Gratus Wealth Advisors, LLC Reduced Holdings in Q3 2025

Gratus Wealth Advisors, LLC

  • $710 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NXPI
Nxp Semiconductors N.V.

Technology
-4.16K
- 62.88%
$205.16 - $239.07 $854K - $995K
2.46K $560M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.29K
- 4.49%
$38.58 - $58.24 $49.6K - $74.8K
27.3K $1.07B
TFC
Truist Financial Corp

Financial Services
-7.11K
- 37.55%
$42.83 - $47.07 $305K - $335K
11.8K $541M
NFLX
Netflix Inc

Communication Services
-7
- 0.5%
$1147.87 - $1297.18 $8.04K - $9.08K
1.4K $1.68B
ACN
Accenture PLC

Technology
-79
- 2.49%
$232.56 - $304.78 $18.4K - $24.1K
3.09K $762M
ELV
Elevance Health, Inc.

Healthcare
-70
- 4.13%
$274.66 - $395.76 $19.2K - $27.7K
1.63K $525M
V
Visa Inc.

Financial Services
-188
- 5.91%
$332.09 - $358.86 $62.4K - $67.5K
2.99K $1.02B
AMZN
Amazon Com Inc

Consumer Cyclical
-500
- 3.66%
$211.65 - $238.24 $106K - $119K
13.2K $2.89B
PG
Procter & Gamble CO

Consumer Defensive
-46
- 0.33%
$150.47 - $161.22 $6.92K - $7.42K
13.7K $2.11B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.35K
- 21.87%
$62.09 - $66.51 $83.8K - $89.7K
4.82K $315M
ABT
Abbott Laboratories

Healthcare
-294
- 2.79%
$120.51 - $136.62 $35.4K - $40.2K
10.2K $1.37B
CB
Chubb LTD

Financial Services
-99
- 2.83%
$265.99 - $289.59 $26.3K - $28.7K
3.4K $961M
KO
Coca Cola CO

Consumer Defensive
-225
- 2.73%
$65.67 - $71.67 $14.8K - $16.1K
8.02K $532M
KR
Kroger CO

Consumer Defensive
-11
- 0.1%
$64.52 - $74.35 $710 - $818
11.2K $753M
LLY
Eli Lilly & CO

Healthcare
-6
- 0.35%
$625.65 - $812.69 $3.75K - $4.88K
1.73K $1.32B
ETN
Eaton Corp PLC

Industrials
-92
- 10.45%
$342.99 - $392.76 $31.6K - $36.1K
788 $295M
META
Meta Platforms, Inc.

Communication Services
-11
- 0.89%
$695.21 - $791.73 $7.65K - $8.71K
1.23K $900M
SHEL
Shell PLC

Energy
-67
- 0.58%
$69.82 - $73.93 $4.68K - $4.95K
11.4K $815M
MRK
Merck & Co., Inc.

Healthcare
-525
- 4.79%
$77.6 - $87.37 $40.7K - $45.9K
10.4K $876M
JPM
Jpmorgan Chase & CO

Financial Services
-135
- 6.73%
$282.78 - $316.06 $38.2K - $42.7K
1.87K $591M
MA
Mastercard Inc

Financial Services
-13
- 0.53%
$550.18 - $598.96 $7.15K - $7.79K
2.45K $1.4B
MSI
Motorola Solutions, Inc.

Technology
-91
- 6.48%
$408.73 - $490.3 $37.2K - $44.6K
1.31K $600M
MPC
Marathon Petroleum Corp

Energy
-135
- 9.67%
$158.59 - $198.69 $21.4K - $26.8K
1.26K $243M
NEE
Nextera Energy Inc

Utilities
-153
- 3.95%
$69.77 - $77.54 $10.7K - $11.9K
3.72K $281M
AFL
Aflac Inc

Financial Services
-444
- 4.4%
$98.09 - $111.7 $43.6K - $49.6K
9.65K $1.08B
FDN
First Tr Fd Dow Jones

ETFs
-5
- 0.29%
$264.06 - $287.34 $1.32K - $1.44K
1.71K $479M
QCOM
Qualcomm Inc

Technology
-56
- 1.51%
$145.84 - $173.55 $8.17K - $9.72K
3.66K $609M
UNH
Unitedhealth Group Inc

Healthcare
-139
- 6.79%
$237.77 - $353.61 $33.1K - $49.2K
1.91K $659M
PEP
Pepsico Inc

Consumer Defensive
-77
- 1.85%
$133.81 - $152.16 $10.3K - $11.7K
4.09K $574M
XOM
Exxon Mobil Corp

Energy
-55
- 0.81%
$105.83 - $117.22 $5.82K - $6.45K
6.77K $763M
ADI
Analog Devices Inc

Technology
-90
- 1.2%
$220.68 - $255.63 $19.9K - $23K
7.41K $1.82B
IQV
Iqvia Holdings Inc.

Healthcare
-45
- 2.98%
$157.68 - $200.82 $7.1K - $9.04K
1.47K $278M
DUK
Duke Energy Corp

Utilities
-71
- 0.83%
$116.31 - $125.93 $8.26K - $8.94K
8.53K $1.06B
EA
Electronic Arts Inc.

Communication Services
-16
- 1.2%
$147.79 - $202.05 $2.36K - $3.23K
1.32K $266M
HD
Home Depot, Inc.

Consumer Cyclical
-81
- 3.58%
$357.4 - $423.42 $28.9K - $34.3K
2.18K $885M
JNJ
Johnson & Johnson

Healthcare
-154
- 5.1%
$155.17 - $185.42 $23.9K - $28.6K
2.87K $532M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-225
- 1.95%
$459.11 - $506.91 $103K - $114K
11.3K $5.67B
ABC
Amerisourcebergen Corp

Healthcare
-23
- 0.26%
N/A
8.66K $2.71B
DD
Du Pont De Nemours, Inc.

Basic Materials
-32
- 0.27%
$69.9 - $78.26 $2.24K - $2.5K
11.7K $915M
GOOGL
Alphabet Inc.

Communication Services
-401
- 12.35%
$174.36 - $254.72 $69.9K - $102K
2.85K $692M
GS
Goldman Sachs Group Inc

Financial Services
-31
- 1.86%
$696.56 - $806.32 $21.6K - $25K
1.64K $1.31B
BAC
Bank Of America Corp

Financial Services
-176
- 0.52%
$44.92 - $52.42 $7.91K - $9.23K
33.9K $1.75B
LOW
Lowes Companies Inc

Consumer Cyclical
-128
- 1.91%
$215.01 - $273.02 $27.5K - $34.9K
6.59K $1.66B
PWR
Quanta Services, Inc.

Industrials
-27
- 0.53%
$372.29 - $421.68 $10.1K - $11.4K
5.06K $2.1B
BX
Blackstone Inc.

Financial Services
-44
- 0.51%
$152.77 - $188.68 $6.72K - $8.3K
8.52K $1.45B
MSFT
Microsoft Corp

Technology
-242
- 1.57%
$491.09 - $535.64 $119K - $130K
15.2K $7.88B
IVV
Ishares Core S&P 500 ETF

ETFs
-28
- 0.58%
$620.67 - $670.08 $17.4K - $18.8K
4.76K $3.19B
ABBV
Abb Vie Inc.

Healthcare
-104
- 1.61%
$184.85 - $231.54 $19.2K - $24.1K
6.35K $1.47B
Arista Networks Inc
-1.34K
- 11.09%
N/A
10.8K $1.57B
Activity Summary
Buys All Purchases 47 New Holdings 7 Increased Positions 40 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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