Portfolio (Quarterly)
Guide ↗
Griffith & Werner, Inc.
· CIK 0002057200| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 42,179 | $7.2M | 3.55% | SOLD |
| 2 | GOOG | ALPHABET INC | — | 19,064 | $5.5M | 2.71% | SOLD |
| 3 | MRVL | MARVELL TECHNOLOGY INC | Technology | 25,147 | $2.5M | 1.23% | SOLD |
| 4 | QQQ | INVESCO QQQ TR | Financial Services | 1,580 | $912K | 0.45% | SOLD |
| 5 | BLK | BLACKROCK INC | Financial Services | 721 | $693K | 0.34% | SOLD |
| 6 | — | BERKSHIRE HATHAWAY INC DEL | — | 947 | $454K | 0.23% | SOLD |
| 7 | KNG | FIRST TR EXCHANGE-TRADED FD | — | 5,652 | $275K | 0.14% | SOLD |
| 8 | PRU | PRUDENTIAL FINL INC | Financial Services | 2,580 | $252K | 0.12% | SOLD |
| 9 | ABT | ABBOTT LABORATORIES | Healthcare | 2,005 | $206K | 0.10% | SOLD |
Sector Allocation
Financial Services
23.8%
Technology
21.0%
Healthcare
13.8%
Communication Services
11.8%
Consumer Cyclical
8.9%
Consumer Defensive
8.8%
Utilities
8.1%
Industrials
2.2%
Energy
1.4%
Basic Materials
0.2%