Griffith & Werner, Inc. Portfolio Holdings

Griffith & Werner, Inc.

  • $161 Billion
  • Q1 2025

Griffith & Werner, Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Tr Fd Viii Ft Cboe with a value of $24.2B, Coca Cola CO with a value of $6.69B, At&T Inc. with a value of $6.32B, Exxon Mobil Corp with a value of $6.33B, and Amazon Com Inc with a value of $6.18B.

Examining the 13F form we can see an increase of $9.34B in the current position value, from $151B to 161B.

Griffith & Werner, Inc. is based out at Canton, GA

Below you can find more details about Griffith & Werner, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $161 Billion
ETFs: $38 Billion
Financial Services: $21.5 Billion
Communication Services: $20.7 Billion
Technology: $17.9 Billion
Consumer Defensive: $14.8 Billion
Healthcare: $12.6 Billion
Consumer Cyclical: $10.2 Billion
Utilities: $9.43 Billion
Other: $12.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$105B
$345 Million 0.21% of portfolio
5,755
Q1 2025 Reduced 7.67%
$18.5B
$301 Million 0.19% of portfolio
13,860
Q1 2025 Reduced 3.66%
$154B
$282 Million 0.18% of portfolio
854
Q4 2024 New
$37.3B
$288 Million 0.18% of portfolio
2,580
Q4 2024 New
$257B
$277 Million 0.17% of portfolio
3,158
Q1 2025 Added 0.16%
$0
$267 Million 0.17% of portfolio
2,186
Q1 2025 Added 0.28%
$231B
$276 Million 0.17% of portfolio
2,082
Q1 2025 Added 0.1%
$46.5B
$264 Million 0.16% of portfolio
1,853
Q1 2025 Reduced 1.54%
$46.6B
$256 Million 0.16% of portfolio
3,300
Q4 2024 New
$0
$236 Million 0.15% of portfolio
5,017
Q1 2025 New
$32B
$233 Million 0.15% of portfolio
1,000
Q4 2024 New
$58.3B
$217 Million 0.14% of portfolio
2,705
Q4 2024 New
$0
$208 Million 0.13% of portfolio
16,173
Q4 2024 New
$0
$215 Million 0.13% of portfolio
967
Q1 2025 Reduced 7.2%
$91.8B
$203 Million 0.13% of portfolio
1,009
Q1 2025 Added 2.13%
$0
$206 Million 0.13% of portfolio
11,029
Q1 2025 Added 0.81%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $161 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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