Instuitional Investor - Gratus Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Gratus Wealth Advisors, Llc |
| Portfolio Value | $785,542,268 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 1,243,096 | $94,214,214 | 11.99% | |
| 2. | Vanguard World Fd | 817,879 | $71,899,780 | 9.15% | |
| 3. | Invesco Exchange Traded Fd T - S&P SMLCP MOMENT | 527,440 | $49,384,222 | 6.29% | |
| 4. | Invesco Qqq Tr | 65,061 | $47,910,932 | 6.1% | |
| 5. | XLE | 197,532 | $37,633,747 | 4.79% |
Hedge Fund Resource Center 
