Institutions / Gratus Wealth Advisors, LLC / Holdings

Gratus Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
JPMORGAN CHASE & CO	—	$603.9K	1,874	0.1%
QUALCOMM INC/DE	—	$608.6K	3,558	0.1%
HOME DEPOT, INC.	—	$610.8K	1,775	0.1%
NORFOLK SOUTHERN CORP	—	$661.1K	2,290	0.1%
KROGER CO	—	$710.8K	11,377	0.1%
BERKSHIRE HATHAWAY INC DEL	—	$754.8K	1	0.1%
TEXAS INSTRUMENTS INC	—	$775.4K	4,469	0.1%
EXXON MOBIL CORP	—	$796.0K	6,614	0.1%
Trane Technologies plc	—	$800.2K	2,056	0.1%
Fidelity National Information Services Inc	—	$807.2K	12,146	0.1%
JACOBS SOLUTIONS INC.	—	$820.3K	6,193	0.1%
Toll Brothers Incorporated	—	$828.9K	6,130	0.1%
SHELL PLC	—	$849.6K	11,562	0.1%
INTUIT INC.	—	$865.8K	1,307	0.1%
Duke Energy Corp	—	$867.4K	7,400	0.1%
Visa Inc	—	$939.0K	2,677	0.1%
Chipotle Mexican Grill Inc	—	$946.1K	25,569	0.1%
Merck & Co., Inc.	—	$980.7K	9,317	0.1%
Chubb Ltd	—	$1.01M	3,233	0.1%
Alphabet Inc.	—	$1.05M	3,347	0.1%
AMERIPRISE FINANCIAL INC	—	$1.06M	2,157	0.1%
AFLAC INC	—	$1.07M	9,690	0.1%
FIRST TR EXCHANGE-TRADED FD	—	$1.08M	26,248	0.2%
Howmet Aerospace Inc.	—	$1.12M	5,487	0.2%
SPDR GOLD TR	—	$1.20M	3,020	0.2%
Meta Platforms Inc	—	$1.23M	1,865	0.2%
CSX CORP	—	$1.24M	34,207	0.2%
ABBOTT LABORATORIES	—	$1.25M	10,000	0.2%
COSTCO WHOLESALE CORP /NEW	—	$1.26M	1,458	0.2%
THE GOLDMAN SACHS GROUP, INC.	—	$1.37M	1,561	0.2%
AbbVie Inc.	—	$1.38M	6,024	0.2%
Blackstone Inc	—	$1.38M	8,938	0.2%
T-Mobile US, Inc.TMUS	Common Stock	$1.40M	6,876	0.2%
LOWES COMPANIES INC	—	$1.40M	5,793	0.2%
Marvell Technology, Inc.	—	$1.40M	16,478	0.2%
Netflix Inc	—	$1.43M	15,206	0.2%
GENERAL ELECTRIC CO	—	$1.43M	4,632	0.2%
AMERICAN EXPRESS CO	—	$1.43M	3,878	0.2%
HCA Healthcare, Inc.	—	$1.44M	3,081	0.2%
Mastercard Inc	—	$1.44M	2,526	0.2%
CAPITAL ONE FINANCIAL CORP	—	$1.44M	5,955	0.2%
Arista Networks, Inc.ANET	Common Stock	$1.50M	11,444	0.2%
ORACLE CORP	—	$1.60M	8,212	0.2%
BANK OF AMERICA CORP /DE	—	$1.62M	29,454	0.2%
INTERNATIONAL BUSINESS MACHINES CORP	—	$1.80M	6,093	0.3%
ANALOG DEVICES INC	—	$1.90M	6,990	0.3%
ELI LILLY & Co	—	$1.93M	1,800	0.3%
PROCTER & GAMBLE Co	—	$1.99M	13,872	0.3%
DOMINION ENERGY, INC	—	$2.19M	37,309	0.3%
Quanta Services Inc	—	$2.19M	5,185	0.3%