Griffith & Werner, Inc.
CIK 2057200 · Holdings on Sep 30, 2025 · First reported Nov 12, 2025
Top ten holdings
Q3 2025- FDEC16.93%
- AMZN4.02%
- AAPL3.78%
- EXMOC3.62%
- KO3.53%
- C3.49%
- MSFT3.39%
- META3.36%
- T3.29%
- GOOG3.23%
Share classes counted separately48.64%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | FDECFT VEST U.S. EQUITY BUFFER EFT VEST UQ EQT View history and evidence | $32.68M | 16.93% | 653.59K shares | Prior unavailable +95.22K (+17.10%) | Added | ↗▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $7.76M | 4.02% | 31.24K shares | Prior unavailable -1.26K (-3.90%) | Reduced | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $7.30M | 3.78% | 27.09K shares | Prior unavailable +115 (+0.40%) | Added | ↗▾ |
| 04 | EXMOCEXXON MOBIL CORP View history and evidence | $6.98M | 3.62% | 59.05K shares | Prior unavailable +5.84K (+11.00%) | Added | ↗▾ |
| 05 | KOCOCA-COLA CO/THE View history and evidence | $6.82M | 3.53% | 96.73K shares | Prior unavailable +3.29K (+3.50%) | Added | ↗▾ |
| 06 | CCITIGROUP INCCOM NEW View history and evidence | $6.73M | 3.49% | 66.36K shares | Prior unavailable -10.43K (-13.60%) | Reduced | ↗▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $6.54M | 3.39% | 12.93K shares | Prior unavailable -1.35K (-9.50%) | Reduced | ↗▾ |
| 08 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $6.48M | 3.36% | 10.26K shares | Prior unavailable +389 (+3.90%) | Added | ↗▾ |
| 09 | TAT&T INC View history and evidence | $6.35M | 3.29% | 255.78K shares | Prior unavailable +32.33K (+14.50%) | Added | ↗▾ |
| 10 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $6.23M | 3.23% | 21.45K shares | Prior unavailable -1.61K (-7.00%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KMB KIMBERLY-CLARK CORP | Non-derivative | -1,853 | -$263.51K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2057200 · Period Sep 30, 2025
Data loaded Sep 23, 2026 · First reported Nov 12, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 193061096
}Research all 71 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.