Instuitional Investor - Gratus Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Gratus Wealth Advisors, Llc |
| Portfolio Value | $660,450,011 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 1,211,386 | $77,456,049 | 11.73% | |
| 2. | Vanguard World Fd | 168,403 | $61,664,005 | 9.34% | |
| 3. | Invesco Qqq Tr | 67,591 | $37,285,644 | 5.65% | |
| 4. | First Tr Exchange-Traded Fd | 263,176 | $35,920,956 | 5.44% | |
| 5. | Invesco Exchange Traded Fd T - S&P SMLCP MOMENT | 477,335 | $32,468,327 | 4.92% |
