Gratus Wealth Advisors, LLC Incresed Positions in Q1 2025

Gratus Wealth Advisors, LLC

  • $609 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
68.9K
+ 35.58%
$119.84 - $136.1 $8.25M - $9.37M
262K $31.7B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
53.1K
+ 4.58%
$24.79 - $25.26 $1.32M - $1.34M
1.21M $30.6B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
55.1K
+ 4.36%
$22.61 - $23.14 $1.25M - $1.28M
1.32M $30.5B
FTCS
First Trust Capital Strength E

ETFs
8.95K
+ 3.12%
$86.39 - $91.35 $773K - $818K
296K $26.5B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
42.2K
+ 3.53%
$25.05 - $25.16 $1.06M - $1.06M
1.24M $31.1B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
36.7K
+ 2.95%
$23.9 - $24.18 $877K - $887K
1.28M $31B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
39.5K
+ 3.14%
N/A
1.3M $31.4B
DGRO
Ishares Core Dividend Growth E

ETFs
1.15K
+ 0.1%
$60.46 - $64.42 $69.5K - $74.1K
1.2M $74.2B
PSX
Phillips 66

Energy
1.09K
+ 39.29%
$113.93 - $131.55 $124K - $144K
3.87K $478M
AMGN
Amgen Inc

Healthcare
71
+ 5.49%
$258.59 - $327.36 $18.4K - $23.2K
1.37K $425M
SO
Southern CO

Utilities
201
+ 3.46%
$80.96 - $92.96 $16.3K - $18.7K
6.01K $553M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
633
+ 30.92%
$186.55 - $250.04 $118K - $158K
2.68K $540M
Ge Healthcare Technologies I
437
+ 5.72%
N/A
8.08K $652M
TT
Trane Technologies PLC

Industrials
273
+ 19.67%
$332.0 - $400.86 $90.6K - $109K
1.66K $560M
NSC
Norfolk Southern Corp

Industrials
3
+ 0.12%
$227.69 - $259.76 $683 - $779
2.41K $570M
META
Meta Platforms, Inc.

Communication Services
20
+ 1.64%
$576.36 - $736.67 $11.5K - $14.7K
1.24K $714M
HON
Honeywell International Inc

Industrials
74
+ 3.92%
$202.75 - $226.52 $15K - $16.8K
1.96K $416M
CSX
Csx Corp

Industrials
13
+ 0.16%
$29.11 - $33.67 $378 - $438
8.21K $242M
TFC
Truist Financial Corp

Financial Services
149
+ 0.76%
$39.48 - $48.15 $5.88K - $7.17K
19.7K $810M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
494
+ 27.23%
$283.06 - $421.16 $140K - $208K
2.31K $653M
NVO
Novo Nordisk A S

Healthcare
269
+ 7.36%
$69.3 - $90.95 $18.6K - $24.5K
3.92K $272M
TOL
Toll Brothers, Inc.

Consumer Cyclical
439
+ 7.85%
$103.02 - $140.69 $45.2K - $61.8K
6.03K $637M
FIS
Fidelity National Information Services, Inc.

Technology
42
+ 0.34%
$68.12 - $83.42 $2.86K - $3.5K
12.3K $918M
BAC
Bank Of America Corp

Financial Services
11
+ 0.03%
$39.61 - $47.74 $436 - $525
42.6K $1.78B
AXP
American Express CO

Financial Services
5
+ 0.13%
$255.39 - $325.87 $1.28K - $1.63K
3.71K $999M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
4.65K
+ 3.52%
$108.02 - $120.45 $502K - $560K
137K $15B
SPY
Spdr S&P 500 ETF Trust

ETFs
45
+ 0.38%
$551.42 - $612.93 $24.8K - $27.6K
11.8K $6.58B
PWR
Quanta Services, Inc.

Industrials
5
+ 0.1%
$236.71 - $358.03 $1.18K - $1.79K
5.12K $1.3B
GOOG
Alphabet Inc.

Communication Services
294
+ 0.93%
$156.06 - $207.71 $45.9K - $61.1K
32K $5B
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
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