COMstock$3,888,918
-8.0%
22,952
+0.5%
1.77%
-4.7%
JPM BuyJPMORGAN CHASE & CO COMstock$3,833,094
+0.2%
26,431
+0.5%
1.75%
+3.9%
AMZN SellAMAZON COM INC COMstock$3,334,538
-2.7%
26,231
-0.2%
1.52%
+0.9%
HD BuyHOME DEPOT INC COMstock$3,278,029
-2.2%
10,849
+0.5%
1.50%
+1.4%
IVW BuyISHARES S&P 500 GROWTH ETFetf$3,084,103
-2.4%
45,076
+0.6%
1.41%
+1.2%
IWP BuyISHARES RUSSELL MID-CAP GROWTH ETFetf$3,044,595
-5.2%
33,329
+0.3%
1.39%
-1.7%
SPY BuySPDR S&P 500 ETF TRUSTetf$2,882,161
+9.5%
6,742
+13.5%
1.32%
+13.6%
IWF BuyISHARES RUSSELL 1000 GROWTH ETFetf$2,873,458
-3.1%
10,803
+0.3%
1.31%
+0.5%
VTV SellVANGUARD VALUE ETFetf$2,866,465
-3.5%
20,782
-0.6%
1.31%0.0%
IWN BuyISHARES RUSSELL 2000 VALUE ETFetf$2,718,677
-2.7%
20,057
+1.1%
1.24%
+0.9%
GOOG BuyALPHABET INC CAP STK CL Cstock$2,452,701
+9.0%
18,602
+0.0%
1.12%
+13.0%
TJX  TJX COS INC NEW COMstock$2,367,674
+4.8%
26,6390.0%1.08%
+8.7%
PFE BuyPFIZER INC COMstock$2,350,060
-8.4%
70,849
+1.3%
1.07%
-5.0%
BRKB BuyBERKSHIRE HATHAWAY INC DEL CL B NEWstock$2,320,387
+2.9%
6,624
+0.2%
1.06%
+6.7%
COST  COSTCO WHSL CORP NEW COMstock$2,310,121
+4.9%
4,0890.0%1.05%
+8.9%
IWO BuyISHARES RUSSELL 2000 GROWTH ETFetf$2,282,588
-6.2%
10,183
+1.6%
1.04%
-2.7%
NOBL BuyPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf$2,211,161
-5.1%
24,971
+1.0%
1.01%
-1.6%
IWS BuyISHARES RUSSELL MID-CAP VALUE ETFetf$2,156,501
-4.6%
20,668
+0.5%
0.98%
-1.0%
BFB SellBROWN FORMAN CORP CL Bstock$2,098,449
-16.2%
36,375
-3.0%
0.96%
-13.1%
IVV BuyISHARES CORE S&P 500 ETFetf$2,084,839
-1.2%
4,855
+2.6%
0.95%
+2.5%
CAT SellCATERPILLAR INC COMstock$2,065,104
+10.7%
7,564
-0.3%
0.94%
+14.7%
ADP  AUTOMATIC DATA PROCESSING INC COMstock$2,046,373
+9.5%
8,5060.0%0.93%
+13.5%
EFA BuyISHARES MSCI EAFE ETFetf$1,923,633
-4.2%
27,911
+0.8%
0.88%
-0.7%
ABT BuyABBOTT LABS COMstock$1,918,668
-11.2%
19,811
+0.0%
0.88%
-7.9%
IWD BuyISHARES RUSSELL 1000 VALUE ETFetf$1,857,193
-3.1%
12,233
+0.8%
0.85%
+0.5%
BP BuyBP PLC SPONSORED ADRadr$1,719,020
+10.4%
44,396
+0.6%
0.78%
+14.5%
FB BuyMETA PLATFORMS INC CL Astock$1,690,388
+5.0%
5,631
+0.4%
0.77%
+8.9%
MRK BuyMERCK & CO INC COMstock$1,602,070
-10.3%
15,562
+0.5%
0.73%
-7.0%
VOE SellVANGUARD MID-CAP VALUE ETFetf$1,581,060
-5.6%
12,073
-0.3%
0.72%
-2.2%
EEM BuyISHARES MSCI EMERGING MARKETS ETFetf$1,561,634
-3.1%
41,150
+1.0%
0.71%
+0.4%
DIS BuyDISNEY WALT CO COMstock$1,550,539
-7.6%
19,131
+1.7%
0.71%
-4.3%
MCD  MCDONALDS CORP COMstock$1,537,172
-11.7%
5,8350.0%0.70%
-8.5%
INTC BuyINTEL CORP COMstock$1,524,586
+7.4%
42,886
+1.0%
0.70%
+11.4%
IJK SellISHARES S&P MID-CAP 400 GROWTH ETFetf$1,504,186
-4.1%
20,822
-0.5%
0.69%
-0.6%
GOOGL  ALPHABET INC CAP STK CL Astock$1,413,288
+9.3%
10,8000.0%0.64%
+13.4%
FHLC BuyFIDELITY MSCI HEALTH CARE INDEX ETFetf$1,389,996
-2.5%
22,945
+1.6%
0.63%
+1.1%
KO BuyCOCA COLA CO COMstock$1,343,868
-6.3%
24,006
+0.8%
0.61%
-2.9%
CRM BuySALESFORCE INC COMstock$1,280,765
-2.8%
6,316
+1.3%
0.58%
+0.7%
BAC BuyBANK AMERICA CORP COMstock$1,266,579
-3.9%
46,259
+0.7%
0.58%
-0.3%
FTEC BuyFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf$1,253,229
-4.9%
10,195
+1.0%
0.57%
-1.4%
T BuyAT&T INC COMstock$1,249,871
+1.7%
83,214
+8.0%
0.57%
+5.6%
ORCL SellORACLE CORP COMstock$1,198,908
-11.6%
11,319
-0.6%
0.55%
-8.4%
BFA  BROWN FORMAN CORP CL Astock$1,182,393
-14.6%
20,3510.0%0.54%
-11.5%
V  VISA INC COM CL Astock$1,160,630
-3.1%
5,0460.0%0.53%
+0.4%
CMCSA SellCOMCAST CORP NEW CL Astock$1,150,167
+6.5%
25,940
-0.2%
0.52%
+10.5%
FSTA BuyFIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETFetf$1,129,879
-5.4%
26,535
+0.9%
0.52%
-1.9%
CSCO BuyCISCO SYS INC COMstock$1,116,810
+5.3%
20,774
+1.3%
0.51%
+9.0%
RWR SellSPDR DOW JONES REIT ETFetf$1,114,606
-12.6%
13,439
-4.7%
0.51%
-9.4%
DUK BuyDUKE ENERGY CORP NEW COM NEWstock$1,109,785
+6.0%
12,574
+7.7%
0.51%
+9.8%
WMT BuyWALMART INC COMstock$1,107,281
+1.9%
6,924
+0.1%
0.50%
+5.6%
AMAT BuyAPPLIED MATLS INC COMstock$1,091,817
-3.0%
7,886
+1.3%
0.50%
+0.6%
QQQ BuyINVESCO QQQ TRUST SERIES Ietf$1,089,581
+6.5%
3,041
+9.7%
0.50%
+10.4%
UNP  UNION PAC CORP COMstock$1,065,392
-0.5%
5,2320.0%0.49%
+3.2%
BMY SellBRISTOL-MYERS SQUIBB CO COMstock$1,062,707
-18.4%
18,310
-10.1%
0.48%
-15.4%
F BuyFORD MTR CO DEL COMstock$1,063,005
-17.1%
85,588
+1.0%
0.48%
-14.0%
IBM BuyINTERNATIONAL BUSINESS MACHS COMstock$1,055,350
+13.3%
7,522
+8.1%
0.48%
+17.3%
REGL BuyPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFetf$998,880
-2.9%
14,967
+2.2%
0.46%
+0.7%
VZ BuyVERIZON COMMUNICATIONS INC COMstock$986,528
-6.8%
30,439
+6.9%
0.45%
-3.4%
WBA SellWALGREENS BOOTS ALLIANCE INC COMstock$971,611
-28.4%
43,688
-8.2%
0.44%
-25.8%
SLYV SellSPDR S&P 600 SMALL CAP VALUE ETFetf$951,057
-6.8%
13,142
-0.6%
0.43%
-3.3%
RTX SellRTX CORPORATION COMstock$949,359
-26.7%
13,191
-0.3%
0.43%
-24.0%
IEF BuyISHARES 7-10 YEAR TREASURY BOND ETFetf$949,637
-4.5%
10,368
+0.7%
0.43%
-1.1%
LLY  ELI LILLY & CO COMstock$945,349
+14.5%
1,7600.0%0.43%
+18.7%
TIP BuyISHARES TIPS BOND ETFetf$921,829
-1.8%
8,888
+1.8%
0.42%
+1.7%
 GENERAL ELECTRIC CO COM NEWstock$910,609
+0.6%
8,2370.0%0.42%
+4.3%
TGT BuyTARGET CORP COMstock$867,685
-14.1%
7,847
+2.5%
0.40%
-10.8%
STZ BuyCONSTELLATION BRANDS INC CL Astock$836,426
+2.8%
3,328
+0.7%
0.38%
+6.7%
UNH SellUNITEDHEALTH GROUP INC COMstock$835,443
-0.0%
1,657
-4.7%
0.38%
+3.5%
VEU BuyVANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf$833,945
-4.6%
16,078
+0.1%
0.38%
-1.0%
SHW  SHERWIN WILLIAMS CO COMstock$834,014
-3.9%
3,2700.0%0.38%
-0.5%
MA  MASTERCARD INCORPORATED CL Astock$834,182
+0.7%
2,1070.0%0.38%
+4.1%
DHR BuyDANAHER CORPORATION COMstock$826,917
+5.8%
3,333
+2.3%
0.38%
+9.6%
BA BuyBOEING CO COMstock$818,857
-7.6%
4,272
+1.8%
0.37%
-4.1%
IWR SellISHARES RUSSELL MIDCAP ETFetf$816,467
-6.6%
11,790
-1.5%
0.37%
-3.4%
PNC BuyPNC FINL SVCS GROUP INC COMstock$796,420
-2.5%
6,487
+0.0%
0.36%
+1.1%
ITW SellILLINOIS TOOL WKS INC COMstock$791,806
-23.5%
3,438
-16.9%
0.36%
-20.7%
SLYG SellSPDR S&P 600 SMALL CAP GROWTH ETFetf$737,518
-5.0%
10,066
-0.2%
0.34%
-1.5%
PM BuyPHILIP MORRIS INTL INC COMstock$726,018
-4.6%
7,842
+0.6%
0.33%
-1.2%
NFLX BuyNETFLIX INC COMstock$698,564
-12.6%
1,850
+1.9%
0.32%
-9.4%
NEE BuyNEXTERA ENERGY INC COMstock$676,438
-21.8%
11,807
+1.3%
0.31%
-18.7%
TSLA BuyTESLA INC COMstock$659,906
-4.3%
2,637
+0.1%
0.30%
-0.7%
AXP BuyAMERICAN EXPRESS CO COMstock$651,155
-14.4%
4,365
+0.0%
0.30%
-11.1%
JCI  JOHNSON CTLS INTL PLC SHSstock$623,519
-21.9%
11,7180.0%0.28%
-19.1%
CHDN  CHURCHILL DOWNS INC COMstock$612,459
-16.6%
5,2780.0%0.28%
-13.6%
MMM Sell3M CO COMstock$612,649
-10.9%
6,544
-4.7%
0.28%
-7.6%
QCOM BuyQUALCOMM INC COMstock$605,957
-6.4%
5,456
+0.4%
0.28%
-3.2%
C BuyCITIGROUP INC COM NEWstock$582,855
-7.9%
14,171
+3.1%
0.27%
-4.3%
KR  KROGER CO COMstock$579,489
-4.8%
12,9490.0%0.26%
-1.5%
CVS BuyCVS HEALTH CORP COMstock$558,930
+1.3%
8,005
+0.3%
0.26%
+4.9%
SO BuySOUTHERN CO COMstock$554,612
-7.3%
8,569
+0.6%
0.25%
-3.8%
UTG BuyREAVES UTIL INCOME FD COM SH BEN INTcef$554,312
-9.6%
22,487
+0.5%
0.25%
-6.3%
IWM BuyISHARES RUSSELL 2000 ETFetf$553,238
-5.0%
3,130
+0.7%
0.25%
-1.6%
UTF BuyCOHEN & STEERS INFRASTRUCTURE COMcef$540,961
-16.7%
27,628
+0.5%
0.25%
-13.6%
SYBT BuySTOCK YDS BANCORP INC COMstock$538,056
-10.6%
13,694
+3.2%
0.24%
-7.5%
BRKA  BERKSHIRE HATHAWAY INC DEL CL Astock$531,477
+2.6%
10.0%0.24%
+6.1%
EMR BuyEMERSON ELEC CO COMstock$520,334
+7.2%
5,388
+0.3%
0.24%
+10.7%
BLK BuyBLACKROCK INC COMstock$510,727
-0.4%
790
+6.5%
0.23%
+3.1%
NET  CLOUDFLARE INC CL A COMstock$466,496
-3.6%
7,4000.0%0.21%0.0%
EPD  ENTERPRISE PRODS PARTNERS L P COMstock$456,805
+3.9%
16,6900.0%0.21%
+7.8%
CMI BuyCUMMINS INC COMstock$456,920
-1.9%
2,000
+5.3%
0.21%
+1.5%
PSA  PUBLIC STORAGE COMreit$453,254
-9.7%
1,7200.0%0.21%
-6.3%
IVE  ISHARES S&P 500 VALUE ETFetf$453,246
-4.6%
2,9460.0%0.21%
-1.0%
GLD  SPDR GOLD SHARESetf$444,913
-3.8%
2,5950.0%0.20%
-0.5%
RPM BuyRPM INTL INC COMstock$441,815
+7.0%
4,660
+1.3%
0.20%
+11.0%
HON BuyHONEYWELL INTL INC COMstock$435,137
-9.5%
2,355
+1.6%
0.20%
-6.6%
PZZA BuyPAPA JOHNS INTL INC COMstock$429,848
-7.6%
6,301
+0.0%
0.20%
-4.4%
MO BuyALTRIA GROUP INC COMstock$425,145
-6.1%
10,110
+1.1%
0.19%
-2.5%
IDXX  IDEXX LABS INC COMstock$409,722
-12.9%
9370.0%0.19%
-9.7%
EW  EDWARDS LIFESCIENCES CORP COMstock$409,653
-26.6%
5,9130.0%0.19%
-23.7%
DG SellDOLLAR GEN CORP NEW COMstock$407,542
-39.3%
3,852
-2.5%
0.19%
-36.9%
DOV  DOVER CORP COMstock$406,811
-5.5%
2,9160.0%0.19%
-1.6%
OMC  OMNICOM GROUP INC COMstock$403,905
-21.7%
5,4230.0%0.18%
-18.9%
UPS BuyUNITED PARCEL SERVICE INC CL Bstock$391,795
-12.9%
2,514
+0.2%
0.18%
-9.6%
ALB NewALBEMARLE CORP COMstock$393,132–2,312
+100.0%
0.18%–
WAT  WATERS CORP COMstock$387,185
+2.9%
1,4120.0%0.18%
+6.6%
VCSH BuyVANGUARD SHORT-TERM CORPORATE BOND ETFetf$385,215
-0.6%
5,126
+0.1%
0.18%
+3.5%
APD  AIR PRODS & CHEMS INC COMstock$382,590
-5.4%
1,3500.0%0.18%
-1.7%
TMO SellTHERMO FISHER SCIENTIFIC INC COMstock$369,504
-20.2%
730
-17.7%
0.17%
-17.2%
FCOM SellFIDELITY MSCI COMMUNICATION SERVICES INDEX ETFetf$366,714
-3.3%
9,235
-1.9%
0.17%0.0%
USB BuyUS BANCORP DEL COM NEWstock$355,629
+0.1%
10,757
+0.1%
0.16%
+3.8%
ORLY  OREILLY AUTOMOTIVE INC COMstock$353,547
-4.9%
3890.0%0.16%
-1.2%
NVO BuyNOVO-NORDISK A S ADRadr$339,024
+12.4%
3,728
+100.0%
0.16%
+16.5%
JEPI SellJPMORGAN EQUITY PREMIUM INCOME ETFetf$324,550
-8.9%
6,060
-5.9%
0.15%
-5.7%
FCX BuyFREEPORT-MCMORAN INC CL Bstock$313,572
-2.1%
8,409
+5.0%
0.14%
+1.4%
PYPL BuyPAYPAL HLDGS INC COMstock$314,573
-4.6%
5,381
+8.9%
0.14%
-1.4%
 SHELL PLC SPON ADSadr$311,728
+6.6%
4,8420.0%0.14%
+10.1%
VIAC SellPARAMOUNT GLOBAL CLASS B COMstock$309,930
-29.1%
24,026
-12.6%
0.14%
-26.6%
IYW SellISHARES U.S. TECHNOLOGY ETFetf$297,448
-4.2%
2,835
-0.6%
0.14%
-0.7%
LOW BuyLOWES COS INC COMstock$296,914
-7.9%
1,429
+0.1%
0.14%
-4.9%
IWB BuyISHARES RUSSELL 1000 ETFetf$291,053
-2.3%
1,239
+1.4%
0.13%
+1.5%
SMDV  PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFetf$292,179
-4.3%
5,1640.0%0.13%
-0.7%
FQAL BuyFIDELITY QUALITY FACTOR ETFetf$288,360
+23.5%
5,850
+26.7%
0.13%
+28.2%
PH BuyPARKER-HANNIFIN CORP COMstock$286,833
+5.2%
736
+5.3%
0.13%
+9.2%
SYY  SYSCO CORP COMstock$277,938
-11.0%
4,2080.0%0.13%
-7.3%
MTUM  ISHARES MSCI USA MOMENTUM FACTOR ETFetf$279,008
-3.2%
1,9970.0%0.13%0.0%
IP  INTERNATIONAL PAPER CO COMstock$275,283
+11.5%
7,7610.0%0.13%
+15.6%
UL BuyUNILEVER PLC SPON ADR NEWadr$277,041
-4.4%
5,608
+0.8%
0.13%
-1.6%
PPG  PPG INDS INC COMstock$272,580
-12.5%
2,1000.0%0.12%
-9.5%
USMV BuyISHARES MSCI USA MIN VOL FACTOR ETFetf$271,366
+1.6%
3,749
+4.3%
0.12%
+5.1%
OTTR NewOTTER TAIL CORP COMstock$265,037–3,491
+100.0%
0.12%–
FXZ SellFIRST TRUST MATERIALS ALPHADEX FUNDetf$264,058
-1.8%
4,189
-0.0%
0.12%
+1.7%
IJT BuyISHARES S&P SMALL-CAP 600 GROWTH ETFetf$255,953
+3.1%
2,334
+8.0%
0.12%
+7.3%
GILD  GILEAD SCIENCES INC COMstock$255,545
-2.8%
3,4100.0%0.12%
+0.9%
DAR  DARLING INGREDIENTS INC COMstock$251,969
-18.2%
4,8270.0%0.12%
-14.8%
MOO SellVANECK AGRIBUSINESS ETFetf$252,527
-3.9%
3,209
-0.2%
0.12%
-0.9%
DOW  DOW INC COMstock$251,767
-3.2%
4,8830.0%0.12%
+0.9%
CINF  CINCINNATI FINL CORP COMstock$244,418
+5.1%
2,3890.0%0.11%
+8.8%
ADBE  ADOBE INC COMstock$242,203
+4.3%
4750.0%0.11%
+7.8%
BR  BROADRIDGE FINL SOLUTIONS INC COMstock$242,076
+8.1%
1,3520.0%0.11%
+11.1%
WFC SellWELLS FARGO CO NEW COMstock$239,521
-5.0%
5,862
-0.7%
0.11%
-1.8%
PEAK SellHEALTHPEAK PROPERTIES INC COMreit$236,901
-11.6%
12,903
-3.2%
0.11%
-8.5%
HASI BuyHANNON ARMSTRONG SUST INFR CAP COMreit$235,423
-14.2%
11,105
+1.2%
0.11%
-11.6%
AMKR BuyAMKOR TECHNOLOGY INC COMstock$230,520
-15.8%
10,200
+10.9%
0.10%
-12.5%
YUM  YUM BRANDS INC COMstock$229,262
-9.8%
1,8350.0%0.10%
-6.2%
NOC SellNORTHROP GRUMMAN CORP COMstock$228,038
-34.2%
518
-31.8%
0.10%
-31.6%
KMI BuyKINDER MORGAN INC DEL COMstock$226,062
+2.1%
13,635
+6.1%
0.10%
+6.2%
FDVV BuyFIDELITY HIGH DIVIDEND ETFetf$221,622
-2.7%
5,743
+0.2%
0.10%
+1.0%
GGG  GRACO INC COMstock$218,640
-15.6%
3,0000.0%0.10%
-12.3%
OGN BuyORGANON & CO COMMON STOCKstock$219,468
-13.1%
12,642
+4.1%
0.10%
-9.9%
DKS  DICKS SPORTING GOODS INC COMstock$217,160
-17.9%
2,0000.0%0.10%
-14.7%
VWO  VANGUARD FTSE EMERGING MARKETS ETFetf$218,125
-3.6%
5,5630.0%0.10%
-1.0%
IJJ NewISHARES S&P MID-CAP 400 VALUE ETFetf$207,521–2,056
+100.0%
0.10%–
CSX BuyCSX CORP COMstock$203,431
-9.8%
6,616
+0.1%
0.09%
-6.1%
IYF  ISHARES U.S. FINANCIALS ETFetf$201,403
+0.2%
2,6940.0%0.09%
+4.5%
XLK SellTECHNOLOGY SELECT SECTOR SPDR FUNDetf$202,001
-11.1%
1,232
-5.7%
0.09%
-8.0%
TAST  CARROLS RESTAURANT GROUP INC COMstock$73,058
+30.8%
11,0860.0%0.03%
+32.0%
DNMR  DANIMER SCIENTIFIC INC COM CL Astock$61,479
-13.0%
29,7000.0%0.03%
-9.7%
LUMN  LUMEN TECHNOLOGIES INC COMstock$61,232
-37.2%
43,1210.0%0.03%
-34.9%
NewMYMD PHARMACEUTICALS INC COMstock$25,752–43,500
+100.0%
0.01%–
MDLZ ExitMONDELEZ INTL INC CL Astock$0–-2,765
-100.0%
-0.09%–
ASML ExitASML HOLDING N V N Y REGISTRY SHSadr$0–-301
-100.0%
-0.10%–
NSC ExitNORFOLK SOUTHN CORP COMstock$0–-976
-100.0%
-0.10%–
FITB ExitFIFTH THIRD BANCORP COMstock$0–-8,567
-100.0%
-0.10%–
KLIC ExitKULICKE & SOFFA INDS INC COMstock$0–-4,000
-100.0%
-0.10%–
GS ExitGOLDMAN SACHS GROUP INC COMstock$0–-849
-100.0%
-0.12%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-10-17
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
BROWN FORMAN CORP CL A42Q3 202361.3%
BROWN FORMAN CORP CL B42Q3 202323.7%
APPLE INC COM42Q3 20236.4%
JOHNSON & JOHNSON COM42Q3 20233.9%
PROCTER & GAMBLE CO COM42Q3 20232.9%
EXXON MOBIL CORPORATION42Q3 20233.2%
MICROSOFT CORP COM42Q3 20233.4%
PEPSICO INC COM42Q3 20232.4%
CHEVRON CORP NEW COM42Q3 20232.4%
HUMANA INC COM42Q3 20233.3%

View Atlas Brown,Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-08
13F-HR2024-01-18
13F-HR2023-10-17
13F-HR2023-07-18
13F-HR2023-04-21
13F-HR2023-01-05
13F-HR2022-10-06
13F-HR2022-07-15
13F-HR2022-04-14
13F-HR2022-01-18

View Atlas Brown,Inc.'s complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (219237340.0 != 219237335.0)

Export Atlas Brown,Inc.'s holdings

CSVXLS