Gratus Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Gratus Wealth Advisors, LLCInvestment ActivityGratus Wealth Advisors, LLC has $624.89 million in total holdings as of September 30, 2024.Gratus Wealth Advisors, LLC owns shares of 127 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 7.96% of the portfolio was purchased this quarter.About 7.58% of the portfolio was sold this quarter.This quarter, Gratus Wealth Advisors, LLC has purchased 133 new stocks and bought additional shares in 27 stocks.Gratus Wealth Advisors, LLC sold shares of 61 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Core Dividend Growth ETF $73,579,456Vanguard Mega Cap Growth ETF $59,237,693Invesco QQQ $34,790,222iShares iBonds Dec 2026 Term Corporate ETF $30,284,038iShares iBonds Dec 2025 Term Corporate ETF $29,926,152 Largest New Holdings this Quarter WisdomTree U.S. Quality Growth Fund $7,120,139 HoldingARISTA NETWORKS INC $1,455,570 HoldingGE HealthCare Technologies $597,217 Holding Largest Purchases this Quarter iShares iBonds Dec 2029 Term Corporate ETF 1,244,871 shares (about $28.38M)WisdomTree U.S. Quality Growth Fund 144,542 shares (about $7.12M)iShares Core Dividend Growth ETF 77,673 shares (about $4.76M)ARISTA NETWORKS INC 13,169 shares (about $1.46M)First Trust Capital Strength ETF 11,696 shares (about $1.03M) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 38,720 shares (about $3.40M)First Trust Dow 30 Equal Weight ETF 35,002 shares (about $1.27M)NVIDIA 6,414 shares (about $861.34K)Bank of America 14,395 shares (about $632.66K)McKesson 1,098 shares (about $625.76K) 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$73,579,456$4,764,460 ▲6.9%1,199,53511.8%ETFMGKVanguard Mega Cap Growth ETF$59,237,693$23,009 ▲0.0%172,4989.5%ETFQQQInvesco QQQ$34,790,222$414,096 ▲1.2%68,0525.6%FinanceIBDRiShares iBonds Dec 2026 Term Corporate ETF$30,284,038$643,488 ▲2.2%1,258,1654.8%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$29,926,152$830,733 ▲2.9%1,194,6574.8%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$29,835,461$846,003 ▲2.9%1,245,2204.8%ETFXLKTechnology Select Sector SPDR Fund$29,418,198$414,351 ▲1.4%126,5194.7%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$28,854,517$809,026 ▲2.9%1,158,8164.6%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$28,823,156$28,383,048 ▲6,449.1%1,264,1744.6%ETFFTCSFirst Trust Capital Strength ETF$25,189,147$1,027,143 ▲4.3%286,8274.0%ETFVGTVanguard Information Technology ETF$24,247,022$319,604 ▼-1.3%38,9953.9%ETFQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$24,180,217$158,699 ▲0.7%193,5043.9%ManufacturingVBVanguard Small-Cap ETF$23,903,291$169,638 ▲0.7%99,4813.8%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$15,208,713$182,791 ▲1.2%132,0432.4%ETFXLVHealth Care Select Sector SPDR Fund$14,102,851$892,141 ▲6.8%102,5142.3%ETFVOVanguard Mid-Cap ETF$10,695,811$85,843 ▼-0.8%40,4941.7%ETFAAPLApple$9,040,110$182,555 ▼-2.0%36,1001.4%Computer and TechnologyNVDANVIDIA$7,792,043$861,336 ▼-10.0%58,0241.2%Computer and TechnologyQGRWWisdomTree U.S. Quality Growth Fund$7,120,139$7,120,139 ▲New Holding144,5421.1%ETFSPYSPDR S&P 500 ETF Trust$6,864,7550.0%11,7131.1%FinanceMSFTMicrosoft$6,790,787$259,223 ▼-3.7%16,1111.1%Computer and TechnologyGOOGAlphabet$6,044,375$67,225 ▼-1.1%31,7391.0%Computer and TechnologyBRK.BBerkshire Hathaway$5,622,0320.0%12,4030.9%FinanceVIGVanguard Dividend Appreciation ETF$3,342,178$285,711 ▼-7.9%17,0670.5%ETFTSMTaiwan Semiconductor Manufacturing$3,056,355$6,715 ▼-0.2%15,4760.5%Computer and TechnologyIVViShares Core S&P 500 ETF$2,871,187$13,541 ▼-0.5%4,8770.5%ETFAMZNAmazon.com$2,850,754$65,378 ▼-2.2%12,9940.5%Retail/WholesaleMCKMcKesson$2,375,955$625,761 ▼-20.8%4,1690.4%MedicalPGProcter & Gamble$2,335,365$25,818 ▲1.1%13,9300.4%Consumer StaplesDDominion Energy$2,226,120$65,924 ▼-2.9%41,3320.4%UtilitiesCORCencora$2,011,111$5,168 ▼-0.3%8,9510.3%MedicalBACBank of America$1,871,708$632,663 ▼-25.3%42,5870.3%FinanceLOWLowe's Companies$1,806,576$34,058 ▼-1.9%7,3200.3%Retail/WholesaleCMGChipotle Mexican Grill$1,735,133$45,165 ▼-2.5%28,7750.3%Retail/WholesaleMRKMerck & Co., Inc.$1,686,087$48,347 ▼-2.8%16,9490.3%MedicalADIAnalog Devices$1,668,873$1,700 ▼-0.1%7,8550.3%Computer and TechnologyNFLXNetflix$1,651,616$2,674 ▼-0.2%1,8530.3%Consumer DiscretionaryPWRQuanta Services$1,615,964$2,844 ▼-0.2%5,1130.3%ConstructionTMUST-Mobile US$1,554,381$4,194 ▼-0.3%7,0420.2%Computer and TechnologyBXBlackstone$1,500,399$5,862 ▼-0.4%8,7020.2%FinanceEDOWFirst Trust Dow 30 Equal Weight ETF$1,488,231$1,269,523 ▼-46.0%41,0320.2%ETFARISTA NETWORKS INC$1,455,570$1,455,570 ▲New Holding13,1690.2%COM SHSNXPINXP Semiconductors$1,432,918$58,198 ▼-3.9%6,8940.2%Computer and TechnologyMAMastercard$1,322,744$15,271 ▼-1.1%2,5120.2%Business ServicesCOSTCostco Wholesale$1,312,099$916 ▼-0.1%1,4320.2%Retail/WholesaleLLYEli Lilly and Company$1,292,328$36,284 ▼-2.7%1,6740.2%MedicalIBMInternational Business Machines$1,266,586$532,617 ▲72.6%5,7620.2%Computer and TechnologyACNAccenture$1,224,933$444,311 ▼-26.6%3,4820.2%Computer and TechnologyABTAbbott Laboratories$1,218,647$37,213 ▼-3.0%10,7740.2%MedicalGEGeneral Electric$1,199,220$333,580 ▲38.5%7,1900.2%TransportationUNHUnitedHealth Group$1,189,783$44,010 ▼-3.6%2,3520.2%MedicalABBVAbbVie$1,159,670$162,773 ▼-12.3%6,5260.2%MedicalAMPAmeriprise Financial$1,151,646$7,454 ▼-0.6%2,1630.2%FinanceAFLAflac$1,106,6010.0%10,6980.2%FinanceAXPAmerican Express$1,100,794$2,374 ▼-0.2%3,7090.2%FinanceVVisa$1,055,5740.0%3,3400.2%Business ServicesDFSDiscover Financial Services$997,6320.0%5,7590.2%FinanceGSThe Goldman Sachs Group$991,2050.0%1,7310.2%FinanceFISFidelity National Information Services$989,5940.0%12,2520.2%Business ServicesHCAHCA Healthcare$985,3920.0%3,2830.2%MedicalCBChubb$980,3120.0%3,5480.2%FinanceMARMarriott International$961,506$837 ▼-0.1%3,4470.2%Consumer DiscretionaryDUKDuke Energy$956,623$6,895 ▼-0.7%8,8790.2%UtilitiesDDDuPont de Nemours$946,720$5,490 ▼-0.6%12,4160.2%Basic MaterialsHDHome Depot$938,2440.0%2,4120.2%Retail/WholesaleINTUIntuit$886,8140.0%1,4110.1%Computer and TechnologyTFCTruist Financial$847,168$46,156 ▼-5.2%19,5290.1%FinanceJJacobs Solutions$838,599$26,457 ▲3.3%6,2760.1%Business ServicesXOMExxon Mobil$766,252$74,764 ▼-8.9%7,1230.1%Oils/EnergyPEPPepsiCo$760,300$7,147 ▼-0.9%5,0000.1%Consumer StaplesGLDSPDR Gold Shares$731,2330.0%3,0200.1%FinanceSHELShell$729,873$18,106 ▼-2.4%11,6500.1%Oils/EnergyUNPUnion Pacific$718,326$223,935 ▼-23.8%3,1500.1%TransportationMETAMeta Platforms$713,737$586 ▼-0.1%1,2190.1%Computer and TechnologyTOLToll Brothers$704,564$378 ▼-0.1%5,5940.1%ConstructionLULULululemon Athletica$693,692$6,501 ▼-0.9%1,8140.1%Consumer DiscretionaryKRKroger$673,1390.0%11,0080.1%Retail/WholesaleKOCoca-Cola$669,731$113,189 ▼-14.5%10,7570.1%Consumer StaplesELVElevance Health$642,993$8,854 ▼-1.4%1,7430.1%MedicalDHRDanaher$638,1490.0%2,7800.1%MedicalMSIMotorola Solutions$630,9440.0%1,3650.1%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$618,189$7,588 ▼-1.2%12,7910.1%ETFGEHCGE HealthCare Technologies$597,217$597,217 ▲New Holding7,6390.1%MedicalGOOGLAlphabet$582,4760.0%3,0770.1%Computer and TechnologyQCOMQUALCOMM$574,2040.0%3,7380.1%Computer and TechnologyNSCNorfolk Southern$563,834$469 ▲0.1%2,4020.1%TransportationPTCPTC$546,0940.0%2,9700.1%Computer and TechnologyMCDMcDonald's$531,606$28,986 ▲5.8%1,8340.1%Retail/WholesaleTTTrane Technologies$512,6580.0%1,3880.1%ConstructionSOSouthern$478,197$76,393 ▼-13.8%5,8090.1%UtilitiesJNJJohnson & Johnson$471,607$126,109 ▼-21.1%3,2610.1%MedicalDKSDICK'S Sporting Goods$468,435$27,690 ▼-5.6%2,0470.1%Retail/WholesaleJPMJPMorgan Chase & Co.$454,064$479 ▲0.1%1,8940.1%FinanceMMCMarsh & McLennan Companies$437,5650.0%2,0600.1%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$428,864$3,403,487 ▼-88.8%4,8790.1%ETFHONHoneywell International$426,9320.0%1,8900.1%Multi-Sector ConglomeratesFDNFirst Trust Dow Jones Internet Index Fund$422,143$730 ▼-0.2%1,7360.1%ETFPFEPfizer$421,615$26,530 ▼-5.9%15,8920.1%MedicalGDGeneral Dynamics$377,054$22,660 ▼-5.7%1,4310.1%AerospaceWMTWalmart$363,207$27,105 ▲8.1%4,0200.1%Retail/WholesaleShowing 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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