Gratus Wealth Advisors, LLC Reduced Holdings in Q4 2024

Gratus Wealth Advisors, LLC

  • $625 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-38.7K
- 88.81%
$81.74 - $91.38 $3.16M - $3.54M
4.88K $429M
EDOW
First Tr Exchange Traded Fd

ETFs
-35K
- 46.03%
$35.29 - $38.02 $1.24M - $1.33M
41K $1.49B
ACN
Accenture PLC

Technology
-1.26K
- 26.62%
$343.9 - $376.86 $434K - $476K
3.48K $1.22B
NVDA
Nvidia Corp

Technology
-6.41K
- 9.95%
$117.0 - $148.88 $750K - $955K
58K $7.79B
BAC
Bank Of America Corp

Financial Services
-14.4K
- 25.26%
$39.22 - $47.77 $565K - $688K
42.6K $1.87B
ABBV
Abb Vie Inc.

Healthcare
-916
- 12.31%
$164.99 - $203.87 $151K - $187K
6.53K $1.16B
VIG
Vanguard Dividend Appreciation

ETFs
-1.46K
- 7.88%
N/A
17.1K $3.34B
UNP
Union Pacific Corp

Industrials
-982
- 23.77%
$223.15 - $249.32 $219K - $245K
3.15K $718M
LLY
Eli Lilly & CO

Healthcare
-47
- 2.73%
$727.2 - $932.06 $34.2K - $43.8K
1.67K $1.29B
NXPI
Nxp Semiconductors N.V.

Technology
-280
- 3.9%
$207.27 - $255.58 $58K - $71.6K
6.89K $1.43B
ELV
Elevance Health, Inc.

Healthcare
-24
- 1.36%
$365.96 - $514.62 $8.78K - $12.4K
1.74K $643M
XOM
Exxon Mobil Corp

Energy
-695
- 8.89%
$105.51 - $125.37 $73.3K - $87.1K
7.12K $766M
MRK
Merck & Co., Inc.

Healthcare
-486
- 2.79%
$96.31 - $114.76 $46.8K - $55.8K
16.9K $1.69B
D
Dominion Energy, Inc

Utilities
-1.22K
- 2.88%
$52.63 - $60.92 $64.4K - $74.6K
41.3K $2.23B
KO
Coca Cola CO

Consumer Defensive
-1.82K
- 14.46%
$61.74 - $71.71 $112K - $130K
10.8K $670M
LOW
Lowes Companies Inc

Consumer Cyclical
-138
- 1.85%
$244.52 - $284.07 $33.7K - $39.2K
7.32K $1.81B
JNJ
Johnson & Johnson

Healthcare
-872
- 21.1%
$143.34 - $165.86 $125K - $145K
3.26K $472M
MCK
Mckesson Corp

Healthcare
-1.1K
- 20.85%
$482.27 - $628.5 $530K - $690K
4.17K $2.38B
TOL
Toll Brothers, Inc.

Consumer Cyclical
-3
- 0.05%
$123.8 - $167.8 $371 - $503
5.59K $705M
DD
Du Pont De Nemours, Inc.

Basic Materials
-72
- 0.58%
$75.95 - $88.05 $5.47K - $6.34K
12.4K $947M
NVO
Novo Nordisk A S

Healthcare
-40
- 1.08%
$85.0 - $120.04 $3.4K - $4.8K
3.65K $314M
SO
Southern CO

Utilities
-928
- 13.77%
$81.5 - $94.15 $75.6K - $87.4K
5.81K $478M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-38
- 11.59%
$701.85 - $1046.91 $26.7K - $39.8K
290 $207M
ADI
Analog Devices Inc

Technology
-8
- 0.1%
$206.35 - $236.48 $1.65K - $1.89K
7.86K $1.67B
SHEL
Shell PLC

Energy
-289
- 2.42%
$60.63 - $70.23 $17.5K - $20.3K
11.7K $730M
PEP
Pepsico Inc

Consumer Defensive
-47
- 0.93%
$151.29 - $176.1 $7.11K - $8.28K
5K $760M
CMCSA
Comcast Corp

Communication Services
-1.47K
- 18.14%
$37.39 - $45.14 $55K - $66.4K
6.64K $249M
GD
General Dynamics Corp

Industrials
-86
- 5.67%
$260.28 - $314.03 $22.4K - $27K
1.43K $377M
PFE
Pfizer Inc

Healthcare
-1K
- 5.92%
$24.8 - $30.19 $24.8K - $30.2K
15.9K $422M
MSFT
Microsoft Corp

Technology
-615
- 3.68%
$406.35 - $454.46 $250K - $279K
16.1K $6.79B
EA
Electronic Arts Inc.

Communication Services
-343
- 18.14%
$140.69 - $167.97 $48.3K - $57.6K
1.55K $226M
ABT
Abbott Laboratories

Healthcare
-329
- 2.96%
$111.93 - $119.39 $36.8K - $39.3K
10.8K $1.22B
DUK
Duke Energy Corp

Utilities
-64
- 0.72%
$105.76 - $120.76 $6.77K - $7.73K
8.88K $957M
TFC
Truist Financial Corp

Financial Services
-1.06K
- 5.17%
$41.51 - $48.1 $44.2K - $51.2K
19.5K $847M
META
Meta Platforms, Inc.

Communication Services
-1
- 0.08%
$554.08 - $632.68 $554 - $633
1.22K $714M
AVB
Avalonbay Communities Inc

Real Estate
-9
- 0.69%
$216.28 - $237.81 $1.95K - $2.14K
1.29K $284M
HWM
Howmet Aerospace Inc.

Industrials
-71
- 2.89%
$99.72 - $120.09 $7.08K - $8.53K
2.39K $261M
CSCO
Cisco Systems, Inc.

Technology
-290
- 6.71%
$52.45 - $60.02 $15.2K - $17.4K
4.03K $239M
VO
Vanguard Mid Cap ETF

ETFs
-325
- 0.8%
$261.5 - $284.63 $85K - $92.5K
40.5K $10.7B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-121
- 5.58%
$193.7 - $235.05 $23.4K - $28.4K
2.05K $468M
XLF
Financial Sector Spdr

ETFs
-157
- 1.21%
$44.89 - $51.34 $7.05K - $8.06K
12.8K $618M
PWR
Quanta Services, Inc.

Industrials
-9
- 0.18%
$296.05 - $346.6 $2.66K - $3.12K
5.11K $1.62B
ABC
Amerisourcebergen Corp

Healthcare
-23
- 0.26%
N/A
8.95K $2.01B
FDN
First Tr Fd Dow Jones

ETFs
-3
- 0.17%
$210.5 - $257.24 $632 - $772
1.74K $422M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-749
- 2.54%
$55.73 - $66.16 $41.7K - $49.6K
28.8K $1.74B
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.07%
$873.59 - $994.69 $874 - $995
1.43K $1.31B
MA
Mastercard Inc

Financial Services
-29
- 1.14%
$491.3 - $536.15 $14.2K - $15.5K
2.51K $1.32B
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 0.47%
$570.51 - $610.59 $13.1K - $14K
4.88K $2.87B
MAR
Marriott International Inc

Consumer Cyclical
-3
- 0.09%
$246.06 - $292.59 $738 - $878
3.45K $962M
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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