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CIK: 0002022161
Total reported value
$783.2M
$783.2M
128 檔
28.2%
As reported in its official Q1 2025 Form 13F filing, Gratus Wealth Advisors, LLC's tracked investment portfolio stood at $783.2M with 128 total positions.
In Q1 2025, Gratus Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 72 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 12.17% | -0.01% | +0.10% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 8.56% | +0.50% | -2.11% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.21% | +0.03% | -0.53% | |
| 4 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 5.21% | +0.04% | +35.58% | |
| 5 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 5.16% | +0.02% | +3.14% | |
| 6 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 5.11% | — | +3.53% | |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 5.09% | — | +2.95% | |
| 8 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 5.02% | -0.04% | +4.58% | |
| 9 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 5.01% | -0.07% | +4.36% | |
| 10 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 4.90% | -0.75% | — | |
| 11 | FTCS | First Trust Capital Strength | ETF-Other | 4.35% | — | +3.12% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 3.56% | +0.02% | -17.05% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.41% | +0.17% | -1.75% | |
| 14 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.47% | +0.07% | +3.52% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.91% | -0.02% | -22.14% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.67% | -0.07% | -2.95% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.30% | +0.15% | -0.91% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | +0.02% | +0.38% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | -0.03% | -5.52% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.18% | -3.65% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | +0.41% | -4.22% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | -0.04% | +0.93% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.54% | -0.01% | -0.46% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.02% | -1.13% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.42% | -0.07% | -0.14% | |
| 26 | COR | Cencora Inc | Stock-Healthcare | 0.40% | +0.01% | -1.30% | |
| 27 | MCK | Mckesson CORP | Stock-Healthcare | 0.40% | +0.04% | -13.26% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.02% | -3.92% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.01% | -1.82% | |
| 30 | D | Dominion Energy Inc | Stock-Utilities | 0.38% | -0.03% | -0.68% | |
| 31 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.30% | -0.01% | -3.49% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.29% | -0.02% | +0.03% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.27% | -0.01% | -4.21% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.26% | -0.03% | -6.20% | |
| 35 | ADI | Analog Devices Inc | Stock-Tech | 0.25% | — | -3.92% | |
| 36 | EDOW | First Trust Dow 30 Eql Wght | ETF-Other | 0.24% | — | — | |
| 37 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.24% | — | -0.34% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.23% | +0.01% | -2.08% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.23% | -0.14% | -2.92% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.22% | -0.02% | -1.55% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | +0.01% | -1.23% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | -0.01% | -2.73% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.01% | -2.72% | |
| 44 | PWR | Quanta Services Inc | Stock-Industrials | 0.21% | -0.07% | +0.10% | |
| 45 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.21% | -0.01% | -1.47% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.20% | -0.01% | — | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.20% | -0.01% | -0.93% | |
| 48 | AFL | Aflac Inc | Stock-Financials | 0.19% | -0.02% | -1.27% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.19% | — | -3.08% | |
| 50 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.18% | +0.02% | -0.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XSMO | Invesco S&p Smallcap Momentu | +4.9% | NEW | New buy |
| 2 | QQEW | First Tr Nasdaq-100 Sel Eq | +1.3% | +35.58% | Add |
| 3 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.4% | +4.58% | Add |
| 4 | IBDU | Ishares Ibonds Dec 2029 Term | +0.4% | +4.36% | Add |
| 5 | DGRO | Ishares Core Dividend Growth | +0.4% | +0.10% | Add |
| 6 | FTCS | First Trust Capital Strength | +0.3% | +3.12% | Add |
| 7 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.3% | +3.53% | Add |
| 8 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.3% | +2.95% | Add |
| 9 | IBDR | Ishares Ibonds Dec 2026 Term | +0.3% | +3.14% | Add |
| 10 | ORCL | Oracle CORP | +0.2% | NEW | New buy |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | NEW | New buy |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -5.52% | Trim |
| 13 | ZTS | Zoetis Inc | +0.1% | NEW | New buy |
| 14 | COR | Cencora Inc | +0.1% | -1.30% | Trim |
| 15 | TMUS | T-mobile US Inc | +0.1% | -3.49% | Trim |
| 16 | CHKP | Check Point Software Technologies Ltd. | 0% | NEW | New buy |
| 17 | GSLC | Goldman Activebeta US Lc ETF | 0% | +3.52% | Add |
| 18 | VZ | Verizon Communications Inc | 0% | NEW | New buy |
| 19 | IBDW | Ishares Ibonds Dec 2031 CORP | 0% | NEW | New buy |
| 20 | BP | Bp Plc-spons Adr | 0% | NEW | New buy |
| 21 | ABT | Abbott Laboratories | 0% | -2.08% | Trim |
| 22 | ABBV | Abbvie Inc | 0% | -2.73% | Trim |
| 23 | PSX | Phillips 66 | 0% | +39.29% | Add |
| 24 | IBM | Intl Business Machines CORP | 0% | -2.92% | Trim |
| 25 | HCA | Hca Healthcare Inc | 0% | -0.76% | Trim |
| 26 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 27 | SHEL | Shell Plc-adr | 0% | -0.52% | Trim |
| 28 | DUK | Duke Energy CORP | 0% | -1.97% | Trim |
| 29 | PM | Philip Morris International | 0% | — | Unchanged |
| 30 | ELV | Elevance Health Inc | 0% | -2.70% | Trim |
| 31 | AMGN | Amgen Inc | 0% | +5.49% | Add |
| 32 | V | Visa Inc-class A Shares | 0% | -3.08% | Trim |
| 33 | D | Dominion Energy Inc | 0% | -0.68% | Trim |
| 34 | MCK | Mckesson CORP | 0% | -13.26% | Trim |
| 35 | KR | Kroger Co | 0% | +1.58% | Add |
| 36 | SO | Southern Co/the | 0% | +3.46% | Add |
| 37 | DKS | Dick's Sporting Goods Inc | 0% | +30.92% | Add |
| 38 | LLY | Eli Lilly & Co | 0% | -1.55% | Trim |
| 39 | AFL | Aflac Inc | 0% | -1.27% | Trim |
| 40 | JNJ | Johnson & Johnson | 0% | -0.80% | Trim |
| 41 | AZO | Autozone Inc | 0% | — | Unchanged |
| 42 | GEHC | GE Healthcare Technology | 0% | +5.72% | Add |
| 43 | HWM | Howmet Aerospace Inc | 0% | — | Unchanged |
| 44 | CB | Chubb Limited | 0% | -4.06% | Trim |
| 45 | TT | Trane Technologies plc | 0% | +19.67% | Add |
| 46 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.46% | Trim |
| 47 | XOM | Exxon Mobil CORP | 0% | -4.20% | Trim |
| 48 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 49 | MRSH | Marsh & Mclennan Cos | 0% | -5.53% | Trim |
| 50 | MA | Mastercard Inc - A | 0% | -1.23% | Trim |
According to official SEC Form 13F filings, Gratus Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $783.2M across 128 disclosed positions in Q1 2025.
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 28.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
XSMO
市值: $29.8M
Top Position Liquidated / Trimmed
QGRW
前期市值: $7.1M
During Q1 2025, Gratus Wealth Advisors, LLC's top holdings by market value included DGRO (12.2%)、MGK (8.6%)、QQQ (5.2%). The largest single position, DGRO, represented 12.2% of total portfolio value.
In Q1 2025, Gratus Wealth Advisors, LLC made 117 total portfolio adjustments, initiating 8 new buys, adding to 30 positions, trimming 72 holdings, and fully liquidating 7 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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