Gratus Wealth Advisors, LLC Reduced Holdings in Q1 2025

Gratus Wealth Advisors, LLC

  • $609 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VRSK
Verisk Analytics, Inc.

Industrials
-18
- 1.59%
$268.63 - $301.33 $4.84K - $5.42K
1.12K $332M
UNP
Union Pacific Corp

Industrials
-4
- 0.13%
$225.21 - $254.42 $901 - $1.02K
3.15K $743M
MA
Mastercard Inc

Financial Services
-31
- 1.23%
$504.67 - $576.31 $15.6K - $17.9K
2.48K $1.36B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-114
- 5.53%
$208.48 - $244.03 $23.8K - $27.8K
1.95K $475M
XOM
Exxon Mobil Corp

Energy
-299
- 4.2%
$105.44 - $118.93 $31.5K - $35.6K
6.82K $812M
CB
Chubb LTD

Financial Services
-144
- 4.06%
$257.71 - $301.99 $37.1K - $43.5K
3.4K $1.03B
MCK
Mckesson Corp

Healthcare
-553
- 13.26%
$566.21 - $672.99 $313K - $372K
3.62K $2.43B
JNJ
Johnson & Johnson

Healthcare
-26
- 0.8%
$142.06 - $167.7 $3.69K - $4.36K
3.24K $536M
AFL
Aflac Inc

Financial Services
-136
- 1.27%
$100.99 - $111.19 $13.7K - $15.1K
10.6K $1.17B
LLY
Eli Lilly & CO

Healthcare
-26
- 1.55%
$725.72 - $929.72 $18.9K - $24.2K
1.65K $1.36B
V
Visa Inc.

Financial Services
-103
- 3.08%
$306.92 - $362.71 $31.6K - $37.4K
3.24K $1.13B
ELV
Elevance Health, Inc.

Healthcare
-47
- 2.7%
$365.9 - $436.25 $17.2K - $20.5K
1.7K $738M
DUK
Duke Energy Corp

Utilities
-175
- 1.97%
$105.87 - $121.97 $18.5K - $21.3K
8.7K $1.06B
SHEL
Shell PLC

Energy
-60
- 0.52%
$62.84 - $73.29 $3.77K - $4.4K
11.6K $849M
IBM
International Business Machines Corp

Technology
-168
- 2.92%
$217.4 - $264.74 $36.5K - $44.5K
5.59K $1.39B
HCA
Hca Healthcare, Inc.

Healthcare
-25
- 0.76%
$296.7 - $345.55 $7.42K - $8.64K
3.26K $1.13B
ABBV
Abb Vie Inc.

Healthcare
-178
- 2.73%
$169.2 - $216.66 $30.1K - $38.6K
6.35K $1.33B
ABT
Abbott Laboratories

Healthcare
-224
- 2.08%
$111.1 - $140.22 $24.9K - $31.4K
10.6K $1.4B
TMUS
T Mobile Us, Inc.

Communication Services
-246
- 3.49%
$211.3 - $272.83 $52K - $67.1K
6.8K $1.81B
ABC
Amerisourcebergen Corp

Healthcare
-116
- 1.3%
N/A
8.84K $2.46B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-685
- 5.52%
$442.66 - $534.52 $303K - $366K
11.7K $6.24B
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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