0002022161-24-000003.txt : 20240509
0002022161-24-000003.hdr.sgml : 20240509
20240509163125
ACCESSION NUMBER: 0002022161-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240509
DATE AS OF CHANGE: 20240509
EFFECTIVENESS DATE: 20240509
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Gratus Wealth Advisors, LLC
CENTRAL INDEX KEY: 0002022161
ORGANIZATION NAME:
IRS NUMBER: 873640934
STATE OF INCORPORATION: VA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-24115
FILM NUMBER: 24931271
BUSINESS ADDRESS:
STREET 1: 192 BALLARD CT.
STREET 2: STE 101
CITY: VIRGINIA BEACH
STATE: VA
ZIP: 23462
BUSINESS PHONE: 757-909-5500
MAIL ADDRESS:
STREET 1: 192 BALLARD CT.
STREET 2: STE 101
CITY: VIRGINIA BEACH
STATE: VA
ZIP: 23462
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
true
0002022161
XXXXXXXX
03-31-2024
03-31-2024
Gratus Wealth Advisors, LLC
192 BALLARD CT.
STE 101
VIRGINIA BEACH
VA
23462
13F HOLDINGS REPORT
028-24115
000328641
801-129165
N
Teresa Douberly
Compliance Consultant
512-881-2528
Teresa Douberly
North Lauderdale
FL
05-09-2024
0
134
544372585
false
INFORMATION TABLE
2
Gratus13fQ12024.xml
ABBOTT LABS
COM
002824100
1319138
12531
SH
SOLE
0
0
0
12531
ABBVIE INC
COM
00287Y109
1249440
7588
SH
SOLE
0
0
0
7588
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1548400
4900
SH
SOLE
0
0
0
4900
AFLAC INC
COM
001055102
904709
11172
SH
SOLE
0
0
0
11172
ALPHABET INC
CAP STK CL C
02079K107
4872757
30946
SH
SOLE
0
0
0
30946
ALPHABET INC
CAP STK CL A
02079K305
483631
3100
SH
SOLE
0
0
0
3100
ALTRIA GROUP INC
COM
02209S103
227563
5510
SH
SOLE
0
0
0
5510
AMAZON COM INC
COM
023135106
2297063
12817
SH
SOLE
0
0
0
12817
AMERICAN EXPRESS CO
COM
025816109
756900
3480
SH
SOLE
0
0
0
3480
AMERIPRISE FINL INC
COM
03076C106
778633
1887
SH
SOLE
0
0
0
1887
AMGEN INC
COM
031162100
225177
857
SH
SOLE
0
0
0
857
ANALOG DEVICES INC
COM
032654105
1618815
8630
SH
SOLE
0
0
0
8630
APPLE INC
COM
037833100
5890552
35264
SH
SOLE
0
0
0
35264
ARISTA NETWORKS INC
COM
040413106
476059
1851
SH
SOLE
0
0
0
1851
ARROWHEAD PHARMACEUTICALS IN
COM
04280A100
276973
12250
SH
SOLE
0
0
0
12250
AUTOZONE INC
COM
053332102
276505
93
SH
SOLE
0
0
0
93
BANK AMERICA CORP
COM
060505104
1721061
48115
SH
SOLE
0
0
0
48115
BECTON DICKINSON & CO
COM
075887109
280713
1204
SH
SOLE
0
0
0
1204
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
5273349
13187
SH
SOLE
0
0
0
13187
BLACKSTONE INC
COM
09260D107
1008763
8384
SH
SOLE
0
0
0
8384
BOOKING HOLDINGS INC
COM
09857L108
253830
74
SH
SOLE
0
0
0
74
BP PLC
SPONSORED ADR
055622104
225283
5941
SH
SOLE
0
0
0
5941
CENCORA INC
COM
03073E105
2476700
10437
SH
SOLE
0
0
0
10437
CHEVRON CORP NEW
COM
166764100
312776
1985
SH
SOLE
0
0
0
1985
CHIPOTLE MEXICAN GRILL INC
COM
169656105
892747
307
SH
SOLE
0
0
0
307
CHUBB LIMITED
COM
H1467J104
906961
3696
SH
SOLE
0
0
0
3696
CISCO SYS INC
COM
17275R102
329890
6857
SH
SOLE
0
0
0
6857
COCA COLA CO
COM
191216100
733547
12452
SH
SOLE
0
0
0
12452
COMCAST CORP NEW
CL A
20030N101
382888
9664
SH
SOLE
0
0
0
9664
COSTCO WHSL CORP NEW
COM
22160K105
914668
1286
SH
SOLE
0
0
0
1286
CSX CORP
COM
126408103
280944
8169
SH
SOLE
0
0
0
8169
DANAHER CORPORATION
COM
235851102
681190
2882
SH
SOLE
0
0
0
2882
DEERE & CO
COM
244199105
333700
833
SH
SOLE
0
0
0
833
DISCOVER FINL SVCS
COM
254709108
745371
5998
SH
SOLE
0
0
0
5998
DOLLAR GEN CORP NEW
COM
256677105
792499
5440
SH
SOLE
0
0
0
5440
DOLLAR TREE INC
COM
256746108
320732
2624
SH
SOLE
0
0
0
2624
DOMINION ENERGY INC
COM
25746U109
2105900
43358
SH
SOLE
0
0
0
43358
DUKE ENERGY CORP NEW
COM NEW
26441C204
932536
9721
SH
SOLE
0
0
0
9721
DUPONT DE NEMOURS INC
COM
26614N102
836771
11380
SH
SOLE
0
0
0
11380
EATON CORP PLC
SHS
G29183103
254876
825
SH
SOLE
0
0
0
825
ELECTRONIC ARTS INC
COM
285512109
602396
4795
SH
SOLE
0
0
0
4795
ELEVANCE HEALTH INC
COM
036752103
1068762
2035
SH
SOLE
0
0
0
2035
ELI LILLY & CO
COM
532457108
874999
1173
SH
SOLE
0
0
0
1173
ENBRIDGE INC
COM
29250N105
280963
8288
SH
SOLE
0
0
0
8288
EXXON MOBIL CORP
COM
30231G102
965617
8147
SH
SOLE
0
0
0
8147
FIDELITY NATL INFORMATION SV
COM
31620M106
819140
11702
SH
SOLE
0
0
0
11702
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
33734X119
1621357
24856
SH
SOLE
0
0
0
24856
FIRST TR EXCHANGE-TRADED FD
DOW 30 EQL WGT
33733A201
15662401
478952
SH
SOLE
0
0
0
478952
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
22302702
273485
SH
SOLE
0
0
0
273485
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
33733E302
409914
2083
SH
SOLE
0
0
0
2083
FIRST TR NAS100 EQ WEIGHTED
SHS
337344105
22157333
190995
SH
SOLE
0
0
0
190995
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
305300
7608
SH
SOLE
0
0
0
7608
GENERAL DYNAMICS CORP
COM
369550108
595644
2088
SH
SOLE
0
0
0
2088
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
12461253
126075
SH
SOLE
0
0
0
126075
GOLDMAN SACHS GROUP INC
COM
38141G104
722373
1792
SH
SOLE
0
0
0
1792
HCA HEALTHCARE INC
COM
40412C101
983070
3310
SH
SOLE
0
0
0
3310
HOLOGIC INC
COM
436440101
247605
3297
SH
SOLE
0
0
0
3297
HOME DEPOT INC
COM
437076102
856526
2573
SH
SOLE
0
0
0
2573
HONEYWELL INTL INC
COM
438516106
377765
1977
SH
SOLE
0
0
0
1977
INTERNATIONAL BUSINESS MACHS
COM
459200101
605459
3336
SH
SOLE
0
0
0
3336
INTERNATIONAL PAPER CO
COM
460146103
213570
6057
SH
SOLE
0
0
0
6057
INTUIT
COM
461202103
858424
1411
SH
SOLE
0
0
0
1411
INVESCO EXCH TRADED FD TR II
KBW BK ETF
46138E628
412058
8192
SH
SOLE
0
0
0
8192
INVESCO QQQ TR
UNIT SER 1
46090E103
27302406
64482
SH
SOLE
0
0
0
64482
IQVIA HLDGS INC
COM
46266C105
389142
1713
SH
SOLE
0
0
0
1713
ISHARES TR
IBONDS DEC2026
46435GAA0
27115881
1146549
SH
SOLE
0
0
0
1146549
ISHARES TR
IBONDS 27 ETF
46435UAA9
26996421
1148295
SH
SOLE
0
0
0
1148295
ISHARES TR
IBONDS DEC25 ETF
46434VBD1
26614186
1076626
SH
SOLE
0
0
0
1076626
ISHARES TR
IBONDS DEC24 ETF
46434VBG4
25887789
1033857
SH
SOLE
0
0
0
1033857
ISHARES TR
IBDS DEC28 ETF
46435U515
25575356
1046455
SH
SOLE
0
0
0
1046455
ISHARES TR
IBONDS DEC 29
46436E205
452603
20287
SH
SOLE
0
0
0
20287
ISHARES TR
CORE DIV GRWTH
46434V621
49865340
901724
SH
SOLE
0
0
0
901724
ISHARES TR
CORE S&P MCP ETF
464287507
227469
4031
SH
SOLE
0
0
0
4031
ISHARES TR
CORE S&P500 ETF
464287200
2457317
4896
SH
SOLE
0
0
0
4896
JACOBS SOLUTIONS INC
COM
46982L108
751653
5238
SH
SOLE
0
0
0
5238
JOHNSON & JOHNSON
COM
478160104
907670
6228
SH
SOLE
0
0
0
6228
JPMORGAN CHASE & CO
COM
46625H100
344471
1901
SH
SOLE
0
0
0
1901
LOWES COS INC
COM
548661107
1864181
8148
SH
SOLE
0
0
0
8148
LULULEMON ATHLETICA INC
COM
550021109
563661
1622
SH
SOLE
0
0
0
1622
MARATHON PETE CORP
COM
56585A102
245140
1257
SH
SOLE
0
0
0
1257
MARRIOTT INTL INC NEW
CL A
571903202
626431
2651
SH
SOLE
0
0
0
2651
MARSH & MCLENNAN COS INC
COM
571748102
433518
2149
SH
SOLE
0
0
0
2149
MASTERCARD INCORPORATED
CL A
57636Q104
1089916
2397
SH
SOLE
0
0
0
2397
MCDONALDS CORP
COM
580135101
522401
1928
SH
SOLE
0
0
0
1928
MCKESSON CORP
COM
58155Q103
2786529
5371
SH
SOLE
0
0
0
5371
MERCK & CO INC
COM
58933Y105
1838126
14678
SH
SOLE
0
0
0
14678
MICROSOFT CORP
COM
594918104
6030496
14917
SH
SOLE
0
0
0
14917
MOTOROLA SOLUTIONS INC
COM NEW
620076307
463363
1365
SH
SOLE
0
0
0
1365
NETFLIX INC
COM
64110L106
992160
1625
SH
SOLE
0
0
0
1625
NEXTERA ENERGY INC
COM
65339F101
238117
3720
SH
SOLE
0
0
0
3720
NORFOLK SOUTHN CORP
COM
655844108
707178
2943
SH
SOLE
0
0
0
2943
NOVO-NORDISK A S
ADR
670100205
211007
1719
SH
SOLE
0
0
0
1719
NVIDIA CORPORATION
COM
67066G104
5611994
6628
SH
SOLE
0
0
0
6628
NXP SEMICONDUCTORS N V
COM
N6596X109
1484122
6766
SH
SOLE
0
0
0
6766
PEPSICO INC
COM
713448108
972464
5645
SH
SOLE
0
0
0
5645
PFIZER INC
COM
717081103
498888
19649
SH
SOLE
0
0
0
19649
PHILIP MORRIS INTL INC
COM
718172109
305976
3355
SH
SOLE
0
0
0
3355
PHILLIPS 66
COM
718546104
220613
1439
SH
SOLE
0
0
0
1439
PROCTER AND GAMBLE CO
COM
742718109
2331038
14820
SH
SOLE
0
0
0
14820
PRUDENTIAL FINL INC
COM
744320102
203378
1871
SH
SOLE
0
0
0
1871
PTC INC
COM
69370C100
551874
3141
SH
SOLE
0
0
0
3141
QUALCOMM INC
COM
747525103
626520
3881
SH
SOLE
0
0
0
3881
QUANTA SVCS INC
COM
74762E102
1231348
5012
SH
SOLE
0
0
0
5012
REGENERON PHARMACEUTICALS
COM
75886F107
293229
328
SH
SOLE
0
0
0
328
SCHWAB CHARLES CORP
COM
808513105
201360
2761
SH
SOLE
0
0
0
2761
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
516675
12972
SH
SOLE
0
0
0
12972
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
24269177
123457
SH
SOLE
0
0
0
123457
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
13296755
96054
SH
SOLE
0
0
0
96054
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
478403
7424
SH
SOLE
0
0
0
7424
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
2612808
73106
SH
SOLE
0
0
0
73106
SHELL PLC
SPON ADS
780259305
735516
10355
SH
SOLE
0
0
0
10355
SOUTHERN CO
COM
842587107
387218
5487
SH
SOLE
0
0
0
5487
SPDR GOLD TR
GOLD SHS
78463V107
665427
3020
SH
SOLE
0
0
0
3020
SPDR S&P 500 ETF TR
TR UNIT
78462F103
5850878
11713
SH
SOLE
0
0
0
11713
SPDR SER TR
PRTFLO S&P500 GW
78464A409
3017909
42929
SH
SOLE
0
0
0
42929
T-MOBILE US INC
COM
872590104
1094263
6803
SH
SOLE
0
0
0
6803
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
1828500
13824
SH
SOLE
0
0
0
13824
TOLL BROTHERS INC
COM
889478103
538415
4758
SH
SOLE
0
0
0
4758
TRUIST FINL CORP
COM
89832Q109
1048910
29373
SH
SOLE
0
0
0
29373
UNION PAC CORP
COM
907818108
872818
3798
SH
SOLE
0
0
0
3798
UNITED PARCEL SERVICE INC
CL B
911312106
444635
3115
SH
SOLE
0
0
0
3115
UNITEDHEALTH GROUP INC
COM
91324P102
1277336
2590
SH
SOLE
0
0
0
2590
VANGUARD INDEX FDS
MID CAP ETF
922908629
9847600
41883
SH
SOLE
0
0
0
41883
VANGUARD INDEX FDS
SMALL CP ETF
922908751
20872861
99036
SH
SOLE
0
0
0
99036
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
3931203
22641
SH
SOLE
0
0
0
22641
VANGUARD WORLD FD
INF TECH ETF
92204A702
19618682
39797
SH
SOLE
0
0
0
39797
VANGUARD WORLD FD
CONSUM DIS ETF
92204A108
3227021
10958
SH
SOLE
0
0
0
10958
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
45995648
167562
SH
SOLE
0
0
0
167562
VERISK ANALYTICS INC
COM
92345Y106
267103
1196
SH
SOLE
0
0
0
1196
VERIZON COMMUNICATIONS INC
COM
92343V104
260404
6489
SH
SOLE
0
0
0
6489
VISA INC
COM CL A
92826C839
1038804
3828
SH
SOLE
0
0
0
3828
WALMART INC
COM
931142103
213336
3600
SH
SOLE
0
0
0
3600
WASTE MGMT INC DEL
COM
94106L109
205070
1000
SH
SOLE
0
0
0
1000
ZOETIS INC
CL A
98978V103
321837
2102
SH
SOLE
0
0
0
2102