Notify me when Gratus Capital, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 371 | $2.48B | +$460M | -$72.2M | +$387M | NVDA, AAPL, VUG, IEFA, UYLD | 13F-HR | 7/25/2024, 05:16 PM |
| Q1 2024 | 314 | $2.17B | +$469M | -$202M | +$267M | NVDA, VUG, AAPL, IEFA, UYLD | 13F-HR | 5/13/2024, 12:29 PM |
| Q4 2023 | 256 | $1.76B | +$246M | -$105M | +$141M | VUG, IEFA, DGRO, AAPL, UYLD | Restatement | 2/13/2024, 02:53 PM |
| Q3 2023 | 244 | $1.46B | +$125M | -$77.4M | +$47.1M | VUG, IEFA, DGRO, UYLD, NVDA | 13F-HR | 10/26/2023, 05:12 PM |
| Q2 2023 | 226 | $1.45B | +$192M | -$124M | +$67.7M | VUG, IEFA, DGRO, UYLD, NVDA | 13F-HR | 8/2/2023, 06:44 PM |
| Q1 2023 | 212 | $1.3B | +$160M | -$115M | +$45.2M | VUG, IEFA, DGRO, GSY, NVDA | 13F-HR | 4/19/2023, 08:01 PM |
| Q4 2022 | 215 | $1.21B | +$314M | -$103M | +$211M | DGRO, IEFA, GSY, VUG, UYLD | 13F-HR | 1/27/2023, 07:28 AM |
| Q3 2022 | 195 | $939M | +$207M | -$86.5M | +$120M | DGRO, GSY, COST, JNJ, ABBV | 13F-HR | 11/3/2022, 06:36 PM |
| Q2 2022 | 190 | $891M | +$144M | -$141M | +$3.11M | DGRO, WMB, GSY, JNJ, FBND | 13F-HR | 7/28/2022, 06:17 PM |
| Q1 2022 | 198 | $1.04B | +$159M | -$148M | +$11.4M | IEFA, DGRO, WMB, GSY, NVDA | 13F-HR | 4/29/2022, 08:23 AM |
| Q4 2021 | 201 | $1.08B | +$136M | -$74.2M | +$62.2M | IEFA, IWF, DGRO, GSY, MSFT | 13F-HR | 1/31/2022, 03:14 PM |
| Q3 2021 | 189 | $931M | +$119M | -$78.5M | +$40.4M | IEFA, IWF, DGRO, GSY, VTIP | 13F-HR | 11/5/2021, 02:34 PM |
| Q2 2021 | 185 | $901M | +$97.8M | -$84.4M | +$13.3M | IGRO, DGRO, IWF, GSY, WMB | 13F-HR | 8/9/2021, 09:55 PM |
| Q1 2021 | 181 | $832M | +$133M | -$90.9M | +$42.5M | DGRO, IGRO, GSY, IWF, WMB | 13F-HR | 5/3/2021, 08:45 PM |
| Q4 2020 | 182 | $747M | +$111M | -$71M | +$40.5M | DGRO, GSY, IWF, IGRO, MSFT | 13F-HR | 2/2/2021, 07:55 PM |
| Q3 2020 | 166 | $639M | +$126M | -$106M | +$19.2M | GSY, DGRO, MSFT, IWF, AMZN | 13F-HR | 10/29/2020, 09:28 PM |
| Q2 2020 | 159 | $587M | +$83M | -$83.5M | -$454K | AMZN, MSFT, SCHX, IWF, COST | 13F-HR | 8/11/2020, 08:16 AM |
| Q1 2020 | 160 | $507M | +$84.5M | -$116M | -$31.7M | IWF, SCHV, MSFT, AMZN, COST | 13F-HR | 5/1/2020, 04:51 PM |
| Q4 2019 | 183 | $653M | +$40.8M | -$34.9M | +$5.84M | SCHV, IWF, SCHG, SCHF, MSFT | 13F-HR | 2/6/2020, 06:57 PM |
| Q3 2019 | 172 | $608M | +$41.7M | -$53.2M | -$11.5M | SCHG, SCHV, IWF, SCHF, AMZN | 13F-HR | 10/30/2019, 05:05 PM |
| Q2 2019 | 169 | $608M | +$37M | -$35.4M | +$1.68M | SCHG, SCHV, IWF, AMZN, SCHF | 13F-HR | 8/7/2019, 04:54 PM |
| Q1 2019 | 168 | $590M | +$87.6M | -$45M | +$42.6M | SCHG, SCHV, IWF, AMZN, MMM | 13F-HR | 5/14/2019, 02:21 PM |
| Q4 2018 | 169 | $487M | +$58.5M | -$243M | -$185M | IWF, SCHV, MSFT, MMM, AAPL | Restatement | 2/13/2019, 05:53 PM |
| Q3 2018 | 179 | $729M | +$42.2M | -$32.2M | +$10M | KO, IWF, PWV, AAPL, MSFT | 13F-HR | 11/9/2018, 05:16 PM |
| Q2 2018 | 166 | $674M | +$40.6M | -$67.4M | -$26.8M | KO, IWF, PWV, AAPL, MMM | 13F-HR | 8/13/2018, 12:34 PM |
| Q1 2018 | 173 | $694M | +$23.1M | -$70.4M | -$47.3M | KO, PWV, MMM, IWF, WY | 13F-HR | 5/9/2018, 09:48 PM |
| Q4 2017 | 182 | $769M | +$50.2M | -$25.7M | +$24.5M | KO, MMM, PWV, IWF, AAPL | 13F-HR | 2/6/2018, 09:37 PM |
| Q3 2017 | 184 | $720M | +$32.2M | -$25M | +$7.19M | KO, MINT, PWV, MMM, IWF | 13F-HR | 11/9/2017, 08:37 AM |
| Q2 2017 | 184 | $700M | +$23.5M | -$39.1M | -$15.6M | KO, MMM, MINT, PWV, IWF | 13F-HR | 8/8/2017, 05:25 PM |
| Q1 2017 | 176 | $695M | +$51.4M | -$49.6M | +$1.73M | KO, MMM, MINT, PWV, IWF | 13F-HR | 5/12/2017, 06:51 PM |
| Q4 2016 | 178 | $669M | +$17.2M | -$41.8M | -$24.6M | KO, PWV, MMM, IWF, AAPL | 13F-HR | 2/14/2017, 10:32 AM |
| Q3 2016 | 176 | $683M | +$37.5M | -$34.2M | +$3.24M | KO, LOB, PWV, MMM, SCHZ | 13F-HR | 11/14/2016, 08:17 AM |
| Q2 2016 | 177 | $680M | +$243M | -$18.2M | +$225M | KO, LOB, PWV, MMM, JNJ | 13F-HR | 8/2/2016, 06:41 PM |
| Q1 2016 | 70 | $456M | +$71.7M | -$74M | -$2.27M | KO, LOB, PWV, IWF, SCHH | 13F-HR | 5/11/2016, 08:43 AM |
| Q4 2015 | 96 | $440M | +$65.7M | -$63.2M | +$2.5M | KO, CWI, IWF, SCHH, PWV | 13F-HR | 2/8/2016, 09:41 PM |
| Q3 2015 | 92 | $414M | +$40.5M | -$29.3M | +$11.2M | KO, CWI, SHM, IWF, PWV | 13F-HR | 11/6/2015, 03:33 PM |
| Q2 2015 | 93 | $429M | +$24.4M | -$35.7M | -$11.2M | KO, CWI, IWF, PWV, WMB | 13F-HR | 9/29/2015, 07:35 AM |
| Q1 2015 | 95 | $449M | +$64.6M | -$34.5M | +$30.1M | KO, RSP, IWF, PWV, WMB | 13F-HR | 9/29/2015, 07:34 AM |
| Q4 2014 | 78 | $422M | $0 | $0 | KO, RSP, SCHD, IWF, PWV | 13F-HR | 9/11/2015, 02:10 PM |