0002022161-24-000004.txt : 20241008
0002022161-24-000004.hdr.sgml : 20241008
20241008120901
ACCESSION NUMBER: 0002022161-24-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241008
DATE AS OF CHANGE: 20241008
EFFECTIVENESS DATE: 20241008
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: 241359681
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
false
false
0002022161
XXXXXXXX
09-30-2024
09-30-2024
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
Leander
TX
10-08-2024
0
133
612098535
false
INFORMATION TABLE
2
GWA13fQ32024.xml
ABBOTT LABS
COM
002824100
1258636
11103
SH
SOLE
0
0
0
11103
ABBVIE INC
COM
00287Y109
1440846
7442
SH
SOLE
0
0
0
7442
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1693016
4745
SH
SOLE
0
0
0
4745
AFLAC INC
COM
001055102
1196464
10698
SH
SOLE
0
0
0
10698
ALPHABET INC
CAP STK CL C
02079K107
5275604
32092
SH
SOLE
0
0
0
32092
ALPHABET INC
CAP STK CL A
02079K305
501489
3077
SH
SOLE
0
0
0
3077
ALTRIA GROUP INC
COM
02209S103
275059
5510
SH
SOLE
0
0
0
5510
AMAZON COM INC
COM
023135106
2403194
13292
SH
SOLE
0
0
0
13292
AMERICAN EXPRESS CO
COM
025816109
1017677
3717
SH
SOLE
0
0
0
3717
AMERIPRISE FINL INC
COM
03076C106
1046157
2177
SH
SOLE
0
0
0
2177
AMGEN INC
COM
031162100
371734
1171
SH
SOLE
0
0
0
1171
ANALOG DEVICES INC
COM
032654105
1781048
7863
SH
SOLE
0
0
0
7863
APPLE INC
COM
037833100
8164694
36829
SH
SOLE
0
0
0
36829
ARISTA NETWORKS INC
COM
040413106
1293419
3295
SH
SOLE
0
0
0
3295
ARROWHEAD PHARMACEUTICALS IN
COM
04280A100
222093
12250
SH
SOLE
0
0
0
12250
AUTOZONE INC
COM
053332102
283971
93
SH
SOLE
0
0
0
93
AVALONBAY CMNTYS INC
COM
053484101
283400
1300
SH
SOLE
0
0
0
1300
BANK AMERICA CORP
COM
060505104
2277005
56982
SH
SOLE
0
0
0
56982
BECTON DICKINSON & CO
COM
075887109
285902
1204
SH
SOLE
0
0
0
1204
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
5624761
12403
SH
SOLE
0
0
0
12403
BLACKSTONE INC
COM
09260D107
1302276
8736
SH
SOLE
0
0
0
8736
BOOKING HOLDINGS INC
COM
09857L108
287718
69
SH
SOLE
0
0
0
69
CENCORA INC
COM
03073E105
1969793
8974
SH
SOLE
0
0
0
8974
CHEVRON CORP NEW
COM
166764100
299973
1985
SH
SOLE
0
0
0
1985
CHIPOTLE MEXICAN GRILL INC
COM
169656105
1674897
29524
SH
SOLE
0
0
0
29524
CHUBB LIMITED
COM
H1467J104
983435
3548
SH
SOLE
0
0
0
3548
CISCO SYS INC
COM
17275R102
227053
4324
SH
SOLE
0
0
0
4324
COCA COLA CO
COM
191216100
867801
12575
SH
SOLE
0
0
0
12575
COMCAST CORP NEW
CL A
20030N101
329063
8113
SH
SOLE
0
0
0
8113
COSTCO WHSL CORP NEW
COM
22160K105
1251854
1433
SH
SOLE
0
0
0
1433
CSX CORP
COM
126408103
275613
8191
SH
SOLE
0
0
0
8191
DANAHER CORPORATION
COM
235851102
747236
2780
SH
SOLE
0
0
0
2780
DEERE & CO
COM
244199105
332547
819
SH
SOLE
0
0
0
819
DICKS SPORTING GOODS INC
COM
253393102
447042
2168
SH
SOLE
0
0
0
2168
DISCOVER FINL SVCS
COM
254709108
829642
5759
SH
SOLE
0
0
0
5759
DOMINION ENERGY INC
COM
25746U109
2429509
42556
SH
SOLE
0
0
0
42556
DUKE ENERGY CORP NEW
COM NEW
26441C204
985787
8943
SH
SOLE
0
0
0
8943
DUPONT DE NEMOURS INC
COM
26614N102
1073219
12488
SH
SOLE
0
0
0
12488
EATON CORP PLC
SHS
G29183103
263688
788
SH
SOLE
0
0
0
788
ELECTRONIC ARTS INC
COM
285512109
270224
1891
SH
SOLE
0
0
0
1891
ELEVANCE HEALTH INC
COM
036752103
869399
1767
SH
SOLE
0
0
0
1767
ELI LILLY & CO
COM
532457108
1546146
1721
SH
SOLE
0
0
0
1721
EXXON MOBIL CORP
COM
30231G102
980179
7818
SH
SOLE
0
0
0
7818
FIDELITY NATL INFORMATION SV
COM
31620M106
1032844
12252
SH
SOLE
0
0
0
12252
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
24632478
275131
SH
SOLE
0
0
0
275131
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
33733E302
368859
1739
SH
SOLE
0
0
0
1739
FIRST TR EXCHANGE-TRADED FD
DOW 30 EQL WGT
33733A201
2697686
76034
SH
SOLE
0
0
0
76034
FIRST TR NAS100 EQ WEIGHTED
SHS
337344105
23923551
192234
SH
SOLE
0
0
0
192234
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
305089
6821
SH
SOLE
0
0
0
6821
GE AEROSPACE
COM NEW
369604301
965132
5190
SH
SOLE
0
0
0
5190
GENERAL DYNAMICS CORP
COM
369550108
450989
1517
SH
SOLE
0
0
0
1517
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
14591504
130456
SH
SOLE
0
0
0
130456
GOLDMAN SACHS GROUP INC
COM
38141G104
856187
1731
SH
SOLE
0
0
0
1731
HCA HEALTHCARE INC
COM
40412C101
1255846
3283
SH
SOLE
0
0
0
3283
HOLOGIC INC
COM
436440101
263364
3297
SH
SOLE
0
0
0
3297
HOME DEPOT INC
COM
437076102
984241
2412
SH
SOLE
0
0
0
2412
HONEYWELL INTL INC
COM
438516106
384294
1890
SH
SOLE
0
0
0
1890
HOWMET AEROSPACE INC
COM
443201108
252962
2460
SH
SOLE
0
0
0
2460
INTERNATIONAL BUSINESS MACHS
COM
459200101
758453
3339
SH
SOLE
0
0
0
3339
INTERNATIONAL PAPER CO
COM
460146103
288858
6057
SH
SOLE
0
0
0
6057
INTUIT
COM
461202103
850029
1411
SH
SOLE
0
0
0
1411
INVESCO EXCH TRADED FD TR II
KBW BK ETF
46138E628
315630
5377
SH
SOLE
0
0
0
5377
INVESCO QQQ TR
UNIT SER 1
46090E103
32417392
67242
SH
SOLE
0
0
0
67242
IQVIA HLDGS INC
COM
46266C105
364858
1619
SH
SOLE
0
0
0
1619
ISHARES TR
IBONDS DEC2026
46435GAA0
29714420
1231431
SH
SOLE
0
0
0
1231431
ISHARES TR
IBONDS 27 ETF
46435UAA9
29195155
1209911
SH
SOLE
0
0
0
1209911
ISHARES TR
IBDS DEC28 ETF
46435U515
28428449
1126325
SH
SOLE
0
0
0
1126325
ISHARES TR
IBONDS DEC 29
46436E205
447444
19303
SH
SOLE
0
0
0
19303
ISHARES TR
CORE S&P MCP ETF
464287507
244958
3961
SH
SOLE
0
0
0
3961
ISHARES TR
CORE S&P500 ETF
464287200
2795434
4900
SH
SOLE
0
0
0
4900
ISHARES TR
IBONDS DEC25 ETF
46434VBD1
29060592
1161494
SH
SOLE
0
0
0
1161494
ISHARES TR
IBONDS DEC24 ETF
46434VBG4
27686081
1101714
SH
SOLE
0
0
0
1101714
ISHARES TR
CORE DIV GRWTH
46434V621
69768600
1121862
SH
SOLE
0
0
0
1121862
JACOBS SOLUTIONS INC
COM
46982L108
838582
6078
SH
SOLE
0
0
0
6078
JOHNSON & JOHNSON
COM
478160104
659338
4133
SH
SOLE
0
0
0
4133
JPMORGAN CHASE & CO.
COM
46625H100
399147
1892
SH
SOLE
0
0
0
1892
KROGER CO
COM
501044101
616008
11008
SH
SOLE
0
0
0
11008
LOWES COS INC
COM
548661107
2002771
7458
SH
SOLE
0
0
0
7458
LULULEMON ATHLETICA INC
COM
550021109
498911
1831
SH
SOLE
0
0
0
1831
MARATHON PETE CORP
COM
56585A102
217800
1257
SH
SOLE
0
0
0
1257
MARRIOTT INTL INC NEW
CL A
571903202
880302
3450
SH
SOLE
0
0
0
3450
MARSH & MCLENNAN COS INC
COM
571748102
452747
2060
SH
SOLE
0
0
0
2060
MASTERCARD INCORPORATED
CL A
57636Q104
1248393
2541
SH
SOLE
0
0
0
2541
MCDONALDS CORP
COM
580135101
521620
1734
SH
SOLE
0
0
0
1734
MCKESSON CORP
COM
58155Q103
2547490
5267
SH
SOLE
0
0
0
5267
MERCK & CO INC
COM
58933Y105
1893267
17435
SH
SOLE
0
0
0
17435
META PLATFORMS INC
CL A
30303M102
713432
1220
SH
SOLE
0
0
0
1220
MICROSOFT CORP
COM
594918104
6849966
16726
SH
SOLE
0
0
0
16726
MOTOROLA SOLUTIONS INC
COM NEW
620076307
613144
1365
SH
SOLE
0
0
0
1365
NETFLIX INC
COM
64110L106
1302764
1856
SH
SOLE
0
0
0
1856
NEXTERA ENERGY INC
COM
65339F101
298679
3720
SH
SOLE
0
0
0
3720
NORFOLK SOUTHN CORP
COM
655844108
584902
2400
SH
SOLE
0
0
0
2400
NOVO-NORDISK A S
ADR
670100205
434925
3693
SH
SOLE
0
0
0
3693
NVIDIA CORPORATION
COM
67066G104
8230021
64438
SH
SOLE
0
0
0
64438
NXP SEMICONDUCTORS N V
COM
N6596X109
1678859
7174
SH
SOLE
0
0
0
7174
PEPSICO INC
COM
713448108
843909
5047
SH
SOLE
0
0
0
5047
PFIZER INC
COM
717081103
493246
16892
SH
SOLE
0
0
0
16892
PHILIP MORRIS INTL INC
COM
718172109
302983
2548
SH
SOLE
0
0
0
2548
PHILLIPS 66
COM
718546104
382676
2763
SH
SOLE
0
0
0
2763
PROCTER AND GAMBLE CO
COM
742718109
2302245
13776
SH
SOLE
0
0
0
13776
PTC INC
COM
69370C100
526551
2970
SH
SOLE
0
0
0
2970
QUALCOMM INC
COM
747525103
623992
3738
SH
SOLE
0
0
0
3738
QUANTA SVCS INC
COM
74762E102
1575066
5122
SH
SOLE
0
0
0
5122
REGENERON PHARMACEUTICALS
COM
75886F107
326704
328
SH
SOLE
0
0
0
328
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
3292920
76225
SH
SOLE
0
0
0
76225
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
583825
12948
SH
SOLE
0
0
0
12948
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
27908656
124737
SH
SOLE
0
0
0
124737
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
14497498
96029
SH
SOLE
0
0
0
96029
SHELL PLC
SPON ADS
780259305
838476
11939
SH
SOLE
0
0
0
11939
SOUTHERN CO
COM
842587107
598852
6737
SH
SOLE
0
0
0
6737
SPDR GOLD TR
GOLD SHS
78463V107
737393
3020
SH
SOLE
0
0
0
3020
SPDR S&P 500 ETF TR
TR UNIT
78462F103
6650641
11713
SH
SOLE
0
0
0
11713
SPDR SER TR
PRTFLO S&P500 GW
78464A409
3573810
43599
SH
SOLE
0
0
0
43599
T-MOBILE US INC
COM
872590104
1471018
7061
SH
SOLE
0
0
0
7061
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
2861750
15510
SH
SOLE
0
0
0
15510
TOLL BROTHERS INC
COM
889478103
842293
5597
SH
SOLE
0
0
0
5597
TRANE TECHNOLOGIES PLC
SHS
G8994E103
541778
1388
SH
SOLE
0
0
0
1388
TRUIST FINL CORP
COM
89832Q109
864906
20593
SH
SOLE
0
0
0
20593
UNION PAC CORP
COM
907818108
978747
4132
SH
SOLE
0
0
0
4132
UNITED PARCEL SERVICE INC
CL B
911312106
259382
1977
SH
SOLE
0
0
0
1977
UNITEDHEALTH GROUP INC
COM
91324P102
1423303
2439
SH
SOLE
0
0
0
2439
VANGUARD INDEX FDS
MID CAP ETF
922908629
10680766
40819
SH
SOLE
0
0
0
40819
VANGUARD INDEX FDS
SMALL CP ETF
922908751
23185497
98775
SH
SOLE
0
0
0
98775
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
218158
418
SH
SOLE
0
0
0
418
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
3621493
18526
SH
SOLE
0
0
0
18526
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
54688252
172431
SH
SOLE
0
0
0
172431
VANGUARD WORLD FD
INF TECH ETF
92204A702
22948313
39509
SH
SOLE
0
0
0
39509
VANGUARD WORLD FD
CONSUM DIS ETF
92204A108
3752836
11330
SH
SOLE
0
0
0
11330
VERISK ANALYTICS INC
COM
92345Y106
301842
1135
SH
SOLE
0
0
0
1135
VERIZON COMMUNICATIONS INC
COM
92343V104
259927
5929
SH
SOLE
0
0
0
5929
VISA INC
COM CL A
92826C839
914459
3340
SH
SOLE
0
0
0
3340
WALMART INC
COM
931142103
294252
3720
SH
SOLE
0
0
0
3720
WASTE MGMT INC DEL
COM
94106L109
205410
1000
SH
SOLE
0
0
0
1000