Gratus Wealth Advisors, LLC - Q22026 Holdings
Gratus Wealth Advisors, LLC holds 138 stocks with a total portfolio value of $ 785.54M as of Q22026. In Q22026, Gratus Wealth Advisors, LLC added 9 new positions, increased stakes in 54 stocks, reduced 43 holdings, and fully exited 9 positions. The largest holding is Ishares Tr (DGRO), representing 11.99% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options