Atlas Brown,Inc. Portfolio Holdings by Sector
Atlas Brown,Inc.
- $281 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY IVV IWP IWF IWN IWO IVW IWS 61 stocks |
$65,433
23.3% of portfolio
|
23
|
32
|
4
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA INTC QCOM SITM TSM AVGO AMD AMKR 8 stocks |
$19,274
6.86% of portfolio
|
6
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ PFE LLY MRK BMY OGN GILD 8 stocks |
$19,157
6.82% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$16,883
6.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL NET PLTR 4 stocks |
$11,884
4.23% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX BP SHEL 4 stocks |
$11,022
3.93% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI RWR IYC 3 stocks |
$10,645
3.79% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C 4 stocks |
$8,565
3.05% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$8,540
3.04% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT DG 4 stocks |
$7,104
2.53% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE CMI ITW PH DOV EMR GGG ETN 8 stocks |
$6,555
2.33% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL CL 3 stocks |
$6,082
2.17% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$5,330
1.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$5,063
1.8% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$4,810
1.71% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP PYPL 4 stocks |
$4,695
1.67% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$4,336
1.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX PARA 3 stocks |
$4,231
1.51% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ CMCSA LUMN 4 stocks |
$4,042
1.44% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$3,450
1.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT EW MDT 3 stocks |
$3,428
1.22% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX PZZA YUM 4 stocks |
$3,199
1.14% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA NOC 3 stocks |
$2,892
1.03% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK NEE SO 3 stocks |
$2,863
1.02% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
HUM UNH CVS 3 stocks |
$2,621
0.93% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$2,609
0.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC USB SYBT FRME FITB 5 stocks |
$2,355
0.84% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW RPM APD PPG 4 stocks |
$2,282
0.81% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM INTU 2 stocks |
$2,131
0.76% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM BR 2 stocks |
$2,071
0.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO UI 2 stocks |
$1,802
0.64% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR WAT IDXX TMO 4 stocks |
$1,780
0.63% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,774
0.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$1,740
0.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML AXTI 3 stocks |
$1,637
0.58% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
UTG UTF BX 3 stocks |
$1,540
0.55% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY DKS 2 stocks |
$1,415
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,380
0.49% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$1,364
0.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$1,203
0.43% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CINF RLI 3 stocks |
$1,117
0.4% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$1,047
0.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI 1 stocks |
$943
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$879
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD KMI 2 stocks |
$746
0.27% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST GWW 2 stocks |
$681
0.24% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$651
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$638
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Gambling | Consumer Cyclical
CHDN 1 stocks |
$586
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$561
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$510
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$453
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$426
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$357
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$289
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
OTTR 1 stocks |
$281
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$261
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$258
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
PEAK 1 stocks |
$256
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$242
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$209
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$202
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|