Gratus Wealth Advisors, LLC Portfolio Holdings by Sector

Gratus Wealth Advisors, LLC

$609 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DGRO MGK QQQ QQEW IBDR IBDQ IBDS IBDT 26 stocks	$497 Million 81.91% of portfolio	11	12	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM ADI NXPI QCOM 5 stocks	$12 Million 1.98% of portfolio	-	4	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$7.95 Million 1.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CHKP 3 stocks	$7.06 Million 1.16% of portfolio	2	1	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$7.04 Million 1.16% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$6.19 Million 1.02% of portfolio	2	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV MRK JNJ AMGN PFE 6 stocks	$5.04 Million 0.83% of portfolio	1	4	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC MCK 2 stocks	$4.89 Million 0.81% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V AXP DFS 4 stocks	$4.44 Million 0.73% of portfolio	1	3	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities D DUK SO NEE 4 stocks	$4.18 Million 0.69% of portfolio	1	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN FIS 3 stocks	$3.35 Million 0.55% of portfolio	1	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$2.46 Million 0.4% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2.38 Million 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$2.33 Million 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS CMCSA VZ 3 stocks	$2.26 Million 0.37% of portfolio	1	2	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM 2 stocks	$2.24 Million 0.37% of portfolio	1	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX AMP 2 stocks	$2.21 Million 0.36% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy SHEL XOM CVX BP 4 stocks	$2.19 Million 0.36% of portfolio	1	2	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV 2 stocks	$1.97 Million 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG MCD 2 stocks	$1.82 Million 0.3% of portfolio	-	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$1.66 Million 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC CSX 3 stocks	$1.55 Million 0.26% of portfolio	2	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$1.4 Million 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$1.32 Million 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$1.3 Million 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$1.3 Million 0.21% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU PTC 2 stocks	$1.29 Million 0.21% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$1.17 Million 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE ETN 2 stocks	$1.14 Million 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$1.13 Million 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$1.03 Million 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$912,304 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD 1 stocks	$898,550 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS AZO 2 stocks	$894,770 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR IQV 2 stocks	$830,168 0.14% of portfolio	-	2	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI CSCO 2 stocks	$823,783 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC 1 stocks	$809,750 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$756,910 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$747,852 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$653,302 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical TOL 1 stocks	$637,024 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$602,948 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$559,624 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HWM GD 2 stocks	$548,160 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$477,621 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$474,882 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO ARWR 2 stocks	$428,409 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$415,845 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$384,398 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK 1 stocks	$332,442 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$317,877 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$271,207 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AVB 1 stocks	$269,133 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$231,510 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$206,953 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts

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Gratus Wealth Advisors, LLC Portfolio Holdings by Sector

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