Gratus Wealth Advisors, LLC Portfolio Holdings by Sector

Gratus Wealth Advisors, LLC

$660 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DGRO MGK QQQ QQEW XSMO IBDR IBDQ IBDS 27 stocks	$539 Million 82.01% of portfolio	14	9	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM ADI NXPI QCOM AVGO 6 stocks	$15.7 Million 2.39% of portfolio	1	5	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CHKP 3 stocks	$9.52 Million 1.45% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$7.36 Million 1.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$7.15 Million 1.09% of portfolio	1	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$6.32 Million 0.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK ABC 2 stocks	$5.21 Million 0.79% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA COF AXP V 4 stocks	$5.01 Million 0.76% of portfolio	1	3	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV MRK JNJ AMGN PFE 6 stocks	$4.64 Million 0.71% of portfolio	2	4	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities D DUK SO NEE 4 stocks	$3.95 Million 0.6% of portfolio	1	3	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM FIS ACN 3 stocks	$3.59 Million 0.55% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3 Million 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM WFC 3 stocks	$2.41 Million 0.37% of portfolio	2	1	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BX AMP 2 stocks	$2.39 Million 0.36% of portfolio	1	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$2.32 Million 0.35% of portfolio	-	2	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$2.19 Million 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG MCD 2 stocks	$1.96 Million 0.3% of portfolio	-	2	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$1.92 Million 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$1.88 Million 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS CMCSA 2 stocks	$1.85 Million 0.28% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy SHEL XOM CVX 3 stocks	$1.83 Million 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX NSC 2 stocks	$1.71 Million 0.26% of portfolio	2	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST DLTR 2 stocks	$1.63 Million 0.25% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Application \| Technology INTU PTC 2 stocks	$1.58 Million 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE ETN 2 stocks	$1.51 Million 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$1.43 Million 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV UNH 2 stocks	$1.3 Million 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$1.25 Million 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$1.18 Million 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$1.13 Million 0.17% of portfolio	1	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR DGX IQV 3 stocks	$1.13 Million 0.17% of portfolio	1	1	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$1.06 Million 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$1.01 Million 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS AZO 2 stocks	$875,961 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI CSCO 2 stocks	$868,609 0.13% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC 1 stocks	$814,231 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD 1 stocks	$807,441 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$802,372 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$801,689 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$734,411 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX MPC 2 stocks	$696,260 0.11% of portfolio	2	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HWM GD 2 stocks	$693,743 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical TOL 1 stocks	$684,095 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$570,465 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$548,335 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate KIM 1 stocks	$545,112 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$457,522 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$425,473 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$401,199 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$399,458 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK 1 stocks	$347,946 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$228,820 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$212,880 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB 1 stocks	$201,357 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts

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Gratus Wealth Advisors, LLC Portfolio Holdings by Sector

Gratus Wealth Advisors, LLC

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