Portfolio (Quarterly)
Guide ↗
Gratus Wealth Advisors, LLC
· CIK 0002022161| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | — | 1,289,241 | $32.5M | 4.57% | SOLD |
| 2 | ZTS | ZOETIS INC | Healthcare | 3,895 | $570K | 0.08% | SOLD |
| 3 | — | IQVIA HLDGS INC | — | 1,465 | $278K | 0.04% | SOLD |
| 4 | EA | ELECTRONIC ARTS INC | Communication Services | 1,317 | $266K | 0.04% | SOLD |
| 5 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 1,000 | $207K | 0.03% | SOLD |
| 6 | BDX | BECTON DICKINSON & CO | Healthcare | 1,084 | $203K | 0.03% | SOLD |
| 7 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,574 | $201K | 0.03% | SOLD |
Sector Allocation
Financial Services
38.0%
Technology
27.0%
Communication Services
8.6%
Healthcare
7.6%
Industrials
5.9%
Consumer Cyclical
5.1%
Consumer Defensive
3.2%
Utilities
2.2%
Energy
1.8%
Basic Materials
0.3%