Instuitional Investor - Gratus Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Gratus Wealth Advisors, Llc |
| Portfolio Value | $721,213,313 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 1,254,894 | $87,114,776 | 12.08% | |
| 2. | Vanguard World Fd | 166,948 | $68,911,072 | 9.55% | |
| 3. | Invesco Qqq Tr | 68,255 | $41,929,722 | 5.81% | |
| 4. | First Tr Exchange-Traded Fd | 271,074 | $38,527,573 | 5.34% | |
| 5. | Invesco Exchange Traded Fd T - S&P SMLCP MOMENT | 490,887 | $35,348,802 | 4.9% |