Instuitional Investor - Gratus Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Gratus Wealth Advisors, Llc |
| Portfolio Value | $609,327,406 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 1,200,685 | $74,178,331 | 12.17% | |
| 2. | Vanguard World Fd | 168,851 | $52,154,601 | 8.56% | |
| 3. | Invesco Qqq Tr | 67,688 | $31,740,163 | 5.21% | |
| 4. | First Tr Nas100 Eq Weighted | 262,357 | $31,726,876 | 5.21% | |
| 5. | Ishares Tr | 1,297,632 | $31,415,680 | 5.16% |
