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Atlas Brown,Inc.13F | |
Atlas Brown,Inc. | |
Last update 2025-07-08 | 222 Stocks (11 new) |
Value $311.00 Mil | Turnover 2 % |
Atlas Brown,Inc. Top Holdings of 2025-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 154,959 | 24,481.9 | +1.44% | 7.860 | +0.11% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
AAPL | Apple Inc | 75,533 | 15,497.2 | -0.62% | 4.980 | -0.04% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
MSFT | Microsoft Corp | 23,947 | 11,911.4 | +0.84% | 3.820 | +0.03% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
VTI | Vanguard Total Stock Market ETF | 33,576 | 10,204.7 | -0.53% | 3.280 | -0.02% | 0.000 | +18.95% | +8.50% | 478,431.4 | ||
JPM | JPMorgan Chase & Co | 25,034 | 7,257.6 | +0.58% | 2.330 | +0.01% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
AMZN | Amazon.com Inc | 27,972 | 6,136.7 | -0.17% | 1.970 | 0% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
ABBV | AbbVie Inc | 30,494 | 5,660.2 | +0.22% | 1.820 | 0% | 0.000 | +8.55% | +10.19% | 336,588.1 | Drug Manufacturers | |
SPY | SPDR S&P 500 ETF Trust | 8,856 | 5,471.8 | +0.52% | 1.760 | +0.01% | 0.000 | +18.80% | +8.86% | 654,366.5 | ||
JNJ | Johnson & Johnson | 34,544 | 5,276.6 | -0.50% | 1.690 | -0.01% | 0.000 | +9.76% | +18.87% | 406,867.0 | Drug Manufacturers | |
PG | Procter & Gamble Co | 32,487 | 5,175.8 | +0.20% | 1.660 | 0% | 0.000 | -3.84% | -3.77% | 371,094.1 | Consumer Packaged Goods |
Atlas Brown,Inc.'s Historical Top Holdings Breakdowns
Atlas Brown,Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-06-30 | Add Add | +0.15% | 77.94 ($78.77) 79.5 | $79.29 | 0.66% | Add 84.63% | 12,389 | 5,679 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +0.11% | 94.31 ($125.57) 157.99 | $170.78 | 36.00% | Add 1.44% | 154,959 | 2,193 | |
IYH | iShares U.S. Healthcare ETF | 2025-06-30 | New Buy New Buy | +0.07% | 53.97 ($56.47) 60.89 | $57.26 | 1.40% | New holding | 3,593 | 3,593 | |
XLF | Financial Select Sector SPDR | 2025-06-30 | New Buy New Buy | +0.07% | 43.92 ($49.5) 52.37 | $53.10 | 7.27% | New holding | 3,964 | 3,964 | |
UBER | Uber Technologies Inc | 2025-06-30 | New Buy New Buy | +0.07% | 64.62 ($82.17) 93.3 | $89.94 | 9.46% | New holding | 2,195 | 2,195 | |
GDX | VanEck Gold Miners ETF | 2025-06-30 | New Buy New Buy | +0.07% | 41.45 ($49.57) 54.46 | $53.84 | 8.61% | New holding | 4,000 | 4,000 | |
AVDE | Avantis International Equity ETF | 2025-06-30 | New Buy New Buy | +0.07% | 59.32 ($69.87) 74.36 | $76.20 | 9.06% | New holding | 3,106 | 3,106 | |
FRME | First Merchants Corp | 2025-06-30 | Add Add | +0.07% | 34.13 ($37.07) 40.44 | $41.25 | 11.28% | Add 96.55% | 12,589 | 6,184 | |
EFV | iShares MSCI EAFE Value ETF | 2025-06-30 | New Buy New Buy | +0.07% | 52.4 ($61.15) 64.65 | $65.87 | 7.72% | New holding | 3,263 | 3,263 | |
SAP | SAP SE | 2025-06-30 | New Buy New Buy | +0.07% | 237.53 ($286.28) 309.8 | $290.63 | 1.52% | New holding | 698 | 698 |
Atlas Brown,Inc. Total Holding History ($B)
Atlas Brown,Inc.'s Asset Allocation
Atlas Brown,Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Atlas Brown,Inc.'s Hypothetical Growth since 2025-06-30
Atlas Brown,Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Atlas Brown,Inc.'s Holdings Heat Map
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Atlas Brown,Inc.'s Holdings Bubble Chart
Atlas Brown,Inc. News
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