Gratus Wealth Advisors, LLC Portfolio Holdings

Gratus Wealth Advisors, LLC

  • $544 Billion
  • Q1 2024

Gratus Wealth Advisors, LLC has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $544 Billion distributed in 134 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 $49.9B, Vanguard Mega Cap Growth ETF with a value of $46B, Invesco Qqq Trust, Series 1 with a value of $27.3B, Ishares Tr Ibonds Dec 2026 Ter with a value of $27.1B, and Ishares Tr Ibonds Dec 2027 Ter with a value of $27B.

Examining the 13F form we can see an increase of $37.2B in the current position value, from $507B to 544B. Also it can be appreciated an additional of 13 stocks purchases and 8 closed positions.

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 $544 Billion
ETFs: $442 Billion
Technology: $28.7 Billion
Healthcare: $18.2 Billion
Financial Services: $17.2 Billion
Consumer Cyclical: $8.91 Billion
Communication Services: $8.69 Billion
Consumer Defensive: $6.81 Billion
Industrials: $5.57 Billion
Other: $7.49 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.9 Billion 9.16% of portfolio
901,724
Q1 2024 Reduced 11.22%
$0
$46 Billion 8.45% of portfolio
167,562
Q1 2024 Added 22.46%
$0
$27.3 Billion 5.02% of portfolio
64,482
Q1 2024 Added 46.95%
$0
$27.1 Billion 4.98% of portfolio
1,146,549
Q1 2024 Added 10.02%
$0
$27 Billion 4.96% of portfolio
1,148,295
Q1 2024 Added 10.05%
$0
$26.6 Billion 4.89% of portfolio
1,076,626
Q1 2024 Added 8.84%
$0
$25.9 Billion 4.76% of portfolio
1,033,857
Q1 2024 Added 8.19%
$0
$25.6 Billion 4.7% of portfolio
1,046,455
Q1 2024 Added 1,726.69%
$0
$24.3 Billion 4.46% of portfolio
123,457
Q1 2024 Reduced 5.48%
$0
$22.3 Billion 4.1% of portfolio
273,485
Q1 2024 Reduced 1.3%
$0
$22.2 Billion 4.07% of portfolio
190,995
Q1 2024 Added 359.35%
$0
$20.9 Billion 3.83% of portfolio
99,036
Q1 2024 Reduced 5.42%
$0
$19.6 Billion 3.6% of portfolio
39,797
Q1 2024 Reduced 10.54%
$0
$15.7 Billion 2.88% of portfolio
478,952
Q1 2024 Reduced 3.25%
$0
$13.3 Billion 2.44% of portfolio
96,054
Q1 2024 Reduced 1.19%
$0
$12.5 Billion 2.29% of portfolio
126,075
Q1 2024 Reduced 4.7%
$3.48T
$6.03 Billion 1.11% of portfolio
14,917
Q1 2024 Added 1.93%
$3.66T
$5.89 Billion 1.08% of portfolio
35,264
Q1 2024 Added 6.02%
$0
$5.85 Billion 1.07% of portfolio
11,713
Q1 2024 Added 1.34%
$319B
$5.61 Billion 1.03% of portfolio
6,628
Q1 2024 Reduced 12.61%
$532B
$5.27 Billion 0.97% of portfolio
13,187
Q1 2024 Reduced 0.69%
$1.16T
$4.87 Billion 0.9% of portfolio
30,946
Q1 2024 Reduced 6.3%
$0
$3.93 Billion 0.72% of portfolio
22,641
Q1 2024 Reduced 44.47%
$0
$3.23 Billion 0.59% of portfolio
10,958
Q1 2024 Reduced 0.91%
$0
$3.02 Billion 0.55% of portfolio
42,929
Q1 2024 Reduced 4.6%
$84.7B
$2.79 Billion 0.51% of portfolio
5,371
Q1 2024 Reduced 1.52%
$0
$2.61 Billion 0.48% of portfolio
73,106
Q1 2024 Added 0.35%
$38.4B
$2.48 Billion 0.45% of portfolio
10,437
Q1 2024 Reduced 2.15%
$0
$2.46 Billion 0.45% of portfolio
4,896
Q1 2024 Added 8.29%
$395B
$2.33 Billion 0.43% of portfolio
14,820
Q1 2024 Reduced 0.34%
$2.03T
$2.3 Billion 0.42% of portfolio
12,817
Q1 2024 Reduced 1.12%
$41.1B
$2.11 Billion 0.39% of portfolio
43,358
Q1 2024 Added 14.38%
$319B
$1.84 Billion 0.34% of portfolio
14,678
Q1 2024 Added 6.79%
$968B
$1.83 Billion 0.34% of portfolio
13,824
Q1 2024 Reduced 2.79%
$135B
$1.86 Billion 0.34% of portfolio
8,148
Q1 2024 Reduced 1.19%
$326B
$1.72 Billion 0.32% of portfolio
48,115
Q1 2024 Added 1.08%
$120B
$1.62 Billion 0.3% of portfolio
8,630
Q1 2024 Reduced 0.68%
$0
$1.62 Billion 0.3% of portfolio
24,856
Q1 2024 Reduced 88.29%
$189B
$1.55 Billion 0.28% of portfolio
4,900
Q1 2024 Reduced 0.24%
$72.8B
$1.48 Billion 0.27% of portfolio
6,766
Q1 2024 Reduced 3.91%
$179B
$1.32 Billion 0.24% of portfolio
12,531
Q1 2024 Added 18.55%
$458B
$1.28 Billion 0.23% of portfolio
2,590
Q1 2024 Added 8.87%
$36.4B
$1.23 Billion 0.23% of portfolio
5,012
Q1 2024 Reduced 0.16%
$294B
$1.25 Billion 0.23% of portfolio
7,588
Q1 2024 Added 2.53%
$426B
$1.09 Billion 0.2% of portfolio
2,397
Q1 2024 Reduced 2.99%
$126B
$1.07 Billion 0.2% of portfolio
2,035
Q4 2023 New
$223B
$1.09 Billion 0.2% of portfolio
6,803
Q1 2024 Reduced 4.43%
$50.7B
$1.05 Billion 0.19% of portfolio
29,373
Q1 2024 Added 2.0%
$436B
$1.04 Billion 0.19% of portfolio
3,828
Q1 2024 Reduced 2.99%

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $544 Billion
  • Prior Value $507 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 09, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 13 stocks
  • Additional Purchases 45 stocks
  • Sold out of 8 stocks
  • Reduced holdings in 51 stocks
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