Gratus Wealth Advisors, LLC Portfolio Holdings

Gratus Wealth Advisors, LLC has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $580 Billion distributed in 132 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 $53.3B, Vanguard Mega Cap Growth ETF with a value of $53.1B, Invesco Qqq Trust, Series 1 with a value of $31.4B, Ishares Tr Ibonds Dec 2026 Ter with a value of $28B, and Ishares Ibonds Dec 2025 Term C with a value of $27.5B.

Examining the 13F form we can see an increase of $35.6B in the current position value, from $544B to 580B.

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.