Fund HoldingsAtlas Brown,Inc.

Total Portfolio Value
$274.71M
Total Bought
$29.82M
Total Sold
$14.84M
Net Transaction
+$14.99M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION COM(NVDA)18,63417,436-1,1989,22815,7545.73%+6,526
VANGUARD TOTAL STOCK MARKET ETF31,77035,158+3,3887,5369,1373.33%+1,601
MICROSOFT CORP COM(MSFT)22,69523,879+1,1848,53410,0473.66%+1,512
ABBVIE INC COM(ABBV)30,02131,107+1,0864,6525,6652.06%+1,012
EXXON MOBIL CORP COM045,717+45,71705,3141.93%+5,314
AMAZON COM INC COM(AMZN)26,12726,685+5583,9704,8141.75%+844
META PLATFORMS INC CL A(META)5,6195,704+851,9892,7701.01%+781
JPMORGAN CHASE & CO COM(JPM)26,57226,423-1494,5205,2921.93%+773
DISNEY WALT CO COM(DIS)19,58120,562+9811,7682,5160.92%+748
HOME DEPOT INC COM(HD)10,89511,748+8533,7764,5071.64%+731
SPDR S&P 500 ETF TRUST(SPY)8,0038,438+4353,8044,4141.61%+610
ISHARES 7-10 YEAR TREASURY BOND ETF016,749+16,74901,5850.58%+1,585
ISHARES CORE S&P 500 ETF5,3965,900+5042,5773,1021.13%+524
ALPHABET INC CAP STK CL C(GOOG)18,59120,596+2,0052,6203,1361.14%+516
MERCK & CO INC COM(MRK)15,50016,439+9391,6902,1690.79%+479
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND16,14823,582+7,4349071,3830.50%+477
GE AEROSPACE COM NEW(GE)8,3228,766+4441,0621,5390.56%+477
ELI LILLY & CO COM(LLY)1,7601,931+1711,0261,5020.55%+476
PEPSICO INC COM(PEP)025,193+25,19304,4091.60%+4,409
CATERPILLAR INC COM(CAT)7,5297,281-2482,2262,6680.97%+442
JOHNSON & JOHNSON COM(JNJ)034,599+34,59905,4731.99%+5,473
COSTCO WHSL CORP NEW COM(COST)4,0634,229+1662,6823,0981.13%+416
ISHARES RUSSELL MIDCAP ETF11,61015,430+3,8209021,2980.47%+395
BERKSHIRE HATHAWAY INC DEL CL B NEW6,6716,597-742,3792,7741.01%+395
PROCTER AND GAMBLE CO COM(PG)033,375+33,37505,4151.97%+5,415
ISHARES RUSSELL 1000 GROWTH ETF10,69110,761+703,2413,6271.32%+386
ISHARES NATIONAL MUNI BOND ETF03,530+3,53003800.14%+380
VANGUARD FTSE DEVELOPED MARKETS ETF07,538+7,53803780.14%+378
FASTENAL CO COM(FAST)04,657+4,65703590.13%+359
APPLIED MATLS INC COM7,9867,992+61,2941,6480.60%+354
STARBUCKS CORP COM(SBUX)03,537+3,53703230.12%+323
OREILLY AUTOMOTIVE INC COM(ORLY)0613+61306920.25%+692
ISHARES RUSSELL MID-CAP GROWTH ETF33,32233,131-1913,4813,7821.38%+301
MEDTRONIC PLC SHS(MDT)03,372+3,37202940.11%+294
INTUITIVE SURGICAL INC COM NEW0705+70502810.10%+281
ISHARES S&P 500 GROWTH ETF45,01643,326-1,6903,3813,6581.33%+278
SALESFORCE INC COM(CRM)6,3896,488+991,6811,9540.71%+273
ISHARES RUSSELL 2000 ETF3,1534,257+1,1046338950.33%+262
PROGRESSIVE CORP COM(PGR)01,187+1,18702450.09%+245
NETFLIX INC COM(NFLX)1,8441,880+368981,1420.42%+244
TARGET CORP COM(TGT)7,7757,613-1621,1071,3490.49%+242
ALPHABET INC CAP STK CL A(GOOG)10,77011,560+7901,5041,7450.64%+240
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
0452+45202370.09%+237
COMCAST CORP NEW CL A(CCZ)031,654+31,65401,3720.50%+1,372
EATON CORP PLC SHS(ETN)0753+75302350.09%+235
BLACKROCK INC COM(BLK)7911,052+2616428770.32%+235
ORACLE CORP COM(ORCL)011,245+11,24501,4120.51%+1,412
ADVANCED MICRO DEVICES INC COM(AMD)01,261+1,26102280.08%+228
BANK AMERICA CORP COM46,68547,207+5221,5721,7900.65%+218
COLGATE PALMOLIVE CO COM(CL)02,374+2,37402140.08%+214
ISHARES RUSSELL 2000 GROWTH ETF10,57010,625+552,6662,8771.05%+211
TJX COS INC NEW COM(TJX)26,92026,983+632,5252,7371.00%+211
ELEVANCE HEALTH INC COM(ELV)0407+40702110.08%+211
ISHARES U.S. INDUSTRIALS ETF01,677+1,67702110.08%+211
FIFTH THIRD BANCORP COM(FITB)05,593+5,59302080.08%+208
ORGANON & CO COMMON STOCK(OGN)19,51426,001+6,4872814890.18%+207
ISHARES U.S. CONSUMER DISCRETIONARY ETF02,497+2,49702050.07%+205
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
1,2782,394+1,1162024050.15%+204
GRAINGER W W INC COM(GWW)0200+20002030.07%+203
ISHARES CORE TOTAL USD BOND MARKET ETF
CORE UNIVRSL USD
04,462+4,46202030.07%+203
ISHARES MSCI EAFE VALUE ETF03,692+3,69202010.07%+201
CHEVRON CORP NEW COM(CVX)025,579+25,57904,0351.47%+4,035
ABBOTT LABS COM19,81120,850+1,0392,1812,3700.86%+189
VISA INC COM CL A(V)5,0475,381+3341,3141,5020.55%+188
AMERICAN EXPRESS CO COM(AXP)4,3654,405+408181,0030.37%+185
ISHARES RUSSELL MID-CAP VALUE ETF20,75520,709-462,4142,5950.94%+182
CLOUDFLARE INC CL A COM(NET)7,7008,483+7836418210.30%+180
WALMART INC COM(WMT)020,834+20,83401,2540.46%+1,254
ILLINOIS TOOL WKS INC COM(ITW)3,4383,990+5529011,0710.39%+170
ISHARES RUSSELL 1000 VALUE ETF12,30212,297-52,0332,2020.80%+170
AT&T INC COM(T)83,57489,315+5,7411,4021,5720.57%+170
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF9,93510,237+3021,4271,5950.58%+168
INVESCO QQQ TRUST SERIES I3,3933,500+1071,3891,5540.57%+165
PARKER-HANNIFIN CORP COM(PH)0903+90305020.18%+502
VERIZON COMMUNICATIONS INC COM(VZ)32,52433,084+5601,2261,3880.51%+162
DICKS SPORTING GOODS INC COM(DKS)2,0002,00002944500.16%+156
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
24,69124,678-132,3512,5030.91%+152
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
S&P MDCP 400 DIV
15,15416,101+9471,1151,2650.46%+150
KROGER CO COM(KR)012,954+12,95407400.27%+740
VANECK MORNINGSTAR WIDE MOAT ETF
MRNGSTR WDE MOAT
2,4703,963+1,4932103560.13%+147
AUTOMATIC DATA PROCESSING INC COM08,509+8,50902,1250.77%+2,125
RTX CORPORATION COM(RTX)13,22812,826-4021,1131,2510.46%+138
PAYPAL HLDGS INC COM(PYPL)6,5687,802+1,2344035230.19%+119
MASTERCARD INCORPORATED CL A(MA)2,1072,112+58991,0170.37%+118
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
04,940+4,94004130.15%+413
EDWARDS LIFESCIENCES CORP COM05,918+5,91805660.21%+566
SHERWIN WILLIAMS CO COM(SHW)3,1203,122+29731,0840.39%+111
CUMMINS INC COM(CMI)02,000+2,00005890.21%+589
FIDELITY MSCI HEALTH CARE INDEX ETF22,73522,636-991,4711,5790.57%+109
INTERNATIONAL BUSINESS MACHS COM(IBM)7,4266,924-5021,2141,3220.48%+108
ISHARES S&P MID-CAP 400 GROWTH ETF20,75719,186-1,5711,6441,7510.64%+106
NOVO-NORDISK A S ADR(NVO)03,823+3,82304910.18%+491
ISHARES MSCI EAFE ETF27,86927,583-2862,1002,2030.80%+103
CONSTELLATION BRANDS INC CL A(STZ)03,307+3,30708990.33%+899
VANGUARD VALUE ETF20,41819,348-1,0703,0533,1511.15%+99
HEALTHPEAK PROPERTIES INC COM(DOC)018,777+18,77703520.13%+352
FORD MTR CO DEL COM(F)083,399+83,39901,1080.40%+1,108
BERKSHIRE HATHAWAY INC DEL CL A01+106340.23%+634
US BANCORP DEL COM NEW(USB)10,72212,434+1,7124645560.20%+92
OMNICOM GROUP INC COM(OMC)5,4975,859+3624765670.21%+91
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