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 Market Cap. of $10 Billions to $200 Billions
