GW

Griffith & Werner, Inc.

13F
Griffith & Werner, Inc.
Last update 2025-04-14 67 Stocks (1 new)
Value $161.00 Mil Turnover 8 %
Countries:
Top Holdings: FDEC(15.07%)KO(4.16%)XOM(3.93%)T(3.93%)AMZN(3.85%)
Summary Stock Picks Current Portfolio
Griffith & Werner, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FDEC
FT Vest U.S. Equity Buffer ETF - December
FT Vest U.S. Equity Buffer ETF - December
558,364
24,235.3
+7.60%
15.070
+1.06%
2.490
+11.25%
+5.41%
1,029.1
 
KO
Coca-Cola Co
93,439
6,692.1
+3.05%
4.160
+0.12%
0.000
-1.81%
+16.27%
307,109.4
Beverages - Non-Alcoholic
XOM
Exxon Mobil Corp
53,209
6,328.1
+13.44%
3.930
+0.47%
0.000
+0.71%
+6.21%
483,541.5
Oil & Gas
T
AT&T Inc
223,454
6,319.3
-6.24%
3.930
-0.22%
0.000
+0.21%
+27.46%
204,067.3
Telecommunication Services
AMZN
Amazon.com Inc
32,504
6,184.2
+6.43%
3.850
+0.23%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
AAPL
Apple Inc
26,975
5,992.1
+9.72%
3.730
+0.33%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
META
Meta Platforms Inc
9,867
5,686.9
+4.40%
3.540
+0.15%
0.000
+35.35%
+23.00%
1,807,826.4
Interactive Media
C
Citigroup Inc
76,785
5,451.0
+5.69%
3.390
+0.18%
0.000
+41.84%
+27.93%
165,705.3
Banks
SO
Southern Co
59,013
5,426.3
+6.40%
3.370
+0.20%
0.010
-0.30%
+13.05%
100,678.7
Utilities - Regulated
MSFT
Microsoft Corp
14,281
5,361.1
+10.30%
3.330
+0.31%
0.000
+33.94%
+18.80%
3,707,650.2
Software

Griffith & Werner, Inc.'s Historical Top Holdings Breakdowns

Griffith & Werner, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FDEC
FT Vest U.S. Equity Buffer ETF - December
FT Vest U.S. Equity Buffer ETF - December
2025-03-31
Add
Add
+1.06%
●
42.86 ($44.73) 45.92
$46.99
5.06%
Add 7.6%
558,364
39,421
XDEC
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
2025-03-31
Reduce
Reduce
-0.75%
●
36.38 ($37.44) 38.06
$38.99
4.15%
Reduce -17.87%
140,736
-30,612
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.75%
●
551.42 ($587.78) 612.93
$625.34
6.39%
Add 56.86%
5,970
2,164
XOM
Exxon Mobil Corp
2025-03-31
Add
Add
+0.47%
●
105.44 ($110.59) 118.93
$112.20
1.46%
Add 13.44%
53,209
6,304
TFC
Truist Financial Corp
2025-03-31
Add
Add
+0.41%
●
39.48 ($44.55) 48.15
$45.54
2.22%
Add 15.38%
119,622
15,949
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
2025-03-31
Add
Add
+0.38%
●
32.49 ($35.67) 37.99
$36.45
2.19%
Add 26.72%
86,177
18,173
BAC
Bank of America Corp
2025-03-31
Add
Add
+0.35%
●
39.61 ($44.56) 47.74
$48.93
9.81%
Add 13.36%
114,556
13,497
AAPL
Apple Inc
2025-03-31
Add
Add
+0.33%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
Add 9.72%
26,975
2,390
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.31%
●
375.39 ($407.71) 447.2
$498.84
22.35%
Add 10.3%
14,281
1,334
HD
The Home Depot Inc
2025-03-31
Add
Add
+0.27%
●
347.25 ($389.72) 424.87
$371.68
-4.63%
Add 12.97%
10,453
1,200

Griffith & Werner, Inc. Total Holding History ($B)

To

Griffith & Werner, Inc.'s Asset Allocation

To

Griffith & Werner, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Griffith & Werner, Inc.'s Hypothetical Growth since 2025-03-31

Griffith & Werner, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Griffith & Werner, Inc.'s Holdings Heat Map

Size field:

Griffith & Werner, Inc.'s Holdings Bubble Chart

Griffith & Werner, Inc. News

  • 1

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