Institutions / Griffith & Werner, Inc.
Griffith & Werner, Inc.
CIK 2057200 · Institution · as of Dec 31, 2025
Portfolio value
$196.37M
Positions
70
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 70 →
| Company | Value | % of portfolio |
|---|---|---|
| First Tr Exchng Traded Fd VI | $32.93M | 16.8% |
| Citigroup Inc | $7.74M | 3.9% |
| Apple Inc. | $7.30M | 3.7% |
| Amazon.com Inc | $7.28M | 3.7% |
| Meta Platforms Inc | $7.07M | 3.6% |
| Exxon Mobil Corp | $7.01M | 3.6% |
| Coca Cola Co | $6.83M | 3.5% |
| Johnson & Johnson | $6.68M | 3.4% |
| Alphabet Inc. | $6.65M | 3.4% |
| Truist Financial Corp | $6.52M | 3.3% |
| AT&T Inc. | $6.44M | 3.3% |
| Bank of America Corp /De | $6.44M | 3.3% |
| Microsoft Corp | $6.32M | 3.2% |
| Verizon Communications Inc | $5.77M | 2.9% |
| Southern Co | $5.65M | 2.9% |
| First Tr Exchng Traded Fd VI | $5.12M | 2.6% |
| SPDR S&P 500 ETF Tr | $4.33M | 2.2% |
| PROCTER & GAMBLE Co | $4.02M | 2.0% |
| Home Depot, Inc. | $3.71M | 1.9% |
| NVIDIA Corp | $3.70M | 1.9% |
| Pfizer Inc | $3.59M | 1.8% |
| Wells Fargo & COMPANY/MN | $3.52M | 1.8% |
| Unitedhealth Group Inc | $3.16M | 1.6% |
| Duke Energy Corp | $3.05M | 1.6% |
| First Tr Exchange-Traded Fd | $2.93M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.