Gratus Wealth Advisors, LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$609.3M
Holdings
128
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (128 positions)
| Stock | Value |
|---|---|
DGROISHARES TR | $74.2M |
MGKVANGUARD WORLD FD | $52.2M |
NDQINVESCO QQQ TR | $31.7M |
QQEWFIRST TR NAS100 EQ WEIGHTED | $31.7M |
IBDRISHARES TR | $31.4M |
IBDQISHARES TR | $31.1M |
IBDSISHARES TR | $31.0M |
IBDTISHARES TR | $30.6M |
IBDUISHARES TR | $30.5M |
XSMOINVESCO EXCHANGE TRADED FD T | $29.8M |
FTCSFIRST TR EXCHANGE-TRADED FD | $26.5M |
XLKSELECT SECTOR SPDR TR | $21.7M |
VGTVANGUARD WORLD FD | $20.8M |
GSLCGOLDMAN SACHS ETF TR | $15.0M |
XLVSELECT SECTOR SPDR TR | $11.7M |
VOVANGUARD INDEX FDS | $10.2M |
AAPLAPPLE INC | $7.9M |
SPYSPDR S&P 500 ETF TR | $6.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.2M |
NVDANVIDIA CORPORATION | $6.1M |
MSFTMICROSOFT CORP | $5.8M |
GOOGALPHABET INC | $5.0M |
VIGVANGUARD SPECIALIZED FUNDS | $3.3M |
IVVISHARES TR | $2.7M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.6M |
ABGCENCORA INC | $2.5M |
MCKMCKESSON CORP | $2.4M |
AMZNAMAZON COM INC | $2.4M |
PGPROCTER AND GAMBLE CO | $2.3M |
DDOMINION ENERGY INC | $2.3M |
TMUST-MOBILE US INC | $1.8M |
BACBANK AMERICA CORP | $1.8M |
NFLXNETFLIX INC | $1.7M |
LOWLOWES COS INC | $1.6M |
ADIANALOG DEVICES INC | $1.5M |
EDOWFIRST TR EXCHANGE-TRADED FD | $1.5M |
CMGCHIPOTLE MEXICAN GRILL INC | $1.4M |
ABTABBOTT LABS | $1.4M |
IBMINTERNATIONAL BUSINESS MACHS | $1.4M |
LLYELI LILLY & CO | $1.4M |
MAMASTERCARD INCORPORATED | $1.4M |
ABBVABBVIE INC | $1.3M |
COSTCOSTCO WHSL CORP NEW | $1.3M |
PWRQUANTA SVCS INC | $1.3M |
NXPINXP SEMICONDUCTORS N V | $1.3M |
UNHUNITEDHEALTH GROUP INC | $1.2M |
BXBLACKSTONE INC | $1.2M |
AFLAFLAC INC | $1.2M |
VVISA INC | $1.1M |
HCAHCA HEALTHCARE INC | $1.1M |
DUKDUKE ENERGY CORP NEW | $1.1M |
ORCLORACLE CORP | $1.0M |
ACNACCENTURE PLC IRELAND | $1.0M |
CBCHUBB LIMITED | $1.0M |
A4SAMERIPRISE FINL INC | $1.0M |
AXPAMERICAN EXPRESS CO | $999K |
MRKMERCK & CO INC | $985K |
DFSEURDISCOVER FINL SVCS | $949K |
ANETARISTA NETWORKS INC | $944K |
GEGE AEROSPACE | $927K |
FISFIDELITY NATL INFORMATION SV | $918K |
GSGOLDMAN SACHS GROUP INC | $912K |
DDDUPONT DE NEMOURS INC | $899K |
GQ9SPDR GOLD TR | $870K |
INTUINTUIT | $858K |
HDHOME DEPOT INC | $855K |
SHELSHELL PLC | $849K |
XOMEXXON MOBIL CORP | $812K |
TFCTRUIST FINL CORP | $810K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $798K |
KRKROGER CO | $757K |
JJACOBS SOLUTIONS INC | $745K |
UNPUNION PAC CORP | $743K |
ELVELEVANCE HEALTH INC | $738K |
PEPPEPSICO INC | $714K |
METAMETA PLATFORMS INC | $714K |
LULULULULEMON ATHLETICA INC | $653K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $652K |
TOLTOLL BROTHERS INC | $637K |
XLFSELECT SECTOR SPDR TR | $617K |
ZTSZOETIS INC | $603K |
KOCOCA COLA CO | $583K |
MSIMOTOROLA SOLUTIONS INC | $575K |
QCOMQUALCOMM INC | $574K |
NSCNORFOLK SOUTHN CORP | $570K |
DHRDANAHER CORPORATION | $564K |
TTTRANE TECHNOLOGIES PLC | $560K |
SOSOUTHERN CO | $553K |
DKSDICKS SPORTING GOODS INC | $540K |
JNJJOHNSON & JOHNSON | $536K |
PSXPHILLIPS 66 | $478K |
VBVANGUARD INDEX FDS | $476K |
MRSHMARSH & MCLENNAN COS INC | $475K |
GOOGLALPHABET INC | $469K |
JPMJPMORGAN CHASE & CO. | $458K |
PTCPTC INC | $434K |
AMGNAMGEN INC | $425K |
4I1PHILIP MORRIS INTL INC | $417K |
HONHONEYWELL INTL INC | $416K |
PFEPFIZER INC | $403K |
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