0002022161-24-000002.txt : 20240509
0002022161-24-000002.hdr.sgml : 20240509
20240509162704
ACCESSION NUMBER: 0002022161-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
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: 24931154
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
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12-31-2023
12-31-2023
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
129
507138175
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INFORMATION TABLE
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Gratus13fQ42023.xml
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ACCENTURE PLC IRELAND
SHS CLASS A
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AFLAC INC
COM
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ALPHABET INC
CAP STK CL C
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ALPHABET INC
CAP STK CL A
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ALTRIA GROUP INC
COM
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AMAZON COM INC
COM
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AMERICAN EXPRESS CO
COM
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AMERIPRISE FINL INC
COM
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AMGEN INC
COM
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ANALOG DEVICES INC
COM
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APPLE INC
COM
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ARISTA NETWORKS INC
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COM
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COM
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BLACKSTONE INC
COM
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BOOKING HOLDINGS INC
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CENCORA INC
COM
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COM
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CHIPOTLE MEXICAN GRILL INC
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CHUBB LIMITED
COM
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CISCO SYS INC
COM
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CITIGROUP INC
COM NEW
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COM
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COMCAST CORP NEW
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COSTCO WHSL CORP NEW
COM
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DANAHER CORPORATION
COM
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DEERE & CO
COM
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DISCOVER FINL SVCS
COM
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DOLLAR GEN CORP NEW
COM
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DOLLAR TREE INC
COM
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DOMINION ENERGY INC
COM
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DUKE ENERGY CORP NEW
COM NEW
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DUPONT DE NEMOURS INC
COM
26614N102
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ELECTRONIC ARTS INC
COM
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ELEVANCE HEALTH INC
COM
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ELI LILLY & CO
COM
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ENBRIDGE INC
COM
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EXXON MOBIL CORP
COM
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FIDELITY NATL INFORMATION SV
COM
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FIRST TR VALUE LINE DIVID IN
SHS
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GENERAL DYNAMICS CORP
COM
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GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
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GOLDMAN SACHS GROUP INC
COM
38141G104
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HCA HEALTHCARE INC
COM
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HOLOGIC INC
COM
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HOME DEPOT INC
COM
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HONEYWELL INTL INC
COM
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HUMANA INC
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INTERNATIONAL BUSINESS MACHS
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INTUIT
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KBW BK ETF
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INVESCO LTD
SHS
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INVESCO QQQ TR
UNIT SER 1
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IQVIA HLDGS INC
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CORE S&P500 ETF
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JPMORGAN CHASE & CO
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LOWES COS INC
COM
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LULULEMON ATHLETICA INC
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MARRIOTT INTL INC NEW
CL A
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MARSH & MCLENNAN COS INC
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MCDONALDS CORP
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MEDTRONIC PLC
SHS
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MERCK & CO INC
COM
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MICROSOFT CORP
COM
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MOTOROLA SOLUTIONS INC
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NETFLIX INC
COM
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NEXTERA ENERGY INC
COM
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NORFOLK SOUTHN CORP
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COM
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PEPSICO INC
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PHILIP MORRIS INTL INC
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PIONEER NAT RES CO
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PROCTER AND GAMBLE CO
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PRUDENTIAL FINL INC
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PTC INC
COM
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QUALCOMM INC
COM
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QUANTA SVCS INC
COM
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REGENERON PHARMACEUTICALS
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RL EST SEL SEC
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STARBUCKS CORP
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T-MOBILE US INC
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TOLL BROTHERS INC
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TRUIST FINL CORP
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UNION PAC CORP
COM
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UNITED PARCEL SERVICE INC
CL B
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UNITEDHEALTH GROUP INC
COM
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VANGUARD INDEX FDS
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VANGUARD WORLD FDS
INF TECH ETF
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VANGUARD WORLD FDS
CONSUM DIS ETF
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VERISK ANALYTICS INC
COM
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SH
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1196
VISA INC
COM CL A
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SH
SOLE
0
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3946
WELLTOWER INC
COM
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SOLE
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ZOETIS INC
CL A
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SH
SOLE
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1995