Gratus Wealth Advisors, LLC Purchases in Q3 2025

Gratus Wealth Advisors, LLC

  • $710 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
23.2K
+ 1.91%
$64.12 - $68.08 $1.49M - $1.58M
1.23M $84.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
831
+ 1.23%
$546.99 - $602.2 $455K - $500K
68.4K $41.1B
XSMO
Invesco S&P Smallcap Momentum

ETFs
9.44K
+ 1.98%
$67.1 - $74.29 $634K - $701K
487K $35.8B
XLK
Technology Sector Spdr

ETFs
1.08K
+ 1.03%
$250.97 - $282.66 $272K - $306K
106K $30B
NVDA
Nvidia Corp

Technology
6.29K
+ 11.37%
$153.3 - $186.58 $964K - $1.17M
61.6K $11.5B
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
5.42K
+ 2.06%
$134.42 - $141.26 $728K - $765K
269K $37.9B
FTCS
First Trust Capital Strength E

ETFs
11.2K
+ 3.79%
$89.72 - $93.74 $1M - $1.05M
306K $28.6B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
4.16K
+ 3.03%
$121.46 - $130.92 $505K - $544K
141K $18.4B
MRVL
Marvell Technology, Inc.

Technology
15.4K
New
$62.31 - $84.07 $958K - $1.29M
15.4K $1.29B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
41.2K
+ 3.11%
N/A
1.37M $33.2B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
37.7K
+ 2.88%
$24.14 - $24.34 $910K - $918K
1.35M $32.7B
XLV
Select Sector Spdr Fund Health

ETFs
4.4K
+ 5.43%
$129.01 - $139.72 $567K - $614K
85.3K $11.9B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
32.1K
+ 2.61%
$25.24 - $25.56 $811K - $822K
1.27M $32.3B
TXN
Texas Instruments Inc

Technology
4.43K
New
N/A
4.43K $814M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
26.9K
+ 2.13%
$25.09 - $25.19 $674K - $677K
1.29M $32.5B
HWM
Howmet Aerospace Inc.

Industrials
3.34K
+ 139.85%
$171.0 - $196.23 $571K - $656K
5.73K $1.12B
VO
Vanguard Mid Cap ETF

ETFs
200
+ 0.51%
$279.83 - $293.74 $56K - $58.7K
39.5K $11.6B
CACI
Caci International Inc

Technology
1.13K
New
N/A
1.13K $564M
ORCL
Oracle Corp

Technology
227
+ 3.07%
$218.96 - $328.33 $49.7K - $74.5K
7.63K $2.15B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.5K
New
$89.32 - $107.82 $402K - $485K
4.5K $485M
BP
Bp PLC

Energy
5.94K
New
$30.25 - $35.69 $180K - $212K
5.94K $205M
BDX
Becton Dickinson & CO

Healthcare
1.08K
New
$172.41 - $199.66 $187K - $216K
1.08K $203M
VZ
Verizon Communications Inc

Communication Services
4.57K
New
$40.84 - $45.06 $187K - $206K
4.57K $201M
VIG
Vanguard Dividend Appreciation

ETFs
9
+ 0.05%
N/A
17K $3.67B
D
Dominion Energy, Inc

Utilities
56
+ 0.14%
$56.32 - $62.1 $3.15K - $3.48K
39.2K $2.4B
TOL
Toll Brothers, Inc.

Consumer Cyclical
70
+ 1.17%
$113.78 - $148.0 $7.96K - $10.4K
6.06K $838M
Jacobs Solutions Inc
3
+ 0.05%
N/A
6.11K $916M
NSC
Norfolk Southern Corp

Industrials
3
+ 0.12%
$259.49 - $300.41 $778 - $901
2.41K $724M
CSX
Csx Corp

Industrials
177
+ 0.53%
$32.05 - $36.52 $5.67K - $6.46K
33.8K $1.2B
PSX
Phillips 66

Energy
261
+ 6.71%
$118.37 - $139.46 $30.9K - $36.4K
4.15K $565M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
14
+ 0.52%
$201.83 - $230.93 $2.83K - $3.23K
2.7K $599M
AXP
American Express CO

Financial Services
28
+ 0.76%
$294.27 - $342.31 $8.24K - $9.58K
3.71K $1.23B
KIM
Kimco Realty Corp

Real Estate
1K
+ 3.86%
$20.74 - $22.79 $20.7K - $22.8K
26.9K $588M
DGX
Quest Diagnostics Inc

Healthcare
17
+ 0.84%
N/A
2.03K $387M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.08%
$237.58 - $259.17 $238 - $259
1.24K $315M
PFE
Pfizer Inc

Healthcare
37
+ 0.24%
$23.29 - $25.88 $862 - $958
15.7K $399M
SO
Southern CO

Utilities
15
+ 0.3%
$90.83 - $96.0 $1.36K - $1.44K
5K $473M
TMUS
T Mobile Us, Inc.

Communication Services
19
+ 0.28%
$226.02 - $259.01 $4.29K - $4.92K
6.79K $1.62B
WFC
Wells Fargo & Company

Financial Services
4
+ 0.15%
$77.05 - $85.16 $308 - $341
2.69K $226M
AMGN
Amgen Inc

Healthcare
2
+ 0.15%
$271.18 - $309.22 $542 - $618
1.36K $383M
ZTS
Zoetis Inc.

Healthcare
237
+ 6.48%
$141.13 - $159.19 $33.4K - $37.7K
3.9K $570M
TT
Trane Technologies PLC

Industrials
3
+ 0.18%
$398.96 - $472.54 $1.2K - $1.42K
1.68K $710M
IBM
International Business Machines Corp

Technology
102
+ 1.82%
$234.77 - $292.47 $23.9K - $29.8K
5.7K $1.61B
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 0.79%
$915.95 - $994.57 $10.1K - $10.9K
1.4K $1.3B
AMP
Ameriprise Financial Inc

Financial Services
16
+ 0.77%
$486.13 - $544.55 $7.78K - $8.71K
2.1K $1.03B
FIS
Fidelity National Information Services, Inc.

Technology
170
+ 1.39%
$63.37 - $82.35 $10.8K - $14K
12.4K $817M
Activity Summary
Buys All Purchases 47 New Holdings 7 Increased Positions 40 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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