StockDriftsStockDriftsTop 50 Gratus Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 12.36% | 1.22M | $85.5M | -2.94%(-36.88K) | $53.20(+37.53%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 8.64% | 162.6K | $59.8M | -2.60%(-4.33K) | $50.07(+77.18%) | 2026-03-31 | |
| XSMO | INVESCO EXCHANGE TRADED FD T | 5.72% | 520.3K | $39.5M | +5.98%(+29.37K) | $65.15(+31.92%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.35% | 64.1K | $37.0M | -6.07%(-4.14K) | $403.88(+76.96%) | 2026-03-31 | |
| IBDR | ISHARES TR | 5.25% | 1.50M | $36.3M | +4.17%(+59.97K) | $23.77(+1.87%) | 2026-03-31 | |
| IBDS | ISHARES TR | 5.14% | 1.47M | $35.5M | +4.50%(+63.14K) | $23.70(+2.06%) | 2026-03-31 | |
| IBDU | ISHARES TR | 5.08% | 1.51M | $35.1M | +6.20%(+88.11K) | $23.17(+0.02%) | 2026-03-31 | |
| IBDV | ISHARES TR | 5.07% | 1.60M | $35.0M | +7.88%(+116.82K) | $22.10(-1.40%) | 2026-03-31 | |
| IBDT | ISHARES TR | 5.03% | 1.37M | $34.8M | +5.44%(+70.75K) | $25.04(+0.75%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.84% | 199.7K | $26.5M | -5.43%(-11.46K) | $91.41(+93.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.81% | +32.42% |
| Top 20 Holdings Unweighted | +9.89% | +32.72% |
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