Gratus Wealth Advisors, LLC Purchases in Q3 2024

Gratus Wealth Advisors, LLC

  • $612 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
223K
+ 24.85%
$57.47 - $62.76 $12.8M - $14M
1.12M $69.8B
FTCS
First Trust Capital Strength E

ETFs
8.04K
+ 3.01%
$83.58 - $90.94 $672K - $731K
275K $24.6B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
59.7K
+ 5.1%
$23.75 - $23.75 $1.42M - $1.42M
1.23M $29.7B
NVDA
Nvidia Corp

Technology
8.95K
+ 16.14%
$98.91 - $134.91 $886K - $1.21M
64.4K $8.23B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
57.5K
+ 4.99%
$23.63 - $24.42 $1.36M - $1.4M
1.21M $29.2B
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.77K
+ 1.03%
$285.48 - $330.24 $504K - $583K
172K $54.7B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
48.6K
+ 4.51%
$24.62 - $25.59 $1.2M - $1.24M
1.13M $28.4B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
54.5K
+ 4.92%
$24.78 - $25.11 $1.35M - $1.37M
1.16M $29.1B
XLK
Technology Sector Spdr

ETFs
4.27K
+ 3.55%
$197.34 - $237.68 $843K - $1.02M
125K $27.9B
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
51.1K
+ 4.86%
$25.04 - $25.21 $1.28M - $1.29M
1.1M $27.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.12K
+ 1.7%
$434.77 - $502.96 $488K - $564K
67.2K $32.4B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
4.28K
+ 3.39%
$101.72 - $112.94 $435K - $483K
130K $14.6B
XLV
Select Sector Spdr Fund Health

ETFs
4.56K
+ 4.98%
$143.3 - $157.24 $653K - $717K
96K $14.5B
META
Meta Platforms, Inc.

Communication Services
1.22K
New
$453.41 - $572.44 $553K - $698K
1.22K $713M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
3.58K
+ 1.9%
$114.52 - $127.8 $410K - $457K
192K $23.9B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
10.7K
+ 57.21%
$49.83 - $62.75 $535K - $674K
29.5K $1.67B
VO
Vanguard Mid Cap ETF

ETFs
382
+ 0.94%
$237.84 - $263.83 $90.9K - $101K
40.8K $10.7B
KR
Kroger CO

Consumer Defensive
11K
New
$50.43 - $57.3 $555K - $631K
11K $616M
ANET
Arista Networks, Inc.

Technology
1.16K
+ 54.12%
$311.42 - $388.21 $360K - $449K
3.3K $1.29B
MSFT
Microsoft Corp

Technology
2.26K
+ 15.62%
$395.15 - $467.56 $893K - $1.06M
16.7K $6.85B
AAPL
Apple Inc.

Technology
2.77K
+ 8.12%
$207.23 - $234.82 $573K - $650K
36.8K $8.16B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.36K
+ 9.6%
$147.95 - $191.05 $201K - $259K
15.5K $2.86B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
525
+ 4.42%
$405.19 - $478.57 $213K - $251K
12.4K $5.62B
LLY
Eli Lilly & CO

Healthcare
434
+ 33.72%
$772.14 - $960.02 $335K - $417K
1.72K $1.55B
VGT
Vanguard Information Technolog

ETFs
107
+ 0.27%
$514.43 - $606.85 $55K - $64.9K
39.5K $22.9B
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.67K
+ 5.06%
$38.04 - $45.36 $140K - $166K
76.2K $3.29B
DE
Deere & CO

Industrials
819
New
$344.84 - $418.0 $282K - $342K
819 $333M
TT
Trane Technologies PLC

Industrials
722
+ 108.41%
$314.21 - $388.71 $227K - $281K
1.39K $542M
VCR
Vanguard Consumer Discretionar

ETFs
585
+ 5.44%
$291.88 - $341.94 $171K - $200K
11.3K $3.75B
D
Dominion Energy, Inc

Utilities
770
+ 1.84%
$48.01 - $58.53 $37K - $45.1K
42.6K $2.43B
PWR
Quanta Services, Inc.

Industrials
26
+ 0.51%
$239.58 - $298.23 $6.23K - $7.75K
5.12K $1.58B
GOOG
Alphabet Inc.

Communication Services
4.01K
+ 14.28%
$149.54 - $192.66 $600K - $773K
32.1K $5.28B
AMP
Ameriprise Financial Inc

Financial Services
209
+ 10.62%
$391.53 - $469.81 $81.8K - $98.2K
2.18K $1.05B
NFLX
Netflix Inc

Communication Services
174
+ 10.34%
$598.55 - $722.26 $104K - $126K
1.86K $1.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
418
New
$475.2 - $527.7 $199K - $221K
418 $218M
BAC
Bank Of America Corp

Financial Services
8.86K
+ 18.4%
$36.65 - $44.13 $325K - $391K
57K $2.28B
SPYG
Spdr Portfolio

ETFs
1.35K
+ 3.19%
$73.38 - $84.1 $98.8K - $113K
43.6K $3.57B
TMUS
T Mobile Us, Inc.

Communication Services
80
+ 1.15%
$175.14 - $206.36 $14K - $16.5K
7.06K $1.47B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
989
+ 83.88%
$194.69 - $239.18 $193K - $237K
2.17K $447M
MA
Mastercard Inc

Financial Services
111
+ 4.57%
$429.6 - $500.99 $47.7K - $55.6K
2.54K $1.25B
TOL
Toll Brothers, Inc.

Consumer Cyclical
424
+ 8.2%
$109.16 - $155.35 $46.3K - $65.9K
5.6K $842M
COST
Costco Wholesale Corp

Consumer Defensive
117
+ 8.89%
$801.83 - $917.05 $93.8K - $107K
1.43K $1.25B
NVO
Novo Nordisk A S

Healthcare
1.51K
+ 69.02%
$119.07 - $145.42 $180K - $219K
3.69K $435M
AXP
American Express CO

Financial Services
121
+ 3.36%
$225.92 - $271.17 $27.3K - $32.8K
3.72K $1.02B
DD
Du Pont De Nemours, Inc.

Basic Materials
770
+ 6.57%
$77.22 - $89.49 $59.5K - $68.9K
12.5K $1.07B
SO
Southern CO

Utilities
1.08K
+ 19.11%
$77.0 - $90.52 $83.2K - $97.9K
6.74K $599M
FIS
Fidelity National Information Services, Inc.

Technology
190
+ 1.58%
$72.8 - $85.04 $13.8K - $16.2K
12.3K $1.03B
MAR
Marriott International Inc

Consumer Cyclical
348
+ 11.22%
$211.35 - $255.11 $73.5K - $88.8K
3.45K $880M
BX
Blackstone Inc.

Financial Services
111
+ 1.29%
$120.77 - $159.66 $13.4K - $17.7K
8.74K $1.3B
Activity Summary
Buys All Purchases 68 New Holdings 4 Increased Positions 64 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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