The Analysis of Griffith & Werner, Inc.'s Holdings
Currently, Griffith & Werner, Inc. holds 71 types of securities in its portfolio with a total value $193.1M. In the most recent quarter, they have increased their positions in FDEC (+95.2K shares, valued at $4.8M), UNH (+9.4K shares, valued at $3.0M), ORCL (+4.7K shares, valued at $1.1M); decreased their positions in NVDA (-8.1K shares, valued at $1.6M), COST (-1.7K shares, valued at $1.5M), C (-10.4K shares, valued at $1.1M); initiated new positions in UNH (+9.4K shares, valued at $3.0M), ORCL (+4.7K shares, valued at $1.1M), AVGO (+796 shares, valued at $285.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FDEC FIRST TR EXCHNG TRADED FD VI653.6K shares17.05%2025-09-302025-11-12
AMZN AMAZON COM INC31.2K shares-3.88%2025-09-302025-11-12 AAPL APPLE INC27.1K shares0.43%2025-09-302025-11-12 XOM EXXON MOBIL CORP59.1K shares10.98%2025-09-302025-11-12 KO COCA COLA CO96.7K shares3.52%2025-09-302025-11-12 C CITIGROUP INC66.4K shares-13.58%2025-09-302025-11-12 MSFT MICROSOFT CORP12.9K shares-9.47%2025-09-302025-11-12 META META PLATFORMS INC10.3K shares3.94%2025-09-302025-11-12 T AT&T INC255.8K shares14.47%2025-09-302025-11-12 GOOG ALPHABET INC21.4K shares-6.99%2025-09-302025-11-12 BAC BANK AMERICA CORP116.1K shares1.36%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON32.1K shares4.64%2025-09-302025-11-12 TFC TRUIST FINL CORP131.4K shares9.88%2025-09-302025-11-12 SO SOUTHERN CO63.9K shares8.25%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC139.9K shares23.79%2025-09-302025-11-12 XDEC FIRST TR EXCHNG TRADED FD VI127.8K shares-9.18%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR6.4K shares7.60%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO27.7K shares23.81%2025-09-302025-11-12 NVDA NVIDIA CORPORATION19.8K shares-28.97%2025-09-302025-11-12 HD HOME DEPOT INC10.6K shares1.53%2025-09-302025-11-12 PFE PFIZER INC141.5K shares21.40%2025-09-302025-11-12 SDVY FIRST TR EXCHANGE-TRADED FD84.6K shares-1.83%2025-09-302025-11-12 WFC WELLS FARGO CO NEW37.3K shares3.63%2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW25.7K shares9.10%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC9.4K sharesnew addition2025-09-302025-11-12 ABBV ABBVIE INC12.0K shares5.23%2025-09-302025-11-12 CVX CHEVRON CORP NEW16.8K shares-1.33%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP5.5K shares12.14%2025-09-302025-11-12 MRVL MARVELL TECHNOLOGY INC23.9K shares2.09%2025-09-302025-11-12 AXP AMERICAN EXPRESS CO5.0K shares0.42%2025-09-302025-11-12 GILD GILEAD SCIENCES INC14.9K shares7.98%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS3.9K shares-4.71%2025-09-302025-11-12 XJUL FIRST TR EXCHNG TRADED FD VI29.9K shares-0.50%2025-09-302025-11-12 ORCL ORACLE CORP4.7K sharesnew addition2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.3.5K shares-4.41%2025-09-302025-11-12 QQQ INVESCO QQQ TR1.6K shares15.07%2025-09-302025-11-12 SMCI SUPER MICRO COMPUTER INC24.0K shares0.89%2025-09-302025-11-12 BLK BLACKROCK INC740 shares-9.09%2025-09-302025-11-12 AWK AMERICAN WTR WKS CO INC NEW5.2K shares-0.25%2025-09-302025-11-12 PEP PEPSICO INC4.0K shares-13.23%2025-09-302025-11-12 FJUL FIRST TR EXCHNG TRADED FD VI9.4K shares0.00%2025-09-302025-11-12 CSCO CISCO SYS INC6.7K shares1.52%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL947 shares0.96%2025-09-302025-11-12 FAPR FIRST TR EXCHNG TRADED FD VI10.0K shares0.00%2025-09-302025-11-12 NEE NEXTERA ENERGY INC5.1K shares-2.95%2025-09-302025-11-12 CAT CATERPILLAR INC750 shares-12.18%2025-09-302025-11-12 LLY ELI LILLY & CO436 shares-5.01%2025-09-302025-11-12 UL UNILEVER PLC6.5K shares0.00%2025-09-302025-11-12 TXN TEXAS INSTRS INC2.4K shares-7.55%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW398 shares-80.72%2025-09-302025-11-12 PAYX PAYCHEX INC3.3K shares0.00%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC2.3K shares2.58%2025-09-302025-11-12 RF REGIONS FINANCIAL CORP NEW13.4K shares-3.59%2025-09-302025-11-12 MO ALTRIA GROUP INC5.4K shares-5.70%2025-09-302025-11-12 FCOR FIDELITY MERRIMACK STR TR6.1K shares21.61%2025-09-302025-11-12 VMC VULCAN MATLS CO1.0K shares0.00%2025-09-302025-11-12 AVGO BROADCOM INC796 sharesnew addition2025-09-302025-11-12 FDN FIRST TR EXCHANGE-TRADED FD1.0K shares4.86%2025-09-302025-11-12 PRU PRUDENTIAL FINL INC2.6K shares0.43%2025-09-302025-11-12 IVV ISHARES TR404 shares-31.41%2025-09-302025-11-12 WMT WALMART INC2.7K shares-15.04%2025-09-302025-11-12 FAST FASTENAL CO6.5K shares98.15%2025-09-302025-11-12 ABT ABBOTT LABS2.0K shares-3.70%2025-09-302025-11-12 ITOT ISHARES TR1.6K shares-26.08%2025-09-302025-11-12 NSC NORFOLK SOUTHN CORP820 sharesnew addition2025-09-302025-11-12 GD GENERAL DYNAMICS CORP638 sharesnew addition2025-09-302025-11-12 ADI ANALOG DEVICES INC952 shares-5.65%2025-09-302025-11-12 PREF PRINCIPAL EXCHANGE TRADED FD11.4K shares3.29%2025-09-302025-11-12 MET METLIFE INC2.7K shares0.00%2025-09-302025-11-12 F FORD MTR CO14.9K shares0.01%2025-09-302025-11-12 KYN KAYNE ANDERSON ENERGY INFRST16.2K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available