List of top 200 securities held by Gratus Wealth Advisors LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
What is insider trading>>
Quarter: 2025Q1
Report Date Time: 2025-05-06 10:53:27
Total Holdings: 125
Assets Under Management (AUM) :
$515,808,000 ($515.81M)
Reporting Manager: CLINE REASOR
Address:
192 BALLARD CT.
STE 101
VIRGINIA BEACH, VA 23462
Since : total money flow = , gains and losses =
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