Gratus Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Virginia Beach, VA
CIK
0002022161
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 133 612,098 DGRO, MGK, QQQ, IBDR 13F-HR 10/8/2024 000202216124000004
Q2 2024 132 580,013 DGRO, MGK, QQQ, IBDR 13F-HR 7/22/2024 000188744124000008
Q1 2024 134 544,372 DGRO, MGK, QQQ, IBDR 13F-HR 5/9/2024 000202216124000003
Q4 2023 129 507,138 DGRO, MGK, XLK, IBDS 13F-HR 5/9/2024 000202216124000002