Gratus Wealth Advisors, LLC Incresed Positions in Q4 2024

Gratus Wealth Advisors, LLC

  • $625 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.24M
+ 6449.11%
$22.71 - $23.47 $28.3M - $29.2M
1.26M $28.8B
MGK
Vanguard Mega Cap Growth ETF

ETFs
67
+ 0.04%
$316.94 - $357.88 $21.2K - $24K
172K $59.2B
DGRO
Ishares Core Dividend Growth E

ETFs
77.7K
+ 6.92%
$60.73 - $64.94 $4.72M - $5.04M
1.2M $73.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
810
+ 1.2%
$481.22 - $538.17 $390K - $436K
68.1K $34.8B
XLK
Technology Sector Spdr

ETFs
1.78K
+ 1.43%
$220.26 - $241.44 $393K - $430K
127K $29.4B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
33.2K
+ 2.86%
$25.0 - $25.11 $829K - $833K
1.19M $29.9B
VB
Vanguard Small Cap ETF

ETFs
706
+ 0.71%
$233.76 - $261.58 $165K - $185K
99.5K $23.9B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
35.3K
+ 2.92%
$23.88 - $24.32 $843K - $859K
1.25M $29.8B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.59K
+ 1.22%
$111.85 - $120.71 $178K - $192K
132K $15.2B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
26.7K
+ 2.17%
N/A
1.26M $30.3B
IBM
International Business Machines Corp

Technology
2.42K
+ 72.57%
$204.9 - $238.04 $496K - $577K
5.76K $1.27B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
32.5K
+ 2.88%
$24.82 - $25.48 $806K - $828K
1.16M $28.9B
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.27K
+ 0.66%
$123.69 - $133.68 $157K - $170K
194K $24.2B
GE
General Electric CO

Industrials
2K
+ 38.54%
$159.95 - $194.23 $320K - $388K
7.19K $1.2B
WMT
Walmart Inc.

Consumer Defensive
300
+ 8.06%
$79.1 - $95.7 $23.7K - $28.7K
4.02K $363M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.11%
$205.18 - $250.29 $410 - $501
1.89K $454M
PG
Procter & Gamble CO

Consumer Defensive
154
+ 1.12%
$161.05 - $179.7 $24.8K - $27.7K
13.9K $2.34B
PM
Philip Morris International Inc.

Consumer Defensive
80
+ 3.14%
$118.38 - $133.06 $9.47K - $10.6K
2.63K $316M
MCD
Mcdonalds Corp

Consumer Cyclical
100
+ 5.77%
$288.47 - $316.54 $28.8K - $31.7K
1.83K $532M
Jacobs Solutions Inc
198
+ 3.26%
N/A
6.28K $839M
FVD
First Tr Value Line Divid Inde

ETFs
43
+ 0.63%
$43.4 - $46.7 $1.87K - $2.01K
6.86K $300M
CSX
Csx Corp

Industrials
10
+ 0.12%
$31.58 - $36.88 $316 - $369
8.2K $265M
NSC
Norfolk Southern Corp

Industrials
2
+ 0.08%
$230.6 - $277.0 $461 - $554
2.4K $564M
AMGN
Amgen Inc

Healthcare
123
+ 10.5%
$258.78 - $328.31 $31.8K - $40.4K
1.29K $337M
PSX
Phillips 66

Energy
14
+ 0.51%
$110.35 - $138.93 $1.54K - $1.95K
2.78K $316M
XLV
Select Sector Spdr Fund Health

ETFs
6.49K
+ 6.75%
$136.28 - $154.74 $884K - $1M
103K $14.1B
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
Track This Portfolio

Track Gratus Wealth Advisors, LLC Portfolio

Follow Gratus Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gratus Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gratus Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email