Gratus Wealth Advisors, LLC Portfolio Holdings
Q3 2025•131 long positions•$710.3M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding137 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $84.1M 11.83% | +$1.6M Bought | — 1.2M shares | 1.2M → 1.2M +$1.6M | +1.91% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $67.7M 9.54% | -$20.5K Sold | — 168.4K shares | 168.4K → 168.4K −$20.5K | -0.03% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $41.1M 5.78% | +$498.9K Bought | — 68.4K shares | 67.6K → 68.4K +$498.9K | +1.23% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $37.9M 5.34% | +$764.4K Bought | — 268.6K shares | 263.2K → 268.6K +$764.4K | +2.06% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $35.8M 5.04% | +$694.6K Bought | — 486.8K shares | 477.3K → 486.8K +$694.6K | +1.98% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $33.2M 4.67% | +$1.0M Bought | — 1.4M shares | 1.3M → 1.4M +$1.0M | +3.11% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $32.7M 4.61% | +$917.6K Bought | — 1.3M shares | 1.3M → 1.3M +$917.6K | +2.88% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $32.5M 4.57% | +$677.2K Bought | — 1.3M shares | 1.3M → 1.3M +$677.2K | +2.13% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $32.4M 4.56% | +$878.1K Bought | — 1.4M shares | 1.3M → 1.4M +$878.1K | +2.78% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $32.3M 4.55% | +$820.3K Bought | — 1.3M shares | 1.2M → 1.3M +$820.3K | +2.61% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $30.0M 4.22% | +$305.5K Bought | — 106.4K shares | 105.3K → 106.4K +$305.5K | +1.03% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $28.6M 4.03% | +$1.0M Bought | — 306.0K shares | 294.8K → 306.0K +$1.0M | +3.79% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $28.2M 3.97% | -$327.0K Sold | — 37.8K shares | 38.2K → 37.8K −$327.0K | -1.15% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $18.4M 2.59% | +$541.4K Bought | — 141.2K shares | 137.1K → 141.2K +$541.4K | +3.03% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.9M 1.67% | +$611.7K Bought | — 85.3K shares | 80.9K → 85.3K +$611.7K | +5.43% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.6M 1.63% | +$58.7K Bought | — 39.5K shares | 39.3K → 39.5K +$58.7K | +0.51% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $11.5M 1.62% | +$1.2M Bought | 0.0% 61.6K shares | 55.3K → 61.6K +$1.2M | +11.37% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $9.1M 1.28% | -$68.7K Sold | 0.0% 35.6K shares | 35.9K → 35.6K −$68.7K | -0.75% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.9M 1.11% | — | — 11.9K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $7.9M 1.11% | -$125.3K Sold | 0.0% 15.2K shares | 15.4K → 15.2K −$125.3K | -1.57% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $7.7M 1.09% | -$49.2K Sold | 0.0% 31.8K shares | 32.0K → 31.8K −$49.2K | -0.63% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $5.7M 0.799% | -$113.1K Sold | 0.001% 11.3K shares | 11.5K → 11.3K −$113.1K | -1.95% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $3.7M 0.516% | +$1.9K Bought | — 17.0K shares | 17.0K → 17.0K +$1.9K | +0.05% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $3.6M 0.509% | -$12.8K Sold | — 12.9K shares | 13.0K → 12.9K −$12.8K | -0.35% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.2M 0.449% | -$18.7K Sold | — 4.8K shares | 4.8K → 4.8K −$18.7K | -0.58% | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $2.9M 0.407% | -$109.8K Sold | 0.0% 13.2K shares | 13.7K → 13.2K −$109.8K | -3.66% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
Medical - Distribution Healthcare | $2.8M 0.388% | — | 0.003% 3.6K shares | — | — | $96.1B Large Cap | Q4 2023 Held for 1y 11m | |
Medical - Distribution Healthcare | $2.7M 0.381% | -$7.2K Sold | — 8.7K shares | 8.7K → 8.7K −$7.2K | -0.26% | — — | Q4 2023 Held for 1y 11m | |
Regulated Electric Utilities | $2.4M 0.337% | +$3.4K Bought | 0.005% 39.2K shares | 39.1K → 39.2K +$3.4K | +0.14% | $52.2B Large Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $2.1M 0.302% | +$63.8K Bought | 0.0% 7.6K shares | 7.4K → 7.6K +$63.8K | +3.07% | $801.76B Mega Cap | Q1 2025 Held for 8 months | |
Household & Personal Products Consumer Defensive | $2.1M 0.296% | -$7.1K Sold | 0.001% 13.7K shares | 13.7K → 13.7K −$7.1K | -0.33% | $359.62B Mega Cap | Q4 2023 Held for 1y 11m | |
Engineering & Construction Industrials | $2.1M 0.295% | -$11.2K Sold | 0.003% 5.1K shares | 5.1K → 5.1K −$11.2K | -0.53% | $61.8B Large Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $1.8M 0.256% | -$22.1K Sold | 0.002% 7.4K shares | 7.5K → 7.4K −$22.1K | -1.2% | $120.87B Large Cap | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $1.8M 0.246% | -$9.1K Sold | 0.0% 33.9K shares | 34.1K → 33.9K −$9.1K | -0.52% | $382.12B Mega Cap | Q4 2023 Held for 1y 11m | |
Entertainment Communication Services | $1.7M 0.236% | -$8.4K Sold | 0.0% 1.4K shares | 1.4K → 1.4K −$8.4K | -0.5% | $509.45B Mega Cap | Q4 2023 Held for 1y 11m | |
Home Improvement Consumer Cyclical | $1.7M 0.233% | -$32.2K Sold | 0.001% 6.6K shares | 6.7K → 6.6K −$32.2K | -1.91% | $140.94B Large Cap | Q4 2023 Held for 1y 11m | |
Telecommunications Services Communication Services | $1.6M 0.229% | +$4.5K Bought | 0.001% 6.8K shares | 6.8K → 6.8K +$4.5K | +0.28% | $269.40B Mega Cap | Q4 2023 Held for 1y 11m | |
Information Technology Services Technology | $1.6M 0.226% | +$28.8K Bought | 0.001% 5.7K shares | 5.6K → 5.7K +$28.8K | +1.82% | $262.84B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.6M 0.224% | — | — 39.8K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Computer Hardware Technology | $1.6M 0.221% | -$195.8K Sold | 0.001% 10.8K shares | 12.1K → 10.8K −$195.8K | -11.09% | $183.14B Large Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $1.5M 0.207% | -$24.1K Sold | 0.0% 6.3K shares | 6.5K → 6.3K −$24.1K | -1.61% | $409.03B Mega Cap | Q4 2023 Held for 1y 11m | |
Asset Management Financial Services | $1.5M 0.205% | -$7.5K Sold | 0.001% 8.5K shares | 8.6K → 8.5K −$7.5K | -0.51% | $133.37B Large Cap | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $1.4M 0.197% | -$7.4K Sold | 0.0% 2.5K shares | 2.5K → 2.5K −$7.4K | -0.53% | $514.21B Mega Cap | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $1.4M 0.196% | — | 0.0% 4.6K shares | — | — | $319.00B Mega Cap | Q2 2024 Held for 1y 5m | |
Medical - Care Facilities Healthcare | $1.4M 0.195% | — | 0.001% 3.3K shares | — | — | $99.7B Large Cap | Q4 2023 Held for 1y 11m | |
Medical - Devices Healthcare | $1.4M 0.193% | -$39.4K Sold | 0.001% 10.2K shares | 10.5K → 10.2K −$39.4K | -2.79% | $233.12B Mega Cap | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $1.3M 0.186% | — | 0.001% 6.2K shares | — | — | $135.95B Large Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $1.3M 0.186% | -$4.6K Sold | 0.0% 1.7K shares | 1.7K → 1.7K −$4.6K | -0.35% | $684.00B Mega Cap | Q4 2023 Held for 1y 11m | |
Financial - Capital Markets Financial Services | $1.3M 0.184% | -$24.7K Sold | 0.001% 1.6K shares | 1.7K → 1.6K −$24.7K | -1.86% | $241.07B Mega Cap | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $1.3M 0.182% | +$10.2K Bought | 0.0% 1.4K shares | 1.4K → 1.4K +$10.2K | +0.79% | $410.27B Mega Cap | Q4 2023 Held for 1y 11m |
