Long-term investor
Gratus Wealth Advisors, LLC @gratuswealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002022161).
Record
- Tracked since 2025-12-31 (257 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.6%
- Max drawdown n/a · win rate 36% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DGRO · 12.0% · long · since 2025-12-31
- MGK · 9.2% · long · since 2025-12-31
- XSMO · 6.3% · long · since 2025-12-31
- 46090E103 · 6.1% · long · since 2025-12-31
- XLK · 4.8% · long · since 2025-12-31
- IBDR · 4.7% · long · since 2025-12-31
- IBDS · 4.6% · long · since 2025-12-31
- IBDU · 4.6% · long · since 2025-12-31
- IBDV · 4.6% · long · since 2025-12-31
- IBDT · 4.5% · long · since 2025-12-31
- VGT · 4.1% · long · since 2025-12-31
- IDMO · 3.6% · long · since 2026-03-31