Gratus Capital, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Atlanta, GA
CIK
0001652103
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 376 2,497,793 NVDA, AAPL, VUG, IEFA 13F-HR 7/25/2024 000108514624003239
Q1 2024 320 2,178,863 NVDA, VUG, AAPL, IEFA 13F-HR 5/13/2024 000108514624002419
Q4 2023 265 1,774,773 VUG, IEFA, DGRO, AAPL RESTATEMENT 2/13/2024 000108514624001190
Q3 2023 252 1,474,764 VUG, IEFA, DGRO, UYLD 13F-HR 10/26/2023 000108514623003957
Q2 2023 237 1,465,504 VUG, IEFA, DGRO, UYLD 13F-HR 8/2/2023 000108514623003032
Q1 2023 220 1,310,753 VUG, IEFA, DGRO, GSY 13F-HR 4/19/2023 000108514623001758
Q4 2022 225 1,218,065 DGRO, IEFA, GSY, VUG 13F-HR 1/27/2023 000108514623000407
Q3 2022 200 945,210 DGRO, GSY, COST, JNJ 13F-HR 11/3/2022 000108514622003784
Q2 2022 191 892,668 DGRO, WMB, GSY, JNJ 13F-HR 7/28/2022 000108514622002645
Q1 2022 201 1,043,940 IEFA, DGRO, WMB, GSY 13F-HR 4/29/2022 000108514622001626
Q4 2021 204 1,079,749 IEFA, IWF, DGRO, GSY 13F-HR 1/31/2022 000108514622000403
Q3 2021 189 931,466 IEFA, IWF, DGRO, GSY 13F-HR 11/5/2021 000108514621003041
Q2 2021 185 901,383 IGRO, DGRO, IWF, GSY 13F-HR 8/9/2021 000108514621002315
Q1 2021 181 832,376 DGRO, IGRO, GSY, IWF 13F-HR 5/3/2021 000108514621001416
Q4 2020 183 747,436 DGRO, GSY, IWF, IGRO 13F-HR 2/3/2021 000108514621000415
Q3 2020 168 639,443 GSY, DGRO, MSFT, IWF 13F-HR 10/30/2020 000108514620002704
Q2 2020 162 593,317 AMZN, MSFT, SCHX, IWF 13F-HR 8/11/2020 000108514620002099
Q1 2020 170 535,653 IWF, SCHV, MSFT, AMZN 13F-HR 5/1/2020 000108514620001279
Q4 2019 190 658,002 SCHV, IWF, SCHG, SCHF 13F-HR 2/7/2020 000108514620000432
Q3 2019 176 613,224 SCHG, SCHV, IWF, SCHF 13F-HR 10/30/2019 000108514619002676
Q2 2019 173 613,271 SCHG, SCHV, IWF, AMZN 13F-HR 8/7/2019 000108514619002134
Q1 2019 175 596,571 SCHG, SCHV, IWF, AMZN 13F-HR 5/14/2019 000108514619001533
Q4 2018 176 487,373 IWF, SCHV, MSFT, MMM RESTATEMENT 2/14/2019 000108514619000709
Q3 2018 179 729,300 KO, IWF, PWV, AAPL 13F-HR 11/9/2018 000108514618002560
Q2 2018 166 674,484 KO, IWF, PWV, AAPL 13F-HR 8/13/2018 000108514618002004
Q1 2018 173 694,478 KO, PWV, MMM, IWF 13F-HR 5/10/2018 000108514618001306
Q4 2017 182 769,457 KO, MMM, PWV, IWF 13F-HR 2/7/2018 000108514618000381
Q3 2017 184 720,159 KO, MINT, PWV, MMM 13F-HR 11/9/2017 000108514617002246
Q2 2017 184 700,141 KO, MMM, MINT, PWV 13F-HR 8/8/2017 000108514617001683
Q1 2017 176 694,561 KO, MMM, MINT, PWV 13F-HR 5/15/2017 000108514617001271
Q4 2016 178 668,826 KO, PWV, MMM, IWF 13F-HR 2/14/2017 000108514617000677
Q3 2016 176 683,200 KO, LOB, PWV, MMM 13F-HR 11/14/2016 000108514616004750
Q2 2016 177 680,282 KO, LOB, PWV, MMM 13F-HR 8/3/2016 000108514616004130
Q1 2016 70 456,264 KO, LOB, PWV, IWF 13F-HR 5/11/2016 000108514616003665
Q4 2015 96 439,824 KO, CWI, IWF, SCHH 13F-HR 2/9/2016 000108514616002857
Q3 2015 92 414,303 KO, CWI, SHM, IWF 13F-HR 11/6/2015 000108514615002183
Q2 2015 93 429,009 KO, CWI, IWF, PWV 13F-HR 9/29/2015 000108514615001938
Q1 2015 95 448,685 KO, RSP.MX, IWF, PWV 13F-HR 9/29/2015 000108514615001937
Q4 2014 80 422,460 KO, RSP.MX, SCHD, IWF 13F-HR 9/11/2015 000108514615001933
Additional filings from Gratus Capital, LLC that have since been restated