Top 50 Griffith & Werner, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FDEC | FIRST TR EXCHNG TRADED FD VI | 11.98% | 486.4K | $24.2M | -24.40%(-157.00K) | $44.72(+20.31%) | 2026-03-31 | |
| SQMX | FIRST TR EXCHNG TRADED FD VI | 5.12% | 310.6K | $10.3M | new | $33.33(+1.95%) | 2026-03-31 | |
| C | CITIGROUP INC | 3.96% | 70.5K | $8.0M | +6.30%(+4.18K) | $69.59(+78.34%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.9% | 37.8K | $7.9M | +19.81%(+6.25K) | $205.90(+31.20%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.58% | 28.4K | $7.2M | +5.91%(+1.59K) | $234.06(+27.69%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.55% | 42.2K | $7.2M | -27.60%(-16.08K) | $112.28(+35.00%) | 2026-03-31 | |
| T | AT&T INC | 3.51% | 244.1K | $7.1M | -5.84%(-15.13K) | $23.21(+6.58%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.34% | 11.8K | $6.7M | +10.00%(+1.07K) | $592.13(+4.14%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.32% | 18.1K | $6.7M | +38.38%(+5.01K) | $424.89(-4.63%) | 2026-03-31 | |
| TFC | TRUIST FINL CORP | 3.18% | 139.8K | $6.4M | +5.45%(+7.22K) | $43.36(+7.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.61% | +8.03% |
| Top 20 Holdings Unweighted | +2.32% | +7.13% |
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