Griffith & Werner, Inc. - Portfolio overview

Griffith & Werner, Inc. has 75 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. FDEC - FIRST TR EXCHNG TRADED FD VI, 11.90%
2. SQMX - FIRST TR EXCHNG TRADED FD VI, 5.09%
3. C - CITIGROUP INC, 3.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.