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CIK: 0002022161
Total reported value
$785.5M
$785.5M
133 檔
27.5%
As reported in its official Q3 2024 Form 13F filing, Gratus Wealth Advisors, LLC's tracked investment portfolio stood at $785.5M with 133 total positions.
In Q3 2024, Gratus Wealth Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 38 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 11.40% | -0.37% | +24.85% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 8.93% | +0.51% | +1.03% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.30% | +0.75% | +1.70% | |
| 4 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 4.85% | -0.54% | +5.10% | |
| 5 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 4.77% | -0.51% | +4.99% | |
| 6 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 4.75% | — | +4.92% | |
| 7 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 4.64% | -0.50% | +4.51% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 4.56% | +0.95% | +3.55% | |
| 9 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 4.52% | — | +4.86% | |
| 10 | FTCS | First Trust Capital Strength | ETF-Other | 4.02% | -0.29% | +3.01% | |
| 11 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 3.91% | +0.24% | +1.90% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 3.79% | — | +2.09% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.75% | +0.65% | +0.27% | |
| 14 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.38% | +0.03% | +3.39% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 2.37% | -0.01% | +4.98% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.74% | +0.05% | +0.94% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | -0.04% | +16.14% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.33% | — | +8.12% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.09% | +15.62% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.07% | +4.42% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | +0.10% | +14.28% | |
| 23 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.61% | — | +5.44% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | -0.02% | -2.85% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | — | +3.19% | |
| 26 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.54% | — | +5.06% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.47% | +0.11% | +9.60% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.01% | +0.33% | |
| 29 | EDOW | First Trust Dow 30 Eql Wght | ETF-Other | 0.44% | — | -83.34% | |
| 30 | MCK | Mckesson CORP | Stock-Healthcare | 0.42% | -0.11% | +5.09% | |
| 31 | D | Dominion Energy Inc | Stock-Utilities | 0.40% | -0.01% | +1.84% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | — | +5.02% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.05% | -7.49% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.37% | +0.08% | +18.40% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.33% | -0.04% | -8.56% | |
| 36 | COR | Cencora Inc | Stock-Healthcare | 0.32% | -0.08% | +2.44% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.31% | -0.01% | +9.90% | |
| 38 | ADI | Analog Devices Inc | Stock-Tech | 0.29% | +0.03% | -6.49% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.28% | -0.03% | -2.37% | |
| 40 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.27% | +0.01% | +4.17% | |
| 41 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.27% | -0.07% | EXIT | |
| 42 | PWR | Quanta Services Inc | Stock-Industrials | 0.26% | +0.05% | +0.51% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | +0.04% | +33.72% | |
| 44 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.24% | -0.06% | +1.15% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | +0.01% | — | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.23% | +0.02% | -1.85% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.21% | -0.07% | +10.34% | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.21% | -0.02% | +1.29% | |
| 49 | ANETEUR | Arista Networks Inc | Stock-Other | 0.21% | — | +54.12% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.21% | -0.06% | -6.78% |
According to official SEC Form 13F filings, Gratus Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $785.5M across 133 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, MGK, QQQ) accounted for 27.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
META
市值: $713.4K
Top Position Liquidated / Trimmed
DG
前期市值: $772.6K
During Q3 2024, Gratus Wealth Advisors, LLC's top holdings by market value included DGRO (11.4%)、MGK (8.9%)、QQQ (5.3%). The largest single position, DGRO, represented 11.4% of total portfolio value.
In Q3 2024, Gratus Wealth Advisors, LLC made 48 total portfolio adjustments, initiating 4 new buys, adding to 38 positions, trimming 3 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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