Gratus Wealth Advisors, LLC Portfolio Holdings by Sector

Gratus Wealth Advisors, LLC

$625 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DGRO MGK QQQ IBDR IBDQ IBDS XLK IBDT 26 stocks	$500 Million 81.25% of portfolio	15	8	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM ADI NXPI QCOM 5 stocks	$14.5 Million 2.36% of portfolio	-	4	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$9.04 Million 1.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$7.34 Million 1.19% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$6.79 Million 1.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$5.62 Million 0.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK LLY ABBV JNJ PFE AMGN 6 stocks	$5.37 Million 0.87% of portfolio	1	5	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA AXP V DFS 4 stocks	$4.48 Million 0.73% of portfolio	-	2	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK ABC 2 stocks	$4.39 Million 0.71% of portfolio	-	2	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities D DUK SO NEE 4 stocks	$3.93 Million 0.64% of portfolio	-	3	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN FIS 3 stocks	$3.48 Million 0.57% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2.85 Million 0.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$2.74 Million 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX AMP 2 stocks	$2.65 Million 0.43% of portfolio	-	2	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$2.34 Million 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM 2 stocks	$2.33 Million 0.38% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG MCD 2 stocks	$2.27 Million 0.37% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV 2 stocks	$1.83 Million 0.3% of portfolio	-	2	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS CMCSA 2 stocks	$1.8 Million 0.29% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM SHEL CVX 3 stocks	$1.78 Million 0.29% of portfolio	-	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$1.68 Million 0.27% of portfolio	1	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$1.65 Million 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$1.62 Million 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC CSX 3 stocks	$1.55 Million 0.25% of portfolio	2	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE ETN 2 stocks	$1.46 Million 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU PTC 2 stocks	$1.43 Million 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$1.43 Million 0.23% of portfolio	-	2	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$1.22 Million 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$1.11 Million 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$991,205 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$985,392 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$980,312 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$961,506 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR IQV 2 stocks	$956,299 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD 1 stocks	$946,720 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI CSCO 2 stocks	$869,757 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC 1 stocks	$847,168 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS AZO 2 stocks	$766,221 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO ARWR REGN 3 stocks	$751,107 0.12% of portfolio	-	2	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical TOL 1 stocks	$704,564 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$693,692 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$673,139 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD HWM 2 stocks	$638,339 0.1% of portfolio	-	2	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$604,398 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$512,658 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX HOLX 2 stocks	$510,832 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$437,565 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$426,932 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$347,010 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$342,821 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP 1 stocks	$325,988 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$316,384 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK 1 stocks	$312,613 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AVB 1 stocks	$283,981 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$226,472 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$201,790 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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Gratus Wealth Advisors, LLC Portfolio Holdings by Sector

Gratus Wealth Advisors, LLC

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