Gratus-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-06
Total Holdings
128
Total Value
609327406
Accession Number
0001398344-25-008738
Form Type
13F-HR
Manager Name
Gratus-Wealth-Advisors
Data Enrichment
88% identified
113 identified15 unidentified

Holdings

128 positions • $609.3M total value
Manager:
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Page 7 of 7
CHECK POINT SOFTWARE TECHNOLOGIES LTD
Shares:1.0K
Value:$227.9K
% of Portfolio:0.0% ($227.9K/$609.3M)
922908363
Shares:418
Value:$214.8K
% of Portfolio:0.0% ($214.8K/$609.3M)
Eaton Corp plc
Shares:788
Value:$214.2K
% of Portfolio:0.0% ($214.2K/$609.3M)
ELECTRONIC ARTS INC.
Shares:1.4K
Value:$207.0K
% of Portfolio:0.0% ($207.0K/$609.3M)
VERIZON COMMUNICATIONS INC
Shares:4.5K
Value:$205.4K
% of Portfolio:0.0% ($205.4K/$609.3M)
46436E486
Shares:9.7K
Value:$201.4K
% of Portfolio:0.0% ($201.4K/$609.3M)
Shares:5.9K
Value:$200.7K
% of Portfolio:0.0% ($200.7K/$609.3M)
ARROWHEAD PHARMACEUTICALS, INC.
Shares:12.3K
Value:$156.1K
% of Portfolio:0.0% ($156.1K/$609.3M)