Gratus Wealth Advisors, LLC Sells in Q1 2025

Gratus Wealth Advisors, LLC

  • $609 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
-97.3K
- 97.84%
$217.89 - $252.64 $21.2M - $24.6M
2.15K $476M
XLK
Technology Sector Spdr

ETFs
-21.6K
- 17.05%
$206.38 - $242.18 $4.45M - $5.22M
105K $21.7B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-3.65K
- 2.11%
$307.43 - $357.48 $1.12M - $1.3M
169K $52.2B
VGT
Vanguard Information Technolog

ETFs
-682
- 1.75%
$542.38 - $646.34 $370K - $441K
38.3K $20.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-364
- 0.53%
$468.34 - $539.52 $170K - $196K
67.7K $31.7B
XLV
Select Sector Spdr Fund Health

ETFs
-22.7K
- 22.14%
$137.61 - $149.68 $3.12M - $3.4M
79.8K $11.7B
NVDA
Nvidia Corp

Technology
-2.12K
- 3.65%
$106.98 - $149.43 $226K - $316K
55.9K $6.06B
AAPL
Apple Inc.

Technology
-328
- 0.91%
$209.68 - $247.1 $68.8K - $81K
35.8K $7.95B
MSFT
Microsoft Corp

Technology
-680
- 4.22%
$375.39 - $447.2 $255K - $304K
15.4K $5.79B
MRK
Merck & Co., Inc.

Healthcare
-5.98K
- 35.28%
$83.01 - $101.02 $496K - $604K
11K $985M
Arista Networks Inc
-980
- 7.44%
N/A
12.2K $944M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-22
- 0.14%
$165.25 - $224.62 $3.64K - $4.94K
15.5K $2.57B
AMZN
Amazon Com Inc

Consumer Cyclical
-509
- 3.92%
$190.26 - $242.06 $96.8K - $123K
12.5K $2.38B
BX
Blackstone Inc.

Financial Services
-81
- 0.93%
$136.53 - $186.74 $11.1K - $15.1K
8.62K $1.21B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-99
- 0.34%
$47.79 - $59.89 $4.73K - $5.93K
28.7K $1.44B
GE
General Electric CO

Industrials
-2.56K
- 35.58%
$168.59 - $212.13 $431K - $543K
4.63K $927M
LOW
Lowes Companies Inc

Consumer Cyclical
-454
- 6.2%
$222.66 - $268.42 $101K - $122K
6.87K $1.6B
ACN
Accenture PLC

Technology
-148
- 4.25%
$300.91 - $398.25 $44.5K - $58.9K
3.33K $1.04B
IVV
Ishares Core S&P 500 ETF

ETFs
-55
- 1.13%
$554.06 - $615.85 $30.5K - $33.9K
4.82K $2.71B
MCD
Mcdonalds Corp

Consumer Cyclical
-604
- 32.93%
$279.74 - $321.29 $169K - $194K
1.23K $384M
ADI
Analog Devices Inc

Technology
-308
- 3.92%
$201.56 - $243.82 $62.1K - $75.1K
7.55K $1.52B
AMP
Ameriprise Financial Inc

Financial Services
-83
- 3.84%
$472.29 - $575.13 $39.2K - $47.7K
2.08K $1.01B
NXPI
Nxp Semiconductors N.V.

Technology
-101
- 1.47%
$189.99 - $245.86 $19.2K - $24.8K
6.79K $1.29B
GD
General Dynamics Corp

Industrials
-557
- 38.92%
$241.94 - $272.58 $135K - $152K
874 $238M
GOOGL
Alphabet Inc.

Communication Services
-46
- 1.49%
$154.33 - $206.19 $7.1K - $9.48K
3.03K $469M
PTC
Ptc Inc.

Technology
-168
- 5.66%
$153.3 - $193.48 $25.8K - $32.5K
2.8K $434M
Jacobs Solutions Inc
-115
- 1.83%
N/A
6.16K $745M
KO
Coca Cola CO

Consumer Defensive
-2.62K
- 24.31%
$60.81 - $72.32 $159K - $189K
8.14K $583M
HD
Home Depot, Inc.

Consumer Cyclical
-80
- 3.32%
$347.25 - $424.87 $27.8K - $34K
2.33K $855M
GS
Goldman Sachs Group Inc

Financial Services
-61
- 3.52%
$524.81 - $672.19 $32K - $41K
1.67K $912M
DHR
Danaher Corp

Healthcare
-29
- 1.04%
$201.62 - $250.59 $5.85K - $7.27K
2.75K $564M
MSI
Motorola Solutions, Inc.

Technology
-52
- 3.81%
$411.73 - $482.1 $21.4K - $25.1K
1.31K $575M
IQV
Iqvia Holdings Inc.

Healthcare
-109
- 6.73%
$176.3 - $209.96 $19.2K - $22.9K
1.51K $266M
DFS
Discover Financial Services

Financial Services
-202
- 3.51%
$152.99 - $203.25 $30.9K - $41.1K
5.56K $949M
DD
Du Pont De Nemours, Inc.

Basic Materials
-384
- 3.09%
$72.7 - $84.32 $27.9K - $32.4K
12K $899M
VIG
Vanguard Dividend Appreciation

ETFs
-78
- 0.46%
N/A
17K $3.3B
PEP
Pepsico Inc

Consumer Defensive
-236
- 4.72%
$142.64 - $156.42 $33.7K - $36.9K
4.76K $714M
FDN
First Tr Fd Dow Jones

ETFs
-11
- 0.63%
$221.38 - $266.86 $2.44K - $2.94K
1.73K $383M
INTU
Intuit Inc

Technology
-14
- 0.99%
$555.63 - $630.23 $7.78K - $8.82K
1.4K $858M
FVD
First Tr Value Line Divid Inde

ETFs
-742
- 10.81%
$42.61 - $45.51 $31.6K - $33.8K
6.12K $273M
EA
Electronic Arts Inc.

Communication Services
-116
- 7.49%
$116.53 - $146.29 $13.5K - $17K
1.43K $207M
AVB
Avalonbay Communities Inc

Real Estate
-37
- 2.87%
$207.86 - $228.08 $7.69K - $8.44K
1.25K $269M
CMCSA
Comcast Corp

Communication Services
-157
- 2.36%
$33.19 - $38.23 $5.21K - $6K
6.48K $239M
PG
Procter & Gamble CO

Consumer Defensive
-253
- 1.82%
$158.56 - $176.26 $40.1K - $44.6K
13.7K $2.33B
BDX
Becton Dickinson & CO

Healthcare
-20
- 1.66%
$222.79 - $249.08 $4.46K - $4.98K
1.18K $271M
XLF
Financial Sector Spdr

ETFs
-400
- 3.13%
$47.32 - $52.19 $18.9K - $20.9K
12.4K $617M
NFLX
Netflix Inc

Communication Services
-78
- 4.21%
$828.4 - $1058.6 $64.6K - $82.6K
1.78K $1.66B
JPM
Jpmorgan Chase & CO

Financial Services
-25
- 1.32%
$225.19 - $279.95 $5.63K - $7K
1.87K $458M
COST
Costco Wholesale Corp

Consumer Defensive
-39
- 2.72%
$890.62 - $1076.86 $34.7K - $42K
1.39K $1.32B
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Gratus Wealth Advisors, LLC Portfolio

Follow Gratus Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gratus Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gratus Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email