$140 Million is the total value of Atlas Brown,Inc.'s 146 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 6.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PZZA | Sell | PAPA JOHNS INTL INC COMstock | $4,819,000 | -20.9% | 92,045 | -32.4% | 3.44% | -18.2% |
| PG | Sell | PROCTER & GAMBLE CO COMstock | $4,060,000 | +9.4% | 32,645 | -3.5% | 2.90% | +13.1% |
| AAPL | Sell | APPLE INC COMstock | $3,898,000 | +5.0% | 17,404 | -7.2% | 2.78% | +8.5% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $3,811,000 | -10.6% | 29,459 | -3.7% | 2.72% | -7.6% |
| HUM | Sell | HUMANA INC COMstock | $3,366,000 | -22.5% | 13,165 | -19.6% | 2.40% | -20.0% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $3,175,000 | +1.1% | 21,027 | +0.5% | 2.27% | +4.5% |
| PEP | Sell | PEPSICO INC COMstock | $2,998,000 | -0.2% | 21,867 | -4.6% | 2.14% | +3.1% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $2,983,000 | -9.5% | 42,244 | -1.8% | 2.13% | -6.5% |
| VTV | Sell | VANGUARD VALUE INDEX FUNDetf | $2,943,000 | -0.8% | 26,366 | -1.5% | 2.10% | +2.4% |
| IVW | Sell | ISHARES S&P 500 GROWTH ETFetf | $2,883,000 | -0.3% | 16,012 | -0.7% | 2.06% | +3.1% |
| MSFT | Sell | MICROSOFT CORP COMstock | $2,779,000 | -6.4% | 19,986 | -9.9% | 1.98% | -3.3% |
| CVX | Sell | CHEVRON CORP NEW COMstock | $2,754,000 | -8.9% | 23,219 | -4.4% | 1.97% | -5.8% |
| JPM | Sell | JPMORGAN CHASE & CO COMstock | $2,345,000 | -1.6% | 19,940 | -6.5% | 1.67% | +1.6% |
| BFB | Sell | BROWN FORMAN CORP CL Bstock | $2,187,000 | +12.7% | 34,843 | -0.4% | 1.56% | +16.6% |
| DIS | Sell | DISNEY WALT CO COM DISNEYstock | $2,167,000 | -7.9% | 16,626 | -1.3% | 1.55% | -4.8% |
| IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $2,131,000 | -1.2% | 16,616 | -2.0% | 1.52% | +2.1% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $2,130,000 | -2.0% | 13,346 | -3.4% | 1.52% | +1.3% |
| VOE | Sell | VANGUARD MID-CAP VALUE INDEX FUNDetf | $1,976,000 | +0.4% | 17,489 | -1.1% | 1.41% | +3.7% |
| INTC | Sell | INTEL CORP COMstock | $1,894,000 | -0.3% | 36,750 | -7.4% | 1.35% | +3.0% |
| ABBV | Sell | ABBVIE INC COMstock | $1,885,000 | -1.7% | 24,898 | -5.6% | 1.35% | +1.6% |
| NOBL | Buy | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $1,872,000 | +4.3% | 26,146 | +1.1% | 1.34% | +7.8% |
| RWR | Sell | SPDR DOW JONES REIT ETFetf | $1,787,000 | +4.2% | 17,087 | -1.5% | 1.28% | +7.7% |
| IWN | Sell | ISHARES RUSSELL 2000 VALUE ETFetf | $1,783,000 | -1.6% | 14,931 | -0.7% | 1.27% | +1.7% |
| IWP | Sell | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $1,688,000 | -3.7% | 11,939 | -2.9% | 1.20% | -0.5% |
| HD | Sell | HOME DEPOT INC COMstock | $1,668,000 | +9.0% | 7,188 | -2.3% | 1.19% | +12.7% |
| PFE | Sell | PFIZER INC COMstock | $1,665,000 | -19.8% | 46,327 | -3.3% | 1.19% | -17.1% |
| IJK | Sell | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $1,643,000 | -1.6% | 7,340 | -0.6% | 1.17% | +1.6% |
| ABT | Sell | ABBOTT LABS COMstock | $1,571,000 | -9.8% | 18,779 | -9.3% | 1.12% | -6.8% |
| T | Sell | AT&T INC COMstock | $1,524,000 | +6.3% | 40,264 | -5.9% | 1.09% | +9.8% |
| TJX | Sell | TJX COS INC NEW COMstock | $1,507,000 | +3.6% | 27,037 | -1.7% | 1.08% | +7.1% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $1,497,000 | +1.7% | 5,015 | +0.4% | 1.07% | +5.1% |
| MCD | Sell | MCDONALDS CORP COMstock | $1,450,000 | +3.3% | 6,752 | -0.1% | 1.04% | +6.7% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $1,415,000 | -4.5% | 8,766 | -2.2% | 1.01% | -1.4% |
| AMZN | Sell | AMAZON COM INC COMstock | $1,397,000 | -10.4% | 805 | -2.3% | 1.00% | -7.4% |
| IWS | Sell | ISHARES RUSSELL MID-CAP VALUE ETFetf | $1,371,000 | -0.5% | 15,282 | -1.1% | 0.98% | +2.8% |
| BP | Buy | BP PLC SPONSORED ADRadr | $1,337,000 | -8.2% | 35,193 | +0.8% | 0.96% | -5.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $1,321,000 | -9.6% | 6,349 | -7.4% | 0.94% | -6.6% |
| KO | Sell | COCA COLA CO COMstock | $1,304,000 | +6.3% | 23,952 | -0.6% | 0.93% | +9.8% |
| IWO | Sell | ISHARES RUSSELL 2000 GROWTH ETFetf | $1,300,000 | -11.4% | 6,747 | -7.6% | 0.93% | -8.5% |
| BFA | Sell | BROWN FORMAN CORP CL Astock | $1,216,000 | +5.9% | 20,351 | -2.5% | 0.87% | +9.5% |
| EFA | Sell | ISHARES MSCI EAFE ETFetf | $1,213,000 | -11.1% | 18,602 | -10.4% | 0.87% | -8.2% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC COMstock | $1,205,000 | +0.9% | 21,791 | -0.3% | 0.86% | +4.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $1,134,000 | +0.9% | 7,795 | -4.3% | 0.81% | +4.2% |
| MMM | Buy | 3M CO COMstock | $1,044,000 | -4.5% | 6,353 | +0.8% | 0.74% | -1.3% |
| MRK | Sell | MERCK & CO INC COMstock | $1,030,000 | -11.1% | 12,237 | -11.5% | 0.74% | -8.2% |
| SLYV | Sell | SPDR S&P 600 SMALL CAP VALUE ETFetf | $1,018,000 | -0.4% | 16,613 | -1.4% | 0.73% | +3.0% |
| TIP | Sell | ISHARES TIPS BOND ETFetf | $947,000 | -0.5% | 8,146 | -1.2% | 0.68% | +2.7% |
| COST | COSTCO WHSL CORP NEW COMstock | $946,000 | +9.1% | 3,282 | 0.0% | 0.68% | +12.7% | |
| REGL | Buy | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFetf | $938,000 | +3.5% | 16,145 | +4.0% | 0.67% | +7.0% |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $913,000 | +6.2% | 20,247 | -0.5% | 0.65% | +9.8% |
| CAT | Sell | CATERPILLAR INC DEL COMstock | $882,000 | -9.2% | 6,983 | -2.0% | 0.63% | -6.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $867,000 | +6.6% | 14,359 | +0.9% | 0.62% | +10.1% |
| IWR | ISHARES RUSSELL MID-CAP ETFetf | $860,000 | +0.1% | 15,375 | 0.0% | 0.61% | +3.4% | |
| FHLC | Buy | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $835,000 | -0.5% | 19,248 | +3.3% | 0.60% | +2.8% |
| NVDA | Buy | NVIDIA CORP COMstock | $814,000 | +14.6% | 4,675 | +8.1% | 0.58% | +18.3% |
| CSCO | CISCO SYS INC COMstock | $798,000 | -9.7% | 16,157 | 0.0% | 0.57% | -6.7% | |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $789,000 | -2.1% | 8,228 | -9.9% | 0.56% | +1.1% |
| PNC | Sell | PNC FINL SVCS GROUP INC COMstock | $763,000 | -1.4% | 5,441 | -3.5% | 0.54% | +1.9% |
| WMT | Buy | WALMART INC COMstock | $753,000 | +8.2% | 6,342 | +0.7% | 0.54% | +11.9% |
| NEE | NEXTERA ENERGY INC COMstock | $740,000 | +13.8% | 3,174 | 0.0% | 0.53% | +17.6% | |
| BA | Buy | BOEING CO COMstock | $735,000 | +12.6% | 1,933 | +7.8% | 0.52% | +16.4% |
| FSTA | Buy | FIDELITY MSCI CONSUMER STAPLES INDEX ETFetf | $735,000 | +11.9% | 20,064 | +6.2% | 0.52% | +15.6% |
| FB | Sell | FACEBOOK INC CL Astock | $728,000 | -14.4% | 4,090 | -7.1% | 0.52% | -11.4% |
| ITW | ILLINOIS TOOL WKS INC COMstock | $698,000 | +3.7% | 4,463 | 0.0% | 0.50% | +7.1% | |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $690,000 | -5.5% | 16,892 | -0.7% | 0.49% | -2.2% |
| TGT | Buy | TARGET CORP COMstock | $687,000 | +30.9% | 6,426 | +6.0% | 0.49% | +35.3% |
| STZ | CONSTELLATION BRANDS INC CL Astock | $684,000 | +5.2% | 3,300 | 0.0% | 0.49% | +8.7% | |
| SLYG | Sell | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $682,000 | -3.1% | 11,439 | -1.0% | 0.49% | +0.2% |
| GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $674,000 | +6.5% | 553 | -5.6% | 0.48% | +10.1% |
| IEF | Buy | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $648,000 | -29.9% | 8,427 | +0.3% | 0.46% | -27.4% |
| ORCL | Buy | ORACLE CORP COMstock | $621,000 | +0.3% | 11,285 | +3.9% | 0.44% | +3.5% |
| USB | Sell | US BANCORP DEL COM NEWstock | $591,000 | +4.6% | 10,681 | -0.9% | 0.42% | +8.2% |
| SBUX | Buy | STARBUCKS CORP COMstock | $581,000 | +5.6% | 6,571 | +0.2% | 0.42% | +9.2% |
| RTN | Buy | RAYTHEON CO COM NEWstock | $580,000 | +15.8% | 2,954 | +2.5% | 0.41% | +19.7% |
| SYBT | Buy | STOCK YDS BANCORP INC COMstock | $578,000 | +2.1% | 15,767 | +0.7% | 0.41% | +5.6% |
| SO | Buy | SOUTHERN CO COMstock | $573,000 | +13.5% | 9,271 | +1.5% | 0.41% | +17.2% |
| UNP | UNION PACIFIC CORP COMstock | $571,000 | -4.2% | 3,523 | 0.0% | 0.41% | -1.0% | |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $552,000 | +15.2% | 10,936 | +8.1% | 0.39% | +19.0% |
| WAT | WATERS CORP COMstock | $518,000 | +3.8% | 2,319 | 0.0% | 0.37% | +7.2% | |
| FRME | FIRST MERCHANTS CORP COMstock | $503,000 | -0.6% | 13,357 | 0.0% | 0.36% | +2.6% | |
| BMY | Buy | BRISTOL MYERS SQUIBB CO COMstock | $500,000 | +21.7% | 9,868 | +8.9% | 0.36% | +25.7% |
| GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $479,000 | +10.6% | 392 | -2.0% | 0.34% | +14.4% |
| MA | Buy | MASTERCARD INC CL Astock | $478,000 | +8.9% | 1,760 | +6.0% | 0.34% | +12.5% |
| CRM | SALESFORCE COM INC COMstock | $474,000 | -2.3% | 3,194 | 0.0% | 0.34% | +0.9% | |
| VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $471,000 | -0.2% | 5,805 | -0.7% | 0.34% | +3.1% |
| VIAB | Sell | VIACOM INC NEW CL Bstock | $467,000 | -20.7% | 19,437 | -1.4% | 0.33% | -18.2% |
| GE | Sell | GENERAL ELECTRIC CO COMstock | $467,000 | -18.6% | 52,198 | -4.6% | 0.33% | -16.1% |
| RDSA | Sell | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $465,000 | -11.1% | 7,903 | -1.7% | 0.33% | -8.0% |
| MTUM | Buy | ISHARES EDGE MSCI USA MOMENTUM FACTOR ETFetf | $455,000 | +4.4% | 3,813 | +3.6% | 0.32% | +8.0% |
| IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $447,000 | +3.7% | 3,751 | +1.5% | 0.32% | +7.0% |
| V | VISA INC COM CL Astock | $442,000 | -0.9% | 2,567 | 0.0% | 0.32% | +2.6% | |
| VEU | Buy | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $442,000 | -1.3% | 8,854 | +0.8% | 0.32% | +1.9% |
| DOV | Sell | DOVER CORP COMstock | $441,000 | -2.9% | 4,430 | -2.2% | 0.32% | +0.3% |
| EW | EDWARDS LIFESCIENCES CORP COMstock | $440,000 | +19.2% | 2,000 | 0.0% | 0.31% | +23.1% | |
| PM | Sell | PHILIP MORRIS INTL INC COMstock | $434,000 | -13.9% | 5,721 | -10.9% | 0.31% | -10.9% |
| OMC | Sell | OMNICOM GROUP INC COMstock | $424,000 | -6.2% | 5,420 | -1.8% | 0.30% | -2.9% |
| QCOM | Buy | QUALCOMM INC COMstock | $416,000 | +1.7% | 5,455 | +1.4% | 0.30% | +4.9% |
| CELG | Sell | CELGENE CORP COMstock | $413,000 | +2.7% | 4,155 | -4.4% | 0.30% | +6.1% |
| UTX | UNITED TECHNOLOGIES CORP COMstock | $402,000 | +5.0% | 2,941 | 0.0% | 0.29% | +8.3% | |
| JCI | Sell | JOHNSON CTLS INTL PLC SHSstock | $392,000 | -0.5% | 8,930 | -6.4% | 0.28% | +2.9% |
| BAC | Sell | BANK AMER CORP COMstock | $387,000 | -3.0% | 13,268 | -3.7% | 0.28% | 0.0% |
| FTEC | Buy | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $373,000 | +7.8% | 5,843 | +5.2% | 0.27% | +11.3% |
| UN | Sell | UNILEVER N V N Y SHS NEWadr | $372,000 | -3.4% | 6,200 | -2.1% | 0.27% | 0.0% |
| HCP | Buy | HCP INC COMreit | $373,000 | +14.1% | 10,469 | +2.5% | 0.27% | +17.7% |
| SPY | Buy | SPDR S&P 500 ETFetf | $357,000 | +2.0% | 1,203 | +0.7% | 0.26% | +5.4% |
| IJJ | Buy | ISHARES S&P MID-CAP 400 VALUE ETFetf | $355,000 | +1.4% | 2,220 | +1.1% | 0.25% | +4.5% |
| CINF | CINCINNATI FINL CORP COMstock | $348,000 | +12.6% | 2,981 | 0.0% | 0.25% | +15.9% | |
| CVS | Buy | CVS HEALTH CORP COMstock | $340,000 | +21.9% | 5,387 | +5.3% | 0.24% | +25.9% |
| APD | Sell | AIR PRODS & CHEMS INC COMstock | $338,000 | -7.9% | 1,521 | -6.2% | 0.24% | -5.1% |
| AXP | AMERICAN EXPRESS CO COMstock | $337,000 | -4.3% | 2,852 | 0.0% | 0.24% | -0.8% | |
| AMAT | APPLIED MATLS INC COMstock | $319,000 | +11.1% | 6,399 | 0.0% | 0.23% | +15.2% | |
| DG | DOLLAR GEN CORP NEW COMstock | $316,000 | +16.2% | 2,010 | 0.0% | 0.23% | +20.2% | |
| HASI | Buy | HANNON ARMSTRONG SUST INFR CAP COMreit | $315,000 | +6.1% | 10,821 | +2.8% | 0.22% | +9.8% |
| SHW | SHERWIN WILLIAMS CO COMstock | $312,000 | +23.8% | 550 | 0.0% | 0.22% | +28.2% | |
| IYW | Sell | ISHARES U.S. TECHNOLOGY ETFetf | $309,000 | +0.7% | 1,515 | -2.3% | 0.22% | +4.2% |
| PPG | Sell | PPG INDS INC COMstock | $296,000 | -2.3% | 2,500 | -3.8% | 0.21% | +1.0% |
| IYF | ISHARES U.S. FINANCIALS ETFetf | $290,000 | +2.5% | 2,254 | 0.0% | 0.21% | +5.6% | |
| IDXX | IDEXX LABS INC COMstock | $288,000 | -1.4% | 1,060 | 0.0% | 0.21% | +2.0% | |
| IJS | Buy | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $288,000 | +2.1% | 1,916 | +1.0% | 0.21% | +5.6% |
| LLY | LILLY ELI & CO COMstock | $287,000 | +0.7% | 2,570 | 0.0% | 0.20% | +4.1% | |
| QQQ | Buy | INVESCO QQQ TRUSTetf | $278,000 | +2.6% | 1,470 | +1.4% | 0.20% | +6.4% |
| HON | Buy | HONEYWELL INTL INC COMstock | $276,000 | -1.4% | 1,630 | +1.7% | 0.20% | +2.1% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $269,000 | -2.5% | 1,778 | +0.1% | 0.19% | +0.5% |
| MO | Buy | ALTRIA GROUP INC COMstock | $266,000 | -12.8% | 6,495 | +0.8% | 0.19% | -10.0% |
| VCLT | Buy | VANGUARD LONG-TERM CORPORATE BOND ETFetf | $263,000 | +5.2% | 2,597 | +0.7% | 0.19% | +8.7% |
| BLK | Buy | BLACKROCK INC COMstock | $261,000 | +0.4% | 586 | +5.8% | 0.19% | +3.3% |
| GLD | SPDR GOLD SHARESetf | $244,000 | +4.3% | 1,755 | 0.0% | 0.17% | +7.4% | |
| EMR | Buy | EMERSON ELEC CO COMstock | $234,000 | -15.5% | 4,246 | +2.1% | 0.17% | -12.6% |
| PSA | PUBLIC STORAGE COMreit | $233,000 | +3.1% | 950 | 0.0% | 0.17% | +6.4% | |
| MOO | Buy | VANECK VECTORS AGRIBUSINESS ETFetf | $233,000 | -0.9% | 3,536 | +0.6% | 0.17% | +2.5% |
| AGN | Sell | ALLERGAN PLC SHSstock | $231,000 | -2.5% | 1,372 | -3.0% | 0.16% | +0.6% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $230,000 | -1.7% | 5,610 | +0.1% | 0.16% | +1.2% |
| MDY | SPDR S&P MIDCAP 400 ETFetf | $229,000 | -0.4% | 649 | 0.0% | 0.16% | +3.1% | |
| CMI | Buy | CUMMINS INC COMstock | $228,000 | +2.2% | 1,400 | +7.7% | 0.16% | +5.8% |
| NFLX | New | NETFLIX INC COMstock | $228,000 | – | 853 | +100.0% | 0.16% | – |
| COP | CONOCOPHILLIPS COMstock | $222,000 | -6.7% | 3,894 | 0.0% | 0.16% | -3.0% | |
| GNTX | New | GENTEX CORP COMstock | $220,000 | – | 8,007 | +100.0% | 0.16% | – |
| CHDN | CHURCHILL DOWNS INC COMstock | $219,000 | +7.4% | 1,775 | 0.0% | 0.16% | +10.6% | |
| UPS | New | UNITED PARCEL SERVICE INC CL Bstock | $219,000 | – | 1,827 | +100.0% | 0.16% | – |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $215,000 | +0.5% | 7,369 | 0.0% | 0.15% | +4.1% | |
| PGX | Sell | INVESCO PREFERRED ETFetf | $216,000 | -8.1% | 14,374 | -10.5% | 0.15% | -4.9% |
| IYJ | ISHARES U.S. INDUSTRIALS ETFetf | $212,000 | +0.5% | 1,335 | 0.0% | 0.15% | +3.4% | |
| GILD | Sell | GILEAD SCIENCES INC COMstock | $207,000 | -13.0% | 3,272 | -7.2% | 0.15% | -9.8% |
| IJT | Buy | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $200,000 | -1.0% | 1,122 | +1.5% | 0.14% | +2.1% |
| ING | ING GROEP N V SPONSORED ADRadr | $157,000 | -9.8% | 15,000 | 0.0% | 0.11% | -6.7% | |
| HSY | Sell | HERSHEY CO COMstock | $93,000 | +6.9% | 602 | -7.2% | 0.07% | +10.0% |
| HYD | Exit | VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETFetf | $0 | – | -3,159 | -100.0% | -0.14% | – |
| PXI | Exit | INVESCO DWA ENERGY MOMENTUM ETFetf | $0 | – | -7,486 | -100.0% | -0.15% | – |
| DD | Exit | DUPONT DE NEMOURS INC COMstock | $0 | – | -3,245 | -100.0% | -0.17% | – |
| SLB | Exit | SCHLUMBERGER LTD COMstock | $0 | – | -6,303 | -100.0% | -0.17% | – |
| SYY | Exit | SYSCO CORP COMstock | $0 | – | -3,922 | -100.0% | -0.19% | – |
| PAYX | Exit | PAYCHEX INC COMstock | $0 | – | -3,453 | -100.0% | -0.20% | – |
| BBH | Exit | VANECK VECTORS BIOTECH ETFetf | $0 | – | -2,796 | -100.0% | -0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BROWN FORMAN CORP CL A | 42 | Q3 2023 | 61.3% |
| BROWN FORMAN CORP CL B | 42 | Q3 2023 | 23.7% |
| APPLE INC COM | 42 | Q3 2023 | 6.4% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 3.9% |
| PROCTER & GAMBLE CO COM | 42 | Q3 2023 | 2.9% |
| EXXON MOBIL CORPORATION | 42 | Q3 2023 | 3.2% |
| MICROSOFT CORP COM | 42 | Q3 2023 | 3.4% |
| PEPSICO INC COM | 42 | Q3 2023 | 2.4% |
| CHEVRON CORP NEW COM | 42 | Q3 2023 | 2.4% |
| HUMANA INC COM | 42 | Q3 2023 | 3.3% |
View Atlas Brown,Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-08 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-05 |
| 13F-HR | 2022-10-06 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-18 |
View Atlas Brown,Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.