Gratus Wealth Advisors, LLC Purchases and Sells in Q2 2025

Gratus Wealth Advisors, LLC

$660 Billion
Q2 2025

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	341 + 0.32%	$179.73 - $253.23 $61.3K - $86.4K	105K $26.7B
QQEW	819 + 0.31%	$106.81 - $136.49 $87.5K - $112K	263K $35.9B
DGRO	10.7K + 0.89%	$55.22 - $63.94 $591K - $684K	1.21M $77.5B
XSMO	1.95K + 0.41%	$55.15 - $68.11 $108K - $133K	477K $32.5B
MSFT	16 + 0.1%	$354.56 - $497.45 $5.67K - $7.96K	15.4K $7.68B
GSLC	395 + 0.29%	$97.68 - $121.38 $38.6K - $47.9K	137K $16.6B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COF	6.21K New	$150.57 - $212.76 $936K - $1.32M	6.21K $1.32B
KIM	25.9K New	$18.7 - $21.69 $485K - $562K	25.9K $545M
IJH	6.17K New	$51.16 - $62.02 $316K - $383K	6.17K $383M
DGX	2.01K New	N/A	2.01K $362M
DLTR	2.62K New	$67.22 - $100.51 $176K - $264K	2.62K $260M
MPC	1.4K New	$118.55 - $170.08 $165K - $237K	1.4K $232M

Top Sells

Reduced Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-207 - 1.77%	$483.48 - $539.8 $100K - $112K	11.5K $5.59B
UNH	-304 - 12.93%	$274.35 - $599.47 $83.4K - $182K	2.05K $639M
TMUS	-29 - 0.43%	$220.99 - $268.54 $6.41K - $7.79K	6.77K $1.61B
VB	-907 - 42.26%	$193.73 - $237.37 $176K - $215K	1.24K $294M
PEP	-598 - 12.55%	$128.02 - $151.37 $76.6K - $90.5K	4.17K $550M
BAC	-8.49K - 19.93%	$34.39 - $47.46 $292K - $403K	34.1K $1.61B

Activity Summary All Purchases 48 New Holdings 10 Increased Positions 38 All Sells 58 Reductions 58 Sold out 0 Calls 0 Puts 0

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