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

Currently, Griffith & Werner, Inc. holds 72 types of securities in its portfolio with a total value $201.8M. In the most recent quarter, they have increased their positions in N/A (+310.6K shares, valued at $10.3M), ORCL (+12.8K shares, valued at $1.9M), MSFT (+5.0K shares, valued at $1.9M); decreased their positions in FDEC (-157.0K shares, valued at $7.8M), XOM (-16.1K shares, valued at $2.7M), JNJ (-9.1K shares, valued at $2.2M); initiated new positions in N/A (+310.6K shares, valued at $10.3M), CEG (+5.0K shares, valued at $1.4M), KNG (+5.7K shares, valued at $275.3K).

1M P&L

+2.4M+1.36%

3M P&L

+4.1M+2.34%

HY P&L

+8.0M+4.69%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A40.4M

23.9%

2Drug Manufacturers - General15.1M

8.9%

3Telecom Services12.9M

7.6%

Top Industries by Stock Count

1N/A13 stocks

21.7%

2Drug Manufacturers - General5 stocks

8.3%

3Banks - Diversified3 stocks

5.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FDEC FIRST TR EXCHNG TRADED FD VI486.4K shares-24.40%2026-03-312026-04-30

FIRST TR EXCHNG TRADED FD VI FIRST TR EXCHNG TRADED FD VI310.6K sharesnew addition2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC70.5K shares6.30%2026-03-312026-04-30

AMZN AMAZON COM INC37.8K shares19.81%2026-03-312026-04-30

AAPL APPLE INC28.4K shares5.91%2026-03-312026-04-30

XOM EXXON MOBIL CORP42.2K shares-27.60%2026-03-312026-04-30

T AT&T INC244.1K shares-5.84%2026-03-312026-04-30

META META PLATFORMS INC11.8K shares10.00%2026-03-312026-04-30

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MSFT MICROSOFT CORP18.1K shares38.38%2026-03-312026-04-30

TFC TRUIST FINL CORP139.8K shares5.45%2026-03-312026-04-30

BAC BANK AMERICA CORP129.0K shares10.19%2026-03-312026-04-30

SO SOUTHERN CO64.2K shares-0.94%2026-03-312026-04-30

KO COCA COLA CO81.3K shares-16.69%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC115.6K shares-18.42%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON23.2K shares-28.32%2026-03-312026-04-30

ALPHABET INC ALPHABET INC19.1K shares-10.11%2026-03-312026-04-30

Sponsored

NVDA NVIDIA CORPORATION30.0K shares51.31%2026-03-312026-04-30

XDEC FIRST TR EXCHNG TRADED FD VI122.7K shares-1.98%2026-03-312026-04-30

PG PROCTER & GAMBLE CO29.4K shares5.00%2026-03-312026-04-30

PFE PFIZER INC149.5K shares3.73%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T6.4K shares1.17%2026-03-312026-04-30

HD HOME DEPOT INC11.3K shares4.62%2026-03-312026-04-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW27.5K shares5.34%2026-03-312026-04-30

SDVY FIRST TR EXCHANGE TRADED FD86.7K shares13.29%2026-03-312026-04-30

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UNH UNITEDHEALTH GROUP INC12.5K shares30.58%2026-03-312026-04-30

WFC WELLS FARGO & CO42.3K shares12.13%2026-03-312026-04-30

ORCL ORACLE CORP22.2K shares137.03%2026-03-312026-04-30

ABBV ABBVIE INC13.6K shares11.47%2026-03-312026-04-30

CVX CHEVRON CORPORATION12.1K shares-28.89%2026-03-312026-04-30

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC25.1K shares4.33%2026-03-312026-04-30

GILD GILEAD SCIENCES INC13.7K shares-9.00%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP3.0K shares-45.96%2026-03-312026-04-30

Sponsored

AXP AMERICAN EXPRESS CO5.9K shares15.46%2026-03-312026-04-30

CEG CONSTELLATION ENERGY CORP5.0K sharesnew addition2026-03-312026-04-30

XJUL FIRST TR EXCHNG TRADED FD VI29.6K shares-0.84%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO3.5K shares0.11%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS3.9K shares0.51%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR1.6K shares3.34%2026-03-312026-04-30

AWK AMERICAN WTR WKS CO INC NEW5.1K shares-0.08%2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC721 shares-2.57%2026-03-312026-04-30

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PEP PEPSICO INC3.6K shares-8.75%2026-03-312026-04-30

CAT CATERPILLAR INC760 shares0.93%2026-03-312026-04-30

CSCO CISCO SYS INC6.7K shares0.01%2026-03-312026-04-30

FJUL FIRST TR EXCHNG TRADED FD VI9.1K shares-1.92%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC2.9K shares29.95%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL947 shares0.00%2026-03-312026-04-30

FAPR FIRST TR EXCHNG TRADED FD VI10.0K shares0.00%2026-03-312026-04-30

TXN TEXAS INSTRS INC2.3K shares-6.42%2026-03-312026-04-30

Sponsored

NEE NEXTERA ENERGY INC4.7K shares-6.58%2026-03-312026-04-30

LLY ELI LILLY & CO411 shares0.00%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION370 shares-7.04%2026-03-312026-04-30

RF REGIONS FINANCIAL CORP NEW13.4K shares0.05%2026-03-312026-04-30

FCOR FIDELITY MERRIMACK STR TR7.2K shares0.63%2026-03-312026-04-30

WMT WALMART INC2.7K shares-0.78%2026-03-312026-04-30

UNILEVER PLC UNILEVER PLC5.7K shares-0.70%2026-03-312026-04-30

MO ALTRIA GROUP INC4.9K shares-8.96%2026-03-312026-04-30

Sponsored

PAYX PAYCHEX INC3.3K shares0.00%2026-03-312026-04-30

FAST FASTENAL CO6.4K shares-2.06%2026-03-312026-04-30

ADI ANALOG DEVICES INC881 shares-7.46%2026-03-312026-04-30

KNG FIRST TR EXCHANGE-TRADED FD5.7K sharesnew addition2026-03-312026-04-30

VMC VULCAN MATLS CO1.0K shares0.00%2026-03-312026-04-30

IVV ISHARES TR407 shares0.49%2026-03-312026-04-30

FDN FIRST TR EXCHANGE-TRADED FD1.1K shares9.57%2026-03-312026-04-30

PRU PRUDENTIAL FINL INC2.6K shares0.00%2026-03-312026-04-30

Sponsored

NSC NORFOLK SOUTHN CORP815 shares-0.85%2026-03-312026-04-30

KYN KAYNE ANDERSON ENERGY INFRST16.2K shares0.00%2026-03-312026-04-30

ALPHABET INC ALPHABET INC765 sharesnew addition2026-03-312026-04-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP638 shares0.00%2026-03-312026-04-30

BROADCOM INC BROADCOM INC692 shares-9.66%2026-03-312026-04-30

ITOT ISHARES TR1.5K shares-0.40%2026-03-312026-04-30

ABT ABBOTT LABORATORIES2.0K shares0.00%2026-03-312026-04-30

F FORD MTR CO14.9K shares0.00%2026-03-312026-04-30

Sponsored

FDEC

FIRST TR EXCHNG TRADED FD VI

-24.40%

Shares486.4K

Event2026-03-31

Filed2026-04-30

FIRST TR EXCHNG TRADED FD VI

New

Shares310.6K

Event2026-03-31

Filed2026-04-30

CITIGROUP INC

6.30%

Shares70.5K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

19.81%

Shares37.8K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

5.91%

Shares28.4K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

-27.60%

Shares42.2K

Event2026-03-31

Filed2026-04-30

AT&T INC

-5.84%

Shares244.1K

Event2026-03-31

Filed2026-04-30