Fund HoldingsGratus Wealth Advisors, LLC

Total Portfolio Value
$544.37M
Total Bought
$81.16M
Total Sold
$51.48M
Net Transaction
+$29.68M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR
IBDS DEC28 ETF
57,2871,046,455+989,1681,43725,5754.70%+24,138
FIRST TR NAS100 EQ WEIGHTED41,579190,995+149,4164,88322,1574.07%+17,274
VANGUARD WORLD FD136,835167,562+30,72735,51045,9968.45%+10,486
INVESCO QQQ TR43,88064,482+20,60217,97027,3025.02%+9,333
ISHARES TR
IBONDS DEC2026
1,042,1101,146,549+104,43924,90627,1164.98%+2,209
ISHARES TR989,2141,076,626+87,41224,49326,6144.89%+2,121
ISHARES TR955,5871,033,857+78,27023,80425,8884.76%+2,084
ISHARES TR
IBONDS 27 ETF
1,043,4561,148,295+104,83924,97026,9964.96%+2,027
NVIDIA CORPORATION(NVDA)7,5846,628-9563,7565,6121.03%+1,856
SHELL PLC(SHEL)010,355+10,35507360.14%+736
NETFLIX INC(NFLX)8821,625+7434299920.18%+563
BERKSHIRE HATHAWAY INC DEL13,27813,187-914,7365,2730.97%+538
MICROSOFT CORP(MSFT)14,63514,917+2825,5036,0301.11%+527
FIDELITY NATL INFORMATION SV(FIS)011,702+11,70208190.15%+819
AMERICAN EXPRESS CO(AXP)03,480+3,48007570.14%+757
EXXON MOBIL CORP5,2828,147+2,8655289660.18%+437
COSTCO WHSL CORP NEW(COST)7301,286+5564829150.17%+433
SOUTHERN CO(SO)05,487+5,48703870.07%+387
DUPONT DE NEMOURS INC(DD)6,03211,380+5,3484648370.15%+373
DOLLAR GEN CORP NEW(DG)3,1635,440+2,2774307920.15%+362
SPDR S&P 500 ETF TR(SPY)11,55811,713+1555,4945,8511.07%+357
TAIWAN SEMICONDUCTOR MFG LTD(TSM)14,22113,824-3971,4791,8290.34%+350
MERCK & CO INC(MRK)13,74514,678+9331,4981,8380.34%+340
AMAZON COM INC(AMZN)12,96212,817-1451,9692,2970.42%+328
DOMINION ENERGY INC(D)37,90643,358+5,4521,7822,1060.39%+324
ISHARES TR4,5214,896+3752,1592,4570.45%+298
CENCORA INC10,66610,437-2292,1912,4770.45%+286
CSX CORP(CSX)08,169+8,16902810.05%+281
ARROWHEAD PHARMACEUTICALS IN(ARWR)012,250+12,25002770.05%+277
MCKESSON CORP(MCK)5,4545,371-832,5252,7870.51%+261
VERIZON COMMUNICATIONS INC(VZ)06,489+6,48902600.05%+260
UNION PAC CORP(UNP)2,5113,798+1,2876178730.16%+256
EATON CORP PLC(ETN)0825+82502550.05%+255
MARATHON PETE CORP(MPC)01,257+1,25702450.05%+245
BP PLC(BP)05,941+5,94102250.04%+225
PHILLIPS 66(PSX)01,439+1,43902210.04%+221
ALPHABET INC(GOOG)33,02530,946-2,0794,6544,8730.90%+219
WALMART INC(WMT)03,600+3,60002130.04%+213
NOVO-NORDISK A S(NVO)01,719+1,71902110.04%+211
WASTE MGMT INC DEL(WM)01,000+1,00002050.04%+205
SCHWAB CHARLES CORP(SCHW)02,761+2,76102010.04%+201
CHIPOTLE MEXICAN GRILL INC(CMG)311307-47118930.16%+182
COCA COLA CO(KO)9,55712,452+2,8955637340.13%+170
PFIZER INC(PFE)019,649+19,64904990.09%+499
ABBOTT LABS10,57012,531+1,9611,1631,3190.24%+156
PROCTER AND GAMBLE CO(PG)14,87014,820-502,1792,3310.43%+152
QUANTA SVCS INC5,0205,012-81,0831,2310.23%+148
FIRST TR EXCHANGE-TRADED FD277,095273,485-3,61022,17922,3034.10%+124
BANK AMERICA CORP47,60248,115+5131,6031,7210.32%+118
ELEVANCE HEALTH INC(ELV)2,0352,03509601,0690.20%+109
ABBVIE INC(ABBV)7,4017,588+1871,1471,2490.23%+103
SPDR SER TR
ST STR P500GRW
45,00042,929-2,0712,9283,0180.55%+90
SPDR GOLD TR(GLD)3,0203,02005776650.12%+88
JACOBS SOLUTIONS INC(J)5,1135,238+1256647520.14%+88
HCA HEALTHCARE INC(HCA)3,3103,31008969830.18%+87
AMERIPRISE FINL INC(AMP)1,8601,887+277067790.14%+72
CHUBB LIMITED
COM
3,6963,69608359070.17%+72
ELI LILLY & CO(LLY)1,3811,173-2088058750.16%+70
TOLL BROTHERS INC(TOL)4,5704,758+1884705380.10%+69
QUALCOMM INC(QCOM)3,8813,88105616270.12%+65
INTERNATIONAL BUSINESS MACHS(IBM)3,3353,336+15456050.11%+60
ARISTA NETWORKS INC1,7841,851+674204760.09%+56
MOTOROLA SOLUTIONS INC(MSI)1,3041,365+614084630.09%+55
GENERAL DYNAMICS CORP(GD)2,0882,08805425960.11%+53
ALPHABET INC(GOOG)3,1003,10004334840.09%+51
GOLDMAN SACHS ETF TR132,299126,075-6,22412,41112,4612.29%+50
DISCOVER FINL SVCS6,1945,998-1966967450.14%+49
DUKE ENERGY CORP NEW(DUK)9,1149,721+6078849330.17%+48
ISHARES TR17,78820,287+2,4994104530.08%+42
SELECT SECTOR SPDR TR
ST STR CARE ETF
97,21296,054-1,15813,25813,2972.44%+39
AUTOZONE INC(AZO)093+9302770.05%+277
MASTERCARD INCORPORATED(MA)2,4712,397-741,0541,0900.20%+36
JPMORGAN CHASE & CO(JPM)01,901+1,90103440.06%+344
GOLDMAN SACHS GROUP INC(GS)1,7921,79206917220.13%+31
LOWES COS INC(LOW)8,2468,148-981,8351,8640.34%+29
MARSH & MCLENNAN COS INC(MRSH)2,1492,14904074340.08%+26
UNITEDHEALTH GROUP INC(UNH)2,3792,590+2111,2521,2770.23%+25
MARRIOTT INTL INC NEW(MAR)2,6752,651-246036260.12%+23
FIRST TR EXCHANGE-TRADED FD02,083+2,08304100.08%+410
NEXTERA ENERGY INC(NEE)03,720+3,72002380.04%+238
CHEVRON CORP NEW(CVX)01,985+1,98503130.06%+313
VISA INC(V)3,9463,828-1181,0271,0390.19%+11
INVESCO EXCH TRADED FD TR II8,1928,19204034120.08%+9
DANAHER CORPORATION(DHR)2,9132,882-316746810.13%+7
REGENERON PHARMACEUTICALS(REGN)0328+32802930.05%+293
AMGEN INC(AMGN)0857+85702250.04%+225
PTC INC(PTC)3,1413,14105505520.10%+2
DEERE & CO(DE)0833+83303340.06%+334
SELECT SECTOR SPDR TR
ST STR FINL ETF
13,81812,972-8465205170.09%-3
INTERNATIONAL PAPER CO(IP)06,057+6,05702140.04%+214
IQVIA HLDGS INC(IQV)1,7131,71303963890.07%-7
BOOKING HOLDINGS INC(BKNG)074+7402540.05%+254
CISCO SYS INC(CSCO)06,857+6,85703300.06%+330
ALTRIA GROUP INC(MO)05,510+5,51002280.04%+228
BECTON DICKINSON & CO(BDX)01,204+1,20402810.05%+281
TRUIST FINL CORP(TFC)28,79629,373+5771,0631,0490.19%-14
PHILIP MORRIS INTL INC(PM)03,355+3,35503060.06%+306
FIRST TR VALUE LINE DIVID IN
SHS
07,608+7,60803050.06%+305
AFLAC INC(AFL)11,17211,17209229050.17%-17
VERISK ANALYTICS INC(VRSK)01,196+1,19602670.05%+267
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