GRATUS WEALTH ADVISORS, LLC

Filed: 2/13/2025ACC: 0001398344-25-002733

📋 What this filing means

GRATUS WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $624.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

127

Positions

$624.89M

Total AUM (reported)

9.57M

Total Shares

Allocation by class

COM$90.71M14.5%

CORE DIV GRWTH$73.58M11.8%

MEGA GRWTH IND$59.24M9.5%

UNIT SER 1$34.79M5.6%

IBONDS DEC2026$30.28M4.8%

IBONDS DEC25 ETF$29.93M4.8%

IBONDS 27 ETF$29.84M4.8%

Portfolio Concentration

Top 3$167.61M26.8%

4–10$202.33M32.4%

11–25$168.01M26.9%

Rest$86.94M13.9%

Top 3 weight

26.8%

Top 10 weight

59.2%

Voting Authority Distribution

Total shares with voting rights: 9.57M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.57M

% of voting shares100.0%

Investment Discretion (by position count)

Sole127

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings127

Rows:

ISHARES TR

SOLE

CORE DIV GRWTH

Shares1.20M

TypeSH

Market value$73.58M

11.77%

Sole

0.00

Shared

0.00

None

1.20M

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares172.50K

TypeSH

Market value$59.24M

9.48%

Sole

0.00

Shared

0.00

None

172.50K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares68.05K

TypeSH

Market value$34.79M

5.57%

Sole

0.00

Shared

0.00

None

68.05K

ISHARES TR

SOLE

IBONDS DEC2026

Shares1.26M

TypeSH

Market value$30.28M

4.85%

Sole

0.00

Shared

0.00

None

1.26M

ISHARES TR

SOLE

IBONDS DEC25 ETF

Shares1.19M

TypeSH

Market value$29.93M

4.79%

Sole

0.00

Shared

0.00

None

1.19M

ISHARES TR

SOLE

IBONDS 27 ETF

Shares1.25M

TypeSH

Market value$29.84M

4.77%

Sole

0.00

Shared

0.00

None

1.25M

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares126.52K

TypeSH

Market value$29.42M

4.71%

Sole

0.00

Shared

0.00

None

126.52K

ISHARES TR

SOLE

IBDS DEC28 ETF

Shares1.16M

TypeSH

Market value$28.85M

4.62%

Sole

0.00

Shared

0.00

None

1.16M

ISHARES TR

SOLE

IBONDS DEC 29

Shares1.26M

TypeSH

Market value$28.82M

4.61%

Sole

0.00

Shared

0.00

None

1.26M

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares286.83K

TypeSH

Market value$25.19M

4.03%

Sole

0.00

Shared

0.00

None

286.83K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares38.99K

TypeSH

Market value$24.25M

3.88%

Sole

0.00

Shared

0.00

None

38.99K

FIRST TR NAS100 EQ WEIGHTED

SOLE

SHS

Shares193.50K

TypeSH

Market value$24.18M

3.87%

Sole

0.00

Shared

0.00

None

193.50K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares99.48K

TypeSH

Market value$23.90M

3.83%

Sole

0.00

Shared

0.00

None

99.48K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA US LG

Shares132.04K

TypeSH

Market value$15.21M

2.43%

Sole

0.00

Shared

0.00

None

132.04K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares102.51K

TypeSH

Market value$14.10M

2.26%

Sole

0.00

Shared

0.00

None

102.51K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares40.49K

TypeSH

Market value$10.70M

1.71%

Sole

0.00

Shared

0.00

None

40.49K

APPLE INC

SOLE

COM

Shares36.10K

TypeSH

Market value$9.04M

1.45%

Sole

0.00

Shared

0.00

None

36.10K

NVIDIA CORPORATION

SOLE

COM

Shares58.02K

TypeSH

Market value$7.79M

1.25%

Sole

0.00

Shared

0.00

None

58.02K

WISDOMTREE TR

SOLE

US QUALITY GROW

Shares144.54K

TypeSH

Market value$7.12M

1.14%

Sole

0.00

Shared

0.00

None

144.54K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares11.71K

TypeSH

Market value$6.86M

1.10%

Sole

0.00

Shared

0.00

None

11.71K

MICROSOFT CORP

SOLE

COM

Shares16.11K

TypeSH

Market value$6.79M

1.09%

Sole

0.00

Shared

0.00

None

16.11K

ALPHABET INC

SOLE

CAP STK CL C

Shares31.74K

TypeSH

Market value$6.04M

0.97%

Sole

0.00

Shared

0.00

None

31.74K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares12.40K

TypeSH

Market value$5.62M

0.90%

Sole

0.00

Shared

0.00

None

12.40K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares17.07K

TypeSH

Market value$3.34M

0.53%

Sole

0.00

Shared

0.00

None

17.07K

TAIWAN SEMICONDUCTOR MFG LTD

SOLE

SPONSORED ADS

Shares15.48K

TypeSH

Market value$3.06M

0.49%

Sole

0.00

Shared

0.00

None

15.48K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE DIV GRWTH	1.20M	SH	$73.58M 11.77%	1.20M
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	172.50K	SH	$59.24M 9.48%	172.50K
INVESCO QQQ TRSOLE	UNIT SER 1	68.05K	SH	$34.79M 5.57%	68.05K
ISHARES TRSOLE	IBONDS DEC2026	1.26M	SH	$30.28M 4.85%	1.26M
ISHARES TRSOLE	IBONDS DEC25 ETF	1.19M	SH	$29.93M 4.79%	1.19M
ISHARES TRSOLE	IBONDS 27 ETF	1.25M	SH	$29.84M 4.77%	1.25M
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	126.52K	SH	$29.42M 4.71%	126.52K
ISHARES TRSOLE	IBDS DEC28 ETF	1.16M	SH	$28.85M 4.62%	1.16M
ISHARES TRSOLE	IBONDS DEC 29	1.26M	SH	$28.82M 4.61%	1.26M
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	286.83K	SH	$25.19M 4.03%	286.83K
VANGUARD WORLD FDSOLE	INF TECH ETF	38.99K	SH	$24.25M 3.88%	38.99K
FIRST TR NAS100 EQ WEIGHTEDSOLE	SHS	193.50K	SH	$24.18M 3.87%	193.50K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	99.48K	SH	$23.90M 3.83%	99.48K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA US LG	132.04K	SH	$15.21M 2.43%	132.04K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	102.51K	SH	$14.10M 2.26%	102.51K
VANGUARD INDEX FDSSOLE	MID CAP ETF	40.49K	SH	$10.70M 1.71%	40.49K
APPLE INCSOLE	COM	36.10K	SH	$9.04M 1.45%	36.10K
NVIDIA CORPORATIONSOLE	COM	58.02K	SH	$7.79M 1.25%	58.02K
WISDOMTREE TRSOLE	US QUALITY GROW	144.54K	SH	$7.12M 1.14%	144.54K
SPDR S&P 500 ETF TRSOLE	TR UNIT	11.71K	SH	$6.86M 1.10%	11.71K
MICROSOFT CORPSOLE	COM	16.11K	SH	$6.79M 1.09%	16.11K
ALPHABET INCSOLE	CAP STK CL C	31.74K	SH	$6.04M 0.97%	31.74K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	12.40K	SH	$5.62M 0.90%	12.40K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	17.07K	SH	$3.34M 0.53%	17.07K
TAIWAN SEMICONDUCTOR MFG LTDSOLE	SPONSORED ADS	15.48K	SH	$3.06M 0.49%	15.48K

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