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Griffith & Werner, Inc.

SEC CIK
0002057200
Latest filing
Jul 29, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 14, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
67
−2 vs. Q4 2024
Portfolio value
$160.8M
+$9.34M (+6.2%) vs. Q4 2024
Filed
Apr 14, 2025
SEC
Holdings of Griffith & Werner, Inc. in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
First Tr Exchng Traded FD VI33740U505FT VEST UQ EQT558,364$24.2M15.1%+39,421+7.6%Added–
KOCoca Cola CoStock93,439$6.69M4.2%+2,762+3.0%AddedHistory
XOMExxonMobil Holdings CorpCOM53,209$6.33M3.9%+6,304+13.4%AddedHistory
TAT&T Inc.Stock223,454$6.32M3.9%−14,862−6.2%ReducedHistory
AMZNAmazon Com IncStock32,504$6.18M3.8%+1,963+6.4%AddedHistory
AAPLApple Inc.Stock26,975$5.99M3.7%+2,390+9.7%AddedHistory
METAMeta Platforms, Inc.Stock9,867$5.69M3.5%+416+4.4%AddedHistory
CCitigroup IncStock76,785$5.45M3.4%+4,131+5.7%AddedHistory
SOSouthern CoStock59,013$5.43M3.4%+3,550+6.4%AddedHistory
MSFTMicrosoft CorpStock14,281$5.36M3.3%+1,334+10.3%AddedHistory
First Tr Exchng Traded FD VI33740U786FT VEST U.S140,736$5.18M3.2%−30,612−17.9%Reduced–
VZVerizon Communications IncStock112,974$5.12M3.2%+6,495+6.1%AddedHistory
JNJJohnson & JohnsonStock30,693$5.09M3.2%+2,526+9.0%AddedHistory
TFCTruist Financial CorpCOM119,622$4.92M3.1%+15,949+15.4%AddedHistory
BACBank of America CorpStock114,556$4.78M3.0%+13,497+13.4%AddedHistory
HDHome Depot, Inc.Stock10,453$3.83M2.4%+1,200+13.0%AddedHistory
PGProcter & Gamble CoStock22,352$3.81M2.4%+1,313+6.2%AddedHistory
GOOGAlphabet Inc.Stock23,060$3.60M2.2%+1,858+8.8%AddedHistory
SPYSPDR S&P 500 ETF TrustETF5,970$3.34M2.1%+2,164+56.9%AddedHistory
NVDANVIDIA CorpStock27,849$3.02M1.9%+3,839+16.0%AddedHistory
PFEPfizer IncStock116,596$2.95M1.8%+13,679+13.3%AddedHistory
First Tr Exchange Traded FD33741X102SMID RISNG ETF86,177$2.89M1.8%+18,173+26.7%Added–
DUKDuke Energy CORPStock23,535$2.87M1.8%+1,204+5.4%AddedHistory
CVXChevron CorpStock17,036$2.85M1.8%+1,397+8.9%AddedHistory
WFCWells Fargo & CompanyStock35,958$2.58M1.6%+2,111+6.2%AddedHistory
ABBVAbbVie Inc.Stock11,447$2.40M1.5%+621+5.7%AddedHistory
LMTLockheed Martin CorpStock4,868$2.17M1.4%+755+18.4%AddedHistory
COSTCostco Wholesale CorpStock2,064$1.95M1.2%−91−4.2%ReducedHistory
GILDGilead Sciences, Inc.Stock13,832$1.55M1.0%−604−4.2%ReducedHistory
MRVLMarvell Technology, Inc.COM23,460$1.44M0.9%+6,538+38.6%AddedHistory
AXPAmerican Express CoStock5,028$1.35M0.8%+610+13.8%AddedHistory
First Tr Exchng Traded FD VI33740F425FT VEST U.S30,000$1.06M0.7%00.0%Unchanged–
IBMInternational Business Machines CorpStock4,116$1.02M0.6%−261−6.0%ReducedHistory
JPMJPMorgan Chase & CoStock3,670$900.2K0.6%−50−1.3%ReducedHistory
SMCISuper Micro Computer, Inc.Stock23,786$814.4K0.5%+820+3.6%AddedHistory
BLKBlackRock, Inc.Stock814$770.6K0.5%−15−1.8%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock5,164$761.8K0.5%00.0%UnchangedHistory
PEPPepsiCo IncStock4,581$686.9K0.4%−185−3.9%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF1,380$647.1K0.4%+239+20.9%Added–
PAYXPaychex IncStock3,252$501.7K0.3%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock938$499.6K0.3%−7−0.7%ReducedHistory
TXNTexas Instruments IncStock2,608$468.7K0.3%−19−0.7%ReducedHistory
First Tr Exchng Traded FD VI33740U208FT VEST US EQT9,363$446.0K0.3%00.0%Unchanged–
First Tr Exchng Traded FD VI33740U885FT VEST US EQT10,000$408.9K0.3%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock6,572$405.6K0.3%−172−2.6%ReducedHistory
ULUnilever PLCSPON ADR NEW6,473$385.5K0.2%00.0%UnchangedHistory
LLYEli Lilly & CoStock459$379.2K0.2%+23+5.3%AddedHistory
NEENextera Energy IncStock5,296$375.4K0.2%−156−2.9%ReducedHistory
PMPhilip Morris International Inc.Stock2,210$350.8K0.2%−259−10.5%ReducedHistory
MOAltria Group, Inc.Stock5,755$345.4K0.2%−478−7.7%ReducedHistory
iShares Core S&P 500 ETF464287200ETF589$331.2K0.2%−423−41.8%Reduced–
RFRegions Financial CorpCOM13,860$301.2K0.2%−527−3.7%ReducedHistory
PRUPrudential Financial IncStock2,580$288.1K0.2%00.0%UnchangedHistory
CATCaterpillar IncStock854$281.7K0.2%00.0%UnchangedHistory
WMTWalmart Inc.Stock3,158$277.2K0.2%+5+0.2%AddedHistory
ABTAbbott LaboratoriesStock2,082$276.2K0.2%+2+0.1%AddedHistory
iShares Tr464287150CORE S&P TTL STK2,186$266.7K0.2%+6+0.3%Added–
KMBKimberly Clark CorpStock1,853$263.5K0.2%−29−1.5%ReducedHistory
FASTFastenal CoStock3,300$255.9K0.2%00.0%UnchangedHistory
Fidelity Merrimack STR Tr316188101CORP BOND ETF5,017$235.6K0.1%+5,017New–
VMCVulcan Materials COCOM1,000$233.3K0.1%00.0%UnchangedHistory
METMetlife IncStock2,705$217.2K0.1%00.0%UnchangedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF967$214.8K0.1%−75−7.2%Reduced–
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM16,173$207.5K0.1%00.0%UnchangedHistory
Principal Exchange Traded FD74255Y888SPECTRUM PFD11,029$206.2K0.1%+89+0.8%Added–
ADIAnalog Devices IncStock1,009$203.5K0.1%+21+2.1%AddedHistory
FFord Motor CoStock14,899$149.4K0.1%00.0%UnchangedHistory

Sold out since Q4 2024 (3)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Griffith & Werner, Inc. sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
AVGOBroadcom Inc.Stock1,194$276.9K0.2%History
TSLATesla, Inc.Stock509$205.6K0.1%History
OKEONEOK IncCOM2,000$200.8K0.1%History