Gratus Wealth Advisors, LLC Portfolio Holdings

Gratus Wealth Advisors, LLC

  • $609 Billion
  • Q1 2025

Gratus Wealth Advisors, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $609 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $74.2B, Vanguard Mega Cap Growth ETF with a value of $52.2B, Invesco Qqq Trust, Series 1 with a value of $31.7B, First Tr Nasdaq 100 Equal Weig with a value of $31.7B, and Ishares Tr Ibonds Dec 2026 Ter with a value of $31.4B.

Examining the 13F form we can see an decrease of $15.6B in the current position value, from $625B to 609B.

Gratus Wealth Advisors, LLC is based out at Virginia Beach, VA

Below you can find more details about Gratus Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $609 Billion
ETFs: $497 Billion
Technology: $32.5 Billion
Financial Services: $20.3 Billion
Healthcare: $16.6 Billion
Communication Services: $10.3 Billion
Consumer Cyclical: $9.16 Billion
Industrials: $6.47 Billion
Consumer Defensive: $6.45 Billion
Other: $8.02 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$74.2 Billion 12.17% of portfolio
1,200,685
Q1 2025 Added 0.1%
$0
$52.2 Billion 8.56% of portfolio
168,851
Q1 2025 Reduced 2.11%
$0
$31.7 Billion 5.21% of portfolio
67,688
Q1 2025 Reduced 0.53%
$0
$31.7 Billion 5.21% of portfolio
262,357
Q1 2025 Added 35.58%
$0
$31.4 Billion 5.16% of portfolio
1,297,632
Q1 2025 Added 3.14%
$0
$31.1 Billion 5.11% of portfolio
1,236,860
Q1 2025 Added 3.53%
$0
$31 Billion 5.09% of portfolio
1,281,919
Q1 2025 Added 2.95%
$0
$30.6 Billion 5.02% of portfolio
1,211,904
Q1 2025 Added 4.58%
$0
$30.5 Billion 5.01% of portfolio
1,319,304
Q1 2025 Added 4.36%
$0
$29.8 Billion 4.9% of portfolio
475,382
Q1 2025 New
$0
$26.5 Billion 4.35% of portfolio
295,779
Q1 2025 Added 3.12%
$0
$21.7 Billion 3.56% of portfolio
104,948
Q1 2025 Reduced 17.05%
$0
$20.8 Billion 3.41% of portfolio
38,313
Q1 2025 Reduced 1.75%
$0
$15 Billion 2.47% of portfolio
136,693
Q1 2025 Added 3.52%
$0
$11.7 Billion 1.91% of portfolio
79,820
Q1 2025 Reduced 22.14%
$0
$10.2 Billion 1.67% of portfolio
39,301
Q1 2025 Reduced 2.95%
$0
$6.58 Billion 1.08% of portfolio
11,758
Q1 2025 Added 0.38%
$694B
$6.24 Billion 1.02% of portfolio
11,718
Q1 2025 Reduced 5.52%
$284B
$6.06 Billion 0.99% of portfolio
55,907
Q1 2025 Reduced 3.65%
$3.25T
$5.79 Billion 0.95% of portfolio
15,431
Q1 2025 Reduced 4.22%
$1.01T
$5 Billion 0.82% of portfolio
32,033
Q1 2025 Added 0.93%
$0
$3.3 Billion 0.54% of portfolio
16,989
Q1 2025 Reduced 0.46%
$0
$2.71 Billion 0.44% of portfolio
4,822
Q1 2025 Reduced 1.13%
$915B
$2.57 Billion 0.42% of portfolio
15,454
Q1 2025 Reduced 0.14%
$102B
$2.43 Billion 0.4% of portfolio
3,616
Q1 2025 Reduced 13.26%
$38.4B
$2.46 Billion 0.4% of portfolio
8,835
Q1 2025 Reduced 1.3%
$1.9T
$2.38 Billion 0.39% of portfolio
12,485
Q1 2025 Reduced 3.92%
$376B
$2.33 Billion 0.38% of portfolio
13,677
Q1 2025 Reduced 1.82%
$45.3B
$2.3 Billion 0.38% of portfolio
41,050
Q1 2025 Reduced 0.68%
$309B
$1.81 Billion 0.3% of portfolio
6,796
Q1 2025 Reduced 3.49%
$330B
$1.78 Billion 0.29% of portfolio
42,598
Q1 2025 Added 0.03%
$505B
$1.66 Billion 0.27% of portfolio
1,775
Q1 2025 Reduced 4.21%
$140B
$1.6 Billion 0.26% of portfolio
6,866
Q1 2025 Reduced 6.2%
$102B
$1.52 Billion 0.25% of portfolio
7,547
Q1 2025 Reduced 3.92%
$1.39B
$1.44 Billion 0.24% of portfolio
28,676
Q1 2025 Reduced 0.34%
$0
$1.49 Billion 0.24% of portfolio
41,032
Q4 2024 Reduced 46.03%
$223B
$1.39 Billion 0.23% of portfolio
5,594
Q1 2025 Reduced 2.92%
$232B
$1.4 Billion 0.23% of portfolio
10,550
Q1 2025 Reduced 2.08%
$449B
$1.32 Billion 0.22% of portfolio
1,393
Q1 2025 Reduced 2.72%
$535B
$1.36 Billion 0.22% of portfolio
2,481
Q1 2025 Reduced 1.23%
$781B
$1.36 Billion 0.22% of portfolio
1,648
Q1 2025 Reduced 1.55%
$347B
$1.33 Billion 0.22% of portfolio
6,348
Q1 2025 Reduced 2.73%
$46.1B
$1.3 Billion 0.21% of portfolio
5,118
Q1 2025 Added 0.1%
$48.6B
$1.29 Billion 0.21% of portfolio
6,793
Q1 2025 Reduced 1.47%
$96.5B
$1.21 Billion 0.2% of portfolio
8,621
Q1 2025 Reduced 0.93%
$379B
$1.23 Billion 0.2% of portfolio
2,352
Q4 2024 Reduced 3.57%
$66.8B
$1.17 Billion 0.19% of portfolio
10,562
Q1 2025 Reduced 1.27%
$570B
$1.13 Billion 0.19% of portfolio
3,237
Q1 2025 Reduced 3.08%
$100B
$1.13 Billion 0.18% of portfolio
3,258
Q1 2025 Reduced 0.76%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $609 Billion
  • Prior Value $625 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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