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Portfolio (Quarterly) Guide ↗

Gratus Wealth Advisors, LLC

· CIK 0002022161
13F Portfolio $786M AUM 138 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 21 New 42 Added 50 Reduced 11 Exited
Page 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CB CHUBB LIMITED Financial Services 3,387.0 $1.2M 0.15% +154.0 +4.8% $340.74 +0.1%
22 META META PLATFORMS INC Communication Services 2,046.0 $1.2M 0.15% +181.0 +9.7% $563.29 -2.4%
23 NFLX NETFLIX INC. Communication Services 16,112.0 $1.2M 0.15% +906.0 +6.0% $71.40 +11.5%
24 TT TRANE TECHNOLOGIES PLC Industrials 2,248.0 $1.1M 0.14% +192.0 +9.3% $491.16 -7.7%
25 AMP AMERIPRISE FINL INC Financial Services 2,269.0 $1.0M 0.13% +112.0 +5.2% $458.77 +21.1%
26 XOM EXXON MOBIL CORP Energy 6,832.0 $934K 0.12% +218.0 +3.3% $136.73 +20.8%
27 KIM KIMCO REALTY CORP Real Estate 30,665.0 $777K 0.10% +3K +11.0% $25.35 -5.2%
28 JNJ JOHNSON & JOHNSON Healthcare 2,853.0 $725K 0.09% +215.0 +8.2% $253.97 +6.4%
29 JPM JPMORGAN CHASE & CO Financial Services 2,213.0 $725K 0.09% +339.0 +18.1% $327.40 +7.4%
30 KO COCA COLA CO Consumer Defensive 8,127.0 $660K 0.08% +553.0 +7.3% $81.27 +12.1%
31 TFC TRUIST FINL CORP Financial Services 11,124.0 $554K 0.07% +164.0 +1.5% $49.82 +1.2%
32 DE DEERE & CO Industrials 863.0 $547K 0.07% +74.0 +9.4% $634.33 +2.1%
33 CSCO CISCO SYS INC Technology 4,363.0 $512K 0.07% +352.0 +8.8% $117.46 -5.5%
34 SO SOUTHERN CO Utilities 5,333.0 $510K 0.07% +37.0 +0.7% $95.72 -7.0%
35 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,219.0 $481K 0.06% +278.0 +5.6% $92.09 -3.2%
36 CVX CHEVRON CORPORATION Energy 2,371.0 $393K 0.05% +530.0 +28.8% $165.76 +23.8%
37 MCD MCDONALDS CORP Consumer Cyclical 1,396.0 $377K 0.05% +174.0 +14.2% $270.28 +0.2%
38 PFE PFIZER INC Healthcare 14,457.0 $348K 0.04% +73.0 +0.5% $24.08 +16.6%
39 ETN EATON CORP PLC Industrials 794.0 $338K 0.04% +6.0 +0.8% $426.12 -1.6%
40 WM WASTE MGMT INC DEL Industrials 1,268.0 $283K 0.04% +268.0 +26.8% $222.88 +0.5%
Page 2 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.9%
Technology 29.1%
Healthcare 7.5%
Industrials 7.0%
Consumer Cyclical 4.9%
Utilities 3.2%
Consumer Defensive 3.1%
Communication Services 2.7%
Energy 2.2%
Real Estate 0.4%