Gratus Wealth Advisors, LLC Reduced Holdings in Q2 2025

Gratus Wealth Advisors, LLC

  • $660 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-207
- 1.77%
$483.48 - $539.8 $100K - $112K
11.5K $5.59B
UNH
Unitedhealth Group Inc

Healthcare
-304
- 12.93%
$274.35 - $599.47 $83.4K - $182K
2.05K $639M
TMUS
T Mobile Us, Inc.

Communication Services
-29
- 0.43%
$220.99 - $268.54 $6.41K - $7.79K
6.77K $1.61B
VB
Vanguard Small Cap ETF

ETFs
-907
- 42.26%
$193.73 - $237.37 $176K - $215K
1.24K $294M
PEP
Pepsico Inc

Consumer Defensive
-598
- 12.55%
$128.02 - $151.37 $76.6K - $90.5K
4.17K $550M
BAC
Bank Of America Corp

Financial Services
-8.49K
- 19.93%
$34.39 - $47.46 $292K - $403K
34.1K $1.61B
MRK
Merck & Co., Inc.

Healthcare
-6
- 0.05%
$73.47 - $87.12 $441 - $523
11K $868M
LOW
Lowes Companies Inc

Consumer Cyclical
-147
- 2.14%
$210.83 - $235.28 $31K - $34.6K
6.72K $1.49B
AFL
Aflac Inc

Financial Services
-472
- 4.47%
$99.77 - $112.45 $47.1K - $53.1K
10.1K $1.06B
SO
Southern CO

Utilities
-1.03K
- 17.14%
$84.91 - $92.56 $87.5K - $95.3K
4.98K $457M
D
Dominion Energy, Inc

Utilities
-1.94K
- 4.72%
$49.66 - $58.0 $96.3K - $112K
39.1K $2.21B
DD
Du Pont De Nemours, Inc.

Basic Materials
-260
- 2.16%
$55.13 - $75.25 $14.3K - $19.6K
11.8K $807M
JNJ
Johnson & Johnson

Healthcare
-213
- 6.58%
$146.36 - $159.82 $31.2K - $34K
3.02K $462M
DUK
Duke Energy Corp

Utilities
-103
- 1.18%
$112.46 - $124.05 $11.6K - $12.8K
8.6K $1.01B
AMGN
Amgen Inc

Healthcare
-9
- 0.66%
$262.28 - $309.85 $2.36K - $2.79K
1.36K $379M
SHEL
Shell PLC

Energy
-128
- 1.1%
$59.75 - $73.05 $7.65K - $9.35K
11.5K $807M
DHR
Danaher Corp

Healthcare
-64
- 2.33%
$174.64 - $205.16 $11.2K - $13.1K
2.69K $531M
ZTS
Zoetis Inc.

Healthcare
-4
- 0.11%
$144.41 - $170.3 $578 - $681
3.66K $570M
MCD
Mcdonalds Corp

Consumer Cyclical
-8
- 0.65%
$285.55 - $321.23 $2.28K - $2.57K
1.22K $357M
HD
Home Depot, Inc.

Consumer Cyclical
-68
- 2.92%
$335.24 - $380.78 $22.8K - $25.9K
2.26K $830M
PFE
Pfizer Inc

Healthcare
-279
- 1.76%
$21.59 - $24.84 $6.02K - $6.93K
15.6K $378M
V
Visa Inc.

Financial Services
-56
- 1.73%
$308.27 - $373.31 $17.3K - $20.9K
3.18K $1.13B
TFC
Truist Financial Corp

Financial Services
-738
- 3.75%
$34.79 - $42.99 $25.7K - $31.7K
18.9K $814M
EA
Electronic Arts Inc.

Communication Services
-99
- 6.91%
$132.53 - $159.7 $13.1K - $15.8K
1.33K $213M
GD
General Dynamics Corp

Industrials
-20
- 2.29%
$247.68 - $291.66 $4.95K - $5.83K
854 $249M
DE
Deere & CO

Industrials
-30
- 3.66%
$412.99 - $531.48 $12.4K - $15.9K
789 $401M
QCOM
Qualcomm Inc

Technology
-19
- 0.51%
$124.66 - $159.48 $2.37K - $3.03K
3.72K $592M
MA
Mastercard Inc

Financial Services
-14
- 0.56%
$479.92 - $590.74 $6.72K - $8.27K
2.47K $1.39B
CSCO
Cisco Systems, Inc.

Technology
-23
- 0.57%
$53.19 - $69.38 $1.22K - $1.6K
4.01K $278M
ABT
Abbott Laboratories

Healthcare
-15
- 0.14%
$123.95 - $138.08 $1.86K - $2.07K
10.5K $1.43B
EDOW
First Tr Exchange Traded Fd

ETFs
-1.2K
- 2.93%
$32.19 - $38.33 $38.7K - $46.1K
39.8K $1.53B
TOL
Toll Brothers, Inc.

Consumer Cyclical
-39
- 0.65%
$90.5 - $114.3 $3.53K - $4.46K
5.99K $684M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.36%
$908.13 - $1056.85 $4.54K - $5.28K
1.39K $1.37B
Jacobs Solutions Inc
-52
- 0.84%
N/A
6.11K $803M
BX
Blackstone Inc.

Financial Services
-61
- 0.71%
$120.07 - $151.11 $7.32K - $9.22K
8.56K $1.28B
FIS
Fidelity National Information Services, Inc.

Technology
-75
- 0.61%
$68.14 - $82.13 $5.11K - $6.16K
12.2K $995M
FDN
First Tr Fd Dow Jones

ETFs
-7
- 0.41%
$200.29 - $269.33 $1.4K - $1.89K
1.72K $463M
ABC
Amerisourcebergen Corp

Healthcare
-151
- 1.71%
N/A
8.68K $2.6B
NXPI
Nxp Semiconductors N.V.

Technology
-172
- 2.53%
$153.5 - $218.72 $26.4K - $37.6K
6.62K $1.45B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-50
- 0.17%
$45.98 - $56.15 $2.3K - $2.81K
28.6K $1.61B
AXP
American Express CO

Financial Services
-30
- 0.81%
$231.39 - $318.98 $6.94K - $9.57K
3.68K $1.18B
MCK
Mckesson Corp

Healthcare
-53
- 1.47%
$652.83 - $732.78 $34.6K - $38.8K
3.56K $2.61B
META
Meta Platforms, Inc.

Communication Services
-2
- 0.16%
$484.66 - $738.09 $969 - $1.48K
1.24K $913M
NFLX
Netflix Inc

Communication Services
-369
- 20.79%
$855.86 - $1339.13 $316K - $494K
1.41K $1.88B
ADI
Analog Devices Inc

Technology
-45
- 0.6%
$164.6 - $238.02 $7.41K - $10.7K
7.5K $1.79B
IVV
Ishares Core S&P 500 ETF

ETFs
-33
- 0.68%
$498.8 - $620.9 $16.5K - $20.5K
4.79K $2.97B
FTCS
First Trust Capital Strength E

ETFs
-989
- 0.33%
$81.6 - $92.39 $80.7K - $91.4K
295K $26.8B
Arista Networks Inc
-73
- 0.6%
N/A
12.1K $1.24B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.47K
- 15.95%
$141.37 - $228.57 $348K - $563K
13K $2.94B
Activity Summary
Buys All Purchases 48 New Holdings 10 Increased Positions 38 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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