| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q2 2024 | 10.8% |
| VANGUARD WORLD FD | 3 | Q2 2024 | 9.2% |
| ISHARES TR | 3 | Q2 2024 | 5.0% |
| ISHARES TR | 3 | Q2 2024 | 5.0% |
| ISHARES TR | 3 | Q2 2024 | 4.9% |
| SELECT SECTOR SPDR TR | 3 | Q2 2024 | 5.0% |
| ISHARES TR | 3 | Q2 2024 | 4.8% |
| INVESCO QQQ TR | 3 | Q2 2024 | 5.4% |
| FIRST TR EXCHANGE-TRADED FD | 3 | Q2 2024 | 4.4% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 4.4% |
View Gratus Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-02 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-05-09 |
View Gratus Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.