Gratus Wealth Advisors, LLC
CIK: 0002022161SEC EDGAR →
Portfolio Value
$721.2B
Holdings
128
As of
Q4 2025
New Positions
128
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,254,894 | $87.1B | 12.08% |
| 2 | VANGUARD WORLD FD | 166,948 | $68.9B | 9.55% |
| 3 | INVESCO QQQ TR | 68,255 | $41.9B | 5.81% |
| 4 | FIRST TR EXCHANGE-TRADED FD | 271,074 | $38.5B | 5.34% |
| 5 | INVESCO EXCHANGE TRADED FD T | 490,887 | $35.3B | 4.90% |
| 6 | ISHARES TR | 1,436,539 | $34.8B | 4.83% |
| 7 | ISHARES TR | 1,401,987 | $34.0B | 4.72% |
| 8 | ISHARES TR | 1,420,969 | $33.3B | 4.61% |
| 9 | ISHARES TR | 1,301,414 | $33.1B | 4.59% |
| 10 | ISHARES TR | 1,482,987 | $32.7B | 4.54% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (128)
$87.1B · 1.3M shares
$68.9B · 167K shares
$41.9B · 68K shares
$38.5B · 271K shares
$35.3B · 491K shares
$34.8B · 1.4M shares
$34.0B · 1.4M shares
$33.3B · 1.4M shares
$33.1B · 1.3M shares
$32.7B · 1.5M shares
$30.4B · 211K shares
$28.4B · 307K shares
$28.1B · 37K shares
$18.8B · 142K shares
$13.4B · 86K shares
$11.6B · 40K shares
$11.3B · 61K shares
$9.8B · 31K shares
$9.6B · 35K shares
$8.1B · 12K shares
$7.3B · 15K shares
$4.7B · 9K shares
$4.1B · 13K shares
$3.7B · 17K shares
$3.3B · 5K shares
$3.1B · 13K shares
$2.9B · 9K shares
$2.9B · 3K shares
$2.2B · 5K shares
$2.2B · 37K shares
$2.0B · 14K shares
$1.9B · 2K shares
$1.9B · 7K shares
$1.8B · 6K shares
$1.6B · 29K shares
$1.6B · 8K shares
$1.5B · 11K shares
$1.4B · 6K shares
$1.4B · 3K shares
$1.4B · 3K shares
$1.4B · 4K shares
$1.4B · 5K shares
$1.4B · 15K shares
$1.4B · 16K shares
$1.4B · 6K shares
$1.4B · 7K shares
$1.4B · 9K shares
$1.4B · 6K shares
$1.4B · 2K shares
$1.3B · 1K shares
$1.3B · 10K shares
$1.2B · 34K shares
$1.2B · 2K shares
$1.2B · 3K shares
$1.1B · 5K shares
$1.1B · 26K shares
$1.1B · 10K shares
$1.1B · 2K shares
$1.0B · 3K shares
$1.0B · 3K shares
$980.0M · 9K shares
$946.0M · 26K shares
$939.0M · 3K shares
$867.0M · 7K shares
$865.0M · 1K shares
$849.0M · 12K shares
$828.0M · 6K shares
$820.0M · 6K shares
$807.0M · 12K shares
$800.0M · 2K shares
$795.0M · 7K shares
$775.0M · 4K shares
$754.0M · 1 shares
$710.0M · 11K shares
$661.0M · 2K shares
$610.0M · 2K shares
$608.0M · 4K shares
$603.0M · 2K shares
$594.0M · 2K shares
$585.0M · 1K shares
$562.0M · 2K shares
$560.0M · 28K shares
$546.0M · 4K shares
$545.0M · 3K shares
$540.0M · 3K shares
$539.0M · 11K shares
$529.0M · 8K shares
$502.0M · 9K shares
$499.0M · 1K shares
$497.0M · 5K shares
$491.0M · 12K shares
$488.0M · 1K shares
$476.0M · 1K shares
$461.0M · 5K shares
$454.0M · 1K shares
$451.0M · 3K shares
$450.0M · 5K shares
$447.0M · 2K shares
$440.0M · 3K shares
$437.0M · 5K shares
$388.0M · 2K shares
$375.0M · 5K shares
$373.0M · 1K shares
$369.0M · 69 shares
$367.0M · 789 shares
$361.0M · 2K shares
$358.0M · 14K shares
$347.0M · 2K shares
$345.0M · 2K shares
$318.0M · 5K shares
$318.0M · 6K shares
$314.0M · 2K shares
$308.0M · 4K shares
$306.0M · 1K shares
$291.0M · 86 shares
$287.0M · 854 shares
$283.0M · 6K shares
$280.0M · 2K shares
$274.0M · 3K shares
$268.0M · 13K shares
$262.0M · 418 shares
$250.0M · 788 shares
$233.0M · 1K shares
$219.0M · 1K shares
$212.0M · 4K shares
$209.0M · 1K shares
$206.0M · 6K shares
$205.0M · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $560.8B | 77.8% |
| Unknown | 7 | $50.6B | 7.0% |
| Technology | 19 | $46.2B | 6.4% |
| Communication Services | 5 | $14.9B | 2.1% |
| Healthcare | 14 | $13.6B | 1.9% |
| Consumer Cyclical | 11 | $11.8B | 1.6% |
| Industrials | 14 | $10.2B | 1.4% |
| Consumer Defensive | 6 | $5.2B | 0.7% |
| Utilities | 4 | $3.8B | 0.5% |
| Energy | 7 | $3.1B | 0.4% |
| Real Estate | 1 | $560.0M | 0.1% |
| Basic Materials | 1 | $491.0M | 0.1% |