Griffith & Werner, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Griffith & Werner, Inc. held in its portfolio 68 assets valued at $196,369,700 (i.e. $196.37M).

The most valuable assets in the portfolio included: FIRST TR EXCHNG TRADED FD VI ($32.93M), CITIGROUP INC ($7.74M), and APPLE INC ($7.30M).

The chart below shows the top 10 valuable assets, and the table below shows the top 68 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Griffith & Werner, Inc. Portfolio
FIRST TR EXCHNG TRADED FD VI
CITIGROUP INC
APPLE INC
AMAZON COM INC
META PLATFORMS INC
EXXON MOBIL CORP
COCA COLA CO
JOHNSON & JOHNSON
ALPHABET INC
TRUIST FINL CORP
Griffith & Werner, Inc. - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
FIRST TR EXCHNG TRADED FD VI 643437 32932907 FT VEST UQ EQT
CITIGROUP INC 66320 7738846 COM NEW
APPLE INC 26842 7297150 COM
AMAZON COM INC 31545 7281217 COM
META PLATFORMS INC 10705 7066507 CL A
EXXON MOBIL CORP 58257 7010606 COM
COCA COLA CO 97647 6826500 COM
JOHNSON & JOHNSON 32300 6684496 COM
ALPHABET INC 21207 6654766 CAP STK CL C
TRUIST FINL CORP 132529 6521728 COM
AT&T INC 259199 6438515 COM
BANK AMERICA CORP 117037 6437008 COM
MICROSOFT CORP 13060 6315976 COM
FIRST TR EXCHNG TRADED FD VI 155041 6289829 FT VEST U.S
VERIZON COMMUNICATIONS INC 141766 5774117 COM
SOUTHERN CO 64819 5652215 COM
SPDR S&P 500 ETF TR 6345 4327087 TR UNIT
PROCTER AND GAMBLE CO 28043 4018819 COM
HOME DEPOT INC 10772 3706566 COM
NVIDIA CORPORATION 19817 3695954 COM
PFIZER INC 144138 3589031 COM
WELLS FARGO CO NEW 37735 3516896 COM
UNITEDHEALTH GROUP INC 9565 3157513 COM
DUKE ENERGY CORP NEW 26063 3054808 COM NEW
FIRST TR EXCHANGE-TRADED FD 76527 2932497 SMID RISNG ETF
ABBVIE INC 12180 2783033 COM
LOCKHEED MARTIN CORP 5535 2677051 COM
CHEVRON CORP NEW 16990 2589455 COM
MARVELL TECHNOLOGY INC 24103 2048260 COM
AMERICAN EXPRESS CO 5092 1883668 COM
GILEAD SCIENCES INC 15104 1853872 COM
ORACLE CORP 9359 1824163 COM
INTERNATIONAL BUSINESS MACHS 3889 1151961 COM
JPMORGAN CHASE & CO. 3508 1130503 COM
FIRST TR EXCHNG TRADED FD VI 19263 962148 FT VEST US EQT
INVESCO QQQ TR 1529 939086 UNIT SER 1
BLACKROCK INC 740 791916 COM
SUPER MICRO COMPUTER INC 23293 681786 COM NEW
AMERICAN WTR WKS CO INC NEW 5151 672206 COM
PEPSICO INC 3975 570541 COM
CISCO SYS INC 6672 513962 COM
BERKSHIRE HATHAWAY INC DEL 947 476010 CL B NEW
ELI LILLY & CO 411 441969 COM
CATERPILLAR INC 753 431373 COM
TEXAS INSTRS INC 2414 418806 COM
NEXTERA ENERGY INC 4984 400112 COM
UNILEVER PLC 5753 376246 SPON ADR NEW
PAYCHEX INC 3252 364809 COM
PHILIP MORRIS INTL INC 2267 363627 COM
REGIONS FINANCIAL CORP NEW 13363 362140 COM
COSTCO WHSL CORP NEW 398 343056 COM
FIDELITY MERRIMACK STR TR 7119 340514 CORP BOND ETF
ALTRIA GROUP INC 5346 308250 COM
WALMART INC 2683 298935 COM
PRUDENTIAL FINL INC 2580 291230 COM
VULCAN MATLS CO 1000 285220 COM
ISHARES TR 405 277279 CORE S&P500 ETF
FIRST TR EXCHANGE-TRADED FD 1024 275640 DJ INTERNT IDX
BROADCOM INC 766 265187 COM
FASTENAL CO 6539 262410 COM
ANALOG DEVICES INC 952 258182 COM
ABBOTT LABS 2005 251206 COM
NORFOLK SOUTHN CORP 822 237349 COM
ISHARES TR 1486 220953 CORE S&P TTL STK
GENERAL DYNAMICS CORP 638 214789 COM
METLIFE INC 2705 213533 COM
KAYNE ANDERSON ENERGY INFRST 16173 200222 COM
FORD MTR CO 14900 195488 COM