Gratus Wealth Advisors, LLC Portfolio Holdings

Gratus Wealth Advisors, LLC

  • $612 Billion
  • Q3 2024

Gratus Wealth Advisors, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $612 Billion distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $69.8B, Vanguard Mega Cap Growth ETF with a value of $54.7B, Invesco Qqq Trust, Series 1 with a value of $32.4B, Ishares Tr Ibonds Dec 2026 Ter with a value of $29.7B, and Ishares Tr Ibonds Dec 2027 Ter with a value of $29.2B.

Examining the 13F form we can see an increase of $32.1B in the current position value, from $580B to 612B.

Gratus Wealth Advisors, LLC is based out at Virginia Beach, VA

Below you can find more details about Gratus Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $612 Billion
ETFs: $493 Billion
Technology: $37.2 Billion
Financial Services: $19 Billion
Healthcare: $18.4 Billion
Consumer Cyclical: $11.1 Billion
Communication Services: $10.1 Billion
Industrials: $7.37 Billion
Consumer Defensive: $6.75 Billion
Other: $8.39 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$69.8 Billion 11.4% of portfolio
1,121,862
Q3 2024 Added 24.85%
$0
$54.7 Billion 8.93% of portfolio
172,431
Q3 2024 Added 1.03%
$0
$32.4 Billion 5.3% of portfolio
67,242
Q3 2024 Added 1.7%
$0
$29.7 Billion 4.85% of portfolio
1,231,431
Q3 2024 Added 5.1%
$0
$29.2 Billion 4.77% of portfolio
1,209,911
Q3 2024 Added 4.99%
$0
$29.1 Billion 4.75% of portfolio
1,161,494
Q3 2024 Added 4.92%
$0
$28.4 Billion 4.64% of portfolio
1,126,325
Q3 2024 Added 4.51%
$0
$27.9 Billion 4.56% of portfolio
124,737
Q3 2024 Added 3.55%
$0
$27.7 Billion 4.52% of portfolio
1,101,714
Q3 2024 Added 4.86%
$0
$24.6 Billion 4.02% of portfolio
275,131
Q3 2024 Added 3.01%
$0
$23.9 Billion 3.91% of portfolio
192,234
Q3 2024 Added 1.9%
$0
$23.2 Billion 3.79% of portfolio
98,775
Q3 2024 Added 2.09%
$0
$22.9 Billion 3.75% of portfolio
39,509
Q3 2024 Added 0.27%
$0
$14.6 Billion 2.38% of portfolio
130,456
Q3 2024 Added 3.39%
$0
$14.5 Billion 2.37% of portfolio
96,029
Q3 2024 Added 4.98%
$0
$10.7 Billion 1.74% of portfolio
40,819
Q3 2024 Added 0.94%
$0
$3.75 Billion 0.61% of portfolio
11,330
Q3 2024 Added 5.44%
$0
$3.62 Billion 0.59% of portfolio
18,526
Q3 2024 Reduced 2.85%
$0
$3.57 Billion 0.58% of portfolio
43,599
Q3 2024 Added 3.19%
$0
$3.29 Billion 0.54% of portfolio
76,225
Q3 2024 Added 5.06%
$0
$2.8 Billion 0.46% of portfolio
4,900
Q3 2024 Added 0.33%
$0
$2.7 Billion 0.44% of portfolio
76,034
Q3 2024 Reduced 83.34%
$83.7B
$737 Million 0.12% of portfolio
3,020
Q4 2023 New
$0
$584 Million 0.1% of portfolio
12,948
Q3 2024 Reduced 0.19%
$0
$447 Million 0.07% of portfolio
19,303
Q3 2024 Added 7.67%
$0
$369 Million 0.06% of portfolio
1,739
Q2 2024 Reduced 16.51%
$0
$305 Million 0.05% of portfolio
6,821
Q3 2024 Added 0.5%
$0
$316 Million 0.05% of portfolio
5,377
Q3 2024 Reduced 34.36%
$0
$245 Million 0.04% of portfolio
3,961
Q3 2024 Added 0.23%
$0
$218 Million 0.04% of portfolio
418
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $612 Billion
  • Prior Value $580 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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