Griffith & Werner, Inc. Portfolio Stock Holdings

Griffith & Werner, Inc. disclosed 71 stock positions valued at approximately $213.4 million in its latest SEC 13F filing. The largest holdings include FIRST TR EXCHNG TRADED FD VI, AMAZON COM INC, and APPLE INC. The filing reflects positions held as of June 30, 2026 and was filed on July 30, 2026.

Report Period
June 30, 2026
No. of Stocks
71
Portfolio Value
$213.4M
Holdings by Sector
Griffith & Werner, Inc. Portfolio Holdings in Q2 2026

69 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
FIRST TR EXCHNG TRADED FD VIFDECOther12.70%497,699+11,259+2.31%$27,108,000
AMAZON COM INCAMZNConsumer Cyclical4.52%40,433+2,640+6.99%$9,637,000
APPLE INCAAPLTechnology4.14%30,498+2,069+7.28%$8,825,000
CITIGROUP INCCFinancial Services4.09%62,334-8,165-11.58%$8,724,000
BANK OF AMER CORPBACFinancial Services3.68%137,933+8,974+6.96%$7,859,000
MICROSOFT CORPMSFTTechnology3.51%20,092+2,020+11.18%$7,495,000
META PLATFORMS INCMETACommunication Services3.51%13,301+1,525+12.95%$7,492,000
TRUIST FINL CORPTFCFinancial Services3.46%148,409+8,657+6.19%$7,394,000
COCA COLA COKOConsumer Defensive3.32%87,195+5,846+7.19%$7,086,000
SOUTHERN COSOUtilities3.07%68,491+4,284+6.67%$6,555,000
NVIDIA CORPORATIONNVDATechnology3.04%32,436+2,451+8.17%$6,490,000
JOHNSON & JOHNSONJNJHealthcare2.96%24,833+1,679+7.25%$6,307,000
UNITEDHEALTH GROUP INCUNHHealthcare2.59%13,278+788+6.31%$5,519,000
AT&T INCTCommunication Services2.58%266,387+22,321+9.15%$5,514,000
VERIZON COMMUNICATIONS INCVZCommunication Services2.51%126,388+10,739+9.29%$5,351,000
FIRST TR EXCHNG TRADED FD VIXDECOther2.39%118,957-3,761-3.06%$5,096,000
STATE STR SPDR S&P 500 ETF TSPYOther2.27%6,481+62+0.97%$4,840,000
PROCTER & GAMBLE COPGConsumer Defensive2.18%31,769+2,325+7.90%$4,659,000
FIRST TR EXCHANGE TRADED FDSDVYOther2.14%105,909+19,215+22.16%$4,569,000
HOME DEPOT INCHDConsumer Cyclical1.98%11,997+727+6.45%$4,231,000
PFIZER INCPFEHealthcare1.82%161,427+11,906+7.96%$3,887,000
WELLS FARGO & COWFCFinancial Services1.77%45,579+3,265+7.72%$3,767,000
DUKE ENERGY CORP NEWDUKUtilities1.74%29,409+1,953+7.11%$3,723,000
ABBVIE INCABBVHealthcare1.74%14,738+1,161+8.55%$3,709,000
ORACLE CORPORCLTechnology1.72%25,069+2,885+13.00%$3,674,000
MICRON TECHNOLOGY INCMUTechnology1.50%2,782+2,782+100.00%$3,211,000
AMERICAN EXPRESS COAXPFinancial Services1.45%9,157+3,278+55.76%$3,097,000
CHEVRON CORPORATIONCVXEnergy1.03%13,279+1,197+9.91%$2,201,000
GILEAD SCIENCES INCGILDHealthcare0.89%15,091+1,346+9.79%$1,907,000
ISHARES TRIVVOther0.85%2,410+2,003+492.14%$1,805,000
LOCKHEED MARTIN CORPLMTIndustrials0.75%3,138+147+4.91%$1,599,000
CONSTELLATION ENERGY CORPCEGUtilities0.68%5,812+843+16.97%$1,444,000
JPMORGAN CHASE & COJPMFinancial Services0.63%4,108+596+16.97%$1,345,000
FIRST TR EXCHNG TRADED FD VIXJULOther0.56%29,600--$1,205,000
INTERNATIONAL BUSINESS MACHSIBMTechnology0.51%3,903-6-0.15%$1,098,000
CATERPILLAR INCCATIndustrials0.37%747-13-1.71%$796,000
TEXAS INSTRS INCTXNTechnology0.33%2,393+134+5.93%$713,000
AMERICAN WTR WKS CO INC NEWAWKUtilities0.32%5,147--$677,000
CISCO SYS INCCSCOTechnology0.30%5,408-1,265-18.96%$635,000
ELI LILLY & COLLYHealthcare0.29%509+98+23.84%$611,000
FIRST TR EXCHNG TRADED FD VIFJULOther0.25%9,085--$541,000
PEPSICO INCPEPConsumer Defensive0.23%3,633+6+0.17%$492,000
VANGUARD TAX-MANAGED FDSVEAOther0.23%6,749+6,749+100.00%$481,000
FIRST TR EXCHNG TRADED FD VIFAPROther0.22%10,000--$467,000
ALPHABET INCGOOGLCommunication Services0.22%1,298+533+69.67%$464,000
BROADCOM INCAVGOTechnology0.22%1,219+527+76.16%$461,000
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.22%492+122+32.97%$460,000
PHILIP MORRIS INTL INCPMConsumer Defensive0.21%2,500-446-15.14%$452,000
VANGUARD INDEX FDSVVOther0.21%1,279+1,279+100.00%$440,000
INTEL CORPINTCTechnology0.20%3,031+3,031+100.00%$423,000
NEXTERA ENERGY INCNEEUtilities0.20%4,746+90+1.93%$417,000
REGIONS FINANCIAL CORP NEWRFFinancial Services0.19%13,377+7+0.05%$404,000
ALTRIA GROUP INCMOConsumer Defensive0.17%4,939+72+1.48%$355,000
FIDELITY MERRIMACK STR TRFCOROther0.16%7,204+40+0.56%$340,000
ANALOG DEVICES INCADITechnology0.15%807-74-8.40%$321,000
PAYCHEX INCPAYXTechnology0.15%3,252--$320,000
FASTENAL COFASTIndustrials0.14%6,404--$308,000
WALMART INCWMTConsumer Defensive0.14%2,651-11-0.41%$300,000
VULCAN MATLS COVMCBasic Materials0.14%1,000--$295,000
FIRST TR EXCHANGE-TRADED FDFDNOther0.13%1,062-60-5.35%$281,000
NORFOLK SOUTHN CORPNSCIndustrials0.12%817+2+0.25%$257,000
SELECT SECTOR SPDR TRXLKOther0.12%1,318+1,318+100.00%$251,000
ISHARES TRITOTOther0.11%1,480--$243,000
SCHWAB STRATEGIC TRSCHXOther0.11%7,814+7,814+100.00%$230,000
METLIFE INCMETFinancial Services0.11%2,705--$229,000
GENERAL DYNAMICS CORPGDIndustrials0.11%638--$226,000
KAYNE ANDERSON ENERGY INFRSTKYNFinancial Services0.10%16,173--$224,000
FORD MTR COFConsumer Cyclical0.10%14,900--$207,000
KIMBERLY-CLARK CORPKMBConsumer Defensive0.10%1,859+1,859+100.00%$204,000