Gratus Wealth Advisors, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$660.5M
Holdings
130
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (130 positions)
| Stock | Value |
|---|---|
DGROISHARES TR | $77.5M |
MGKVANGUARD WORLD FD | $61.7M |
NDQINVESCO QQQ TR | $37.3M |
QQEWFIRST TR EXCHANGE-TRADED FD | $35.9M |
XSMOINVESCO EXCHANGE TRADED FD T | $32.5M |
IBDRISHARES TR | $32.1M |
IBDQISHARES TR | $31.8M |
IBDSISHARES TR | $31.7M |
IBDUISHARES TR | $31.4M |
IBDTISHARES TR | $31.3M |
FTCSFIRST TR EXCHANGE-TRADED FD | $26.8M |
XLKSELECT SECTOR SPDR TR | $26.7M |
VGTVANGUARD WORLD FD | $25.4M |
GSLCGOLDMAN SACHS ETF TR | $16.6M |
VOVANGUARD INDEX FDS | $11.0M |
XLVSELECT SECTOR SPDR TR | $10.9M |
NVDANVIDIA CORPORATION | $8.7M |
MSFTMICROSOFT CORP | $7.7M |
AAPLAPPLE INC | $7.4M |
SPYSPDR S&P 500 ETF TR | $7.3M |
GOOGALPHABET INC | $5.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.6M |
VIGVANGUARD SPECIALIZED FUNDS | $3.5M |
AMZNAMAZON COM INC | $3.0M |
IVVISHARES TR | $3.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.9M |
MCKMCKESSON CORP | $2.6M |
ABGCENCORA INC | $2.6M |
DDOMINION ENERGY INC | $2.2M |
PGPROCTER AND GAMBLE CO | $2.2M |
PWRQUANTA SVCS INC | $1.9M |
NFLXNETFLIX INC | $1.9M |
ADIANALOG DEVICES INC | $1.8M |
IBMINTERNATIONAL BUSINESS MACHS | $1.6M |
ORCLORACLE CORP | $1.6M |
BACBANK AMERICA CORP | $1.6M |
TMUST-MOBILE US INC | $1.6M |
CMGCHIPOTLE MEXICAN GRILL INC | $1.6M |
EDOWFIRST TR EXCHANGE-TRADED FD | $1.5M |
LOWLOWES COS INC | $1.5M |
NXPINXP SEMICONDUCTORS N V | $1.4M |
ABTABBOTT LABS | $1.4M |
MAMASTERCARD INCORPORATED | $1.4M |
COSTCOSTCO WHSL CORP NEW | $1.4M |
LLYELI LILLY & CO | $1.4M |
COFCAPITAL ONE FINL CORP | $1.3M |
BXBLACKSTONE INC | $1.3M |
HCAHCA HEALTHCARE INC | $1.2M |
ANETARISTA NETWORKS INC | $1.2M |
ABBVABBVIE INC | $1.2M |
GEGE AEROSPACE | $1.2M |
GSGOLDMAN SACHS GROUP INC | $1.2M |
AXPAMERICAN EXPRESS CO | $1.2M |
VVISA INC | $1.1M |
A4SAMERIPRISE FINL INC | $1.1M |
INTUINTUIT | $1.1M |
CSXCSX CORP | $1.1M |
AFLAFLAC INC | $1.1M |
DUKDUKE ENERGY CORP NEW | $1.0M |
CBCHUBB LIMITED | $1.0M |
FISFIDELITY NATL INFORMATION SV | $995K |
ACNACCENTURE PLC IRELAND | $948K |
GQ9SPDR GOLD TR | $921K |
METAMETA PLATFORMS INC | $913K |
MRKMERCK & CO INC | $868K |
HDHOME DEPOT INC | $830K |
TFCTRUIST FINL CORP | $814K |
DDDUPONT DE NEMOURS INC | $807K |
SHELSHELL PLC | $807K |
JJACOBS SOLUTIONS INC | $803K |
KRKROGER CO | $802K |
XOMEXXON MOBIL CORP | $736K |
TTTRANE TECHNOLOGIES PLC | $734K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $729K |
TOLTOLL BROTHERS INC | $684K |
ELVELEVANCE HEALTH INC | $660K |
XLFSELECT SECTOR SPDR TR | $649K |
UNHUNITEDHEALTH GROUP INC | $639K |
NSCNORFOLK SOUTHN CORP | $616K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $602K |
QCOMQUALCOMM INC | $592K |
MSIMOTOROLA SOLUTIONS INC | $590K |
KOCOCA COLA CO | $583K |
JPMJPMORGAN CHASE & CO. | $582K |
GOOGLALPHABET INC | $572K |
ZTSZOETIS INC | $570K |
PEPPEPSICO INC | $550K |
LULULULULEMON ATHLETICA INC | $548K |
KIMKIMCO RLTY CORP | $545K |
DHRDANAHER CORPORATION | $531K |
DKSDICKS SPORTING GOODS INC | $531K |
PTCPTC INC | $483K |
4I1PHILIP MORRIS INTL INC | $479K |
PSXPHILLIPS 66 | $464K |
FDNFIRST TR EXCHANGE-TRADED FD | $463K |
JNJJOHNSON & JOHNSON | $462K |
HONHONEYWELL INTL INC | $458K |
SOSOUTHERN CO | $457K |
HWMHOWMET AEROSPACE INC | $445K |
MRSHMARSH & MCLENNAN COS INC | $425K |
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