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CIK: 0002022161
Total reported value
$785.5M
$785.5M
127 檔
29.0%
At the close of Q4 2024, Gratus Wealth Advisors, LLC disclosed equity holdings valued at approximately $785.5M, spread across 127 reported holdings.
In Q4 2024, Gratus Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 11.77% | -0.37% | +6.92% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 9.48% | +0.51% | +0.04% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.57% | +0.75% | +1.20% | |
| 4 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 4.85% | -0.54% | +2.17% | |
| 5 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 4.79% | — | +2.86% | |
| 6 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 4.77% | -0.51% | +2.92% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 4.71% | +0.95% | +1.43% | |
| 8 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 4.62% | -0.50% | +2.88% | |
| 9 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 4.61% | -0.51% | +6449.11% | |
| 10 | FTCS | First Trust Capital Strength | ETF-Other | 4.03% | -0.29% | +4.25% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.88% | +0.65% | -1.30% | |
| 12 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 3.87% | +0.24% | +0.66% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 3.83% | — | +0.71% | |
| 14 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.43% | +0.03% | +1.22% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 2.26% | -0.01% | +6.75% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.71% | +0.05% | -0.80% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.45% | — | -1.98% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | -0.04% | -9.95% | |
| 19 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 1.14% | — | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.10% | — | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -0.09% | -3.68% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.10% | -1.10% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.07% | — | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.02% | -7.88% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | +0.11% | -0.22% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.01% | -0.47% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | — | -2.24% | |
| 28 | MCK | Mckesson CORP | Stock-Healthcare | 0.38% | -0.11% | -20.85% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.05% | +1.12% | |
| 30 | D | Dominion Energy Inc | Stock-Utilities | 0.36% | -0.01% | -2.88% | |
| 31 | COR | Cencora Inc | Stock-Healthcare | 0.32% | -0.08% | -0.26% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.30% | +0.08% | -25.26% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.29% | -0.04% | -1.85% | |
| 34 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.28% | -0.07% | EXIT | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.27% | -0.01% | -2.79% | |
| 36 | ADI | Analog Devices Inc | Stock-Tech | 0.27% | +0.03% | -0.10% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.26% | -0.07% | -0.16% | |
| 38 | PWR | Quanta Services Inc | Stock-Industrials | 0.26% | +0.05% | -0.18% | |
| 39 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.25% | -0.06% | -0.27% | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.24% | -0.02% | -0.39% | |
| 41 | EDOW | First Trust Dow 30 Eql Wght | ETF-Other | 0.24% | — | -46.03% | |
| 42 | ANET | Arista Networks Inc | Stock-Tech | 0.23% | +0.06% | — | |
| 43 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.23% | +0.01% | -3.90% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.21% | -0.02% | -1.14% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | -0.03% | -0.07% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | +0.04% | -2.73% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.20% | +0.01% | +72.57% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.20% | -0.03% | -26.62% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.20% | -0.06% | -2.96% | |
| 50 | GE | General Electric | Stock-Industrials | 0.19% | +0.03% | +38.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBDU | Ishares Ibonds Dec 2029 Term | +4.5% | +6449.11% | Add |
| 2 | QGRW | Wisdomtree US Quality Growth | +1.1% | NEW | New buy |
| 3 | MGK | Vanguard Mega Cap Growth ETF | +0.6% | +0.04% | Add |
| 4 | DGRO | Ishares Core Dividend Growth | +0.4% | +6.92% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +1.20% | Add |
| 6 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 7 | XLK | Ss Technology Select Sector | +0.2% | +1.43% | Add |
| 8 | VGT | Vanguard Info Tech ETF | +0.1% | -1.30% | Trim |
| 9 | AAPL | Apple Inc | +0.1% | -1.98% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -1.10% | Trim |
| 11 | GEHC | GE Healthcare Technology | +0.1% | NEW | New buy |
| 12 | IBM | Intl Business Machines CORP | +0.1% | +72.57% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | -2.24% | Trim |
| 14 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +1.22% | Add |
| 15 | NFLX | Netflix Inc | +0.1% | -0.16% | Trim |
| 16 | IBDQ | Ishares Ibonds Dec 2025 Term | 0% | +2.86% | Add |
| 17 | VB | Vanguard Small-cap ETF | 0% | +0.71% | Add |
| 18 | GE | General Electric | 0% | +38.54% | Add |
| 19 | FTCS | First Trust Capital Strength | 0% | +4.25% | Add |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 21 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | — | +2.92% | Add |
| 22 | IBDR | Ishares Ibonds Dec 2026 Term | — | +2.17% | Add |
| 23 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +2.88% | Add |
| 24 | UNP | Union Pacific CORP | 0% | -23.77% | Trim |
| 25 | VZ | Verizon Communications Inc | 0% | EXIT | Sold out |
| 26 | UPS | United Parcel Service-cl B | 0% | EXIT | Sold out |
| 27 | QQEW | First Tr Nasdaq-100 Sel Eq | 0% | +0.66% | Add |
| 28 | LLY | Eli Lilly & Co | 0% | -2.73% | Trim |
| 29 | NXPI | NXP Semiconductors N.V. | 0% | -3.90% | Trim |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | EXIT | Sold out |
| 31 | UNH | Unitedhealth Group Inc | 0% | -3.57% | Trim |
| 32 | ELV | Elevance Health Inc | 0% | -1.36% | Trim |
| 33 | MPC | Marathon Petroleum CORP | 0% | EXIT | Sold out |
| 34 | XOM | Exxon Mobil CORP | 0% | -8.89% | Trim |
| 35 | MRK | Merck & Co. Inc. | 0% | -2.79% | Trim |
| 36 | D | Dominion Energy Inc | 0% | -2.88% | Trim |
| 37 | KBWB | Invesco Kbw Bank ETF | -0.1% | EXIT | Sold out |
| 38 | ABBV | Abbvie Inc | -0.1% | -12.31% | Trim |
| 39 | HCA | Hca Healthcare Inc | -0.1% | — | Unchanged |
| 40 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -7.88% | Trim |
| 41 | BAC | Bank Of America CORP | -0.1% | -25.26% | Trim |
| 42 | ACN | Accenture plc | -0.1% | -26.62% | Trim |
| 43 | NVDA | Nvidia CORP | -0.1% | -9.95% | Trim |
| 44 | XLV | Ss Health Care Select Sector | -0.1% | +6.75% | Add |
| 45 | EDOW | First Trust Dow 30 Eql Wght | -0.2% | -46.03% | Trim |
| 46 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | Sold out |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.5% | -88.81% | Trim |
| 48 | XLRE | Ss Real Estate Select Sector | -0.5% | EXIT | Sold out |
| 49 | VCR | Vanguard Consumer Discre ETF | -0.6% | EXIT | Sold out |
| 50 | IBDP | Ishares Ibonds Dec 2024 Term | -4.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Gratus Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $785.5M across 127 disclosed positions in Q4 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 29.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
QGRW
市值: $7.1M
Top Position Liquidated / Trimmed
IBDP
前期市值: $27.7M
During Q4 2024, Gratus Wealth Advisors, LLC's top holdings by market value included DGRO (11.8%)、MGK (9.5%)、QQQ (5.6%). The largest single position, DGRO, represented 11.8% of total portfolio value.
In Q4 2024, Gratus Wealth Advisors, LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 20 holdings, and fully liquidating 9 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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