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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Gratus Wealth Advisors, LLC

Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001398344-25-019883

Total Value
$710.3M
Positions
131
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (131)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V6211,234,578$84.1M11.83%
2VANGUARD WORLD FD921910816168,352$67.7M9.54%
3INVESCO QQQ TRIVZ68,422$41.1M5.78%
4FIRST TR EXCHANGE-TRADED FD337344105268,593$37.9M5.34%
5INVESCO EXCHANGE TRADED FD TIVZ486,777$35.8M5.04%
6ISHARES TR46435GAA01,366,303$33.2M4.67%
7ISHARES TR46435UAA91,345,475$32.7M4.61%
8ISHARES TR46434VBD11,289,241$32.5M4.57%
9ISHARES TR46436E2051,381,528$32.4M4.56%
10ISHARES TR46435U5151,265,251$32.3M4.55%
11SELECT SECTOR SPDR TR81369Y803106,373$30.0M4.22%
12FIRST TR EXCHANGE-TRADED FD33733E104305,951$28.6M4.03%
13VANGUARD WORLD FD92204A70237,804$28.2M3.97%
14GOLDMAN SACHS ETF TRNVGLF141,244$18.4M2.59%
15SELECT SECTOR SPDR TR81369Y20985,317$11.9M1.67%
16VANGUARD INDEX FDS92290862939,453$11.6M1.63%
17NVIDIA CORPORATIONNVDA61,588$11.5M1.62%
18APPLE INCAAPL35,622$9.1M1.28%
19SPDR S&P 500 ETF TRSPY11,888$7.9M1.11%
20MICROSOFT CORPMSFT15,205$7.9M1.11%
21ALPHABET INCGOOG31,756$7.7M1.09%
22BERKSHIRE HATHAWAY INC DELBRK-A11,286$5.7M0.80%
23VANGUARD SPECIALIZED FUNDS92190884416,998$3.7M0.52%
24TAIWAN SEMICONDUCTOR MFG LTD87403910012,943$3.6M0.51%
25ISHARES TR4642872004,761$3.2M0.45%
26AMAZON COM INCAMZN13,158$2.9M0.41%
27MCKESSON CORPMCK3,563$2.8M0.39%
28CENCORA INCCOR8,661$2.7M0.38%
29DOMINION ENERGY INCD39,167$2.4M0.34%
30ORACLE CORPORCL-PD7,629$2.1M0.30%
31PROCTER AND GAMBLE CO74271810913,700$2.1M0.30%
32QUANTA SVCS INC74762E1025,057$2.1M0.30%
33ANALOG DEVICES INCADI7,412$1.8M0.26%
34BANK AMERICA CORP06050510433,934$1.8M0.25%
35NETFLIX INCNFLX1,399$1.7M0.24%
36LOWES COS INC5486611076,591$1.7M0.23%
37T-MOBILE US INCTMUSZ6,786$1.6M0.23%
38INTERNATIONAL BUSINESS MACHSINTR5,698$1.6M0.23%
39FIRST TR EXCHANGE-TRADED FD33733A20139,830$1.6M0.22%
40ARISTA NETWORKS INCANET10,772$1.6M0.22%
41ABBVIE INCABBV6,348$1.5M0.21%
42BLACKSTONE INCBX8,516$1.5M0.20%
43MASTERCARD INCORPORATEDMA2,454$1.4M0.20%
44GE AEROSPACE3696043014,632$1.4M0.20%
45HCA HEALTHCARE INCHCA3,258$1.4M0.20%
46ABBOTT LABSABLZF10,241$1.4M0.19%
47CAPITAL ONE FINL CORP14040H1056,214$1.3M0.19%
48ELI LILLY & COLLY1,731$1.3M0.19%
49GOLDMAN SACHS GROUP INCGSCE1,639$1.3M0.18%
50COSTCO WHSL CORP NEW22160K1051,399$1.3M0.18%
51MARVELL TECHNOLOGY INCMRVL15,374$1.3M0.18%
52AMERICAN EXPRESS COAXP3,712$1.2M0.17%
53CSX CORPCSX33,766$1.2M0.17%
54HOWMET AEROSPACE INCHWM5,730$1.1M0.16%
55AFLAC INCAFL9,646$1.1M0.15%
56SPDR GOLD TRGLD3,020$1.1M0.15%
57CHIPOTLE MEXICAN GRILL INCCMG27,341$1.1M0.15%
58DUKE ENERGY CORP NEWDUKB8,530$1.1M0.15%
59AMERIPRISE FINL INC03076C1062,097$1.0M0.15%
60VISA INCV2,993$1.0M0.14%
61CHUBB LIMITEDCB3,404$960,7790.14%
62INTUITINTU1,397$954,0250.13%
63JACOBS SOLUTIONS INCJ6,112$915,9830.13%
64DUPONT DE NEMOURS INCDD11,740$914,5660.13%
65META PLATFORMS INCMETA1,226$900,3510.13%
66HOME DEPOT INCHD2,183$884,5300.12%
67MERCK & CO INCMRK10,438$876,1030.12%
68TOLL BROTHERS INCTOL6,064$837,6810.12%
69FIDELITY NATL INFORMATION SV31620M10612,389$816,9040.12%
70SHELL PLCRYDAF11,395$815,0760.11%
71TEXAS INSTRS INC8825081044,431$814,0280.11%
72EXXON MOBIL CORPXOM6,769$763,2380.11%
73ACCENTURE PLC IRELANDACN3,092$762,4870.11%
74BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.11%
75KROGER COKR11,175$753,3130.11%
76NORFOLK SOUTHN CORP6558441082,411$724,3080.10%
77TRANE TECHNOLOGIES PLCTT1,682$709,7370.10%
78ALPHABET INCGOOG2,847$692,1060.10%
79SELECT SECTOR SPDR TR81369Y60512,391$667,5030.09%
80UNITEDHEALTH GROUP INCUNH1,909$659,1780.09%
81QUALCOMM INCQCOM3,663$609,3470.09%
82MOTOROLA SOLUTIONS INCMSI1,313$600,4220.08%
83DICKS SPORTING GOODS INC2533931022,697$599,3380.08%
84JPMORGAN CHASE & CO.VYLD1,872$590,6210.08%
85KIMCO RLTY CORP49446R10926,933$588,4820.08%
86PEPSICO INCPEP4,089$574,2590.08%
87ZOETIS INCZTS3,895$569,9430.08%
88PTC INCPTC2,802$568,8620.08%
89PHILLIPS 66PSX4,153$564,9050.08%
90CACI INTL INC1271903041,131$564,1200.08%
91NXP SEMICONDUCTORS N VNXPI2,458$559,7600.08%
92TRUIST FINL CORP89832Q10911,828$540,7910.08%
93DANAHER CORPORATION2358511022,687$532,7250.07%
94JOHNSON & JOHNSONJNJ2,868$531,7860.07%
95COCA COLA COKO8,017$531,6870.07%
96ELEVANCE HEALTH INC FORMERLYELV1,626$525,3930.07%
97OREILLY AUTOMOTIVE INC67103H1074,497$484,8220.07%
98FIRST TR EXCHANGE-TRADED FD33733E3021,713$479,3660.07%
99SOUTHERN COSOMN4,995$473,3850.07%
100HONEYWELL INTL INC4385161061,965$413,7290.06%
101PHILIP MORRIS INTL INC7181721092,548$413,2860.06%
102AUTOZONE INCAZO93$398,9920.06%
103PFIZER INCPFE15,650$398,7630.06%
104MARSH & MCLENNAN COS INC5717481021,946$392,1770.06%
105QUEST DIAGNOSTICS INCDGX2,031$387,0680.05%
106AMGEN INCAMGN1,358$383,2350.05%
107BOOKING HOLDINGS INCBKNG69$372,5500.05%
108MCDONALDS CORPMCD1,222$371,2990.05%
109ALTRIA GROUP INCMO5,510$363,9910.05%
110DEERE & CODE789$360,7780.05%
111VANGUARD INDEX FDS9229087511,240$315,3450.04%
112ISHARES TR4642875074,820$314,5730.04%
113CHEVRON CORP NEWCVX1,985$308,2510.04%
114EATON CORP PLCETN788$294,9090.04%
115GENERAL DYNAMICS CORPGD854$291,2140.04%
116FIRST TR EXCHANGE-TRADED FD33734H1066,158$284,7260.04%
117VERISK ANALYTICS INCVRSK1,117$280,9370.04%
118NEXTERA ENERGY INCNEE-PW3,720$280,8230.04%
119IQVIA HLDGS INCIQV1,465$278,2620.04%
120CISCO SYS INCCSCO4,011$274,4330.04%
121ISHARES TR46436E48612,693$269,3450.04%
122ELECTRONIC ARTS INCEA1,317$265,6620.04%
123VANGUARD INDEX FDS922908363418$256,0290.04%
124MARATHON PETE CORPMARA1,261$243,1360.03%
125WELLS FARGO CO NEW9497461012,692$225,6620.03%
126ENBRIDGE INCENNPF4,443$224,1940.03%
127WASTE MGMT INC DEL94106L1091,000$220,8300.03%
128CHECK POINT SOFTWARE TECH LTM224651041,000$206,9100.03%
129BP PLCBPPFF5,944$204,8420.03%
130BECTON DICKINSON & COBDX1,084$202,8920.03%
131VERIZON COMMUNICATIONS INCVZ4,574$201,0290.03%