Gratus Wealth Advisors, LLC Top Holdings and 13F Report (2024) → The 7th Trillion Dollar Company? (From The Oxford Club) (Ad) About Gratus Wealth Advisors, LLCInvestment ActivityGratus Wealth Advisors, LLC has $544.37 million in total holdings as of March 31, 2024.Gratus Wealth Advisors, LLC owns shares of 134 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core Dividend Growth ETF $49,865,340Vanguard Mega Cap Growth Index Fund $45,995,648Invesco QQQ $27,302,406iShares iBonds Dec 2026 Term Corporate ETF $27,115,881iShares iBonds Dec 2027 Term Corporate ETF $26,996,421 Sector AllocationMap of 500 Largest Holdings ofGratus Wealth Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDGROiShares Core Dividend Growth ETF$49,865,340901,7249.2%ETFMGKVanguard Mega Cap Growth Index Fund$45,995,648167,5628.4%ETFQQQInvesco QQQ$27,302,40664,4825.0%FinanceIBDRiShares iBonds Dec 2026 Term Corporate ETF$27,115,8811,146,5495.0%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$26,996,4211,148,2955.0%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$26,614,1861,076,6264.9%ETFIBDPiShares iBonds Dec 2024 Term Corporate ETF$25,887,7891,033,8574.8%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$25,575,3561,046,4554.7%ETFXLKTechnology Select Sector SPDR Fund$24,269,177123,4574.5%ETFFTCSFirst Trust Capital Strength ETF$22,302,702273,4854.1%ETFQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$22,157,333190,9954.1%ManufacturingVBVanguard Small-Cap ETF$20,872,86199,0363.8%ETFVGTVanguard Information Technology ETF$19,618,68239,7973.6%ETFEDOWFirst Trust Dow 30 Equal Weight ETF$15,662,401478,9522.9%ETFXLVHealth Care Select Sector SPDR Fund$13,296,75596,0542.4%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$12,461,253126,0752.3%ETFVOVanguard Mid-Cap ETF$9,847,60041,8831.8%ETFMSFTMicrosoft$6,030,49614,9171.1%Computer and TechnologyAAPLApple$5,890,55235,2641.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,850,87811,7131.1%FinanceNVDANVIDIA$5,611,9946,6281.0%Computer and TechnologyBRK.BBerkshire Hathaway$5,273,34913,1871.0%FinanceGOOGAlphabet$4,872,75730,9460.9%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,931,20322,6410.7%ETFVCRVanguard Consumer Discretionary ETF$3,227,02110,9580.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,017,90942,9290.6%ETFMCKMcKesson$2,786,5295,3710.5%MedicalXLREReal Estate Select Sector SPDR Fund$2,612,80873,1060.5%ETFCORCencora$2,476,70010,4370.5%MedicalIVViShares Core S&P 500 ETF$2,457,3174,8960.5%ETFPGProcter & Gamble$2,331,03814,8200.4%Consumer StaplesAMZNAmazon.com$2,297,06312,8170.4%Retail/WholesaleDDominion Energy$2,105,90043,3580.4%UtilitiesLOWLowe's Companies$1,864,1818,1480.3%Retail/WholesaleMRKMerck & Co., Inc.$1,838,12614,6780.3%MedicalTSMTaiwan Semiconductor Manufacturing$1,828,50013,8240.3%Computer and TechnologyBACBank of America$1,721,06148,1150.3%FinanceFXGFirst Trust Consumer Staples AlphaDEX Fund$1,621,35724,8560.3%ETFADIAnalog Devices$1,618,8158,6300.3%Computer and TechnologyACNAccenture$1,548,4004,9000.3%Business ServicesNXPINXP Semiconductors$1,484,1226,7660.3%Computer and TechnologyABTAbbott Laboratories$1,319,13812,5310.2%MedicalUNHUnitedHealth Group$1,277,3362,5900.2%MedicalABBVAbbVie$1,249,4407,5880.2%MedicalPWRQuanta Services$1,231,3485,0120.2%ConstructionTMUST-Mobile US$1,094,2636,8030.2%Computer and TechnologyMAMastercard$1,089,9162,3970.2%Business ServicesELVElevance Health$1,068,7622,0350.2%MedicalTFCTruist Financial$1,048,91029,3730.2%FinanceVVisa$1,038,8043,8280.2%Business ServicesBXBlackstone$1,008,7638,3840.2%FinanceNFLXNetflix$992,1601,6250.2%Consumer DiscretionaryHCAHCA Healthcare$983,0703,3100.2%MedicalPEPPepsiCo$972,4645,6450.2%Consumer StaplesXOMExxon Mobil$965,6178,1470.2%Oils/EnergyDUKDuke Energy$932,5369,7210.2%UtilitiesCOSTCostco Wholesale$914,6681,2860.2%Retail/WholesaleJNJJohnson & Johnson$907,6706,2280.2%MedicalCBChubb$906,9613,6960.2%FinanceAFLAflac$904,70911,1720.2%FinanceCMGChipotle Mexican Grill$892,7473070.2%Retail/WholesaleLLYEli Lilly and Company$874,9991,1730.2%MedicalUNPUnion Pacific$872,8183,7980.2%TransportationINTUIntuit$858,4241,4110.2%Computer and TechnologyHDHome Depot$856,5262,5730.2%Retail/WholesaleDDDuPont de Nemours$836,77111,3800.2%Basic MaterialsFISFidelity National Information Services$819,14011,7020.2%Business ServicesDGDollar General$792,4995,4400.1%Retail/WholesaleAMPAmeriprise Financial$778,6331,8870.1%FinanceAXPAmerican Express$756,9003,4800.1%FinanceJJacobs Solutions$751,6535,2380.1%Business ServicesDFSDiscover Financial Services$745,3715,9980.1%FinanceSHELShell$735,51610,3550.1%Oils/EnergyKOCoca-Cola$733,54712,4520.1%Consumer StaplesGSThe Goldman Sachs Group$722,3731,7920.1%FinanceNSCNorfolk Southern$707,1782,9430.1%TransportationDHRDanaher$681,1902,8820.1%Multi-Sector ConglomeratesGLDSPDR Gold Shares$665,4273,0200.1%FinanceQCOMQUALCOMM$626,5203,8810.1%Computer and TechnologyMARMarriott International$626,4312,6510.1%Consumer DiscretionaryIBMInternational Business Machines$605,4593,3360.1%Computer and TechnologyEAElectronic Arts$602,3964,7950.1%Consumer DiscretionaryGDGeneral Dynamics$595,6442,0880.1%AerospaceLULULululemon Athletica$563,6611,6220.1%Consumer DiscretionaryPTCPTC$551,8743,1410.1%Computer and TechnologyTOLToll Brothers$538,4154,7580.1%ConstructionMCDMcDonald's$522,4011,9280.1%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$516,67512,9720.1%ETFPFEPfizer$498,88819,6490.1%MedicalGOOGLAlphabet$483,6313,1000.1%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$478,4037,4240.1%ETFANETArista Networks$476,0591,8510.1%Computer and TechnologyMSIMotorola Solutions$463,3631,3650.1%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$452,60320,2870.1%ETFUPSUnited Parcel Service$444,6353,1150.1%TransportationMMCMarsh & McLennan Companies$433,5182,1490.1%FinanceKBWBInvesco KBW Bank ETF$412,0588,1920.1%ManufacturingFDNFirst Trust Dow Jones Internet Index Fund$409,9142,0830.1%ETFIQVIQVIA$389,1421,7130.1%MedicalSOSouthern$387,2185,4870.1%UtilitiesShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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