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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.61B
$1.67 Billion 0.27% of portfolio
29,524
Q3 2024 Added 57.21%

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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