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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 $151,486,032
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchng Traded Fd Vi
 518,943 $23,131,885 15.26%
2.
Amazon Com Inc
 AMZN 30,541 $6,700,390 4.42%
3.
First Tr Exchng Traded Fd Vi
 171,348 $6,391,280 4.21%
4.
Apple Inc.
 AAPL 24,585 $6,156,517 4.06%
5.
Coca Cola Co
 KO 90,677 $5,645,569 3.72%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)