Gratus Wealth Advisors, LLC Portfolio Holdings by Sector

Gratus Wealth Advisors, LLC

$710 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DGRO MGK QQQ QQEW XSMO IBDR IBDS IBDQ 27 stocks	$578 Million 81.72% of portfolio	16	5	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM ADI MRVL TXN QCOM NXPI 7 stocks	$20.2 Million 2.86% of portfolio	3	4	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CHKP 3 stocks	$10.2 Million 1.45% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$9.33 Million 1.32% of portfolio	-	3	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$9.07 Million 1.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$6.43 Million 0.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK ABC 2 stocks	$5.46 Million 0.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY MRK JNJ PFE AMGN 6 stocks	$4.98 Million 0.7% of portfolio	2	4	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA COF AXP V 4 stocks	$4.97 Million 0.7% of portfolio	1	2	-	-	0 Calls 0 Puts

Utilities—Regulated Electric \| Utilities D DUK SO NEE 4 stocks	$4.21 Million 0.59% of portfolio	2	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM FIS ACN CACI 4 stocks	$3.75 Million 0.53% of portfolio	3	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2.89 Million 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM WFC 3 stocks	$2.57 Million 0.36% of portfolio	1	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$2.54 Million 0.36% of portfolio	-	2	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX AMP 2 stocks	$2.49 Million 0.35% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$2.11 Million 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$2.1 Million 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy SHEL XOM CVX BP 4 stocks	$2.09 Million 0.3% of portfolio	1	2	1	-	0 Calls 0 Puts
Railroads \| Industrials CSX NSC 2 stocks	$1.92 Million 0.27% of portfolio	2	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS VZ 2 stocks	$1.83 Million 0.26% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE ETN 2 stocks	$1.69 Million 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$1.68 Million 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts

Software—Application \| Technology INTU PTC 2 stocks	$1.52 Million 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS ORLY AZO 3 stocks	$1.48 Million 0.21% of portfolio	2	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG MCD 2 stocks	$1.44 Million 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HWM GD 2 stocks	$1.42 Million 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$1.39 Million 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$1.37 Million 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$1.31 Million 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$1.3 Million 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR DGX IQV 3 stocks	$1.2 Million 0.17% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV 2 stocks	$1.18 Million 0.17% of portfolio	-	2	-	-	0 Calls 0 Puts

Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$1.11 Million 0.16% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$1.08 Million 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$960,779 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD 1 stocks	$914,566 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI CSCO 2 stocks	$874,855 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical TOL 1 stocks	$837,681 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX MPC 2 stocks	$808,041 0.11% of portfolio	1	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$777,277 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$753,313 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$709,737 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate KIM 1 stocks	$588,482 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$569,943 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC 1 stocks	$540,791 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$413,729 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$392,177 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$372,550 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$360,778 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK 1 stocks	$280,937 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$265,662 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB 1 stocks	$224,194 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$220,830 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$202,892 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts

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Gratus Wealth Advisors, LLC Portfolio Holdings by Sector

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