Gratus Wealth Advisors, LLC Portfolio Holdings

Gratus Wealth Advisors, LLC

  • $625 Billion
  • Q4 2024

Gratus Wealth Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $625 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $73.6B, Vanguard Mega Cap Growth ETF with a value of $59.2B, Invesco Qqq Trust, Series 1 with a value of $34.8B, Ishares Tr Ibonds Dec 2026 Ter with a value of $30.3B, and Ishares Ibonds Dec 2025 Term C with a value of $29.9B.

Examining the 13F form we can see an increase of $12.8B in the current position value, from $612B to 625B.

Gratus Wealth Advisors, LLC is based out at Virginia Beach, VA

Below you can find more details about Gratus Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $625 Billion
ETFs: $500 Billion
Technology: $36.1 Billion
Financial Services: $19.4 Billion
Healthcare: $16 Billion
Consumer Cyclical: $11.7 Billion
Communication Services: $11 Billion
Industrials: $7.06 Billion
Consumer Defensive: $6.72 Billion
Other: $7.26 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$9.04 Billion 1.45% of portfolio
36,100
Q4 2024 Reduced 1.98%
$276B
$7.79 Billion 1.25% of portfolio
58,024
Q4 2024 Reduced 9.95%
$2.96T
$6.79 Billion 1.09% of portfolio
16,111
Q4 2024 Reduced 3.68%
$1.06T
$6.04 Billion 0.97% of portfolio
31,739
Q4 2024 Reduced 1.1%
$648B
$5.62 Billion 0.9% of portfolio
12,403
Q3 2024 Added 4.42%
$912B
$3.06 Billion 0.49% of portfolio
15,476
Q4 2024 Reduced 0.22%
$2.04T
$2.85 Billion 0.46% of portfolio
12,994
Q4 2024 Reduced 2.24%
$92.2B
$2.38 Billion 0.38% of portfolio
4,169
Q4 2024 Reduced 20.85%
$414B
$2.34 Billion 0.37% of portfolio
13,930
Q4 2024 Added 1.12%
$44.7B
$2.23 Billion 0.36% of portfolio
41,332
Q4 2024 Reduced 2.88%
$38.4B
$2.01 Billion 0.32% of portfolio
8,951
Q4 2024 Reduced 0.26%
$333B
$1.87 Billion 0.3% of portfolio
42,587
Q4 2024 Reduced 25.26%
$151B
$1.81 Billion 0.29% of portfolio
7,320
Q4 2024 Reduced 1.85%
$1.43B
$1.74 Billion 0.28% of portfolio
28,775
Q4 2024 Reduced 2.54%
$238B
$1.69 Billion 0.27% of portfolio
16,949
Q4 2024 Reduced 2.79%
$115B
$1.67 Billion 0.27% of portfolio
7,855
Q4 2024 Reduced 0.1%
$403B
$1.65 Billion 0.26% of portfolio
1,853
Q4 2024 Reduced 0.16%
$327B
$1.55 Billion 0.25% of portfolio
7,042
Q4 2024 Reduced 0.27%
$103B
$1.5 Billion 0.24% of portfolio
8,702
Q4 2024 Reduced 0.39%
$56.3B
$1.43 Billion 0.23% of portfolio
6,894
Q4 2024 Reduced 3.9%
$867B
$1.29 Billion 0.21% of portfolio
1,674
Q4 2024 Reduced 2.73%
$454B
$1.31 Billion 0.21% of portfolio
1,432
Q4 2024 Reduced 0.07%
$524B
$1.32 Billion 0.21% of portfolio
2,512
Q4 2024 Reduced 1.14%
$215B
$1.22 Billion 0.2% of portfolio
3,482
Q4 2024 Reduced 26.62%
$223B
$1.27 Billion 0.2% of portfolio
5,762
Q4 2024 Added 72.57%
$237B
$1.22 Billion 0.2% of portfolio
10,774
Q4 2024 Reduced 2.96%
$456B
$1.19 Billion 0.19% of portfolio
2,352
Q4 2024 Reduced 3.57%
$214B
$1.2 Billion 0.19% of portfolio
7,190
Q4 2024 Added 38.54%
$373B
$1.16 Billion 0.19% of portfolio
6,526
Q4 2024 Reduced 12.31%
$68.2B
$1.11 Billion 0.18% of portfolio
10,698
Q3 2024 Reduced 4.24%
$53.7B
$1.15 Billion 0.18% of portfolio
2,163
Q4 2024 Reduced 0.64%
$206B
$1.1 Billion 0.18% of portfolio
3,709
Q4 2024 Reduced 0.22%
$563B
$1.06 Billion 0.17% of portfolio
3,340
Q3 2024 Reduced 13.78%
$92.4B
$985 Million 0.16% of portfolio
3,283
Q2 2024 Reduced 0.82%
$194B
$991 Million 0.16% of portfolio
1,731
Q2 2024 Reduced 3.4%
$47.2B
$998 Million 0.16% of portfolio
5,759
Q2 2024 Reduced 3.98%
$42.8B
$990 Million 0.16% of portfolio
12,252
Q3 2024 Added 1.58%
$119B
$980 Million 0.16% of portfolio
3,548
Q2 2024 Reduced 4.0%
$391B
$938 Million 0.15% of portfolio
2,412
Q3 2024 Reduced 0.82%
$88.4B
$957 Million 0.15% of portfolio
8,879
Q4 2024 Reduced 0.72%
$39.5B
$947 Million 0.15% of portfolio
12,416
Q4 2024 Reduced 0.58%
$85.2B
$962 Million 0.15% of portfolio
3,447
Q4 2024 Reduced 0.09%
$171B
$887 Million 0.14% of portfolio
1,411
Q4 2023 New
$56B
$847 Million 0.14% of portfolio
19,529
Q4 2024 Reduced 5.17%
$213B
$760 Million 0.12% of portfolio
5,000
Q4 2024 Reduced 0.93%
$449B
$766 Million 0.12% of portfolio
7,123
Q4 2024 Reduced 8.89%
$235B
$730 Million 0.12% of portfolio
11,650
Q4 2024 Reduced 2.42%
$151B
$718 Million 0.11% of portfolio
3,150
Q4 2024 Reduced 23.77%
$45.7B
$673 Million 0.11% of portfolio
11,008
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $625 Billion
  • Prior Value $612 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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