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Home > Institutional Investor > Griffith & Werner, Inc. > Profile

Instuitional Investor - Griffith & Werner, Inc.

Fund Profile
Filing Period:
Fund Name: Griffith & Werner, Inc.
Portfolio Value $160,828,888
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchng Traded Fd Vi
 558,364 $24,235,343 15.07%
2.
Coca Cola Co
 KO 93,439 $6,692,123 4.16%
3.
Exxon Mobil Corp
 XOM 53,209 $6,328,092 3.93%
4.
At&T Inc.
 T 223,454 $6,319,276 3.93%
5.
Amazon Com Inc
 AMZN 32,504 $6,184,211 3.85%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)