Instuitional Investor - Gratus Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Gratus Wealth Advisors, Llc |
| Portfolio Value | $624,887,033 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 1,199,535 | $73,579,456 | 11.77% | |
| 2. | Vanguard World Fd | 172,498 | $59,237,693 | 9.47% | |
| 3. | Invesco Qqq Tr | 68,052 | $34,790,222 | 5.56% | |
| 4. | Ishares Tr | 1,258,165 | $30,284,038 | 4.84% | |
| 5. | Ishares Tr | 1,194,657 | $29,926,152 | 4.78% |
