Free Trial

Griffith & Werner, Inc. Top Holdings and 13F Report (2025)

About Griffith & Werner, Inc.

Investment Activity

  • Griffith & Werner, Inc. has $151.49 million in total holdings as of December 31, 2024.
  • Griffith & Werner, Inc. owns shares of 69 different stocks, but just 24 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofGriffith & Werner, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
FT Vest U.S. Equity Buffer ETF - December stock logo
FDEC
FT Vest U.S. Equity Buffer ETF - December
$23,131,885518,94315.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,700,39030,5414.4%Retail/Wholesale
XDEC
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
$6,391,280171,3484.2%ETF
Apple Inc. stock logo
AAPL
Apple
$6,156,51724,5854.1%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$5,645,56990,6773.7%Consumer Staples
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,533,4909,4513.7%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$5,457,19412,9473.6%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$5,426,455238,3163.6%Computer and Technology
Citigroup Inc. stock logo
C
Citigroup
$5,114,14172,6543.4%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$5,045,59946,9053.3%Oils/Energy
The Southern Company stock logo
SO
Southern
$4,565,71155,4633.0%Utilities
Truist Financial Co. stock logo
TFC
Truist Financial
$4,497,328103,6733.0%Finance
Bank of America Co. stock logo
BAC
Bank of America
$4,441,556101,0592.9%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$4,258,077106,4792.8%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,073,56228,1672.7%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$4,037,77921,2022.7%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$3,599,2649,2532.4%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$3,527,22421,0392.3%Consumer Staples
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,224,28324,0102.1%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$2,730,387102,9171.8%Medical
First Trust SMID Cap Rising Dividend Archievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Archievers ETF
$2,437,94468,0041.6%ETF
Duke Energy Co. stock logo
DUK
Duke Energy
$2,405,96122,3311.6%Utilities
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$2,377,39233,8471.6%Finance
Chevron Co. stock logo
CVX
Chevron
$2,265,17215,6391.5%Oils/Energy
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,230,6363,8061.5%Finance
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,998,8114,1131.3%Aerospace
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,974,8272,1551.3%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$1,923,85510,8261.3%Medical
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$1,869,09016,9221.2%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$1,333,40814,4360.9%Medical
American Express stock logo
AXP
American Express
$1,311,2154,4180.9%Finance
FIRST TR EXCHNG TRADED FD VI
$1,064,12130,0000.7%FT VEST U.S
International Business Machines Co. stock logo
IBM
International Business Machines
$962,0914,3770.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$891,7013,7200.6%Finance
BLACKROCK INC
$850,1168290.6%COM
PepsiCo, Inc. stock logo
PEP
PepsiCo
$724,7164,7660.5%Consumer Staples
SUPER MICRO COMPUTER INC
$700,00422,9660.5%COM NEW
American Water Works Company, Inc. stock logo
AWK
American Water Works
$642,8665,1640.4%Utilities
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$595,6291,0120.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$583,3131,1410.4%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$492,6122,6270.3%Computer and Technology
FT Vest U.S. Equity Buffer ETF - July stock logo
FJUL
FT Vest U.S. Equity Buffer ETF - July
$458,4839,3630.3%ETF
Paychex, Inc. stock logo
PAYX
Paychex
$455,9953,2520.3%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$428,3509450.3%Finance
FT Vest U.S. Equity Buffer ETF - April stock logo
FAPR
FT Vest U.S. Equity Buffer ETF - April
$412,90010,0000.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$399,2466,7440.3%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$390,8275,4520.3%Utilities
Unilever PLC stock logo
UL
Unilever
$367,0196,4730.2%Consumer Staples
Regions Financial Co. stock logo
RF
Regions Financial
$338,38714,3870.2%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$336,6514360.2%Medical
Altria Group, Inc. stock logo
MO
Altria Group
$325,9366,2330.2%Consumer Staples
Caterpillar Inc. stock logo
CAT
Caterpillar
$309,7228540.2%Industrial Products
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$305,8072,5800.2%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$297,1442,4690.2%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$284,8823,1530.2%Retail/Wholesale
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$280,3922,1800.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$276,9281,1940.2%Computer and Technology
Vulcan Materials stock logo
VMC
Vulcan Materials
$257,2301,0000.2%Construction
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$253,3831,0420.2%ETF
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$246,5951,8820.2%Consumer Staples
Fastenal stock logo
FAST
Fastenal
$237,3033,3000.2%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$235,2692,0800.2%Medical
MetLife, Inc. stock logo
MET
MetLife
$221,4852,7050.1%Finance
Analog Devices, Inc. stock logo
ADI
Analog Devices
$209,9109880.1%Computer and Technology
Kayne Anderson Energy Infrastructure Fund, Inc. stock logo
KYN
Kayne Anderson Energy Infrastructure Fund
$205,55916,1730.1%Financial Services
Tesla, Inc. stock logo
TSLA
Tesla
$205,5555090.1%Auto/Tires/Trucks
Principal Spectrum Preferred Securities Active ETF stock logo
PREF
Principal Spectrum Preferred Securities Active ETF
$203,60310,9400.1%ETF
ONEOK, Inc. stock logo
OKE
ONEOK
$200,8002,0000.1%Oils/Energy
Ford Motor stock logo
F
Ford Motor
$147,50014,8990.1%Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data