Gratus Wealth Advisors, LLC Purchases and Sells in Q1 2025

Gratus Wealth Advisors, LLC

$609 Billion
Q1 2025

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQEW	68.9K + 35.58%	$119.84 - $136.1 $8.25M - $9.37M	262K $31.7B
IBDT	53.1K + 4.58%	$24.79 - $25.26 $1.32M - $1.34M	1.21M $30.6B
IBDU	55.1K + 4.36%	$22.61 - $23.14 $1.25M - $1.28M	1.32M $30.5B
FTCS	8.95K + 3.12%	$86.39 - $91.35 $773K - $818K	296K $26.5B
IBDQ	42.2K + 3.53%	$25.05 - $25.16 $1.06M - $1.06M	1.24M $31.1B
IBDS	36.7K + 2.95%	$23.9 - $24.18 $877K - $887K	1.28M $31B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XSMO	475K New	$59.97 - $70.03 $28.5M - $33.3M	475K $29.8B
ORCL	7.45K New	$139.81 - $186.47 $1.04M - $1.39M	7.45K $1.04B
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798M
ZTS	3.66K New	$156.48 - $175.67 $573K - $643K	3.66K $603M
CHKP	1K New	$179.88 - $231.31 $180K - $231K	1K $228M
VZ	4.53K New	$37.81 - $46.49 $171K - $211K	4.53K $205M

Top Sells

Reduced Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VB	-97.3K - 97.84%	$217.89 - $252.64 $21.2M - $24.6M	2.15K $476M
XLK	-21.6K - 17.05%	$206.38 - $242.18 $4.45M - $5.22M	105K $21.7B
MGK	-3.65K - 2.11%	$307.43 - $357.48 $1.12M - $1.3M	169K $52.2B
VGT	-682 - 1.75%	$542.38 - $646.34 $370K - $441K	38.3K $20.8B
QQQ	-364 - 0.53%	$468.34 - $539.52 $170K - $196K	67.7K $31.7B
XLV	-22.7K - 22.14%	$137.61 - $149.68 $3.12M - $3.4M	79.8K $11.7B

Activity Summary All Purchases 38 New Holdings 8 Increased Positions 30 All Sells 72 Reductions 72 Sold out 0 Calls 0 Puts 0

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