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 |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW | COM | 51 | $1,102,979 | 1,316 | 0.00 | 0.00 | 586 | 80.27 | 06-30-2024 |
| MASTERCARD INCORPORATED | CL A | 52 | $1,078,167 | 2,430 | 0.00 | 0.00 | -41 | -1.66 | 06-30-2024 |
| NETFLIX INC | COM | 53 | $1,065,278 | 1,682 | 0.00 | 0.00 | 800 | 90.70 | 06-30-2024 |
| HCA HEALTHCARE INC | COM | 54 | $1,057,651 | 3,283 | 0.00 | 0.00 | -27 | -0.82 | 06-30-2024 |
