Gratus Wealth Advisors, LLC
CIK 2022161 · Holdings on Dec 31, 2023 · First reported May 9, 2024
Top ten holdings
Q4 2023- DGRO10.78%
- MGK7.00%
- XLK4.96%
- IBDS4.92%
- IBDR4.91%
- IBDQ4.83%
- IBDP4.69%
- VB4.40%
- FTCS4.37%
- VGT4.25%
Share classes counted separately55.11%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $54.66M | 10.78% | 1.02M shares | Prior unavailable — | — | ↗▾ |
| 02 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $35.51M | 7.00% | 136.84K shares | Prior unavailable — | — | ↗▾ |
| 03 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $25.14M | 4.96% | 130.62K shares | Prior unavailable — | — | ↗▾ |
| 04 | IBDSISHRS IBNDS DEC 27 CORP ETFIBONDS 27 ETF View history and evidence | $24.97M | 4.92% | 1.04M shares | Prior unavailable — | — | ↗▾ |
| 05 | IBDRISHARES IBONDS DEC 2026 TERMIBONDS DEC2026 View history and evidence | $24.91M | 4.91% | 1.04M shares | Prior unavailable — | — | ↗▾ |
| 06 | IBDQISHARES IBONDS DEC 2025 TERMIBONDS DEC25 ETF View history and evidence | $24.49M | 4.83% | 989.21K shares | Prior unavailable — | — | ↗▾ |
| 07 | IBDPISHARES IBONDS DEC 2024 TERMIBONDS DEC24 ETF View history and evidence | $23.80M | 4.69% | 955.59K shares | Prior unavailable — | — | ↗▾ |
| 08 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $22.34M | 4.40% | 104.71K shares | Prior unavailable — | — | ↗▾ |
| 09 | FTCSFIRST TRUST CAPITAL STRENGTHCAP STRENGTH ETF View history and evidence | $22.18M | 4.37% | 277.10K shares | Prior unavailable — | — | ↗▾ |
| 10 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $21.53M | 4.25% | 44.49K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2022161 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-05-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 507138175
}Research all 129 reported holdings.
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