The Analysis of Griffith & Werner, Inc.'s Holdings


Currently, Griffith & Werner, Inc. holds 70 types of securities in its portfolio with a total value $196.4M. In the most recent quarter, they have increased their positions in ORCL (+4.6K shares, valued at $903.4K), N/A (+5.8K shares, valued at $376.2K), META (+449 shares, valued at $296.4K); decreased their positions in FDEC (-10.2K shares, valued at $519.6K), SDVY (-8.1K shares, valued at $309.4K), XDEC (-2.6K shares, valued at $107.2K); initiated new positions in N/A (+5.8K shares, valued at $376.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
FDEC FIRST TR EXCHNG TRADED FD VI643.4K shares-1.55%2025-12-312026-02-13history
CITIGROUP INC CITIGROUP INC66.3K shares-0.06%2025-12-312026-02-13history
AAPL APPLE INC26.8K shares-0.92%2025-12-312026-02-13history
AMZN AMAZON COM INC31.5K shares0.97%2025-12-312026-02-13history
META META PLATFORMS INC10.7K shares4.38%2025-12-312026-02-13history
XOM EXXON MOBIL CORP58.3K shares-1.35%2025-12-312026-02-13history
KO COCA COLA CO97.6K shares0.95%2025-12-312026-02-13history
JNJ JOHNSON & JOHNSON32.3K shares0.57%2025-12-312026-02-13history
Sponsored
ALPHABET INC ALPHABET INC21.2K shares-1.12%2025-12-312026-02-13history
TFC TRUIST FINL CORP132.5K shares0.82%2025-12-312026-02-13history
T AT&T INC259.2K shares1.34%2025-12-312026-02-13history
BAC BANK AMERICA CORP117.0K shares0.79%2025-12-312026-02-13history
MSFT MICROSOFT CORP13.1K shares1.02%2025-12-312026-02-13history
VZ VERIZON COMMUNICATIONS INC141.8K shares1.37%2025-12-312026-02-13history
SO SOUTHERN CO64.8K shares1.46%2025-12-312026-02-13history
XDEC FIRST TR EXCHNG TRADED FD VI125.2K shares-2.05%2025-12-312026-02-13history
Sponsored
SPY SPDR S&P 500 ETF TR6.3K shares-1.23%2025-12-312026-02-13history
PG PROCTER AND GAMBLE CO28.0K shares1.34%2025-12-312026-02-13history
HD HOME DEPOT INC10.8K shares1.50%2025-12-312026-02-13history
NVDA NVIDIA CORPORATION19.8K shares0.19%2025-12-312026-02-13history
PFE PFIZER INC144.1K shares1.83%2025-12-312026-02-13history
WFC WELLS FARGO CO NEW37.7K shares1.27%2025-12-312026-02-13history
UNH UNITEDHEALTH GROUP INC9.6K shares1.22%2025-12-312026-02-13history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW26.1K shares1.51%2025-12-312026-02-13history
Sponsored
SDVY FIRST TR EXCHANGE-TRADED FD76.5K shares-9.54%2025-12-312026-02-13history
ABBV ABBVIE INC12.2K shares1.11%2025-12-312026-02-13history
LMT LOCKHEED MARTIN CORP5.5K shares1.39%2025-12-312026-02-13history
CVX CHEVRON CORP NEW17.0K shares1.08%2025-12-312026-02-13history
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC24.1K shares0.64%2025-12-312026-02-13history
AXP AMERICAN EXPRESS CO5.1K shares0.85%2025-12-312026-02-13history
GILD GILEAD SCIENCES INC15.1K shares1.12%2025-12-312026-02-13history
ORCL ORACLE CORP9.4K shares98.12%2025-12-312026-02-13history
Sponsored
XJUL FIRST TR EXCHNG TRADED FD VI29.9K shares0.00%2025-12-312026-02-13history
IBM INTERNATIONAL BUSINESS MACHS3.9K shares-0.84%2025-12-312026-02-13history
JPM JPMORGAN CHASE & CO.3.5K shares0.00%2025-12-312026-02-13history
INVESCO QQQ TR INVESCO QQQ TR1.5K shares-3.72%2025-12-312026-02-13history
BLACKROCK INC BLACKROCK INC740 shares0.00%2025-12-312026-02-13history
SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC23.3K shares-2.94%2025-12-312026-02-13history
AWK AMERICAN WTR WKS CO INC NEW5.2K shares0.00%2025-12-312026-02-13history
PEP PEPSICO INC4.0K shares0.00%2025-12-312026-02-13history
Sponsored
FJUL FIRST TR EXCHNG TRADED FD VI9.3K shares-1.07%2025-12-312026-02-13history
CSCO CISCO SYS INC6.7K shares0.00%2025-12-312026-02-13history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL947 shares0.00%2025-12-312026-02-13history
FAPR FIRST TR EXCHNG TRADED FD VI10.0K shares0.00%2025-12-312026-02-13history
LLY ELI LILLY & CO411 shares-5.73%2025-12-312026-02-13history
CAT CATERPILLAR INC753 shares0.40%2025-12-312026-02-13history
TXN TEXAS INSTRS INC2.4K shares0.12%2025-12-312026-02-13history
NEE NEXTERA ENERGY INC5.0K shares-3.04%2025-12-312026-02-13history
Sponsored
UNILEVER PLC UNILEVER PLC5.8K sharesnew addition2025-12-312026-02-13history
PAYX PAYCHEX INC3.3K shares0.00%2025-12-312026-02-13history
PM PHILIP MORRIS INTL INC2.3K shares0.00%2025-12-312026-02-13history
RF REGIONS FINANCIAL CORP NEW13.4K shares0.00%2025-12-312026-02-13history
COST COSTCO WHSL CORP NEW398 shares0.00%2025-12-312026-02-13history
FCOR FIDELITY MERRIMACK STR TR7.1K shares16.69%2025-12-312026-02-13history
MO ALTRIA GROUP INC5.3K shares-1.49%2025-12-312026-02-13history
WMT WALMART INC2.7K shares0.00%2025-12-312026-02-13history
Sponsored
PRU PRUDENTIAL FINL INC2.6K shares-0.42%2025-12-312026-02-13history
VMC VULCAN MATLS CO1.0K shares0.00%2025-12-312026-02-13history
IVV ISHARES TR405 shares0.25%2025-12-312026-02-13history
FDN FIRST TR EXCHANGE-TRADED FD1.0K shares0.99%2025-12-312026-02-13history
BROADCOM INC BROADCOM INC766 shares-3.77%2025-12-312026-02-13history
FAST FASTENAL CO6.5K shares0.00%2025-12-312026-02-13history
ADI ANALOG DEVICES INC952 shares0.00%2025-12-312026-02-13history
ABT ABBOTT LABS2.0K shares0.00%2025-12-312026-02-13history
Sponsored
NSC NORFOLK SOUTHN CORP822 shares0.24%2025-12-312026-02-13history
ITOT ISHARES TR1.5K shares-8.04%2025-12-312026-02-13history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP638 shares0.00%2025-12-312026-02-13history
MET METLIFE INC2.7K shares0.00%2025-12-312026-02-13history
KYN KAYNE ANDERSON ENERGY INFRST16.2K shares0.00%2025-12-312026-02-13history
F FORD MTR CO14.9K shares0.00%2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available