Gratus Wealth Advisors, LLC Incresed Positions in Q2 2025

Gratus Wealth Advisors, LLC

  • $660 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
341
+ 0.32%
$179.73 - $253.23 $61.3K - $86.4K
105K $26.7B
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
819
+ 0.31%
$106.81 - $136.49 $87.5K - $112K
263K $35.9B
DGRO
Ishares Core Dividend Growth E

ETFs
10.7K
+ 0.89%
$55.22 - $63.94 $591K - $684K
1.21M $77.5B
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.95K
+ 0.41%
$55.15 - $68.11 $108K - $133K
477K $32.5B
MSFT
Microsoft Corp

Technology
16
+ 0.1%
$354.56 - $497.45 $5.67K - $7.96K
15.4K $7.68B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
395
+ 0.29%
$97.68 - $121.38 $38.6K - $47.9K
137K $16.6B
CSX
Csx Corp

Industrials
25.4K
+ 308.92%
$26.69 - $32.91 $677K - $835K
33.6K $1.1B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
24.8K
+ 1.88%
$22.7 - $23.33 $563K - $579K
1.34M $31.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
130
+ 1.11%
$496.48 - $617.85 $64.5K - $80.3K
11.9K $7.35B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
25.9K
+ 2.02%
$23.96 - $24.27 $620K - $628K
1.31M $31.7B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
27.4K
+ 2.11%
N/A
1.33M $32.1B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
25.5K
+ 2.06%
$25.04 - $25.18 $638K - $642K
1.26M $31.8B
AMZN
Amazon Com Inc

Consumer Cyclical
1.17K
+ 9.4%
$167.32 - $223.3 $196K - $262K
13.7K $3B
IBM
International Business Machines Corp

Technology
2
+ 0.04%
$221.03 - $294.78 $442 - $590
5.6K $1.65B
TT
Trane Technologies PLC

Industrials
18
+ 1.08%
$315.21 - $437.41 $5.67K - $7.87K
1.68K $734M
JPM
Jpmorgan Chase & CO

Financial Services
138
+ 7.38%
$210.28 - $289.91 $29K - $40K
2.01K $582M
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.05%
$422.19 - $533.73 $422 - $534
2.08K $1.11B
GOOGL
Alphabet Inc.

Communication Services
217
+ 7.16%
$144.7 - $178.6 $31.4K - $38.8K
3.25K $572M
ETN
Eaton Corp PLC

Industrials
92
+ 11.68%
$246.52 - $356.99 $22.7K - $32.8K
880 $314M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
2.99K
+ 30.75%
$20.23 - $21.04 $60.4K - $62.8K
12.7K $267M
NSC
Norfolk Southern Corp

Industrials
3
+ 0.12%
$206.34 - $257.46 $619 - $772
2.41K $616M
KR
Kroger CO

Consumer Defensive
4
+ 0.04%
$64.62 - $74.0 $258 - $296
11.2K $802M
HON
Honeywell International Inc

Industrials
1
+ 0.05%
$182.86 - $232.88 $183 - $233
1.97K $458M
MSI
Motorola Solutions, Inc.

Technology
91
+ 6.93%
$394.72 - $440.39 $35.9K - $40.1K
1.4K $590M
NEE
Nextera Energy Inc

Utilities
153
+ 4.11%
$64.11 - $75.0 $9.81K - $11.5K
3.87K $269M
FVD
First Tr Value Line Divid Inde

ETFs
36
+ 0.59%
$40.62 - $45.12 $1.46K - $1.62K
6.16K $275M
KO
Coca Cola CO

Consumer Defensive
100
+ 1.23%
$68.37 - $73.9 $6.84K - $7.39K
8.24K $583M
CMCSA
Comcast Corp

Communication Services
47
+ 0.72%
$32.84 - $36.72 $1.54K - $1.73K
6.53K $233M
LLY
Eli Lilly & CO

Healthcare
89
+ 5.4%
$713.71 - $898.95 $63.5K - $80K
1.74K $1.35B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
3
+ 0.11%
$167.22 - $212.42 $502 - $637
2.68K $531M
CB
Chubb LTD

Financial Services
99
+ 2.91%
$274.32 - $302.46 $27.2K - $29.9K
3.5K $1.01B
PSX
Phillips 66

Energy
24
+ 0.62%
$92.87 - $125.73 $2.23K - $3.02K
3.89K $464M
Ge Healthcare Technologies I
45
+ 0.56%
N/A
8.12K $602M
ABBV
Abb Vie Inc.

Healthcare
104
+ 1.64%
$170.16 - $206.27 $17.7K - $21.5K
6.45K $1.2B
PG
Procter & Gamble CO

Consumer Defensive
69
+ 0.5%
$157.66 - $172.39 $10.9K - $11.9K
13.7K $2.19B
AAPL
Apple Inc.

Technology
120
+ 0.34%
$172.42 - $223.89 $20.7K - $26.9K
35.9K $7.36B
XLV
Select Sector Spdr Fund Health

ETFs
1.1K
+ 1.38%
$128.77 - $144.3 $142K - $159K
80.9K $10.9B
Activity Summary
Buys All Purchases 48 New Holdings 10 Increased Positions 38 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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