Gratus Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Gratus Wealth Advisors, LLCInvestment ActivityGratus Wealth Advisors, LLC has $612.10 million in total holdings as of September 30, 2024.Gratus Wealth Advisors, LLC owns shares of 133 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 5.88% of the portfolio was purchased this quarter.About 2.82% of the portfolio was sold this quarter.This quarter, Gratus Wealth Advisors, LLC has purchased 132 new stocks and bought additional shares in 64 stocks.Gratus Wealth Advisors, LLC sold shares of 39 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core Dividend Growth ETF $69,768,600Vanguard Mega Cap Growth ETF $54,688,252Invesco QQQ $32,417,392iShares iBonds Dec 2026 Term Corporate ETF $29,714,420iShares iBonds Dec 2027 Term Corporate ETF $29,195,155 Largest New Holdings this Quarter Meta Platforms $713,432 HoldingKroger $616,008 HoldingDeere & Company $332,547 HoldingVanguard S&P 500 ETF $218,158 Holding Largest Purchases this Quarter iShares Core Dividend Growth ETF 223,301 shares (about $13.89M)iShares iBonds Dec 2026 Term Corporate ETF 59,721 shares (about $1.44M)iShares iBonds Dec 2027 Term Corporate ETF 57,461 shares (about $1.39M)iShares iBonds Dec 2025 Term Corporate ETF 54,497 shares (about $1.36M)iShares iBonds Dec 2024 Term Corporate ETF 51,080 shares (about $1.28M) Largest Sales this Quarter First Trust Dow 30 Equal Weight ETF 380,459 shares (about $13.50M)Electronic Arts 3,293 shares (about $470.57K)Lowe's Companies 698 shares (about $187.44K)Procter & Gamble 1,115 shares (about $186.34K)General Dynamics 571 shares (about $169.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGratus Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDGROiShares Core Dividend Growth ETF$69,768,600$13,887,090 ▲24.9%1,121,86211.4%ETFMGKVanguard Mega Cap Growth ETF$54,688,252$559,788 ▲1.0%172,4318.9%ETFQQQInvesco QQQ$32,417,392$540,917 ▲1.7%67,2425.3%FinanceIBDRiShares iBonds Dec 2026 Term Corporate ETF$29,714,420$1,441,067 ▲5.1%1,231,4314.9%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$29,195,155$1,386,534 ▲5.0%1,209,9114.8%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$29,060,592$1,363,516 ▲4.9%1,161,4944.7%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$28,428,449$1,226,033 ▲4.5%1,126,3254.6%ETFXLKTechnology Select Sector SPDR Fund$27,908,656$956,041 ▲3.5%124,7374.6%ETFIBDPiShares iBonds Dec 2024 Term Corporate ETF$27,686,081$1,283,641 ▲4.9%1,101,7144.5%ETFFTCSFirst Trust Capital Strength ETF$24,632,478$720,000 ▲3.0%275,1314.0%ETFQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$23,923,551$445,407 ▲1.9%192,2343.9%ManufacturingVBVanguard Small-Cap ETF$23,185,497$474,860 ▲2.1%98,7753.8%ETFVGTVanguard Information Technology ETF$22,948,313$62,150 ▲0.3%39,5093.7%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$14,591,504$478,382 ▲3.4%130,4562.4%ETFXLVHealth Care Select Sector SPDR Fund$14,497,498$687,970 ▲5.0%96,0292.4%ETFVOVanguard Mid-Cap ETF$10,680,766$99,955 ▲0.9%40,8191.7%ETFNVDANVIDIA$8,230,021$1,143,605 ▲16.1%64,4381.3%Computer and TechnologyAAPLApple$8,164,694$613,422 ▲8.1%36,8291.3%Computer and TechnologyMSFTMicrosoft$6,849,966$925,560 ▲15.6%16,7261.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$6,650,6410.0%11,7131.1%FinanceBRK.BBerkshire Hathaway$5,624,761$238,088 ▲4.4%12,4030.9%FinanceGOOGAlphabet$5,275,604$659,368 ▲14.3%32,0920.9%Computer and TechnologyVCRVanguard Consumer Discretionary ETF$3,752,836$193,770 ▲5.4%11,3300.6%ETFVIGVanguard Dividend Appreciation ETF$3,621,493$106,342 ▼-2.9%18,5260.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,573,810$110,414 ▲3.2%43,5990.6%ETFXLREReal Estate Select Sector SPDR Fund$3,292,920$158,458 ▲5.1%76,2250.5%ETFTSMTaiwan Semiconductor Manufacturing$2,861,750$250,565 ▲9.6%15,5100.5%Computer and TechnologyIVViShares Core S&P 500 ETF$2,795,434$9,128 ▲0.3%4,9000.5%ETFEDOWFirst Trust Dow 30 Equal Weight ETF$2,697,686$13,498,684 ▼-83.3%76,0340.4%ETFMCKMcKesson$2,547,490$123,336 ▲5.1%5,2670.4%MedicalDDominion Energy$2,429,509$43,959 ▲1.8%42,5560.4%UtilitiesAMZNAmazon.com$2,403,194$114,808 ▲5.0%13,2920.4%Retail/WholesalePGProcter & Gamble$2,302,245$186,339 ▼-7.5%13,7760.4%Consumer StaplesBACBank of America$2,277,005$353,926 ▲18.4%56,9820.4%FinanceLOWLowe's Companies$2,002,771$187,441 ▼-8.6%7,4580.3%Retail/WholesaleCORCencora$1,969,793$46,973 ▲2.4%8,9740.3%MedicalMRKMerck & Co., Inc.$1,893,267$170,486 ▲9.9%17,4350.3%MedicalADIAnalog Devices$1,781,048$123,674 ▼-6.5%7,8630.3%Computer and TechnologyACNAccenture$1,693,016$41,032 ▼-2.4%4,7450.3%Computer and TechnologyNXPINXP Semiconductors$1,678,859$67,164 ▲4.2%7,1740.3%Computer and TechnologyCMGChipotle Mexican Grill$1,674,897$609,507 ▲57.2%29,5240.3%Retail/WholesalePWRQuanta Services$1,575,066$7,995 ▲0.5%5,1220.3%ConstructionLLYEli Lilly and Company$1,546,146$389,905 ▲33.7%1,7210.3%MedicalTMUST-Mobile US$1,471,018$16,666 ▲1.1%7,0610.2%Computer and TechnologyABBVAbbVie$1,440,8460.0%7,4420.2%MedicalUNHUnitedHealth Group$1,423,303$26,844 ▼-1.9%2,4390.2%MedicalNFLXNetflix$1,302,764$122,134 ▲10.3%1,8560.2%Consumer DiscretionaryBXBlackstone$1,302,276$16,547 ▲1.3%8,7360.2%FinanceANETArista Networks$1,293,419$454,169 ▲54.1%3,2950.2%Computer and TechnologyABTAbbott Laboratories$1,258,636$91,595 ▼-6.8%11,1030.2%MedicalHCAHCA Healthcare$1,255,8460.0%3,2830.2%MedicalCOSTCostco Wholesale$1,251,854$102,210 ▲8.9%1,4330.2%Retail/WholesaleMAMastercard$1,248,393$54,534 ▲4.6%2,5410.2%Business ServicesAFLAflac$1,196,464$53,012 ▼-4.2%10,6980.2%FinanceDDDuPont de Nemours$1,073,219$66,174 ▲6.6%12,4880.2%Basic MaterialsAMPAmeriprise Financial$1,046,157$100,435 ▲10.6%2,1770.2%FinanceFISFidelity National Information Services$1,032,844$16,017 ▲1.6%12,2520.2%Business ServicesAXPAmerican Express$1,017,677$33,129 ▲3.4%3,7170.2%FinanceDUKDuke Energy$985,787$83,995 ▼-7.9%8,9430.2%UtilitiesHDHome Depot$984,241$8,161 ▼-0.8%2,4120.2%Retail/WholesaleCBChubb$983,4350.0%3,5480.2%FinanceXOMExxon Mobil$980,179$21,941 ▼-2.2%7,8180.2%Oils/EnergyUNPUnion Pacific$978,747$19,660 ▲2.0%4,1320.2%TransportationGEGeneral Electric$965,1320.0%5,1900.2%TransportationVVisa$914,459$146,204 ▼-13.8%3,3400.1%Business ServicesMARMarriott International$880,302$88,796 ▲11.2%3,4500.1%Consumer DiscretionaryELVElevance Health$869,399$75,771 ▼-8.0%1,7670.1%MedicalKOCoca-Cola$867,801$54,587 ▼-5.9%12,5750.1%Consumer StaplesTFCTruist Financial$864,906$5,754 ▼-0.7%20,5930.1%FinanceGSThe Goldman Sachs Group$856,1870.0%1,7310.1%FinanceINTUIntuit$850,0290.0%1,4110.1%Computer and TechnologyPEPPepsiCo$843,909$55,848 ▼-6.2%5,0470.1%Consumer StaplesTOLToll Brothers$842,293$63,808 ▲8.2%5,5970.1%ConstructionJJacobs Solutions$838,582$6,623 ▲0.8%6,0780.1%Business ServicesSHELShell$838,476$79,781 ▲10.5%11,9390.1%Oils/EnergyDFSDiscover Financial Services$829,6420.0%5,7590.1%FinanceIBMInternational Business Machines$758,453$7,723 ▼-1.0%3,3390.1%Computer and TechnologyDHRDanaher$747,2360.0%2,7800.1%Multi-Sector ConglomeratesGLDSPDR Gold Shares$737,3930.0%3,0200.1%FinanceMETAMeta Platforms$713,432$713,432 ▲New Holding1,2200.1%Computer and TechnologyJNJJohnson & Johnson$659,338$38,128 ▼-5.5%4,1330.1%MedicalQCOMQUALCOMM$623,992$21,534 ▼-3.3%3,7380.1%Computer and TechnologyKRKroger$616,008$616,008 ▲New Holding11,0080.1%Retail/WholesaleMSIMotorola Solutions$613,1440.0%1,3650.1%Computer and TechnologySOSouthern$598,852$96,090 ▲19.1%6,7370.1%UtilitiesNSCNorfolk Southern$584,902$2,925 ▼-0.5%2,4000.1%TransportationXLFFinancial Select Sector SPDR Fund$583,825$1,082 ▼-0.2%12,9480.1%ETFTTTrane Technologies$541,778$281,818 ▲108.4%1,3880.1%ConstructionPTCPTC$526,5510.0%2,9700.1%Computer and TechnologyMCDMcDonald's$521,620$50,838 ▼-8.9%1,7340.1%Retail/WholesaleGOOGLAlphabet$501,489$3,749 ▼-0.7%3,0770.1%Computer and TechnologyLULULululemon Athletica$498,911$1,635 ▲0.3%1,8310.1%Consumer DiscretionaryPFEPfizer$493,246$70,284 ▼-12.5%16,8920.1%MedicalMMCMarsh & McLennan Companies$452,7470.0%2,0600.1%FinanceGDGeneral Dynamics$450,989$169,753 ▼-27.3%1,5170.1%AerospaceIBDUiShares iBonds Dec 2029 Term Corporate ETF$447,444$31,873 ▲7.7%19,3030.1%ETFDKSDICK'S Sporting Goods$447,042$203,932 ▲83.9%2,1680.1%Retail/WholesaleNVONovo Nordisk A/S$434,925$177,597 ▲69.0%3,6930.1%MedicalJPMJPMorgan Chase & Co.$399,147$211 ▲0.1%1,8920.1%FinanceHONHoneywell International$384,2940.0%1,8900.1%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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