HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NVIDIA CORPORATION COM |
17,436 | -1,198 | $15,754 |
| NVDA | 17,436 | -1,198 | $15,754 |
| APPLE INC COM |
78,014 | +2,762 | $13,378 |
| AAPL | 78,014 | +2,762 | $13,378 |
| MICROSOFT CORP COM |
23,879 | +1,184 | $10,047 |
| MSFT | 23,879 | +1,184 | $10,047 |
| VANGUARD TOTAL STOCK MARKET ETF (VTI) |
35,158 | +3,388 | $9,137 |
| VTI | 35,158 | +3,388 | $9,137 |
| ABBVIE INC COM |
31,107 | +1,086 | $5,665 |
| ABBV | 31,107 | +1,086 | $5,665 |
| JOHNSON & JOHNSON COM |
34,599 | +2,448 | $5,473 |
| JNJ | 34,599 | +2,448 | $5,473 |
| PROCTER AND GAMBLE CO COM |
33,375 | -889 | $5,415 |
| PG | 33,375 | -889 | $5,415 |
| EXXON MOBIL CORP COM |
45,717 | +2,632 | $5,314 |
| XOM | 45,717 | +2,632 | $5,314 |
| JPMORGAN CHASE & CO COM |
26,423 | -149 | $5,292 |
| JPM | 26,423 | -149 | $5,292 |
| AMAZON COM INC COM |
26,685 | +558 | $4,814 |
| AMZN | 26,685 | +558 | $4,814 |
| HOME DEPOT INC COM |
11,748 | +853 | $4,507 |
| HD | 11,748 | +853 | $4,507 |
| SPDR S&P 500 ETF TRUST (SPY) |
8,438 | +435 | $4,414 |
| SPY | 8,438 | +435 | $4,414 |
| PEPSICO INC COM |
25,193 | +2,030 | $4,409 |
| PEP | 25,193 | +2,030 | $4,409 |
| CHEVRON CORP NEW COM |
25,579 | -126 | $4,035 |
| CVX | 25,579 | -126 | $4,035 |
| ISHARES RUSSELL MID CAP GROWTH ETF (IWP) |
33,131 | -191 | $3,782 |
| IWP | 33,131 | -191 | $3,782 |
| ISHARES S&P 500 GROWTH ETF (IVW) |
43,326 | -1,690 | $3,658 |
| IVW | 43,326 | -1,690 | $3,658 |
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) |
10,761 | +70 | $3,627 |
| IWF | 10,761 | +70 | $3,627 |
 BERKSHIRE HATHAWAY INC DEL CL B NEW |
$3,408 | ||
| BRK.B | 6,597 | -74 | $2,774 |
| BRK.A | 1 | UNCH | $634 |
| ISHARES RUSSELL 2000 VALUE ETF (IWN) |
20,856 | +66 | $3,312 |
| IWN | 20,856 | +66 | $3,312 |
| VANGUARD VALUE ETF (VTV) |
19,348 | -1,070 | $3,151 |
| VTV | 19,348 | -1,070 | $3,151 |
| ALPHABET INC CAP STK CL C |
20,596 | +2,005 | $3,136 |
| GOOG | 20,596 | +2,005 | $3,136 |
| ISHARES CORE S&P 500 ETF (IVV) |
5,900 | +504 | $3,102 |
| IVV | 5,900 | +504 | $3,102 |
| COSTCO WHSL CORP NEW COM |
4,229 | +166 | $3,098 |
| COST | 4,229 | +166 | $3,098 |
| BROWN FORMAN CORP CL B |
$2,948 | ||
| BF.B | 36,226 | -400 | $1,870 |
| BF.A | 20,351 | UNCH | $1,078 |
| ISHARES RUSSELL 2000 GROWTH ETF (IWO) |
10,625 | +55 | $2,877 |
| IWO | 10,625 | +55 | $2,877 |
| META PLATFORMS INC CL A |
5,704 | +85 | $2,770 |
| META | 5,704 | +85 | $2,770 |
| TJX COS INC NEW COM |
26,983 | +63 | $2,737 |
| TJX | 26,983 | +63 | $2,737 |
| CATERPILLAR INC COM |
7,281 | -248 | $2,668 |
| CAT | 7,281 | -248 | $2,668 |
| ISHARES RUSSELL MID CAP VALUE ETF (IWS) |
20,709 | -46 | $2,595 |
| IWS | 20,709 | -46 | $2,595 |
| DISNEY WALT CO COM |
20,562 | +981 | $2,516 |
| DIS | 20,562 | +981 | $2,516 |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL) |
24,678 | -13 | $2,503 |
| NOBL | 24,678 | -13 | $2,503 |
| ABBOTT LABS COM |
20,850 | +1,039 | $2,370 |
| ABT | 20,850 | +1,039 | $2,370 |
| HUMANA INC COM |
6,416 | -1,865 | $2,224 |
| HUM | 6,416 | -1,865 | $2,224 |
| ISHARES MSCI EAFE ETF (EFA) |
27,583 | -286 | $2,203 |
| EFA | 27,583 | -286 | $2,203 |
| ISHARES RUSSELL 1000 VALUE ETF (IWD) |
12,297 | -5 | $2,202 |
| IWD | 12,297 | -5 | $2,202 |
| MERCK & CO INC COM |
16,439 | +939 | $2,169 |
| MRK | 16,439 | +939 | $2,169 |
| AUTOMATIC DATA PROCESSING INC COM |
8,509 | +3 | $2,125 |
| ADP | 8,509 | +3 | $2,125 |
| SALESFORCE INC COM |
6,488 | +99 | $1,954 |
| CRM | 6,488 | +99 | $1,954 |
| PFIZER INC COM |
70,182 | +3,236 | $1,948 |
| PFE | 70,182 | +3,236 | $1,948 |
| INTEL CORP COM |
42,866 | -46 | $1,893 |
| INTC | 42,866 | -46 | $1,893 |
| BANK AMERICA CORP COM |
47,207 | +522 | $1,790 |
| BAC | 47,207 | +522 | $1,790 |
| MCDONALDS CORP COM |
6,345 | +509 | $1,789 |
| MCD | 6,345 | +509 | $1,789 |
| ISHARES S&P MID CAP 400 GROWTH ETF (IJK) |
19,186 | -1,571 | $1,751 |
| IJK | 19,186 | -1,571 | $1,751 |
| ALPHABET INC CAP STK CL A |
11,560 | +790 | $1,745 |
| GOOGL | 11,560 | +790 | $1,745 |
| VANGUARD MID CAP VALUE ETF (VOE) |
11,122 | -836 | $1,734 |
| VOE | 11,122 | -836 | $1,734 |
| ISHARES MSCI EMERGING MARKETS ETF (EEM) |
40,948 | -343 | $1,682 |
| EEM | 40,948 | -343 | $1,682 |
| APPLIED MATLS INC COM |
7,992 | +6 | $1,648 |
| AMAT | 7,992 | +6 | $1,648 |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) |
10,237 | +302 | $1,595 |
| FTEC | 10,237 | +302 | $1,595 |
| ISHARES 7 10 YEAR TREASURY BOND ETF (IEF) |
16,749 | +6,311 | $1,585 |
| IEF | 16,749 | +6,311 | $1,585 |
| FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC) |
22,636 | -99 | $1,579 |
| FHLC | 22,636 | -99 | $1,579 |
See Full List: All Stocks Held By Atlas Brown Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Atlas Brown Inc.
|
Size ($ in 1000's)
At 03/31/2024: $274,706 At 12/31/2023: $241,272 Atlas Brown Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Atlas Brown Inc. 13F filings. Link to 13F filings: SEC filings |
