Gratus Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Gratus Wealth Advisors, LLCInvestment ActivityGratus Wealth Advisors, LLC has $783.22 million in total holdings as of September 30, 2024.Gratus Wealth Advisors, LLC owns shares of 136 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 1.03% of the portfolio was purchased this quarter.About 1.51% of the portfolio was sold this quarter.This quarter, Gratus Wealth Advisors, LLC has purchased 138 new stocks and bought additional shares in 35 stocks.Gratus Wealth Advisors, LLC sold shares of 69 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Core Dividend Growth ETF $93,809,861Vanguard Mega Cap Growth ETF $75,543,026Invesco QQQ $48,012,064Invesco S&P SmallCap Momentum ETF $43,371,752Technology Select Sector SPDR Fund $37,660,324 Largest New Holdings this Quarter 855244109 - Starbucks $1,532,769 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $1,114,130 Holding534187109 - Lincoln National $928,033 Holding872540109 - TJX Companies $505,424 Holding46436E312 - iShares iBonds Dec 2032 Term Corporate ETF $292,499 Holding Largest Purchases this Quarter Starbucks 16,313 shares (about $1.53M)EXXONMOBIL HOLDINGS CORP 6,846 shares (about $1.11M)Microsoft 1,824 shares (about $935.51K)Lincoln National 23,051 shares (about $928.03K)Motorola Solutions 1,694 shares (about $755.47K) Largest Sales this Quarter Technology Select Sector SPDR Fund 5,142 shares (about $1.01M)International Business Machines 3,230 shares (about $710.45K)GE Aerospace 1,720 shares (about $537.14K)Vanguard Information Technology ETF 3,768 shares (about $473.52K)Meta Platforms 495 shares (about $358.97K) 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$93,809,861$92,880 ▲0.1%1,244,32812.0%ETFMGKVanguard Mega Cap Growth ETF$75,543,026$233,478 ▼-0.3%815,3599.6%ETFQQQInvesco QQQ$48,012,064$118,364 ▼-0.2%64,9016.1%ETFXSMOInvesco S&P SmallCap Momentum ETF$43,371,752$343,207 ▲0.8%531,6475.5%ETFXLKTechnology Select Sector SPDR Fund$37,660,324$1,006,546 ▼-2.6%192,3904.8%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$37,064,526$27,949 ▲0.1%1,529,0654.7%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$36,253,213$38,568 ▲0.1%1,503,0354.6%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$35,225,541$44,654 ▲0.1%1,552,4704.5%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$35,178,541$27,805 ▼-0.1%1,409,3974.5%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$34,735,631$38,115 ▲0.1%1,643,1244.4%ETFVGTVanguard Information Technology ETF$33,644,145$473,525 ▼-1.4%267,7184.3%ETFIDMOInvesco S&P International Developed Momentum ETF$28,775,540$61,101 ▲0.2%471,4213.7%ETFVOVanguard Mid-Cap ETF$25,065,769$96,535 ▲0.4%319,6353.2%ETFFTCSFirst Trust Capital Strength ETF$21,574,216$21,210 ▲0.1%229,8802.8%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$18,886,015$71,215 ▲0.4%130,2122.4%ETFQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$17,470,843$75,181 ▼-0.4%107,3612.2%ETFNVDANVIDIA$12,781,617$212,852 ▼-1.6%55,9661.6%TechnologyAAPLApple$10,928,924$343,340 ▼-3.0%32,8181.4%TechnologyGOOGAlphabet$10,063,503$60,652 ▲0.6%29,5341.3%Communication ServicesMSFTMicrosoft$9,229,982$935,513 ▲11.3%17,9961.2%TechnologySPYSPDR S&P 500 ETF Trust$5,964,5290.0%7,8210.8%ETFTSMTaiwan Semiconductor Manufacturing$5,184,599$302,454 ▼-5.5%11,3650.7%TechnologyBRK.BBerkshire Hathaway$4,275,897$272,379 ▼-6.0%8,5870.5%FinanceMRVLMarvell Technology$4,067,574$281,916 ▼-6.5%15,3950.5%TechnologyVIGVanguard Dividend Appreciation ETF$3,946,9040.0%16,9170.5%ETFIVViShares Core S&P 500 ETF$3,584,345$32,167 ▲0.9%4,6800.5%ETFAMZNAmazon.com$3,212,789$14,949 ▼-0.5%12,8950.4%Consumer DiscretionaryMCKMcKesson$2,893,750$72,579 ▼-2.4%3,3890.4%HealthcareADIAnalog Devices$2,725,8550.0%6,8710.3%TechnologyPWRQuanta Services$2,698,580$196,611 ▼-6.8%4,2000.3%IndustrialsARISTA NETWORKS INC$2,534,899$59,245 ▼-2.3%12,4510.3%COM SHSBACBank of America$2,340,717$40,387 ▼-1.7%43,0040.3%FinanceCORCencora$2,337,577$74,766 ▼-3.1%7,7850.3%HealthcareDDominion Energy$2,262,184$5,628 ▲0.2%37,3790.3%UtilitiesLLYEli Lilly and Company$2,046,893$50,912 ▼-2.4%1,7690.3%HealthcareABBVAbbVie$1,597,007$78,739 ▼-4.7%6,1050.2%HealthcareSBUXStarbucks$1,532,769$1,532,769 ▲New Holding16,3130.2%Consumer DiscretionaryCSXCSX$1,518,766$32,138 ▼-2.1%32,6550.2%IndustrialsPGProcter & Gamble$1,360,257$34,867 ▼-2.5%9,3630.2%Consumer StaplesMRKMerck & Co., Inc.$1,356,526$12,933 ▲1.0%9,3350.2%HealthcareHCAHCA Healthcare$1,314,359$427 ▼0.0%3,0800.2%HealthcareGSThe Goldman Sachs Group$1,313,625$1,801 ▼-0.1%1,4590.2%FinanceMAMastercard$1,313,164$51,291 ▼-3.8%2,3810.2%FinanceMSIMotorola Solutions$1,284,394$755,473 ▲142.8%2,8800.2%TechnologyCOSTCostco Wholesale$1,258,394$7,284 ▼-0.6%1,3820.2%Consumer StaplesHWMHowmet Aerospace$1,198,7540.0%5,3000.2%IndustrialsGOOGLAlphabet$1,176,4100.0%3,4190.2%Communication ServicesAXPAmerican Express$1,174,662$11,859 ▼-1.0%3,8630.1%FinanceGLDSPDR Gold Shares$1,150,1370.0%3,0200.1%ETFCOFCapital One Financial$1,149,539$193 ▼0.0%5,9540.1%FinanceEDOWFirst Trust Dow 30 Equal Weight ETF$1,149,2870.0%25,9550.1%ETFMETAMeta Platforms$1,124,762$358,967 ▼-24.2%1,5510.1%Communication ServicesTXNTexas Instruments$1,123,774$14,285 ▼-1.3%4,0120.1%TechnologyNFLXNetflix$1,119,473$1,600 ▼-0.1%16,0890.1%Communication ServicesBXBlackstone$1,118,104$28,359 ▼-2.5%9,9750.1%FinanceEXXONMOBIL HOLDINGS CORP$1,114,130$1,114,130 ▲New Holding6,8460.1%COM SHSTMUST-Mobile US$1,112,121$31,803 ▼-2.8%6,8190.1%Communication ServicesCBChubb$1,101,297$325 ▼0.0%3,3860.1%FinanceAMPAmeriprise Financial$1,050,702$66,469 ▼-5.9%2,1340.1%FinanceXLVHealth Care Select Sector SPDR Fund$1,034,099$175,662 ▼-14.5%6,1400.1%ETFSHELShell$1,019,329$18,630 ▼-1.8%10,7240.1%EnergyTTTrane Technologies$1,004,300$11,751 ▼-1.2%2,2220.1%IndustrialsPSXPhillips 66$998,865$8,426 ▲0.9%3,9120.1%EnergyVVisa$951,1590.0%2,6470.1%FinanceAFLAflac$930,502$152,699 ▼-14.1%8,3240.1%FinanceLNCLincoln National$928,033$928,033 ▲New Holding23,0510.1%FinanceGEGE Aerospace$909,388$537,139 ▼-37.1%2,9120.1%IndustrialsDUKDuke Energy$900,069$70,227 ▲8.5%7,8950.1%UtilitiesNSCNorfolk Southern$849,674$139,656 ▲19.7%2,7500.1%IndustrialsLOWLowe's Companies$848,243$43,490 ▼-4.9%4,6030.1%Consumer DiscretionaryABTAbbott Laboratories$793,8030.0%8,0320.1%HealthcareQSRRestaurant Brands International$780,032$6,042 ▼-0.8%10,9740.1%Consumer DiscretionaryHLTHilton Worldwide$775,577$3,817 ▼-0.5%2,4380.1%Consumer DiscretionaryJNJJohnson & Johnson$770,130$14,825 ▲2.0%2,9090.1%HealthcareIBMInternational Business Machines$760,603$710,453 ▼-48.3%3,4580.1%TechnologyBRK.ABerkshire Hathaway$747,0050.0%10.1%FinanceTOLToll Brothers$722,893$9,297 ▼-1.3%5,3650.1%Consumer DiscretionaryKOCoca-Cola$710,148$10,588 ▲1.5%8,2500.1%Consumer StaplesKIMKimco Realty$668,627$12,438 ▼-1.8%30,1050.1%Real EstateQCOMQualcomm$632,6960.0%3,4380.1%TechnologyKRKroger$631,302$36,287 ▼-5.4%10,7690.1%Consumer StaplesCACICACI International$626,165$36,547 ▼-5.5%1,0280.1%IndustrialsDEDeere & Company$579,5480.0%8630.1%IndustrialsJPMJPMorgan Chase & Co.$567,369$164,752 ▼-22.5%1,7150.1%FinanceSRESempra Energy$565,678$53,247 ▼-8.6%7,2560.1%UtilitiesDUPONT DE NEMOURS INC$562,943$26,757 ▼-4.5%4,3340.1%COMMON STOCKUNHUnitedHealth Group$527,861$15,050 ▼-2.8%1,4380.1%HealthcareELVElevance Health$521,796$389 ▼-0.1%1,3420.1%HealthcareTFCTruist Financial$515,120$93 ▲0.0%11,1260.1%FinanceCSCOCisco Systems$509,628$40,038 ▲8.5%4,7350.1%TechnologyTJXTJX Companies$505,424$505,424 ▲New Holding3,8200.1%Consumer DiscretionaryHDHome Depot$504,9700.0%1,7750.1%Consumer DiscretionaryMPCMarathon Petroleum$502,382$1,581 ▲0.3%1,2710.1%EnergyLHXL3Harris Technologies$500,079$8,051 ▲1.6%2,1120.1%IndustrialsCVXChevron$495,822$11,640 ▲2.4%2,4280.1%EnergyDGXQuest Diagnostics$470,145$9,790 ▼-2.0%2,0170.1%HealthcareAZNCFAstraZeneca$444,365$8,881 ▼-2.0%2,7520.1%HealthcareSOSouthern$434,037$8,041 ▼-1.8%5,2360.1%UtilitiesPFEPfizer$415,313$2,995 ▲0.7%14,5620.1%HealthcarePMPhilip Morris International$413,1250.0%2,1650.1%Consumer StaplesShowing largest 100 holdings. 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