Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRATUS WEALTH ADVISORS LLC | 07-22-2024 | 06-30-2024 | 132 | 580,013,397 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 1 | $53,329,570 | 898,561 | 0.01 | 0.01 | -117,128 | -11.53 | 06-30-2024 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 2 | $53,087,277 | 170,666 | 0.01 | 0.01 | 33,831 | 24.72 | 06-30-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $31,422,706 | 66,120 | 0.01 | 0.00 | 22,240 | 50.68 | 06-30-2024 |
| ISHARES TR | IBONDS DEC2026 | 4 | $28,015,582 | 1,171,710 | 0.00 | 0.00 | 129,600 | 12.44 | 06-30-2024 |
