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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$73.6 Billion 11.77% of portfolio
1,199,535
Q4 2024 Added 6.92%
$0
$59.2 Billion 9.48% of portfolio
172,498
Q4 2024 Added 0.04%
$0
$34.8 Billion 5.57% of portfolio
68,052
Q4 2024 Added 1.2%
$0
$30.3 Billion 4.85% of portfolio
1,258,165
Q4 2024 Added 2.17%
$0
$29.9 Billion 4.79% of portfolio
1,194,657
Q4 2024 Added 2.86%
$0
$29.8 Billion 4.77% of portfolio
1,245,220
Q4 2024 Added 2.92%
$0
$29.4 Billion 4.71% of portfolio
126,519
Q4 2024 Added 1.43%
$0
$28.9 Billion 4.62% of portfolio
1,158,816
Q4 2024 Added 2.88%
$0
$28.8 Billion 4.61% of portfolio
1,264,174
Q4 2024 Added 6,449.11%
$0
$25.2 Billion 4.03% of portfolio
286,827
Q4 2024 Added 4.25%
$0
$24.2 Billion 3.88% of portfolio
38,995
Q4 2024 Reduced 1.3%
$0
$24.2 Billion 3.87% of portfolio
193,504
Q4 2024 Added 0.66%
$0
$23.9 Billion 3.83% of portfolio
99,481
Q4 2024 Added 0.71%
$0
$15.2 Billion 2.43% of portfolio
132,043
Q4 2024 Added 1.22%
$0
$14.1 Billion 2.26% of portfolio
102,514
Q4 2024 Added 6.75%
$0
$10.7 Billion 1.71% of portfolio
40,494
Q4 2024 Reduced 0.8%
$0
$3.34 Billion 0.53% of portfolio
17,067
Q4 2024 Reduced 7.88%
$0
$2.87 Billion 0.46% of portfolio
4,877
Q4 2024 Reduced 0.47%
$0
$1.49 Billion 0.24% of portfolio
41,032
Q4 2024 Reduced 46.03%
$92.7B
$731 Million 0.12% of portfolio
3,020
Q4 2023 New
$0
$618 Million 0.1% of portfolio
12,791
Q4 2024 Reduced 1.21%
$0
$429 Million 0.07% of portfolio
4,879
Q4 2024 Reduced 88.81%
$0
$422 Million 0.07% of portfolio
1,736
Q4 2024 Reduced 0.17%
$0
$300 Million 0.05% of portfolio
6,864
Q4 2024 Added 0.63%
$0
$225 Million 0.04% of portfolio
418
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
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