The Analysis of Gratus Wealth Advisors, LLC's Holdings


Currently, Gratus Wealth Advisors, LLC holds 131 types of securities in its portfolio with a total value $710.3M. In the most recent quarter, they have increased their positions in DGRO (+23.2K shares, valued at $1.6M), MRVL (+15.4K shares, valued at $1.3M), NVDA (+6.3K shares, valued at $1.2M); decreased their positions in NXPI (-4.2K shares, valued at $948.0K), VGT (-438 shares, valued at $327.0K), TFC (-7.1K shares, valued at $325.2K); initiated new positions in MRVL (+15.4K shares, valued at $1.3M), TXN (+4.4K shares, valued at $814.0K), CACI (+1.1K shares, valued at $564.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DGRO ISHARES TR1.2M shares1.91%2025-09-302025-10-28history
MGK VANGUARD WORLD FD168.4K shares-0.03%2025-09-302025-10-28history
QQQ INVESCO QQQ TR68.4K shares1.23%2025-09-302025-10-28history
QQEW FIRST TR EXCHANGE-TRADED FD268.6K shares2.06%2025-09-302025-10-28history
XSMO INVESCO EXCHANGE TRADED FD T486.8K shares1.98%2025-09-302025-10-28history
IBDR ISHARES TR1.4M shares3.11%2025-09-302025-10-28history
IBDS ISHARES TR1.3M shares2.88%2025-09-302025-10-28history
IBDQ ISHARES TR1.3M shares2.13%2025-09-302025-10-28history
Sponsored
IBDU ISHARES TR1.4M shares2.78%2025-09-302025-10-28history
IBDT ISHARES TR1.3M shares2.61%2025-09-302025-10-28history
XLK SELECT SECTOR SPDR TR106.4K shares1.03%2025-09-302025-10-28history
FTCS FIRST TR EXCHANGE-TRADED FD306.0K shares3.79%2025-09-302025-10-28history
VGT VANGUARD WORLD FD37.8K shares-1.15%2025-09-302025-10-28history
GSLC GOLDMAN SACHS ETF TR141.2K shares3.03%2025-09-302025-10-28history
XLV SELECT SECTOR SPDR TR85.3K shares5.43%2025-09-302025-10-28history
VO VANGUARD INDEX FDS39.5K shares0.51%2025-09-302025-10-28history
Sponsored
NVDA NVIDIA CORPORATION61.6K shares11.37%2025-09-302025-10-28history
AAPL APPLE INC35.6K shares-0.75%2025-09-302025-10-28history
SPY SPDR S&P 500 ETF TR11.9K shares0.00%2025-09-302025-10-28history
MSFT MICROSOFT CORP15.2K shares-1.57%2025-09-302025-10-28history
GOOG ALPHABET INC31.8K shares-0.63%2025-09-302025-10-28history
BRK.B BERKSHIRE HATHAWAY INC DEL11.3K shares-1.95%2025-09-302025-10-28history
VIG VANGUARD SPECIALIZED FUNDS17.0K shares0.05%2025-09-302025-10-28history
TSM TAIWAN SEMICONDUCTOR MFG LTD12.9K shares-0.35%2025-09-302025-10-28history
Sponsored
IVV ISHARES TR4.8K shares-0.58%2025-09-302025-10-28history
AMZN AMAZON COM INC13.2K shares-3.66%2025-09-302025-10-28history
MCK MCKESSON CORP3.6K shares0.00%2025-09-302025-10-28history
COR CENCORA INC8.7K shares-0.26%2025-09-302025-10-28history
D DOMINION ENERGY INC39.2K shares0.14%2025-09-302025-10-28history
ORCL ORACLE CORP7.6K shares3.07%2025-09-302025-10-28history
PG PROCTER AND GAMBLE CO13.7K shares-0.33%2025-09-302025-10-28history
PWR QUANTA SVCS INC5.1K shares-0.53%2025-09-302025-10-28history
Sponsored
ADI ANALOG DEVICES INC7.4K shares-1.20%2025-09-302025-10-28history
BAC BANK AMERICA CORP33.9K shares-0.52%2025-09-302025-10-28history
NFLX NETFLIX INC1.4K shares-0.50%2025-09-302025-10-28history
LOW LOWES COS INC6.6K shares-1.91%2025-09-302025-10-28history
TMUS T-MOBILE US INC6.8K shares0.28%2025-09-302025-10-28history
IBM INTERNATIONAL BUSINESS MACHS5.7K shares1.82%2025-09-302025-10-28history
EDOW FIRST TR EXCHANGE-TRADED FD39.8K shares0.00%2025-09-302025-10-28history
ANET ARISTA NETWORKS INC10.8K shares-11.09%2025-09-302025-10-28history
Sponsored
ABBV ABBVIE INC6.3K shares-1.61%2025-09-302025-10-28history
BX BLACKSTONE INC8.5K shares-0.51%2025-09-302025-10-28history
MA MASTERCARD INCORPORATED2.5K shares-0.53%2025-09-302025-10-28history
GE GE AEROSPACE4.6K shares0.00%2025-09-302025-10-28history
HCA HCA HEALTHCARE INC3.3K shares0.00%2025-09-302025-10-28history
ABT ABBOTT LABS10.2K shares-2.79%2025-09-302025-10-28history
COF CAPITAL ONE FINL CORP6.2K shares0.00%2025-09-302025-10-28history
LLY ELI LILLY & CO1.7K shares-0.35%2025-09-302025-10-28history
Sponsored
GS GOLDMAN SACHS GROUP INC1.6K shares-1.86%2025-09-302025-10-28history
COST COSTCO WHSL CORP NEW1.4K shares0.79%2025-09-302025-10-28history
MRVL MARVELL TECHNOLOGY INC15.4K sharesnew addition2025-09-302025-10-28history
AXP AMERICAN EXPRESS CO3.7K shares0.76%2025-09-302025-10-28history
CSX CSX CORP33.8K shares0.53%2025-09-302025-10-28history
HWM HOWMET AEROSPACE INC5.7K shares139.85%2025-09-302025-10-28history
AFL AFLAC INC9.6K shares-4.40%2025-09-302025-10-28history
GLD SPDR GOLD TR3.0K shares0.00%2025-09-302025-10-28history
Sponsored
CMG CHIPOTLE MEXICAN GRILL INC27.3K shares-4.49%2025-09-302025-10-28history
DUK DUKE ENERGY CORP NEW8.5K shares-0.83%2025-09-302025-10-28history
AMP AMERIPRISE FINL INC2.1K shares0.77%2025-09-302025-10-28history
V VISA INC3.0K shares-5.91%2025-09-302025-10-28history
CB CHUBB LIMITED3.4K shares-2.83%2025-09-302025-10-28history
INTU INTUIT1.4K shares0.00%2025-09-302025-10-28history
J JACOBS SOLUTIONS INC6.1K shares0.05%2025-09-302025-10-28history
DD DUPONT DE NEMOURS INC11.7K shares-0.27%2025-09-302025-10-28history
Sponsored
META META PLATFORMS INC1.2K shares-0.89%2025-09-302025-10-28history
HD HOME DEPOT INC2.2K shares-3.58%2025-09-302025-10-28history
MRK MERCK & CO INC10.4K shares-4.79%2025-09-302025-10-28history
TOL TOLL BROTHERS INC6.1K shares1.17%2025-09-302025-10-28history
FIS FIDELITY NATL INFORMATION SV12.4K shares1.39%2025-09-302025-10-28history
SHEL SHELL PLC11.4K shares-0.58%2025-09-302025-10-28history
TXN TEXAS INSTRS INC4.4K sharesnew addition2025-09-302025-10-28history
XOM EXXON MOBIL CORP6.8K shares-0.81%2025-09-302025-10-28history
Sponsored
ACN ACCENTURE PLC IRELAND3.1K shares-2.49%2025-09-302025-10-28history
BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-28history
KR KROGER CO11.2K shares-0.10%2025-09-302025-10-28history
NSC NORFOLK SOUTHN CORP2.4K shares0.12%2025-09-302025-10-28history
TT TRANE TECHNOLOGIES PLC1.7K shares0.18%2025-09-302025-10-28history
GOOGL ALPHABET INC2.8K shares-12.35%2025-09-302025-10-28history
XLF SELECT SECTOR SPDR TR12.4K shares0.00%2025-09-302025-10-28history
UNH UNITEDHEALTH GROUP INC1.9K shares-6.79%2025-09-302025-10-28history
Sponsored
QCOM QUALCOMM INC3.7K shares-1.51%2025-09-302025-10-28history
MSI MOTOROLA SOLUTIONS INC1.3K shares-6.48%2025-09-302025-10-28history
DKS DICKS SPORTING GOODS INC2.7K shares0.52%2025-09-302025-10-28history
JPM JPMORGAN CHASE & CO.1.9K shares-6.73%2025-09-302025-10-28history
KIM KIMCO RLTY CORP26.9K shares3.86%2025-09-302025-10-28history
PEP PEPSICO INC4.1K shares-1.85%2025-09-302025-10-28history
ZTS ZOETIS INC3.9K shares6.48%2025-09-302025-10-28history
PTC PTC INC2.8K shares0.00%2025-09-302025-10-28history
Sponsored
PSX PHILLIPS 664.2K shares6.71%2025-09-302025-10-28history
CACI CACI INTL INC1.1K sharesnew addition2025-09-302025-10-28history
NXPI NXP SEMICONDUCTORS N V2.5K shares-62.88%2025-09-302025-10-28history
TFC TRUIST FINL CORP11.8K shares-37.55%2025-09-302025-10-28history
DHR DANAHER CORPORATION2.7K shares0.00%2025-09-302025-10-28history
JNJ JOHNSON & JOHNSON2.9K shares-5.10%2025-09-302025-10-28history
KO COCA COLA CO8.0K shares-2.73%2025-09-302025-10-28history
ELV ELEVANCE HEALTH INC FORMERLY1.6K shares-4.13%2025-09-302025-10-28history
Sponsored
ORLY OREILLY AUTOMOTIVE INC4.5K sharesnew addition2025-09-302025-10-28history
FDN FIRST TR EXCHANGE-TRADED FD1.7K shares-0.29%2025-09-302025-10-28history
SO SOUTHERN CO5.0K shares0.30%2025-09-302025-10-28history
HON HONEYWELL INTL INC2.0K shares0.00%2025-09-302025-10-28history
PM PHILIP MORRIS INTL INC2.5K shares-3.04%2025-09-302025-10-28history
AZO AUTOZONE INC93 shares0.00%2025-09-302025-10-28history
PFE PFIZER INC15.7K shares0.24%2025-09-302025-10-28history
MMC MARSH & MCLENNAN COS INC1.9K shares0.00%2025-09-302025-10-28history
Sponsored
DGX QUEST DIAGNOSTICS INC2.0K shares0.84%2025-09-302025-10-28history
AMGN AMGEN INC1.4K shares0.15%2025-09-302025-10-28history
BKNG BOOKING HOLDINGS INC69 shares0.00%2025-09-302025-10-28history
MCD MCDONALDS CORP1.2K shares0.00%2025-09-302025-10-28history
MO ALTRIA GROUP INC5.5K shares0.00%2025-09-302025-10-28history
DE DEERE & CO789 shares0.00%2025-09-302025-10-28history
VB VANGUARD INDEX FDS1.2K shares0.08%2025-09-302025-10-28history
IJH ISHARES TR4.8K shares-21.87%2025-09-302025-10-28history
Sponsored
CVX CHEVRON CORP NEW2.0K shares0.00%2025-09-302025-10-28history
ETN EATON CORP PLC788 shares-10.45%2025-09-302025-10-28history
GD GENERAL DYNAMICS CORP854 shares0.00%2025-09-302025-10-28history
FVD FIRST TR EXCHANGE-TRADED FD6.2K shares0.00%2025-09-302025-10-28history
VRSK VERISK ANALYTICS INC1.1K shares0.00%2025-09-302025-10-28history
NEE NEXTERA ENERGY INC3.7K shares-3.95%2025-09-302025-10-28history
IQV IQVIA HLDGS INC1.5K shares-2.98%2025-09-302025-10-28history
CSCO CISCO SYS INC4.0K shares0.00%2025-09-302025-10-28history
Sponsored
IBDW ISHARES TR12.7K shares0.00%2025-09-302025-10-28history
EA ELECTRONIC ARTS INC1.3K shares-1.20%2025-09-302025-10-28history
VOO VANGUARD INDEX FDS418 shares0.00%2025-09-302025-10-28history
MPC MARATHON PETE CORP1.3K shares-9.67%2025-09-302025-10-28history
WFC WELLS FARGO CO NEW2.7K shares0.15%2025-09-302025-10-28history
ENB ENBRIDGE INC4.4K shares0.00%2025-09-302025-10-28history
WM WASTE MGMT INC DEL1.0K shares0.00%2025-09-302025-10-28history
CHKP CHECK POINT SOFTWARE TECH LT1.0K shares0.00%2025-09-302025-10-28history
Sponsored
BP BP PLC5.9K sharesnew addition2025-09-302025-10-28history
BDX BECTON DICKINSON & CO1.1K sharesnew addition2025-09-302025-10-28history
VZ VERIZON COMMUNICATIONS INC4.6K sharesnew addition2025-09-302025-10-28history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available